“双碳”政策对我国区域出口贸易的影响

The Impact of Policy for Carbon Peaking and Carbon Neutrality on Chinese Regional Export Trade

当前气候问题成为各国关注的重点,我国就此提出“2030碳达峰,2060碳中和”的目标,政府就此对各类企业进行碳排放管理,在这样的大环境下我国区域出口贸易面临新的挑战。本文以欧盟、北美、东亚三大区域为主要研究对象,讨论其全球价值链嵌入度与碳排放成本的关系和主要贸易产品,分析得出“双碳”政策对我国出口贸易有以下三点影响:机电行业出口存在限制、劳动密集型行业发展绿色技术转型低碳低耗、全球区域间逐一形成绿色贸易壁垒,进一步得出在此背景下促进我国区域出口贸易需要完善全国碳市场对接全球、丰富碳金融类型、推广落实ESG评价体系、打造绿色“一带一路”新阶段的发展路径。

The current climate issue has become the focus of attention of all countries.China has put forward the goal of“carbon peaking by 2030 and carbon neutrality by 2060”,the government conducts carbon emission management for various enterprises,under such a macro environment,China’s regional export trade faces new challenges.This paper takes the EU,North America and East Asia as the main research objects,and discusses the relationship between their embeddedness in the global value chain and the cost of carbon emissions and their main trade products,the analysis shows that the“carbon peaking and carbon neutrality”policy has the following three impacts on my country’s export trade:there are restrictions on the export of electromechanical industry,labor-intensive industries develop green technologies and transform into low carbon and low consumption,green trade barriers are formed one by one among global regions.Further draw the development path of promoting my country’s regional export trade under this background,which is improving the connection of the national carbon market with the world,enriching the types of carbon finance,promote the implementation of the ESG evaluation system,and creating a new stage of green“Belt and Road”.