摘要
碳市场对电网所带来的隐性系统性成本较少受到关注。本文基于中国碳排放权交易试点政策,运用双重差分法分析碳市场对省级电网投资成本的影响。研究发现,碳市场显著提升了试点地区电网投资成本,确认了其带来的额外系统性成本。碳市场增加了电网消纳可再生能源压力及火电机组调峰频次,进而推高成本。为保障碳市场与电网企业的协同发展,未来需制定系统性成本疏导政策。本研究为理解碳市场对电网的隐性影响提供了实证依据。
The implicit systemic costs imposed by the carbon market on power grids have received relatively little attention.This paper,based on China's carbon emissions trading pilot policies,employs a DID(Differences-in-Differences)approach to analyze the impact of the carbon market on the investment costs of provincial power grids.The study finds that the carbon market significantly increases the investment costs of power grids in pilot regions,confirming the existence of additional systemic costs.The carbon market intensifies the pressure on power grids to absorb renewable energy and increases the frequency of peak shaving operations for thermal power units,thereby pushing up costs.To ensure the coordinated development of the carbon market and power grid enterprises,the formulation of systemic cost alleviation policies is necessary in the future.This research provides empirical evidence for understanding the implicit impact of the carbon market on power grids.
出处
《投资研究》
CSSCI
北大核心
2024年第10期144-159,共16页
Review of Investment Studies
关键词
碳市场
电网投资
系统性成本
Carbon market
Grid investment
Systemic costs
