NEWS

Abstract

Co-integration theory has been employed in this paper and Granger causes are found between urbanization rate and GDP, between capital stock and GDP. Scenario analysis of GDP is performed using the GDP model established in the paper. The energy consumptions in Germany, Japan and other developed countries are analyzed and compared with the energy consumption in China. Environmental friendly scenario of energy demand and CO₂ emissions for sustainable China has been formed based on the results of comparison. Under environmental friendly scenario, the primary energy consumption will be 4.31 billion ton coal equivalence (tce) and CO₂ emissions will be 1.854 billion t-c in 2050; energy per capital will be 3.06 tce that is 1.8 times of energy consumed in 2005 in China and 51% of consumed energy per capital in Japan in 2003. In 2050, the energy requirement of unit GDP will be 20% lower than that of Germany in 2003, but will be still 37% higher than that in Japan in 2003. It is certain that to fulfill the environmental friendly Scenario of energy demand and CO₂ emissions is a difficult task and it needs long term efforts of the whole society, not only in production sectors but also in service and household sectors.     

江苏省能源需求预测及二氧化碳减排研究

近年来,江苏省社会经济进入新的发展期,在经济高速发展的背后是能源的高消耗以及温室气体的大量排放。根据江苏省实际情况,运用LEAP模型建立了JSLEAP模型,并采用情景分析的方法,根据影响江苏省能源需求的因素设定了参照情景和可持续发展情景两个情景,系统地、全面地对江苏省未来能源需求和碳排放的发展趋势进行了分析,并提出了江苏省中长期能源发展对策,对江苏省制定正确的能源发展规划、实现可持续发展具有重要意义。研究表明：在两种情景下江苏省未来能源需求总量将持续增加,直到2045年后才有所下降;居民生活、第一产业、第二产业、第三产业各部门能源需求情况都将有所变化;人均CO2排放量、单位GDP的CO2排放量都将降低。但是无论是能源需求或碳排放方面,可持续发展情景都优于参照情景     

中国深度脱碳路径及政策分析

《巴黎协定》开启了全球气候治理的新进程,进一步明确了全球应对气候变化的紧迫性和目标要求。对中国来说,如何尽快推动经济增长和碳排放的脱钩,不仅是实现应对气候变化中长期战略目标的核心任务,更是保障经济社会可持续发展的必然要求。为此,本文基于中国经济、社会、能源和重要的终端能源消费行业历史发展趋势的分析,通过"自下而上"的模型方法考察了能源、工业、建筑、交通等行业和领域的深度碳减排潜力,并基于详细的技术分析提出了中国中长期的深度脱碳路径。研究表明,在深度脱碳路径下,中国将顺利完成国家自主贡献提出的2030年左右碳排放达峰和碳强度较2005年下降60%—65%的目标;此后非化石能源发展进一步加速,到2050年非化石能源在一次能源中占比达到44%左右,工业、建筑、交通等终端耗能行业的低碳转型进一步加速,2050年碳排放回落至2005年前水平,碳强度较2005年下降90%以上。为实现深度脱碳,本文从强化碳排放总量约束和相关制度规范建设、完善产业低碳发展激励政策、加强相关市场机制作用、倡导低碳生活和消费等四方面提出了相应的政策建议,以供决策者参考。     

