中国人口·资源与环境2024，Vol.34Issue(3)：50-59,10.DOI:10.12062/cpre.20230722
中国碳市场下发电企业碳成本传导率及动态特征
Carbon cost pass-through rate and dynamic characteristics of power generation enterprises in China's national carbon market
摘要
Abstract
Deepening the construction of China's national carbon market promotes the adequate pass-through of carbon costs of power generation companies to the downstream demand side,which is an essential policy focus for accelerating the comprehensive green and low-carbon transition of the economy and society.A reasonable carbon price pass-through rate can not only stimulate enterprises to re-duce emissions but also convey carbon emission costs to consumers by raising electricity prices,guiding them to save electricity,and thereby promoting the carbon reduction effect in a broader range.This study,from a micro-perspective of power generation compa-nies'operational behavior,incorporates carbon emission costs into the investment decision-making scope of power generation compa-nies.Taking into full account the heterogeneity factors of enterprises such as emission intensity,risk preference,and willingness to adopt low-carbon technologies,an agent-based carbon cost pass-through rate evaluation model was constructed.By simulating the multi-strategy selection behavior of power generation companies facing limited information,this study examined the dynamic trend of the car-bon cost pass-through rate of power generation companies in China's national carbon market from 2021 to 2030 and analyzed the im-pact of different market mechanism designs and low-carbon technologies on the carbon cost pass-through rate.The study found that:① The carbon cost pass-through rate of power generation companies presented a'slow growth-rapid rise-maintaining a high position'change feature.② Initial carbon price,market regulation coefficient,and auction proportion were all positively related to the carbon cost pass-through rate of power generation companies.Specifically,as the initial carbon price increased,the carbon cost pass-through rate became higher only in the short term,and the effect would gradually weaken in the medium and long term;the market regulation co-efficient had a threshold effect on promoting the carbon cost pass-through rate;and the increase in auction proportion would increase the marginal emission cost of enterprises,leading to an increase in the carbon cost pass-through rate.③ Low-carbon technology could alleviate the operational cost pressure of power generation companies under carbon emission constraints,effectively slowing the rise of the carbon cost pass-through rate.This study not only provides theoretical support for exploring the carbon cost pass-through problem of power generation companies but also offers practical guidelines for perfecting the mechanism design of China's national carbon market.关键词
碳市场/发电企业/碳排放成本/传导率/低碳技术Key words
carbon market/power generation enterprise/carbon cost/pass-through rate/low-carbon technology分类
管理科学引用本文复制引用
魏亿钢,朱荣琦,谭泷砚..中国碳市场下发电企业碳成本传导率及动态特征[J].中国人口·资源与环境,2024,34(3):50-59,10.基金项目
国家自然科学基金项目"'双碳目标'政策组合对企业绿色技术创新影响研究:效果评价、微观机制与对策建议"(批准号:72174020),"碳排放权交易对控排企业技术进步与减排成本的影响研究——基于'波特假说'的验证"(批准号:71904009) （批准号:72174020）
国家自然科学基金创新研究群体项目"绿色导向的社会经济复杂系统管理决策"(批准号:72021001) （批准号:72021001）
北京市自然科学基金面上项目"北京市节能减排政策协同对企业绿色技术创新影响研究"(批准号:9232014). （批准号:9232014）
