绿色信贷对发电行业低碳转型的影响研究

Research on the Impact of Green Credit on the Low-carbon Transformation of the Power Generation Industry

借助绿色信贷推进电力生产低碳转型,成为中国实现双碳目标的重要途径。本文选取2008~2020年中国30个省(区、市)为研究样本,研究发现,绿色信贷稳健促进发电行业的低碳转型,且该效应在用电规模较大、对外开放程度和工业化水平较高地区表现更强;基于前端投入、发电过程和末端产出视角,绿色信贷通过激发绿色发电潜能、促进生产技术进步和产出结构绿色化3个机制,推动发电行业低碳转型。此外,创新性细化技术创新方式研究发现,绿色信贷通过激励发电行业的自主技术创新,而非合作创新与技术引进,促进其低碳转型。本文研究结论为推进转型金融稳步发展、鼓励发电行业通过自主技术创新等途径加快低碳转型,提供方向指引。

Promoting the green transformation of electricity production with the help of green credit has become an important way for China to achieve the carbon peaking and carbon neutrality goals.Selecting 30 provinces in China from 2008 to 2020 as research samples, this peple mainly focus on how green credit can help the low-carbon transformation of power generation industry.The study found that green credit steadily promoted the low-carbon transformation of power generation industry, and the effect is stronger in areas with large scale of electricity consumption, high degree of opening to the outside world and high level of industrialization.Based on the perspective of front-end input, power generation process and terminal output, green credit can reduces the carbon emission of the power generation industry by stimulating the potential of green power generation, promoting the progress of production technology and greening the output structure.In addition, the research on innovative refinement of technological innovation found that green credit mainly promotes the low-carbon transformation of power generation industry by stimulating independent technological innovation, rather than cooperative innovation and technology introduction.The conclusion of this paper provides direction guidance for promoting the steady development of transitional finance and encouraging the power generation industry to acce-lerate low-carbon transformation through independent technological innovation.