Pathway and policy analysis to China’s deep decarbonization

The Paris Agreement marks the beginning of a new era in the global response to climate change, which further clarifies the long-term goal and underlines the urgency addressing climate change. For China, promoting the decoupling between economic growth and carbon emissions as soon as possible is not only the core task of achieving the medium- and long-term goals and strategies to address climate change, but also the inevitable requirement for ensuring the sustainable development of economy and society. Based on the analysis of the historical trends of the economy and social development, as well as society, energy consumption, and key end-use sectors in China, this paper studies the deep carbon emission reduction potential of carbon emission of in energy, industry, building, and transportation and other sectors with “bottom-up” modeling analysis and proposes a medium- and long-term deep decarbonization pathway based on key technologies’ mitigation potentials for China. It is found that under deep decarbonization pathway, China will successfully realize the goals set in China’s Intended Nationally Determined Contributions of achieving carbon emissions peak around 2030 and lowering carbon dioxide emissions per unit of gross domestic product (GDP) by 60–65% from the 2005 level. From 2030 onward, the development of nonfossil energy will further accelerates, and the share of nonfossil energies in primary energy will amounts to about 44% by 2050. Combined with the acceleration of low-carbon transformation in end-use sectors including industry, building, and transportation, the carbon dioxide emissions in 2050 will fall to the level before 2005, and the carbon dioxide emissions per unit of GDP will decreases by more than 90% from the 2005 level. To ensure the realization of the deep decarbonization pathway, this paper puts forward policy recommendations from four perspectives, including intensifying the total carbon dioxide emissions cap and strengthening the related institutional systems and regulations, improving the incentive policies for industrial low-carbon development, enhancing the role of the market mechanism, and advocating low-carbon life and consumption patterns.     

甲烷排放与应对气候变化国家战略探析

甲烷的全球变暖潜势是二氧化碳的72倍(20年水平),但其在大气中的寿命短于二氧化碳,可以作为优先减排对象。中国的甲烷排放十分突出,甲烷减排在应对气候变化国家战略中具有重要的基础性地位,然而在政策研究中,甲烷受到的关注程度远低于二氧化碳。本文基于甲烷排放研究的相关进展,首次系统性地论述了中国甲烷排放与应对气候变化国家战略之间的关系。主要结论是:甲烷排放的有效控制和减缓可以成为中国温室气体减排的重要组成部分,甲烷等温室气体的减排战略要用"系统减排"思路替代传统的"末端减排"思路;甲烷系统减排的策略和实施措施不仅需要重视主要排放部门(如煤炭开采与洗选业,农业)的直接末端减排,更需要突出强调建设活动、城市消费、资本投资和出口贸易等消费端的间接体现减排;在国际气候谈判中通过纳入甲烷排放,可以至少在五个方面丰富和支撑中国的国家立场,如从承诺"单位GDP二氧化碳减排"向承诺"单位GDP温室气体减排"转变。     

中国资源型城市CO_2排放比较研究

城市,特别是资源型城市,作为践行国家应对气候变化战略行动的重要主体,在绿色发展转型以及生态文明建设进程中正面临诸多现实挑战。资源型城市能否实现低碳发展转型,关乎我国在国际社会上承诺的中长期碳减排目标能否最终实现。为此,本研究基于中国高空间分辨率网格数据(CHRED),综合运用DPSIR(驱动力-压力-状态-影响-响应)、分类比较研究和情景分析等方法,对我国126个资源型城市的CO_2排放特征进行了系统分析,揭示了这些城市在能源结构和产业结构方面面临的诸多挑战,分析了这些城市未来碳排放趋势和碳减排潜力。研究结果显示:在正常达峰情景下,2030年126个资源型城市将以72.65亿t的CO_2排放量达峰,约占当年全国CO_2排放总量的60%;在提前达峰情景下,资源型城市将在2025年以53.78亿t的CO_2排放量达峰,约占当年全国CO_2排放总量的45%左右。最后,针对我国资源型城市的绿色低碳发展转型以及碳排放达峰管理提出几点建议:一是加强能源统计工作,促进资源型城市碳排放信息化管理平台建设;二是加强体制机制建设,健全资源型城市绿色低碳转型制度体系;三是改善以煤炭等化石燃料为主导的能源消费结构,提高清洁燃料利用的比重;四是加快绿色低碳技术发展,推动产业优化升级和碳排放强度明显下降。     

Rebound effect and its decomposition – an analysis based on energy types in China

