环境污染对产业结构变动的传导机制研究:基于国际细分行业全要素生产率视角

Research on the Transmission Mechanism of Environmental Pollution to Industrial Structure Change: From the Perspective of Total Factor Productivity in International Segmentation Industry

环境污染与经济协调发展已成为全球性问题。现有关于环境污染和产业结构变动的研究多聚焦在环境污染与全要素生产率之间,而很少涉及环境污染与产业结构调整的内在传导机制。鉴于此,文章将环境因素纳入产业结构模型,分析结构变动的"成本效应"与"需求效应"的内在逻辑机制,以上述理论推导为依托,基于SEA行业数据进行实证检验。研究发现,产业结构调整体现为一种"价格效应",而环境污染通过全要素生产率的"价格效应"机制与产业结构之间发生影响。实证结果证实了环境污染与行业价格指数之间存在"U型"关系,这主要是由生产性服务行业导致的;而环境污染与产业结构调整之间存在一种"倒U型"关系,而这主要是由劳动密集型行业所引起的。

The coordinated development of economy and environmental pollution have become a global problem. The existing literature about the changes of industrial structure and environmental pollution,focused on the impact of environmental pollution on TFP,intead of the inherent conduction mechanism between environmental pollution and industrial structure change. Based on the above,we consider the environmental factors in the industrial structure model in this paper,and study the internal logic mechanism of " cost effect" and " demand effect" in structural change. Taking into account the above theoretical analysis,we conduct empirical analysis based on SEA industry data. The results show that the industrial structure change is a kind of " price effect". What's more,the environmental pollution is transmitted through the price effect between the total factor productivity and the industrial structure. There is a " U-shaped" relationship between environmental pollution and industry price index,which is mainly caused by producer service industry. The labor-intensive industry mainly leads to the inverted " U-shaped" relationship between environmental pollution and industrial structure change.