空间溢出视角下市场分割对碳排放影响机制的实证研究——来自中国30个省份的经验证据

摘要/Abstract

摘要： 破解区域经济均衡发展与碳减排目标实现之间的矛盾,是推进区域市场一体化与制定减排政策的重要前提。然而,鲜有研究聚焦于空间溢出视角下市场分割对碳排放的影响机制。本文选取2006-2018年中国省域面板数据,采用空间杜宾模型检验了市场分割对碳排放的直接效应与间接(溢出)效应,进一步基于空间溢出视角揭示了市场分割对碳排放的影响机制。研究结果表明,市场分割对碳排放具有显著影响。本地市场分割对碳排放具有正向直接效应,而邻地市场分割对碳排放具有负向溢出效应。市场分割促进碳排放就近内移,限制碳排放就近外移,但并未解决碳排放增长问题。就影响机制而言,市场分割通过经济规模变化效应、产业结构调整效应、能源结构优化效应、技术创新效应显著影响碳排放。此外,市场分割对碳排放的影响在南北地区存在空间异质性,其在北方地区更为显著。

关键词: 市场分割, 空间溢出, 碳排放, 影响机制, 空间杜宾模型

Abstract: Resolving the contradiction between balanced regional economic development and the achievement of carbon emission reduction targets is an important prerequisite for promoting regional market integration and formulating emission reduction policies. Nevertheless, few studies have taken a spatial spillover perspective to explore the mechanisms by which market segmentation affects carbon emissions. Drawing upon China's provincial panel data from 2006 to 2018 and employing spatial Durbin model, this paper tests the direct and indirect (spillover) effects of market segmentation on carbon emissions and further reveals the effect mechanism from a spatial spillover perspective. The findings show that market segmentation has a significant impact on carbon emissions. Local market segmentation has a positive direct effect on carbon emissions while neighboring market segmentation has a negative spillover effect on carbon emissions. Market segmentation promotes the inward shift of carbon emissions closer to home and limits the outward shift of carbon emissions closer to home, but does not inhibit the growth of carbon emissions. In terms of effect mechanisms, market segmentation significantly affects carbon emissions through the effects of economic scale change, industrial restructuring, energy structure optimization and technological innovation. In addition, there is spatial heterogeneity in the impact of market segmentation on carbon emissions between the North and the South, with it being more pronounced in the North.

Key words: market segmentation, spatial spillover, carbon emissions, impact mechanisms, spatial Durbin model

潘雄锋, 袁赛, 李佳奇. 空间溢出视角下市场分割对碳排放影响机制的实证研究——来自中国30个省份的经验证据[J]. 管理评论, 2023, 35(7): 14-27.

Pan Xiongfeng, Yuan Sai, Li Jiaqi. The Impact of Market Segmentation on Carbon Emissions from a Spatial Spillover Perspective——Empirical Evidence from 30 Provinces in China[J]. Management Review, 2023, 35(7): 14-27.

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