Rebound effect derived from energy efficiency improvement has been widely invested. However, most of studies focus on the rebound effect of the energy composite level and neither distinguish nor compare different energy types. We compare the differences in energy saving and energy rebound between primary and secondary energy sources, and further decompose the rebound effect into production rebound part and final demand component. To do so, we add a module for rebound into a comparative state China-CGE model. We design and test two simulation scenarios using the model. In Scenario 1, all production sectors’ energy efficiency of using primary energy increases by 5%. In Scenario 2, all production sectors’ energy efficiency of using secondary energy increases by 5%. The results show that Scenario 2 leads to more GDP growth and more energy saving. Our scenarios show rebound effects range between 9.6% and 27.9%, and in general are higher when energy efficiency of using primary energy sources is improved. Our decomposition analysis shows that improving energy efficiency in production sectors would stimulates energy use of final demand. Indeed, the consumption side has significant contribution to rebound in secondary energy use, especially in crude oil and gas. This study reveals that improving efficiency of using secondary energy is better than improving that of primary energy, both in terms of economic impact and energy rebound. And complementary policies that prevent energy services prices from falling too much can be adopted to reduce rebound. Controlling residential energy use could also be effective in reducing rebound, this has particular implication to economies in which residential energy consumption are far from saturation.     

我国减缓碳排放的近期形势与远期趋势分析

近3年来我国面临GDP能源强度呈上升趋势，能源消费及相应CO2排放增长对世界减缓碳排放的形势产生了更大影响的新的形势，从长远发展趋势看，我国当前由于工业特别是重化工业在国民经济结构中急剧增加引起的GDP能源强度阶跃性增长将随产业结构的稳定两平缓，并且随产业结构的优化和产业技术升级及高附加值产品比例提高而再度呈持续稳定下降的趋势。我国在现代化道路中与发达国家的历程相比，可以走更为节约能源和减少CO2排放的道路。但由于中国人口众多，和平发展的规模大、速度快，而且时间比发达国家滞后半个世纪以上，我国为实现现代化所必需的能源消费和CO2排放的增长会对全球的碳排放增长产生重大影响。这将使我国未来经济发展面临极为不利的外部环境。     

我国能源节约战略研究

节约能源，保护环境，是全面建设小康社会、实现可持续发展的必不可少的前提条件。中国万美元GDP能耗水平是发达国家的3至11倍。节能潜力很大。其中工业部门是我国的能源消费大户。其能源消费占全国能源消费总量的比重一直保持在70％左右，其节能潜力也居第一位。2020年中国实现全面建设小康社会的目标．人均GDP是3000美元，按届时人口15亿计算，全国GDP为49500亿美元，所需要的能源总量是33亿t标准煤，万美元GDP的能耗是6．67吨标煤；人均能耗是2．13吨标煤。只要政策选择适当。我国完全可以以当初发达国家一半的能源供应实现其相应的人均经济发展目标。为此，我们需要继续建立和完善适应市场经济要求的推动能源节约与资源综合利用的新机制；加快制定与《节约能源法》配套法规，引导和规范用能行为；加快建立以企业为主体的技术创新体系。     

无锡市能源消费、碳排放与经济增长关系分析

经济增长对资源消耗存在很大的依赖性,研究能源消费、碳排放与经济增长关系,可为经济增长方式转变和低碳城市建设提供重要科学依据。基于IPCC国家温室气体排放清单指南中的方法估算了无锡市能源消费碳排放,并建立“脱钩”模型探讨能源消费、碳排放与经济增长之间的关系。结果表明：（1）2000~2010年,无锡市碳排放从84335万t增加到2 52804万t,总量不断增加,但趋势有所减缓,且各县市碳排放特征差异显著;（2）无锡市碳排放与经济增长整体处于弱脱钩状态,且脱钩状态有不断增强的趋势,市区经济发展已不依赖于能源消费,朝着环境友好方向发展,江阴和宜兴节能减排压力仍然很大;（3）优化产业结构、调整工业结构和提高能源利用效率是改善无锡市能源消费、碳排放和经济增长关系的有效途径,各县市根据具体情况,侧重点有所不同     

