资源科学 ›› 2021, Vol. 43 ›› Issue (9): 1764-1777.doi: 10.18402/resci.2021.09.05

• 资源经济 • 上一篇    下一篇

基于投资视角的居民消费结构变动对环境效率的影响

赵佳(), 朱雨可()   

  1. 西南财经大学工商管理学院,成都 611130
  • 收稿日期:2020-10-09 修回日期:2021-01-17 出版日期:2021-09-25 发布日期:2021-11-25
  • 通讯作者: 朱雨可,女,四川乐山人,副教授,研究方向为气候变化、消费与可持续发展。E-mail: zhuyuke@swufe.edu.cn
  • 作者简介:赵佳,女,重庆大足人,博士研究生,讲师,研究方向为消费与环境。E-mail: zhaojia_monica@163.com
  • 基金资助:
    国家社会科学基金重大项目(16ZDA010);国家社会科学基金专项(18VSJ070)

Impact of consumption structure change on environmental efficiency from the perspective of investment

ZHAO Jia(), ZHU Yuke()   

  1. School of Business Administration, Southwestern University of Finance and Economics, Chengdu 611130, China
  • Received:2020-10-09 Revised:2021-01-17 Online:2021-09-25 Published:2021-11-25

摘要:

居民消费结构和投资结构良性互动是畅通国民经济循环、实现经济高质量发展和生态环境高水平保护的重要路径。本文基于投资视角,从理论角度阐释居民消费结构变动对环境效率的影响机制,并利用2003—2017年中国省际面板数据,使用系统GMM模型实证分析了居民消费结构升级如何通过投资结构变化影响环境效率。研究表明:①在影响机制上,受环境规制、投资回报、清洁技术等因素影响,居民消费结构变动伴生的消费偏好改变将引起投资结构变动,并进一步作用于环境效率;②居民消费结构从生存型向发展型升级不仅对环境效率会产生直接正向影响,还会通过投资结构变动间接影响环境效率,但间接影响效应的大小和方向取决于投资结构偏向;③居民消费结构升级有利于推动投资结构向第三产业优化,进而正向促进环境效率提高。但投资结构若偏向高污染行业,虽能提高产出水平,但环境效率反而会因环境污染出现下降。因此,加快消费结构绿色转型、引导投资向发展型消费倾斜、加大顺应消费结构升级的低排放、气候适应型投资是实现经济与环境可持续发展的可行选择。

关键词: 消费结构, 投资结构, 环境效率, 非期望产出, SBM模型, 交互效应

Abstract:

A positive interaction between household consumption structure and investment structure is crucial to achieving a balance between economic development and environmental protection. This article presented a theoretical and empirical analysis of the impact of household consumption structure change on environmental efficiency from the perspective of investment. Using panel data on 30 provinces in China over the period 2003 to 2017, we examined the effects of upgrading the household consumption structure on environmental efficiency. The results indicate that: (1) Due to environmental regulations, investment returns, and clean technology, shifts in consumer preferences associated with consumption structure will change investment structure and further affect environmental efficiency. (2) The upgrading of the consumption structure from a survival to a development orientation positively improved environmental efficiency not only directly but also indirectly through the intermediary effect of investment structure change.However, the magnitude and direction of the indirect effect depend on the preference of investment structure. (3) The shift to investment in tertiary industries caused by upgrading the consumption structure effectively improved environmental efficiency. However, if the investment shift is biased toward high-polluting industries, then environmental efficiency is reduced due to increased environmental pollution. Therefore, accelerating the green transformation of consumption, guiding investment toward development-oriented consumption, and increasing low-emissions and climate-adaptive investments will help to achieve sustainable economic and environmental development.

Key words: consumption structure, investment structure, environmental efficiency, undesired output, SBM model, interaction effect