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自然资源学报 >

2025 , Vol. 40 >Issue 7: 1773 - 1794

DOI: https://doi.org/10.31497/zrzyxb.20250704

自然资源观察

节能减排财政政策综合示范城市建设促进能源与产业双重结构转型吗?

  • 宋马林 , 1 ,
  • 陶伟良 2 ,
  • 王建林 , 1
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  • 1.安徽财经大学低碳发展与碳金融实验室，蚌埠 233030
  • 2.福建师范大学数学与统计学院，福州 350117
王建林（1979- ），男，河北晋州人，博士，教授，硕士生导师，研究方向为数据包络分析、效率与生产力。E-mail:

宋马林（1972- ），男，安徽蚌埠人，博士，教授，博士生导师，研究方向为资源环境统计。E-mail:

收稿日期: 2024-09-09

  修回日期: 2025-01-24

  网络出版日期: 2025-06-20

基金资助

国家自然科学基金重点项目(71934001)

收起

Does the construction of comprehensive demonstration cities for energy conservation and emission reduction fiscal policy promote the dual structural transformation of energy and industry?

  • SONG Ma-lin , 1 ,
  • TAO Wei-liang 2 ,
  • WANG Jian-lin , 1
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  • 1. Low-carbon Development and Carbon Finance Laboratory, Anhui University of Finance and Economics, Bengbu 233030, Anhui, China
  • 2. School of Mathematics and Statistics, Fujian Normal University, Fuzhou 350117, China

Received date: 2024-09-09

  Revised date: 2025-01-24

  Online published: 2025-06-20

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摘要

节能减排财政政策是中国绿色财政领域的重大制度创新，更是确保实现“双碳”目标的关键抓手。以节能减排财政政策综合示范城市试点为外生政策冲击，使用多期双重差分模型和双重机器学习模型等方法，探析了示范城市设立的能源与产业结构转型效应。研究表明：综合示范城市建设对所在地区的能源结构优化和产业结构升级均产生了显著的促进作用，在通过平行趋势、异质性处理效应等一系列检验后该结论仍然稳健。机制分析表明，政策试点可通过提升能源和环境偏向型技术以及产能利用率进而改善能源与产业结构。异质性分析发现，试点政策的实施效果在核心大城市、非老工业基地城市、高度市场化和财政压力小的城市更突出。进一步研究显示，开展综合示范城市建设对于推动实现政策最初设定的六大任务目标，包括实现产业低碳化、交通清洁化、建筑绿色化、服务集约化、主要污染物减量化以及可再生能源利用规模化均具有明显优势。研究结论为中国未来设计实施更加全面的绿色财政政策提供了决策参考。

关键词： 节能减排财政政策; 能源结构; 产业结构; 多期双重差分模型

本文引用格式

宋马林 , 陶伟良 , 王建林 . 节能减排财政政策综合示范城市建设促进能源与产业双重结构转型吗?[J]. 自然资源学报, 2025 , 40(7) : 1773 -1794 . DOI: 10.31497/zrzyxb.20250704

Abstract

The energy conservation and emission reduction fiscal policy is a major institutional innovation in China's green finance sector and is crucial for achieving the "dual carbon" goals. This paper takes the pilot comprehensive demonstration cities for this policy as the exogenous policy impact, and analyzes its effects on energy and industrial structure transformation using a difference-in-differences model and a dual machine learning model. The results indicate that establishing comprehensive demonstration cities significantly enhances the optimization of energy structure and the upgrading of industrial structure in the region. These conclusions remain robust after a series of tests, including parallel trend and heterogeneous treatment effects. Mechanism analysis shows that the policy pilot can improve energy and industrial structures by promoting energy- and environment-oriented technologies and capacity utilization. Heterogeneity analysis reveals that the implementation effect of the pilot policy is more prominent in core large cities, non-industrial base cities, highly market-oriented cities, and cities with low financial pressure. Further research demonstrates that constructing demonstration cities offers obvious advantages in promoting the realization of six tasks initially set by the policy, including industrial decarbonization, clean transportation, green building, service intensification, reduction of major pollutants, and large-scale utilization of renewable energy. The findings of the study provide valuable insights for designing and implementing more comprehensive green fiscal policies in China in the future.

Key words： energy conservation and emission reduction fiscal policy; energy structure; industrial structure; multi-period difference-in-differences model

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