中国的能源发展与应对气候变化

我国当前经济社会发展既受到资源环境的瓶颈性制约,也受到全球应对气候变化、减缓碳排放的严峻挑战.我国大力推进节能和减缓CO2排放,GDP的CO2强度下降速度为世界瞩目,但由于工业化阶段GDP快速增长,CO2排放仍呈增长快、总量大的趋势.我国把国内可持续发展与全球应对气候变化相协调,实现绿色、低碳发展.加强产业结构的战略性调整,进行产业升级,促进结构节能;大力推广节能技术,淘汰落后产能,提高能源效率;积极发展新能源和可再生能源,优化能源结构,降低能源结构的含碳率,中近期以大幅度降低GDP的能源强度和CO2强度为主要目标,到2030年前后要努力使CO2排放达到峰值,到2050年再有较大幅度的下降,以适应全球控制温升不超过2℃长期减排目标下国际合作应对气候变化的进程和形势.“十二五”期间将进一步强化措施,进行能源消费总量控制,建立CO2排放统计、核算和考核体系,积极推进碳交易市场机制,这也将成为加快转变经济发展方式的重要着力点.     

崇明岛中长期碳排放预测及其影响因素分析

为更好地推动崇明低碳生态岛的建设,在应用以自下而上的部门法为基础的区域范围温室气体排放评估核算方法,全面核算崇明岛能源消费及温室气体排放现状的基础上,应用LEAP模型,通过情景分析预测崇明岛中长期能源消费需求以及温室气体排放水平,并进一步应用对数平均指数法(LMDI)对影响崇明岛未来温室气体排放的主要因素进行了定量分析。研究表明:参考情景下,崇明岛能源消费总量从2010年的101万吨标煤增加到2050年的533万吨标煤,净碳足迹从2010年的238万吨CO2e增加到2050年的579万吨CO2e。崇明岛能源消费需求和碳排放增加的主要驱动因素是未来的经济发展、人口增长和生活水平的提高,但是通过一系列的优化,尤其是能源结构的变化和能耗强度的下降,减排情景下,崇明岛能源消费总量有可能在2039年左右达到峰值,并有望在2050年左右实现"零碳岛"的长期发展目标。结合定量分析的结论,进一步提出了实现崇明岛低碳发展中长期目标的可能性和重点发展领域。     

Prediction of primary energy demand in China based on AGAEDE optimal model

In this article,we present an application of Adaptive Genetic Algorithm Energy Demand Estimation(AGAEDE) optimal model to improve the efficiency of energy demand prediction.The coefficients of the two forms of the model(both linear and quadratic) are optimized by AGA using factors,such as GDP,population,urbanization rate,and RD inputs together with energy consumption structure,that affect demand.Since the spurious regression phenomenon occurs for a wide range of time series analysis in econometrics,we also discuss this problem for the current artificial intelligence model.The simulation results show that the proposed model is more accurate and reliable compared with other existing methods and the China's energy demand will be 5.23 billion TCE in 2020 according to the average results of the AGAEDE optimal model.Further discussion illustrates that there will be great pressure for China to fulfill the planned goal of controlling energy demand set in the National Energy Demand Project(2014—2020).     

绿色低碳背景下中国产业结构调整分析

中国作为世界第一的一次能源消费国以及最大的二氧化碳排放国,在巴黎世界气候大会上承诺于2030年以前单位碳强度较2005年降低60%—65%;此外,在《"十三五"规划纲要》中中国政府也明确提出,在"十三五"时期,碳排放强度较2005年基础上降低40%—45%的目标。在此背景下,本文基于最新的投入产出表构建了产业结构优化模型。通过行业的生产结构矩阵,构建出行业的能源结构消耗矩阵及碳排结构矩阵,旨在能源消耗量与二氧化碳排放量的双重约束下,得到中国2020年最优的产业结构调整方案,并计算了基于现有科技水平下中国最大的碳排潜力。线性规划的结果显示:(1)中国2020年最优的产业结构调整方案可以满足国民经济总产出量最大化的目标,年均增长约为8%;且相比目标年份(2005年)二氧化碳强度下降46.93%,能源强度下降26.04%,达到"十三五"规划中的气候变化目标。在保证经济最低增速(6.5%)的前提下,中国二氧化碳的排放总量可以比优化方案再多下降约14%。(2)建筑业、交通运输及仓储业仍然是中国重要的支柱产业,在国民经济整体的占比份额仍需扩大。(3)从生产的角度看,中国产业结构必须全面向第三产业服务业转型,全面提高国民经济中第三产业的比重,尤其是加大生活服务业类部门的产出量。(4)为了满足"绿色、低碳"的约束限制,半数以上的二产部门的生产规模都应有所降低,尤其是能源部门和金属加工业部门。     

