“大气十条”政策的实施对企业全要素生产率的影响研究  

Research on the Impact of“Atmosphere Ten Articles”Policy on the Total Factor Productivity of Enterprises

作　　者：高瑜 谢世谦 游士兵[1] Gao Yu;Xie Shiqian;You Shibing(School of Economics and Management,Wuhan University,Wuhan 430072,China;Education and Training of Trade Union Cadres School,Shandong Management University,Jinan 250000,China)

机构地区：[1]武汉大学经济与管理学院,武汉430072 [2]山东管理学院工会干部教育培训学院,济南250000

出　　处：《工业技术经济》2024年第2期39-49,共11页Journal of Industrial Technological Economics

基　　金：国家社会科学基金项目“政策性金融助推环保技术扩散的动力机制及效应研究”(项目编号:20BJL041)。

摘　　要：高质量发展背景下,环境规制如何实现经济增效与环境治理共赢备受关注。本文以《大气污染防治行动计划》(简称“大气十条”政策)———2013年开始实施的命令型环境规制的实施作为准自然实验,检验环境政策的经济效应,采用渐进双重差分法检验空气污染治理政策对企业全要素生产率的影响。研究发现:(1)“大气十条”政策实施对企业全要素生产率具有显著的提升作用,但该政策效应逐渐减弱,不具备长期性;(2)异质性分析表明,该政策对企业全要素生产率的影响存在异质性,非国有企业、年轻企业、环境规制强度低的地区、财政压力大的地区对“大气十条”政策的实施更为敏感;(3)机制分析表明,该政策通过提高创新能力、改善资本配置效率等路径对企业生产率产生正向拉动作用。本文对于解读中国命令型环境规制实施后的政府行为、企业决策具有参考价值,丰富了该类政策的理论研究和经验证据,为进一步推行和优化命令型环境规制、进一步完善大气污染防治政策具有重要政策启示。In the context of high-quality development,much attention has been paid to how environmental regulations can a⁃chieve the win-win outcome between economic enhancement and environmental governance.On this basis,this research refers to“Air Pollution Prevention and Control Action Plan”(hereinafter referred to as the“Atmosphere Ten Articles”policy),a 2013 command-based environmental regulation targeting air pollution issues,as a quasi-natural experiment to examine the economic effects of environmental policies.Moreover,this research employs a time-varying DID approach to investigate the impacts of air pollution control policies on the total factor productivity of enterprises.The research findings are as follows:(1)the implementa⁃tion of the“Atmosphere Ten Articles”policy significantly enhances the total factor productivity of enterprises,while the effective⁃ness of this policy diminishes over time and does not have a long-term.(2)The heterogeneity analysis indicates that the impact of this policy on enterprisestotal factor productivity exhibits heterogeneity,it is found that some enterprises and regions demonstrate greater level of sensitivity to the implementation of the“Atmosphere Ten Articles”policy,such as non-state-owned enterprises,young enterprises,as well as regions with lower environmental regulatory intensity and regions under high fiscal pressure.(3)Mechanism analysis reveals that the policy exerts a positive driving force on the total factor productivity of enterprises through path⁃ways,such as enhancing innovation capability and improving capital allocation efficiency.This research provides valuable insights into governmental acts and firm decisions following the implementation of command-type environmental regulations in China.Also,this research enriches the theoretical studies and empirical evidence on such policies,which offers important policy implications for further implementation and optimization of command-type environmental regulations.Correspondingly,the policies of air

关 键 词：“大气十条” 政策 环境规制 全要素生产率 波特假说 资本配置效率 渐进双重差分 

分 类 号：F205[经济管理—国民经济] F273