摘要
本文立足资源型地区经济增长过度依赖化石能源的特征,探讨利用金融手段破解“碳诅咒”困境问题的路径。首先,将绿色金融嵌入包含二氧化碳排放的经济增长理论分析框架,通过数理模型,阐释绿色金融通过缓解资本价格扭曲、加速碳排放与经济增长脱钩的作用机理,证实绿色金融发展应当以资本配置达到最优为上限,避免由于绿色金融发展过度导致绿色产业领域产能过剩,从而制约其他产业的发展。其次,运用空间计量经济模型,对理论模型的现实解释力进行实证检验。主要研究结论包括,我国资源型省份过度依赖化石能源产业,更倾向于碳密集型发展,迈入“碳诅咒”困境;资源型地区的绿色金融发展可以通过缓解资本价格扭曲加速碳排放同经济增长的脱钩,进而破解资源型地区由“资源诅咒”引致的“碳诅咒”困境;资源型地区的绿色金融发展能够加强邻居地区的能源脱钩与碳脱钩。研究结论为有序推进绿色金融高质量发展提供有益指导,为破解资源型地区“碳诅咒”困境提供合理可行的政策思路。
Based on the characteristics of overreliance on fossil energy for economic growth in rich fossil fuel provinces,this paper focuses on using financial means to break the“carbon curse”.This paper builds an economic growth model including green finance and carbon dioxide emissions,explains the mechanism of green finance accelerating the decoupling of energy consumption,carbon emissions and economic growth by alleviating capital price distortions,and confirms that the development of green finance should be capped at optimal capital allocation,so as to avoid the“overcapacity”in the green industry due to the excessive development of green finance.Then,by using a spatial econometric model it tests the realistic interpretation of the theoretical model.The results show that the overreliance on the energy industry in rich fossil fuel provinces of China makes these regions more inclined to the carbon intensive development,forming the phenomenon of“carbon curse”.The development of green finance in rich fossil fuel provinces can strengthen the decoupling of carbon emissions and economic growth by alleviating the distortion of capital prices,thereby solving the“carbon curse”caused by the“resource curse”.The development of green finance in rich fossil fuel provinces can strengthen energy decoupling and carbon decoupling in neighboring regions.The research conclusions provide useful guidance for promoting the high-quality development of green finance in an orderly manner,and provide reasonable and feasible policy ideas for solving the“car bon curse”in rich fossil fuel provinces.
作者
施晓燕
史代敏
Shi Xiaoyan;Shi Daimin
出处
《统计研究》
北大核心
2024年第1期46-58,共13页
Statistical Research
基金
国家社会科学基金重大项目“绿色金融发展统计测度与评价研究”(22&ZD161)
国家社会科学基金重点项目“我国绿色金融核算理论与方法研究”(19AZD010)
甘肃省自然科学基金项目“基于碳收支核算的甘肃省碳补偿问题研究”(22JR5RA855)
甘肃省高等学校创新基金项目“数字经济驱动传统农业创新发展效应研究”(2022B-104)。
关键词
碳诅咒
绿色金融
资本价格扭曲
碳脱钩
能源脱钩
Carbon Curse
Green Finance
Capital Price Distortion
Carbon Decoupling
Energy Decoupling