长江经济带碳减排潜力与低碳发展策略

为长江经济带低碳发展需要,借助长江经济带11省市2005～2014年间相关数据,对长江经济带及区域间的碳排放、能源强度、碳吸收进行测算,并探讨长江经济带未来低碳发展策略,分析 “高碳情景”与“低碳情景”下2030年各区域的碳减排潜力。研究发现：长江经济带碳排放聚集度较高且整体增速趋缓。东部区域碳排放均值最大,西部区域最小。中部区域碳排放增速最快,东部区域最慢。西部区域能源强度最高,东部区域最低;但中部区域能源强度降幅最大,东部区域降幅最小。西部区域碳汇能力最强,东部区域最弱。基于以上发现,从碳减排责任划分、低碳消费、清洁能源替代、高耗能产业优化以及区域生态质量提升等方面提出相关策略,力图实现碳源面的直接碳减排与碳汇面的相对碳减排。最后,经预测可知：2030年,长江经济带“低碳情景”比“高碳情景”减少碳排放约12亿t,中部区域将成为碳排放主要来源地     

中国2020年碳减排目标下若干关键经济指标研究

《国民经济和社会发展第十二个五年规划纲要》将能源消耗强度和CO2排放强度作为约束性指标。实现2020年单位GDP碳排放强度下降40-45%的自主减排目标是中国今后发展的战略性任务。"十一五"期间,中国以能源消费年均6.6%的增速支撑了国民经济年均11.2%的增长,累计节能量达到6.3亿t标煤,CO2减排量达到14.6亿t,为全球应对气候变化做出了积极贡献。但单位GDP的能耗强度和碳强度下降与温室气体排放总量的上升还将是中国当前和未来很长时期温室气体排放的主要特征。根据历史数据分析,GDP增长、经济结构、产业结构、能源结构等都会对中国的碳减排产生重要影响。GDP增速高必然呈现高能耗、高排放的特征。经济结构方面,影响能耗和碳排放的是GDP(最终需求)的组成变化,即消费、投资和净出口的变化。由于第二产业在国民经济中所占的较大比重以及重化工产业长期存在,除了继续依靠技术进步提高能源使用效率外,必须重视产业结构调整对降低碳排放强度的贡献。能源结构对节能和碳减排的影响集中体现在资源禀赋不平衡、供需分布不平衡、消费种类不平衡。文章提出实现碳减排目标,必须控制和达到以下关键指标:控制GDP增速在6-8%之间;调整出口结构,提升服务贸易比重至30%左右;提高第三产业比例至47%以上,控制高能耗工业比重在22%以下;提高非化石能源比重至15%。此外,实现碳减排目标还必须:充分认识碳减排对转方式、调结构的重要意义;切实加强对不同区域碳减排工作的分类指导;提前部署重大低碳技术和重点领域技术研发;大力倡导绿色低碳消费和生活方式等。研究表明,中国实现2020年CO2自主减排目标还需付出更大的努力。     

云南省能源消费及二氧化碳排放分析

根据云南省能源消费量,计算了由能源消费产生的CO2排放量及单位GDP碳排放强度。结果表明:近10年来,随着社会经济的快速发展,云南省能源消费及能源消费导致的CO2排放总量也呈现出显著上升的趋势。云南的碳排放强度高于全国平均水平,但人均碳排放量低于全国平均水平。以工业为主的第二产业是能源消费及碳排放的主体,其碳排放占总量的75%。     

