资源科学 ›› 2022, Vol. 44 ›› Issue (3): 523-535.doi: 10.18402/resci.2022.03.08
收稿日期:
2021-08-20
修回日期:
2022-01-25
出版日期:
2022-03-25
发布日期:
2022-05-25
通讯作者:
李娜,女,山西泽州人,博士研究生,研究方向为区域绿色发展。E-mail: lina_sxufe@163.com作者简介:
李荣杰,男,河北鹿泉人,副教授,研究方向为能源经济与政策。E-mail: rongjieli715@163.com
基金资助:
LI Rongjie(), LI Na(
), YAN Xiao
Received:
2021-08-20
Revised:
2022-01-25
Online:
2022-03-25
Published:
2022-05-25
摘要:
在碳达峰碳中和目标约束下,推进经济社会发展全面绿色转型势在必行。受限于电力资源供需的逆向分布特征,中国尚未有效建立统一电力市场,清洁电力消纳能力不足,严重制约地区绿色经济效率的提升。本文借助2013—2018年中国30个省(市、区)的面板数据,利用空间面板模型和中介模型分析了电力市场一体化对地区绿色经济效率的影响效应及影响机制。结果表明:①电力市场一体化不仅能够有效促进各省(市、区)自身绿色经济效率的提升,也能够对空间关联地区的绿色经济效率产生显著的溢出影响;②电力市场一体化对各省(市、区)绿色经济效率提升的促进作用既能够直接产生,也能通过实现规模效应、优化产业结构和提高企业技术创新能力3种途径的传导而间接产生。研究结果的政策启示包括:完善统一电力市场总体设计和治理体系,推进区域电力市场协同运行与融合发展,加强电力市场对地区绿色发展的支撑作用。
李荣杰, 李娜, 阎晓. 电力市场一体化对地区绿色经济效率的影响机制[J]. 资源科学, 2022, 44(3): 523-535.
LI Rongjie, LI Na, YAN Xiao. Impact mechanism of electricity power market integration on regional green economic efficiency[J]. Resources Science, 2022, 44(3): 523-535.
表1
变量描述性统计
变量名称 | 变量符号 | 观测值 | 均值 | 标准差 | 最小值 | 最大值 |
---|---|---|---|---|---|---|
绿色经济效率 | GTFP | 180 | 1.092 | 0.144 | 0.507 | 1.709 |
电力市场一体化指数 | MI | 180 | 0.046 | 0.018 | 0.007 | 0.097 |
经济规模 | ED | 180 | 9.044 | 0.881 | 6.691 | 10.589 |
产业结构升级 | IS | 180 | 2.873 | 0.140 | 2.629 | 3.278 |
技术进步 | RD | 180 | 9.065 | 1.444 | 5.323 | 12.702 |
城镇化水平 | UR | 180 | 0.582 | 0.118 | 0.378 | 0.896 |
对外开放程度 | OD | 180 | 0.244 | 0.257 | 0.012 | 1.270 |
能源结构 | ES | 180 | 0.122 | 0.114 | 0.003 | 0.492 |
表4
电力市场一体化影响绿色经济效率的回归结果
变量 | 邻接矩阵 | 地理经济距离矩阵 | 电网矩阵 |
---|---|---|---|
(1) | (2) | (3) | |
MI | 0.899*** | 0.941*** | 0.979*** |
(7.742) | (7.581) | (8.877) | |
UR | 0.582*** | 0.540*** | 0.603*** |
(10.106) | (7.908) | (5.803) | |
OD | 0.354*** | 0.363*** | 0.414*** |
(3.817) | (3.895) | (3.319) | |
ES | -0.072 | -0.081 | -0.090 |
(-0.592) | (-0.697) | (-0.384) | |
| 0.689*** | 0.702*** | 0.700*** |
(21.955) | (18.480) | (11.566) | |
| -0.745*** | -0.747*** | -0.706*** |
(-28.607) | (-39.391) | (-5.650) | |
log L | 217.183 | 216.802 | 217.454 |
模型 | FE | FE | FE |
样本量 | 180 | 180 | 180 |
表5
电力市场一体化对绿色经济效率的空间效应估计结果
空间效应 | 变量 | 邻接矩阵 | 地理经济距离矩阵 | 电网矩阵 |
---|---|---|---|---|
(1) | (2) | (3) | ||
直接效应 | MI | 1.074*** | 1.118*** | 1.137*** |
(7.465) | (7.627) | (6.768) | ||
UR | 0.692*** | 0.640*** | 0.685*** | |
(9.712) | (8.172) | (6.785) | ||
OD | 0.431*** | 0.439*** | 0.494*** | |
(4.065) | (4.217) | (3.039) | ||
ES | -0.078 | -0.088 | -0.098 | |
(-0.531) | (-0.625) | (-0.024) | ||
间接效应 | MI | 1.839*** | 2.059*** | 2.396** |
(5.036) | (5.006) | (2.264) | ||
UR | 1.187*** | 1.178*** | 1.361*** | |
(5.334) | (5.117) | (4.378) | ||
OD | 0.728*** | 0.793*** | 1.081* | |
(4.177) | (4.582) | (1.645) | ||
ES | -0.159 | -0.190 | -0.211 | |
