区域差异视角下环境规制的能源错配效应  

Energy mismatch effects of environmental regulation from the perspective of regional differences

作　　者：肖士恩 牛风君 王军英 XIAO Shi’en;NIU Fengjun;WANG Junying(School of Earth Sciences and Resources,China University of Geosciences(Beijing),Beijing 100083,China;School of Economics and Trade,Xingtai University,Xingtai Hebei 054001,China)

机构地区：[1]中国地质大学(北京)地球科学与资源学院,北京100083 [2]邢台学院经济与贸易学院,河北邢台054001

出　　处：《中国人口·资源与环境》2023年第2期73-80,共8页China Population,Resources and Environment

基　　金：国家社会科学基金项目“生态视角下京津冀地区污染密集产业再布局与规模问题研究”(批准号:17BJY076)。

摘　　要：全面考察和分析已有节能减排政策或环境规制的实施效果,对环境规制政策的具体实施具有重要参考价值。该研究基于中国2000—2019年省级面板数据,以《大气污染防治行动计划》政策出台为准自然实验,采用DID方法进行因果识别,将京津冀、长三角、珠三角三个区域的八省市作为处理组,其他省份作为控制组,通过处理组和控制组内样本区域的对比来评估环境规制政策的能源错配效应的区域差异。实证分析发现:环境规制政策对能源错配指数具有显著的正向效应,即环境规制政策力度越大,企业受到的约束越严格,企业内化成本越高,“倒逼”企业的能源边际产出不断提升,那么能源错配指数就会越高。结合典型事实发现,当前的环境规制政策对能源错配具有超配的推动作用,尤其是在2013年之后很多地区的能源错配指数超过1之后并没表现出向1靠拢趋势,而是继续保持了较快的上升速度。进一步研究发现,环境规制政策的区域差异导致能源错配效应的区域差异,这种效应差异是通过地方政府的执行强度差异实现,即地方政府按照中央环境规制要求,执行力度越强,能源错配指数越高。该研究认为,环境规制政策区域差异的制度安排是把“双刃剑”,尽管能使各地区立足本地实际做到有的放矢,但是不利于国内统一大市场的构建。必须加速推动能源市场改革,发挥价格指挥棒作用,提高能源配置的市场作用。Comprehensive investigation and analysis of the effects of policies on energy conservation and emission reduction or environmental regulation have important reference value for the specific implementation of environmental regulation policies.Based on the provincial panel data of China from 2000 to 2019,the present study took the introduction of the Action Plan for Air Pollution Prevention and Control as a quasi-natural experiment and used the DID approach to conduct causal identification.Eight provinces or municipalities in the three regions of Beijing-Tianjin-Hebei,the Yangtze River Delta,and the Pearl River Delta were selected as the treatment group and the other provinces as the control group.The regional differences in energy mismatch effects of environmental regulation policies were evaluated by comparing the sample areas in the treatment group and the control group.According to the empirical analysis,environmental regulation policies had a significant negative effect on energy mismatch,i.e.,the greater the intensity of environmental regulation policies,the stricter the constraints on enterprises,and the higher the internalized cost of enterprises.The continuous improvement in energy marginal output of‘forced’enterprises made the energy mismatch index higher.Combined with typical facts,it was found that the current environmental regulation policies had a role in promoting the over-distribution of energy mismatch.Specifically,after 2013,when the energy mismatch index in many regions exceeded 1,they did not show a trend of approaching 1,but instead continued to rise at a fast speed.Further research showed that regional differences in environmental regulation policies led to regional differences in energy mismatch effects,which were realized through different levels of implementation intensity of local governments.That is,the stronger the implementation intensity of local governments in accordance with the central environmental regulation requirements,the higher the energy mismatch index.Finally,based on th

关 键 词：环境规制 政策差异 能源错配 区域差异 

分 类 号：F062.1[经济管理—政治经济学]