中国能源补贴政策形成和出口产品竞争优势的关系研究

Analysis of Relationship between the Formation of Energy Subsidies Policy and Competitive Advantage of Export Products in China

本文研究中国能源补贴政策对提高中国出口产品竞争力的作用机理,并对出口产品能源补贴载量进行实证分析。我们认为,中国能源补贴政策经历了能源要素的政策性低价、价格粘性和权衡产品竞争力与贸易条件三个阶段,能源要素价值低估成为提高我国出口产品竞争优势的重要因素之一,实证结果表明:中国是一个能源出口大国,出口结构中多以高能耗产品为主,全部能源补贴中约有10%通过出口产品净补贴给国外消费者,呈现出巨大外贸顺差和严重生态逆差并存的悖论。

This paper analies the mechanism of Chinese energy subsidies policies on the competitiveness of Chinese export products, and estinates the amount of energy subsidies in export products. We belive that Chinese energy subsidies policy undergo three stages： political low energy prices, sticky prices and balance between product competitiveness and trade. Underestimate of the value of energy elements become an important factor to improve competitive advantage of Chinese export products. The empirical results show that： China is a big country in energy export, and there is much more products with high energy in its esport structure, about 10% energy subsidies of total are given to foreign consumers. There is a paradox of the coexistence of huge trade surplus and serious ecological deficit.