摘要
在碳达峰、碳中和目标背景下,碳排放权交易成为我国重点采用的环境规制政策。基于全国31个省级行政单元2000—2019年的面板数据,利用2011年启动的碳排放权交易试点作为准自然实验,构建双重差分模型研究了碳排放权交易试点的开展对产业结构的影响。研究结果表明:碳排放权交易有利于产业结构升级,该结论具有稳健性。进一步基于成本渠道的机制检验表明:碳排放权交易试点倾向于提高试点地区相关企业的经营成本,进而通过激励企业绿色技术创新促进了试点地区的产业结构升级,且发展绿色金融能够有效支持碳排放权交易试点对产业结构升级的促进作用。与此同时,碳排放权交易试点的政策效果可能随地方政府重视程度、地区资源禀赋条件、市场化水平和数字经济发展程度的不同表现出异质性。研究结果从产业结构升级的视角为我国全面推动碳排放权交易提供了理论支持。应当推进和完善碳排放权交易市场建设,助推产业结构优化升级,加快经济社会发展绿色转型。
Under the background of China’s efforts to achieve carbon peak and carbon neutralization,carbon emission trading has become a key environmental regulation policy in China.Based on the panel data of 31 provincial administrative units in China from 2000 to 2019,this paper uses the carbon emissions trading pilot launched in 2011 as a quasi-natural experiment to build a DID model to study the impact of carbon emissions trading pilot on the industrial structure.The empirical result shows that carbon emission trading is conducive to the upgrading of industrial structure,and the this conclusion turns out to be robust.The further mechanism test based on the cost channel indicates that the carbon emissions trading pilot tends to increase the operating costs of the relevant enterprises in the pilot areas,and then promotes the upgrading of the industrial structure in the pilot areas by encouraging the green technology innovation of enterprises.And the development of green finance can effectively support the promotion of carbon emissions trading pilot to the upgrading of industrial structure.At the same time,the policy effect of carbon emissions trading pilot may show heterogeneity with the degree of attention of local governments,regional resource endowment conditions,the level of marketization and the degree of development of digital economy.The research conclusion provides theoretical support for our country to promote carbon emissions trading in an allround way from the perspective of industrial structure upgrading.We should promote and improve the construction of carbon emissions trading market,promote the optimization and upgrading of industrial structure,and speed up the green transformation of economic and social development.
作者
陈忱
高然
CHEN Chen;GAO Ran(School of Economics,Sichuan University,Chengdu 610065,China)
出处
《经济经纬》
CSSCI
北大核心
2023年第6期27-37,共11页
Economic Survey
基金
国家社会科学基金一般项目(23BJL069)
国家社会科学基金青年项目(23CJY008)。
关键词
碳排放权交易
产业结构
环境规制
成本渠道
双重差分
Carbon Emission Trading
Industrial Structure
Environmental Regulation
Cost Channel
DID
作者简介
陈忱(1988-),女,重庆人,博士,副教授,主要从事资源经济与财政金融研究;通信作者:高然(1987-),男,山东高密人,副教授,博士生导师,主要从事宏观经济与财政金融研究。
