碳边境调节机制对中国在欧盟直接投资的影响及对策  

Impact of Carbon Border Adjustment Mechanism on Chinese Investment in EU and China’s Response

作　　者：孙芳[1,2] 荣文钧[1] 温珺 Sun Fang;Rong Wenjun;Wen Jun(Nanjing University of Science and Technology)

机构地区：[1]南京理工大学经济管理学院 [2]南京理工大学国际经贸问题研究中心

出　　处：《国际经济合作》2023年第2期60-69,92,共11页Journal of International Economic Cooperation

基　　金：南京理工大学经济管理学院青年教师科研基金项目(项目编号:JGQN1704)的阶段性研究成果。

摘　　要：欧盟碳边境调节机制的提出意味着碳规则将在国际贸易中发挥愈加重要的作用。该机制能否有效应对气候变化尚未可知,但其实施必然会对中欧贸易投资关系产生影响,进而影响中国对欧盟的直接投资活动。分析碳边境调节机制的发展历程、主要内容以及中国在欧盟直接投资的现状可以发现,碳边境调节机制在短期内对中国在欧盟直接投资的影响并不明显;但从中长期看,或将加大中国企业在欧盟投资规模,改变中国在欧盟的投资布局,并促使能源领域投资转向新能源。基于此,中国应从国家和企业层面作出努力,积极应对碳边境调节机制。The proposal of the Carbon Border Adjustment Mechanism(CBAM) represents that carbon rules will play an increasingly important role in international trade. It is still unknown whether the CBAM can effectively deal with the climate change, but the implementation of the mechanism will inevitably have a certain impact on China-EU trade and investment relations and also affect China’s investment in the EU.The study tries to analyze the CBAM’s development path and contents as well as China’s investment in the EU, and finds that the impact of the CBAM on China’ s investment in the EU is not obvious in the short term. However, in the medium-to-long term, it is likely to increase Chinese enterprises’ investment in the EU, change the layout of China’ s investment in the region and shift investment in energy to new energy sector. Hence, China and domestic companies should strengthen efforts to actively respond to the CBAM.

关 键 词：碳边境调节机制 碳关税 中国直接投资 

分 类 号：F125[经济管理—世界经济] F742F811.4