碳交易市场与绿色电力政策的互动机理与实证研究

Interaction mechanism and empirical study between carbon trading market and green electricity policies

面向经济社会绿色转型发展目标,研究碳交易市场与绿色电力政策的关联关系和协调机制具有重要理论价值和实践意义。构建碳交易市场与绿色电力政策的互动模型,探讨绿色电力政策减排效果对碳市场配额价格传导的互动机理,研究发现,中国碳交易市场与绿色电力入网政策、绿证交易和绿电交易通过价格联动和供需关系产生交互影响。实证分析进一步验证,碳交易市场促进了碳排放,绿色电力政策抑制了碳排放,二者协同的作用是抑制了碳排放,但是抑制的程度比单独使用绿色电力政策时轻。立足上述理论与实证分析,提出提升碳交易市场与绿色电力政策协同性的政策启示,为实现绿色转型和高质量发展提供决策支撑。

Facing the development goal of economic and social green transformation,it has important theoretical value and practical significance to study the correlation and coordination mechanism between carbon trading market and green electricity policy.The interactive model of carbon trading market and green electricity policy is constructed,and the interaction mechanism of emission reduction effect of green electricity policy on quota price transmission in carbon market is discussed.The study finds that China’s carbon trading market and green electricity access policy,green certificate trading and green electricity trading have interactive effects through market price linkage and supply and demand relationship.The empirical analysis further verifies that carbon trading market promotes carbon emission,while green electricity policy inhibits carbon emission.The synergistic effect of the two is to inhibit carbon emission,but the degree of inhibition is less than that of green electricity policy alone.Based on the above theoretical and empirical analysis,this paper proposes policy implications to enhance the synergy between carbon trading market and green electricity policy,so as to provide decision-making support for the realization of green transformation and high-quality development.