摘要
碳交易试点政策是中国经济实现低碳转型的重要举措。基于2007-2021年30个省份的面板数据,运用多时点DID和连续DID相结合的方法,实证研究碳交易市场对地区产业结构升级的影响。研究表明:碳交易试点政策可以正向影响地区产业结构升级,且碳价格的提高显著地促进了地区产业结构升级。异质性分析发现,对于东部和中部地区,碳价格对地区结构高度化的提升有明显的促进作用,但是对西部地区的影响效果不显著。机制分析发现,碳价格可通过提高研发强度间接促进产业结构升级。基于以上结论,提出相关建议:一是进一步推进全国碳交易市场建设,推动全国和地区碳交易市场健康有效地运行;二是合理控制碳配额数量,扩大行业覆盖面,增加主体多样性,同时丰富市场交易产品;三是完善碳市场内部运行机制,提高市场运行质量;四是加强对碳减排技术的支持,增强企业合作的多元性,提高企业核心竞争力。
China's economy has entered the stage of high-quality development.In order to achieve the goal of carbon peak carbon neutrality,the carbon trading pilot policy is an important measure for China's economy to achieve low-carbon transformation.Based on the panel data of 30 provinces from 2007 to 2021,this paper empirically studies the impact of carbon trading market on the upgrading of regional industrial structure by using the method of multi-time point DID and continuous DID.The results show that:the carbon trading pilot policy can positively affect the upgrading of regional industry,and the increase of carbon price significantly promotes the optimization and upgrading of regional industrial structure;through heterogeneity analysis,it is found that carbon price has a significant promotion effect on the upgrading of regional structure in the eastern and central regions,but the effect is not significant in the western region;through mechanism analysis,it is found that the impact of carbon price on the upgrading of industrial structure can also be indirectly caused by improving the intensity of R&D and there is a certain mediating effect.Based on the above conclusions,this paper puts forward some suggestions:First,further promote the construction of the national carbon trading market,and promote the healthy and effective operation of the national and regional carbon trading market.Second,reasonably control the number of carbon quotas,expand the coverage of industries to increase the diversity of subjects,and enrich the market trading products.Third,improve the internal operation mechanism of the carbon market,and improve the quality of market operation.Fourth,strengthen support for emission reduction technologies,enhance the diversification of corporate cooperation,and improve the core competitiveness of enterprises.
作者
方丽婷
张芳芳
FANG Li-ting;ZHANG Fang-fang(School of Economics and Management)
出处
《当代金融研究》
2024年第3期1-16,共16页
Journal of Contemporary Financial Research
基金
国家自然科学基金青年科学基金项目“空间分位数回归模型的贝叶斯估计及其应用研究”(72003034)
国家社会科学基金项目“面板数据半参数空间滞后分位数回归模型的理论及应用研究”(22BTJ026)
福建省自然科学基金面上项目“半参数空间滞后模型的贝叶斯分位数估计及应用”(2021J01113)。
关键词
碳交易市场
碳价格
产业结构
优化升级
Carbon Trading Market
Carbon Price
Industrial Structure
Optimization and Upgrading
