The development of the digital economy has a profound impact on industrial economics. The article starts from the perspective of industrial organization theory. The thesis aims to analyze the industrial development of the digital economy and its three structural variables: digital manufacturing industry, digital service industry, and the development of industrial digitization on carbon emission intensity.
Based on the data of Input-output Tables with extended tables of 30 provinces, this paper analyzes the industrial development of digital economy and its three structural variables: digital manufacturing industry, digital service industry, and the development of industrial digitization on carbon emission intensity.
The empirical results show that: 1) at the national level, the development of China’s digital economy industries has a suppressive effect on carbon emission intensity; 2) in terms of spatial effects, the development of digital economy has significant carbon spillover effects, but digital industrialization and industrial digitization present different spatial effect results; 3) from the analysis of regional heterogeneity, in the northeast, central and western regions, the direction of influence of digital industrialization and industrial digitalization on carbon emission intensity is consistent; in the eastern region, the development of digital industrial service sector and industrial digitalization has a suppressive effect on carbon emission intensity, while digital industrial manufacturing sector presents a pro-increasing effect; 4) Non-linear relationship analysis shows that the development of the digital industrial manufacturing sector has a “promoting and then inhibiting” effect on carbon emission intensity. Overall, the impact of digital industry development on carbon intensity exhibits a “promoting increase, then suppressing, then promoting increase” trend. In conclusion, the findings suggest that China’s digital economy industry has entered the low-carbon development stage.