国内价值链循环与能源效率  

Domestic Value Chain Circulationand Energy Efficiency

作　　者：陈果 李宝玺 程时雄 CHEN Guo;LI Bao-xi;CHENG Shi-xiong(Hubei University,Wuhan 430062;Shanghai Jiaotong University,Shanghai 200052,China)

机构地区：[1]湖北大学商学院/开放经济研究中心,湖北武汉430062 [2]上海交通大学安泰经济与管理学院,上海200052

出　　处：《当代财经》2023年第6期106-118,共13页Contemporary Finance and Economics

基　　金：国家社会科学基金项目“中美经贸关系新形势对中国全球价值链地位攀升的影响及应对策略研究”(19BGJ033);2022年上海市长三角科创产业金融服务协同创新中心项目“金融支持产业链供应链核心企业发展”(2022TIIFS-XS013)。

摘　　要：面对中美贸易摩擦、俄乌冲突等外部冲击,全球价值链断裂风险增加,中国开始更多地谋求国内大循环的发展,这深刻地影响了能源的消费和利用。首先运用省份嵌入全球的投入产出模型从最终需求来源地的角度构建了国内价值链嵌入指标,以测算各省份-行业参与国内价值链循环的程度;然后基于2002—2017年中国30个省份13个制造业的三维数据,采用高维固定效应模型实证研究了国内价值链嵌入对能源效率的影响和作用机制。研究表明,国内价值链嵌入显著抑制了能源效率,这一结论在考虑替换变量、改变聚类标准误、剔除样本极端值、使用工具变量等因素后仍成立。异质性检验表明,在低污染行业、高技术行业、2008年之前、沿海地区,国内价值链嵌入对能源效率的负向影响均更加明显。机制分析表明,国内价值链嵌入对产业结构和生产率产生了不利影响,从而抑制了能源效率提升。因此,要优化国内价值链产业布局,提高各环节的分工合作水平,推动能源技术的研发应用。Faced with the increasing risks of Sino-US trade friction,Russia-Ukraine conflict,and global value chain breakage,China has begun to look more for the development of domestic greater circulation,which has a profound impact on energy consumption and utilization.This paper first constructs a domestic value-chain embedding index from the perspective of the source of the final demands by using the input-output model of province embedded in the globe,so as to measure the degree of participation in the domestic value chain circulation of each province and industry.Then,based on the three-dimensionaldata of 13 manufacturing industries in the 30 provinces of China from2002 to 2017,it conducts an empirical study of the impact and mechanism of domestic value chain embedding on energy efficiency with the high-dimensional fixed effect model.The findings show that domestic value chain embedding will significantly inhibit energy efficiency.After taking into consideration such factors as replacing variables,changing clustering standard errors,eliminating sample extreme values,and using instrumental variables,this conclusion is still valid.The heterogeneity tests reveal that the negative impact of domestic value chain embedding on energy efficiency is more pronounced in the low-polluting industries,high-tech industries,years before 2008,and coastal regions.The mechanism test reveals that domestic value chain embedding will produce adverse effect on industrial structure and productivity,thus inhibiting the improvement of energy efficiency.Therefore,it is necessary to optimize the industrial layout of the domestic value chain,improve the level of division of labor and cooperation at all links,and promote the research,development and application of energy technology.

关 键 词：国内价值链 能源效率 产业结构 绿色全要素生产率 

分 类 号：F424[经济管理—产业经济]