效率视角下中国产业部门隐含碳配额及边际减排成本研究

Embodied carbon quota and marginal abatement cost of Chinese industrial sector from the perspective of efficiency

二氧化碳排放配额及边际减排成本的合理评估是发挥碳交易市场减排效用的先导性工作。基于2002—2020年中国产业部门投入产出数据,以非竞争型投入产出模型为基础,采用ZSG-DEA模型、方向距离函数与随机前沿分析对产业部门隐含碳配额及边际减排成本进行较为合理的测度与分析。研究发现:产业部门间隐含碳排放效率、配额及边际减排成本均呈现不同程度的差异,这种差异表征了不同产业部门所具有的减排空间、减排潜力;建筑业,其他服务业隐含碳配额占比超过50%,配额较小的多为资源密集型产业;边际减排成本较大的多为采矿业,制造业,较小的多为服务业,但部分产业间减排成本差异过大,资源配置存在严重扭曲的现象。从产业关联的视角以隐含碳排放为着眼点研究配额及减排成本问题,研究结论对现实中碳配额分配、碳排放权定价与行业有序纳入全国碳市场都具有一定的参考意义。

Reasonable assessment of carbon dioxide emission allowances and marginal abatement costs is a precursor work to the effectiveness of carbon markets in reducing carbon emissions.Base in China’s industrial sector input-output data from 2002 to 2020,on the basis of the non-competitive input-output model,using ZSG-DEA model,quadratic directional distance function and stochastic frontier analysis of industrial sector embodied carbon quotas and marginal abatement cost more for the reasonable measure and analysis.Study found that embodied carbon efficiency between sectors,quotas and marginal cost are different degree,these differences represent the different sectors of emission reduction,reduction potential space;Construction,construction and other service industries accounts for more than 50%,carbon quota smaller for more resource intensive industries;Marginal abatement cost is bigger for the mining,manufacturing,much smaller for the services sector,excessive differences in abating costs of carbon emission between some industries,so that there are significant distortions in the allocation of resources.This article studies the issue of quotas and marginal abatement cost from the perspective of industry correlation,focusing on embodied carbon emissions,research conclusion to the real carbon quota allocation,carbon emission rights pricing and orderly industry into the unified national carbon markets have a certain reference significance.