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外资进入的碳排放效应及其对碳达峰的影响OA北大核心CSTPCD

Carbon emission effect of foreign investment and its influence on carbon peaking

中文摘要英文摘要

在不断压缩外资准入"负面清单"的大背景下,进一步引进外资究竟会如何影响双碳目标的实现?为回答这一问题,使用2001-2019年省份-行业的碳排放数据,并结合《外商投资产业指导目录》以及《中西部地区外商投资优势产业目录》,构建双重差分模型研究了外资准入政策的碳排放效应、作用机制、异质性及其与碳达峰的关系.结果表明:外资准入政策显著降低了碳排放水平,且该政策主要通过促进能源结构清洁化实现碳减排;外资准入政策对东部地区碳排放无显著影响,对中部地区和北方地区碳排放具有显著的抑制作用,而对西部地区和南方地区碳排放有显著的促进作用;相较于高碳排放行业,该政策对非高碳排放行业的碳减排作用更为突出;拓展分析发现,外资进入规模与碳排放量存在着"倒U型"曲线关系,且中国绝大多数省份大多数行业尚未跨过拐点.因此,进一步放松外资准入政策、持续推进能源结构清洁化并根据地区及行业异质性制定差异化的"负面清单"等可助力双碳目标的实现.

While large-scale foreign investment is seen as a participant in China's economic growth miracle,it is also seen as an important contributor to China's carbon emissions.In 2020,China made a solemn commitment to the world:strive to peak carbon dioxide emissions before 2030 and achieve carbon neutrality before 2060.In the context of the continuous compression of the negative list of foreign investment access,how will the further introduction of foreign investment affect the realization of the"dual carbon"goal?In order to answer this question,based on the carbon dioxide emissions data at the provincial and industry level from 2001 to 2019,combined with the Catalogue of Industries for Foreign Investment Guidance and the Catalogue of Industries with Advantages for Foreign Investment in Central and Western Regions,a DID model was constructed to study the carbon emission effect,mechanism of action,heterogeneity and the relationship between foreign investment access policy and carbon peaking.The results show that the foreign investment access policy significantly reduces the level of carbon emission,and the policy mainly achieves carbon emission reduction by promoting the clean energy structure.Foreign investment access policy has no significant impact on carbon emissions in the eastern region,significantly inhibits carbon emissions in the central and northern regions,and significantly promotes carbon emissions in the western and southern regions.Compared with high-carbon emission industries,this policy has a more prominent effect on carbon emission reduction in non-high-carbon emission industries.Further analysis shows that there is an"inverted U-shaped"curve relationship between the scale of foreign investment and carbon emissions,and most industries in most provinces in China have not yet crossed the inflection point.Therefore,it is suggested that the government in the future further relax the foreign investment access policy,continue to promote the optimization of clean energy structure,and formulate differentiated"negative lists"according to regional and industry heterogeneity to promote the realization of the"dual carbon"goal.

曹翔;姜璐;于洋

海南大学国际商学院,海口 570228

外资准入政策碳排放双重差分法分省分行业"倒U型"曲线

Foreign capital access policyCarbon emissionDID modelProvinces and industries"Inverted U-shaped"curve

《气候变化研究进展》 2024 (002)

205-219 / 15

国家自然科学基金项目(71963009);国家社会科学基金项目(22CJY060);海南省自然科学基金项目(722RC635);海南省哲学社会科学规划课题(HNSK(JD)21-16)

10.12006/j.issn.1673-1719.2023.183

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