“电区房”的溢价效应:来自微观房屋交易信息的证据  

Is there a Price Premium in Electrically Zoned Houses?Evidence from Microhousing Transactions

作　　者：赵小磊 李雪梅[1] 毛雨濛 Zhao Xiaolei;Li Xuemei;Mao Yumeng

机构地区：[1]北京交通大学经济管理学院

出　　处：《世界经济》2024年第12期219-248,共30页The Journal of World Economy

摘　　要：随着新能源汽车的普及和充电基础设施的迅速发展,形成了大量的“电区房”。本文基于2012-2020年北京市312631条住房交易数据,采用享乐价格模型和广义队列双重差分模型,探讨公共充电设施对房价的影响。研究发现,相较于非电区房,电区房溢价3.0%~4.4%。在距离充电设施1.2~1.6公里时,溢价最高可达12.0%。研究揭示了电区房溢价效应的作用机制,包括提高空气质量和交通流量。异质性分析显示,北京市内门头沟、房山和顺义的电区房溢价效应最显著,在6个样本城市中,上海市“电区房”的溢价效应最明显,北京次之,河北省唐山市的影响最小。本文为新能源汽车充电基础设施规划提供了经验证据,并为房地产市场发展和城市规划政策制定提供了新视角。With the accelerated construction of public charging facilities around neighbourhood residential areas,this has generated a large number of electrically zoned houses with public charging facilities located less than 2km away.For this reason,it is worth exploring whether these electrically zoned houses experience a price premium effect compared to non-electrically zoned houses.Based on 312,631 microhousing transactions conducted in Beijing between 2012 and 2020,this paper investigates the impact of public charging facilities on house prices using a hedonic price model and the generalised cohort difference in differences technique.The results indicate that access to public charging facilities can be capitalised on in real estate value,thus increasing local house prices.Compared to non-electrically zoned houses,the premium of electrically zoned houses is about 3.0%-4.4%.The premium peaks at 12.0%when the distance to public charging facilities is between 1.2 and 1.6km.This paper thoroughly examines the price premium effect of electrically zoned houses,including the improvement in air quality and traffic flow.The air quality index in the immediate vicinity of electrically zoned houses decreases by approximately 13.5%,while the traffic volume in such vicinity increases by approximately 29.2%.The results of the heterogeneity analysis reveal that in Beijing the premium effect is most significant in the districts of Mentougou,Fangshan and Shunyi(and minimal in the districts of Dongcheng and Chaoyang),in the presence of nearby subway stations and in areas with a higher population density located in the vicinity of electrically zoned houses.Among the six cities sampled,the premium effect of electrically zoned houses is most pronounced in Shanghai,followed by Beijing,and the least impact is in Tangshan.

关 键 词：电区房 公共充电设施 房价 广义队列双重差分 

分 类 号：F426.61[经济管理—产业经济] F299.23