碳交易市场与人民币国际化:机制分析、国际经验借鉴及建议

Carbon Trading Market and RMB Internationalization:Mechanism Analysis,International Experience and Recommendations

世界能源体系正处于第三次转型期,传统化石能源使用占比逐渐下降,新能源使用规模不断增加,低碳经济发展所带来的核心能源变革和碳交易市场建设为人民币国际化带来新的契机。本文从碳排放权稀缺性、战略商品特性、金融属性及能源转型的外部条件等角度,探讨碳交易与货币国际化的内在逻辑关系;在借鉴碳交易市场发展促进货币国际化的国别经验基础上,针对我国碳交易市场存在的不足,从完善机制建设、深化金融创新、优化标准体系、推进对外开放等方面提出碳交易-人民币国际化推进路径,推动人民币成为国际碳交易货币体系中的重要一极。

The world energy system is in the third period of transition,the proportion of traditional fossil ener⁃gy use is gradually declining,the scale of new energy use is increasing,and the core energy changes brought about by the development of a low-carbon economy and the construction of a carbon trading market bring new opportuni⁃ties for the internationalization of the RMB.This paper discusses the inherent logical relationship between carbon trading and currency internationalization from the perspectives of scarcity of carbon emission rights,strategic com⁃modity characteristics,financial attributes and external conditions of energy transformation.Based on the interna⁃tional experiences of carbon trading market development promoting currency internationalization and the deficien⁃cies of China's carbon trading market,this paper proposes the use of carbon trading to promote the internationaliza⁃tion of RMB from the aspects of improving the mechanism construction,deepening the financial innovation,opti⁃mizing the standard system,and promoting the opening up to the outside world,so as to promote RMB to become an important pole in the international carbon trading currency system.