Quantitative assessment of the Japanese “local production for local consumption” movement: a case study of growth of vegetables in the Osaka city region

This study aimed to assess Japan’s recent “local production for local consumption” (LPLC) movement, with a special focus on vegetables in the Osaka city region of central Japan. After collecting statistics and spatial data, we conducted a multi-scale analysis of vegetable production and consumption along with the associated energy consumption, using geographical information system software at three spatial scales along the vegetable flow paths: national, regional, and local. Vegetables consumed in the Osaka city region came from prefectures throughout Japan, and we mapped the foodshed within this region at 1-km spatial resolution, as well as the distribution of farmland, farmers’ and other markets. We also conducted a scenario analysis for reduced energy consumption through organic farming and the utilization of abandoned farmland near a city to replace food imports from distant areas. We found that the large majority of vegetables consumed in the Osaka city region currently come from remote prefectures, and that this is associated with a high level of energy consumption. Inside the Osaka city region, peri-urban vegetable farming contributes to regional vegetable provision, resulting in an approximately 70 % production/consumption ratio within an 80-km radius of the urban center; if all of the area of abandoned farmland were restored to production, this ratio would increase to approximately 75 %. Organic farming activities that bring together farmers and urbanites are emerging in many parts of the study area, contributing to increased LPLC. Scenario analysis suggested that a decrease of more than 1 × 10⁶ GJ of energy inputs could be achieved through wider adoption of local organic farming for local consumption and complete utilization of abandoned farmland in the Osaka city region.     

长三角地区城市居民出行交通碳排放特征与影响机理

随着能源问题及全球变化关注,城市居民出行交通碳排放研究已成为多学科关注焦点。选择南京、宁波和常州作为长三角典型城市,基于典型居住小区问卷调查获取第一手的城市居民出行基础数据,估算与分析城市居民出行碳排放特征及影响机理。结果表明：长三角2010年城市居民人均出行交通碳排放约1 1219 kg CO2/人,日常通勤和远距离出行碳排放量之比为75[DK]∶25;城市居民日常通勤交通碳排放的主要影响因子为交通方式、出行距离、家庭年收入、年龄和性别;远距离出行交通碳排放的主要影响因子为出行距离、交通方式和家庭年收入。建议采用差别化的行政干预和经济杠杆有效调控家庭小汽车保有量增长速度,鼓励小排量汽车和清洁能源汽车消费,兼顾汽车产业发展、家庭小汽车刚性需求与节能减排需求之间的博弈平衡;优化城市功能格局,大力发展公共交通网络;加强节能减排与低碳意识宣传,鼓励与引导公共交通出行     

Influences of Border Carbon Adjustments on China’s Foreign Trade

Abstract

The EU, the United States and other economies, with the intention to implement unilateral trade measures Border Carbon Adjustments, impose emission reduction pressure on developing countries. Once implemented, the measures will have great impact on China’s foreign trade. Using the input-output table in 2007, this paper had analyzed the influences on China’s foreign trade as a whole and sub-sectors in three tax rates scenarios. The results showed that the tariff level of China’s exports will increase by 3.6%–6.3% if the tax was levied on exports embodied emissions, and by 1.0%–1.7% if levied on export direct emissions. In 2007, the former total amount of carbon tax was about US$42.6–73.0 billion, 4 times that of the latter. Based on export embodied emissions, sectors largely influenced were non-traditional energy intensive ones, such as textile, et al. These sectors should be encouraged to carry out industrial upgrading, raising the value-added of export goods, and reducing their embodied emissions by reduction of energy intensity. Taking into account of the complexity of data collection, the tax levied on products direct emission is more operational. The results showed that the five top sectors most affected were other chemical materials, processing of petroleum and nuclear fuel, coking, smelting and rolling of ferrous metal and textile. Most of them were energy intensive sectors. Therefore, adjusting export products structure, and controlling too fast development of energy intensive industries are also important strategies in China.