减污降碳压力能否转换为经济高质量发展动力?——环境规制强度与资源错配程度的新证据  

Can the Pressure of Pollution Reduction and Carbon Reduction be Transformed into Driving Force for High-quality Economic Development?--New Evidence on the Intensity of Environmental Regulations and the Degree of Resource Misallocation

作　　者：郭涛 孙玉阳 彭绪庶[1] GUO Tao;SUN Yu-yang;PENG Xu-shu(Institute for Quantitative Economics and Technological Economics,Chinese Academy of Social Sciences,100732;School of Economics,Liaoning University,110136)

机构地区：[1]中国社会科学院数量经济与技术经济研究所,100732 [2]辽宁大学经济学院,110136

出　　处：《上海经济研究》2024年第11期39-52,共14页Shanghai Journal of Economics

基　　金：中国社会科学院创新工程项目、教育部青年基金项目(21YJC790102);辽宁省教育厅基本科研项目(JYTMS20230737)阶段性成果之一;“中国社会科学院经济大数据与政策评估实验室”支持。

摘　　要：把减污降碳压力转换为经济高质量发展动力对于现阶段全面绿色低碳转型与美丽中国建设具有重要意义。基于此,本文使用中国地级市面板数据,通过构造宏观视角资源错配程度与环境规制强度指标,实证研究环境规制强度对资源错配程度的影响及其作用机制。研究发现:环境规制强度具有纠错效应。回归结果表明环境规制强度能够有效降低地区资源错配程度,通过稳健性检验、异质性分析及内生性处理后研究结论仍然成立。机制分析表明技术倒逼效应与资源优化配置效应起到关键作用。技术倒逼效应通过提高生产效率使得实际产出更加接近最优产出。资源优化配置效应通过缓解资源错配程度,使得资源配置更加合理化。微观视角环境规制强度的成本加成效应在宏观视角并不成立。宏观视角由于反馈机制存在,环境规制强度并不会通过成本加成效应增加资源错配程度。环境质量改善与资源错配缓解推动中国经济高质量发展,支撑减污降碳扩绿增长四位一体任务完成。The ability to convert the pressure of pollution reduction and carbon reduction into driving forces for high-quality economic development is of great significance for the comprehensive green and low-carbon transformation and the construction of a beautiful China at the current stage.Based on this,this paper utilizes a panel database of prefecture-level cities in China,constructing indicators for the degree of resource misallocation and the intensity of environmental regulation from a macro perspective.It empirically studies the impact of environmental regulation intensity on resource misallocation and its mechanisms.The findings show that environmental regulation intensity has a corrective effect.Regression results indicate that environmental regulation intensity can effectively reduce regional resource misallocation,and the conclusions remain valid after robustness checks,heterogeneity analysis,and addressing endogeneity.Mechanism analysis reveals that the technology-forcing effect and the resource optimization allocation effect play key roles.The technology-forcing effect improves production efficiency,making actual output closer to optimal output.The resource optimization allocation effect alleviates resource misallocation,making resource allocation more rational.The cost-plus effect of environmental regulation intensity from a micro perspective does not hold in a macro perspective.Due to the feedback mechanism at the macro level,environmental regulation intensity does not increase resource misallocation through the cost-plus effect.Improvement in environmental quality and alleviation of resource misallocation can drive China's high-quality economic development and support the completion of the integrated task of pollution reduction,carbon reduction,greening,and growth.

关 键 词：环境规制 资源错配 Aoki模型 高质量发展 碳规制 

分 类 号：F062.2[经济管理—政治经济学]