新质生产力与“双碳”目标的关联和挑战——基于能源低碳转型的视角  

The Association of New Quality Productive Forces with Carbon Peak/Neutrality Goals and Challenges to Be Resolved:A Perspective on Low-Carbon Energy Transition

作　　者：林伯强 滕瑜强 Lin Boqiang;Teng Yuqiang

机构地区：[1]厦门大学管理学院中国能源政策研究院,厦门361005

出　　处：《四川大学学报（哲学社会科学版）》2024年第5期35-46,208,209,共14页Journal of Sichuan University：Philosophy and Social Science Edition

基　　金：国家自然科学基金重点项目“碳中和框架下的能源产业升级、环境污染治理与经济高质量发展”(72133003);教育部哲学社会科学研究重大课题攻关项目“‘双碳’目标对生产率的中长期影响测度与动态监测研究”(22JZD008)。

摘　　要：新质生产力是推动高质量发展的内在要求和重要着力点,绿色发展是高质量发展的底色,新质生产力本身就是绿色生产力。新质生产力以其高质量、绿色、创新、低碳和科技属性,保障中国的能源供应安全,助力新能源发电产业发展,推动能源系统数智化升级,加快高耗能行业低碳转型和新兴技术应用。“双碳”目标引领加速能源转型,催生新一轮产业革命,包括以提高能源利用效率为内生动力的技术创新、能源结构的清洁低碳化变革、终端用能方式的电气化转型、以清洁电力为主体的新型电力系统以及依托市场化机制崛起的绿色金融市场催生的新质生产力。当前,需要大力发展可再生能源,构建以清洁能源为主体的新型能源系统,推动用能方式的电气化转型,从而缓解全产业链竞争力与低碳转型之间的冲突,满足AI发展低碳但未必低电耗的现实需求。同时,要完善市场化减排和交易机制,借助数字经济、智能微电网、CCUS和储能等新兴技术,为新质生产力与“双碳”目标的协同推进保驾护航。As China embarks on a new phase of constructing a modernized industrial system and pursuing high-quality development,the concept of new quality productive forces has emerged in response to these changes.Under this new economic development model,the new quality productive forces center on technological innovation,green development,and the efficient utilization of resources,serving as an intrinsic requirement and a critical focal point for driving high-quality economic development.Green development is the underlying tone of high-quality development,and the new quality productive forces are inherently green in nature.New quality productive forces are closely related to the carbon peak and neutrality goals,with both theoretical synergies and practical challenges.This paper systematically explores the association between new quality productive forces and the carbon peak/neutrality goals and challenges to be confronted from the perspective of low-carbon energy transition.Leveraging the attributes of high quality,environmental friendliness,innovation,low carbon footprint,and technological advancements,new quality productive forces play a crucial role in ensuring China's energy security,facilitating the development of new energy generation industry,promoting the digitalization upgrade of energy systems,accelerating the low-carbon transition of energy-intensive industries,and fostering the application of emerging technologies.The carbon peak and neutrality goals drive and accelerate the energy transition,sparking a new wave of industrial revolution.This revolution includes new quality productive forces driven by technological innovation aimed at improving energy efficiency,those emerging from a clean and low-carbon energy structure,the green and low-carbon new quality productive forces resulting from the electrification of end-use energy consumption,those arising from the novel power systems primarily reliant on clean electricity,those fostered by the ascent of green financial markets supported by market-oriented mechanis

关 键 词：新质生产力 “双碳”目标 能源低碳转型 

分 类 号：F426.2[经济管理—产业经济]