(-0.580) | (-0.657) | (-0.029) | ||
总效应 | MI | 2.914*** | 3.177*** | 3.533*** |
(5.993) | (6.157) | (2.917) | ||
UR | 1.879*** | 1.817*** | 2.046*** | |
(6.683) | (6.397) | (6.345) | ||
OD | 1.159*** | 1.232*** | 1.575* | |
(4.267) | (4.691) | (1.950) | ||
ES | -0.237 | -0.278 | -0.309 | |
(-0.564) | (-0.649) | (-0.028) |
表6
稳健性检验结果
变量 | 稳健性检验1 | 稳健性检验2 | |||||
---|---|---|---|---|---|---|---|
(1) | (2) | (3) | (4) | (5) | (6) | ||
MI/MII | 0.493*** | 0.526*** | 0.529*** | 1.053*** | 1.108*** | 1.119*** | |
(4.323) | (5.003) | (4.863) | (3.967) | (3.888) | (4.826) | ||
UR | 0.419*** | 0.378*** | 0.424*** | 0.504*** | 0.465*** | 0.547*** | |
(5.049) | (4.874) | (4.336) | (5.182) | (4.803) | (3.036) | ||
OD | 0.184*** | 0.194*** | 0.197*** | 0.297*** | 0.303*** | 0.345*** | |
(14.595) | (14.121) | (9.502) | (3.046) | (3.066) | (2.800) | ||
ES | -0.169 | -0.170 | -0.190 | -0.038 | -0.046 | -0.027 | |
-1.298) | (-1.303) | (-1.569) | (-0.310) | (-0.382) | (-0.202) | ||
| 0.804*** | 0.818*** | 0.807*** | 0.679*** | 0.688*** | 0.671*** | |
(47.286) | (61.397) | (23.024) | (19.154) | (16.881) | (9.116) | ||
| -0.698*** | -0.711*** | -0.633*** | -0.719*** | -0.714*** | -0.634*** | |
(-13.134) | (-14.902) | (-8.998) | (-18.402) | (-24.003) | (-3.689) | ||
log L | 283.836 | 283.402 | 284.924 | 216.605 | 216.204 | 216.632 | |
模型 | FE | FE | FE | FE | FE | FE | |
样本量 | 180 | 180 | 180 | 180 | 180 | 180 |
表7
电力市场一体化的传导路径检验结果
变量 | GTFP | ED | IS | RD | GTFP | GTFP | GTFP |
---|---|---|---|---|---|---|---|
(1) | (2) | (3) | (4) | (5) | (6) | (7) | |
MI | 0.899*** | 3.454** | 0.154** | 1.550*** | 0.746*** | 0.897*** | 0.797*** |
(7.742) | (2.716) | (2.490) | (3.670) | (6.633) | (9.460) | (13.050) | |
ED | 0.025** | ||||||
(2.197) | |||||||
IS | 0.428*** | ||||||
(2.782) | |||||||
RD | 0.076** | ||||||
(2.338) | |||||||
UR | 0.582*** | 0.028 | 2.336*** | 16.663*** | 0.582*** | -0.332 | -0.657 |
(10.106) | (0.018) | (30.910) | (44.479) | (8.180) | (-1.099) | (-1.263) | |
OD | 0.354*** | -0.527** | -0.117*** | -1.740*** | 0.363*** | 0.402*** | 0.479*** |
(3.817) | (-2.154) | (-3.502) | (-15.337) | (3.767) | (3.611) | (3.148) | |
ES | -0.072 | -0.712 | -0.141*** | 1.202*** | -0.034 | 0.023 | -0.118 |
(-0.592) | (-1.194) | (-3.821) | (2.963) | (-0.214) | (0.251) | (-0.826) | |
| 0.689*** | 0.689*** | 0.557*** | 0.613*** | |||
(21.955) | (24.527) | (11.630) | (11.932) | ||||
| -0.745*** | -0.749*** | -0.590*** | -0.705*** | |||
(-28.607) | (-26.118) | (-10.758) | (-40.902) | ||||
log L | 217.183 | 217.669 | 221.173 | 220.670 | |||
实证 | 步骤一 | 步骤二 | 步骤三 | ||||
SARAR | OLS | SARAR | |||||
模型 | FE | FE | FE | FE | FE | FE | FE |
样本量 | 180 | 180 | 180 | 180 | 180 | 180 | 180 |
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