中间品贸易网络地位的节能效应——来自中国工业企业的证据  

The Energy-saving Effect of Intermediate Trade Network Status-Evidence from Chinese Industrial Firms

作　　者：杨志浩 YANG Zhihao

机构地区：[1]中国社会科学院工业经济研究所

出　　处：《国际贸易问题》2023年第4期142-157,共16页Journal of International Trade

摘　　要：本文借助全球双边贸易数据和中国海关数据库,测算了企业层面的中间品贸易网络中心度。结合中国工业企业数据库、污染数据库和专利数据库等,实证检验了中间品贸易网络地位对企业能源强度的影响。结果表明,提升企业中间品贸易网络地位显著降低了能源强度。本文还使用份额移动法工具变量强化了因果识别,结论稳健。机制分析发现,中间品贸易网络地位通过技术溢出、弥补国内中间品供给缺口、提供商业信贷等机制,影响了能源强度。异质性分析表明,中间品贸易网络地位主要影响了深度嵌入国际供应链、位于能源资源匮乏地区和低耗能行业企业的能源强度。拓展分析发现,中间品贸易网络地位还有助于降低污染排放强度和企业能耗总量,并产生经济效益。本文为依托全球中间品贸易网络实现节能减排目标提供了微观依据,呼应了国家实施进口扩大战略的重大意义。This paper measures the firm-level centrality of the intermediate trade network using global bilateral trade data and the China Customs Statistics database.Then,it empirically tests the impact of intermediate trade network status on a firm's energy intensity by combining China's industrial enterprise,pollution,and patent databases.The results show that improving the status of the intermediate trade network significantly reduces a firm's energy intensity.Also,shift-share instrumental variable is used to strengthen causal identification and make the result robust.Mechanism analysis reveals that the intermediate trade network status affects energy intensity through channels such as technology spillovers,strengthening the weak links in the domestic supply chain,and commercial credit supply.Heterogeneity analysis demonstrates that the intermediate trade network status mainly affects the energy intensity of firms deeply embedded in the international supply chain,located in energy deficient areas and low energy consumption industries.Finally,expanding analysis shows that the intermediate trade network status also able to reduce pollution emission intensity and total energy consumption of firms to generate economic benefits.This paper provides micro-economic evidence for achieving energy conservation and emission reduction based on the global intermediate trade network and points out the significance of China's import expansion strategy.

关 键 词：中间品贸易网络 能源强度 份额移动法工具变量 

分 类 号：F742[经济管理—国际贸易]