摘要
化解产能过剩会影响资源配置、技术创新和绿色发展,进而影响绿色全要素生产率,而现有研究对此缺乏专门分析。以《国务院关于化解产能严重过剩矛盾的指导意见》的实施为准自然实验,基于双重差分法及其拓展模型的经验分析表明:(1)总体而言,化解产能过剩显著地促进了中国工业绿色全要素生产率提升,而且政策净效应有明显时滞并逐年增强;(2)各去产能行业的政策净效应经历了差异化的演变路径,不过最终都大于零;(3)在化解产能过剩促进绿色全要素生产率提升的作用机制中,资源配置效应远大于技术创新效应;(4)提升创新能力、升级要素禀赋结构,以及降低国有经济占比、企业污染程度和负债率都有助于提升绿色全要素生产率,而扩大对外开放和引进外商直接投资的影响不明显。为推进工业高质量发展,应差异化实施去产能政策、不断推动工业结构升级和多渠道提升工业绿色全要素生产率。
Resolving overcapacity will affect resource allocation,technological innovation and green development,which in turn will affect green total factor productivity,but existing research lacks specific analysis on this.Taking the implementation of the “Guidance of the State Council on Resolving Serious Overcapacity Contradictions” as a quasi-natural experiment,the empirical analysis based on the Differences-in-Differences method and its extended models shows that:(1)Overall,the de-capacity has significantly improved the green total factor productivity of China’s industries,and the net effect of the policy has a significant time lag and increases year by year;(2)As far as the different industries implementing de-capacity are concerned,the net policy effect has undergone a differentiated evolution path,but they are all greater than zero in the end;(3)In the mechanism of de-capacity improving green total factor productivity,the effect of resource allocation is far greater than that of technological innovation;(4)Enhancing innovation capability,upgrading factor endowment structure,and reducing the proportion of state-owned economy,the degree of enterprise pollution,and the debt ratio are all conducive to improve green total factor productivity,but the impact of expanding opening to the outside world and introducing FDI is not obvious.To promote industrial high-quality development,we should implement differentiated policies to de-capacity,continuously promote the upgrading of industrial structure,and increase industrial green total factor productivity through multiple channels.
作者
杨文举
王其
YANG Wen-ju;WANG Qi(Research Center for Economy of Upper Reaches of the Yangtze River,Chongqing Technology and Business University,Chongqing 430072)
出处
《经济问题》
CSSCI
北大核心
2022年第7期1-12,共12页
On Economic Problems
基金
教育部人文社会科学重点研究基地重大项目“长江上游地区产业转型升级研究”(16JJD790063)
国家社会科学基金一般项目“提升绿色全要素生产率的供给侧结构性改革研究”(16BJL055)。
关键词
产能过剩
绿色全要素生产率
动态效应
行业异质性
overcapacity
green total factor productivity
dynamic effect
industrial heterogeneity
