房价控制与工业污染:来自房地产市场乱象治理的证据  

Housing Price Control and Industrial Pollution:Evidence from Rectifying the Chaotic Real Estate Market in China

作　　者：文强 方颖 Wen Qiang;Fang Ying

机构地区：[1]四川大学商学院 [2]厦门大学王亚南经济研究院和经济学院,福建省厦门市思明区361005

出　　处：《世界经济》2023年第6期183-209,共27页The Journal of World Economy

基　　金：研究阐释党的十九届六中全会精神国家社科基金重大项目“防范化解经济金融领域风险研究”(22ZDA051)的资助。

摘　　要：基于2018年7-12月实施“治理房地产市场乱象专项行动”政策的准实验,本文使用双重差分方法考察控制房价政策对地区环境污染的影响作用。回归分析结果显示,政策实施显著降低了试点城市的房价水平、提高了试点地区的工业污染程度。进一步分析发现,为了应对房价控制可能形成的对土地财政的负向冲击,地方政府放松环境监管以发展工业,最终导致工业污染加剧。然而,促进地区创新可以降低地方政府牺牲环保目标的经济动机,加强环境规制可以强化地方政府保护环境的动机,二者都有助于治理遏制房价上涨可能产生的未预期污染效应。In recent years,the central government has been resolutely regulating the real estate market,which has changed the expectations of economic agents regarding the continued rise in housing prices.The way in which local governments have been responding to the cooling trend of the real estate market is worthy of in-depth study.Drawing on the quasi-experiment of the“Special Action to Control Chaos in the Real Estate Market”policy implemented from July to December 2018,this paper uses the difference-in-differences approach to identify the impact of housing price control policies on regional environmental pollution.Empirical results reveal that the policy implementation significantly reduces the level of housing prices in the pilot cities and increases the degree of industrial pollution in the pilot areas.A more detailed analysis indicates that to cope with the negative impact on land finance likely caused by housing price control,local governments relaxed environmental oversight to develop industries,which eventually led to an increase in industrial pollution.Nonetheless,the promotion of regional innovation can reduce the economic incentive of local governments to sacrifice environmental protection objectives,and the strengthening of external environmental regulation can reinforce the motivation of local governments to protect the environment,both of them will help curb the unintended polluting effects that housing price control may produce.

关 键 词：房价 工业污染 土地财政 地区创新 环境规制 

分 类 号：F424[经济管理—产业经济] F299.23[环境科学与工程—环境工程] X322