引入碳价格后中国出口贸易成本的变化

应对气候变化的政策手段多种多样,市场机制手段是目前应用广泛的政策工具之一。国际碳交易的实践尤其是欧盟ETS的运行效果显示,电力及一些能源加工转换行业通常会因为承担了碳交易的成本,而会导致其下游产品价格的发生变动,一般表现在下游电力价格的增加,因此会使得其他行业的生产成本受电力价格的上涨而增加。因此碳价格机制的引入对于整个经济发展的成本产生一定的影响,而我国目前以出口贸易为导向的经济现状,势必使得碳价格影响到出口贸易的产品成本上。本文主要利用我国2005年和2007年的投入产出表,测算我国出口贸易产品能源成本的变化。结果显示我国出口产品的能源成本占每年出口额比重约为13%,若扣除掉消耗进口中间产品的因素,仅仅考虑国内中间投入产品的能源成本,则出口产品中的能源成本比重下降至9%-10%左右,其中电力的成本约占整个能源成本的60%以上,若由于碳价格机制的引入导致电力成本上涨50%,则使得我国出口能源成本的至少上涨一半以上,这将大幅度降低我国出口产品的国际竞争力。因此我国出口贸易的主要部门一方面需要不断加强技术研发投入,提升其生产技术水平,降低能源成本的比重,提高单位产品的能源效率;另一方面由于我国外贸存在较大的顺差,也要不断调整出口产品的结构,配合国内产业政策的调整,降低能源成本较高产品的出口,优化出口产品的结构,提高出口产品的科技含量和附加值,整个贸易政策调整优先向竞争力导向转变。     

China-Indian Silk Trade： Current Production and Future Prospects

As an important traditional labor-intensive industry of both India and China, the cocoon silk industry has long made great contributions to the ecological environment protection, rural economic development and the increase in export income of both countries. India is not only a very important cocoon silk trading partner, but an important production competitor of China. In recent years, there has been a large increase in the production and trade of the cocoon silk between China and India; however, China relies heavily on Indian market, which leads to a tendency of further deterioration in the silk trade environment between both countries. The present article makes an empirical study of the cocoon silk resources of the two countries and the scale, product mix and market structure of China-Indian silk trade from 2001 to 2007. Overall silk trading volumes from China to India and market concentration rate are on the increase because of the superiority of Chinese cocoon silk production over that of India. Owing to scattered market share and export that mainly focused on raw materials product, there has been a phenomenon of price reduction and quantity increase. India carries out fierce competition with China in the international market and even imposes antidumping sanction on Chinese silk, which are key factors restricting further increase between China-India trade. Based on the abovementioned facts, the authors aim to put forward suggestions for steadily developing the production and trade of China＇s silk.     

The copper cycles of European countries

A comprehensive technological copper cycle treating a series of life stages (mining and processing, fabrication, utilization, and end of life) has been constructed for sixteen countries on the European continent for the year 1994. In this paper we draw on that information to present country-level copper cycles for a sampling of the countries. We then compare the countries on the basis of their relative and absolute copper production, import/export, usage, recycling, and losses to the environment, and go on to produce per capita assessments of flow and stock changes. Among the results of particular interest are: (1) country-level copper budgets possess features often different from the continental budgets of which they are a part. For example, Europe extracted only slightly more copper from mines than it deposited in landfills, while the mine to landfill flow ratio was about 11:1 in Poland and near zero in the United Kingdom; (2) Germany led all other countries in the group of sixteen in the absolute magnitude of every major copper flow (production, import, export, consumption, and waste generation, and in per capita flows of copper entering use and waste management), while the Benelux countries led all others in per capita flows for all other categories; (3) citizens of essentially all the countries discarded 1–3 kg Cu/year, mostly in obsolete electronics and end-of-life vehicles.     

区域贸易协定环境条款深度对出口的影响

区域贸易协定中纳入环境条款有利于保护环境,但同时也可能会抑制贸易自由化,如何在保护环境的同时促进贸易发展值得深入研究。该研究利用1995—2018年“一带一路”沿线67个国家签署生效的区域贸易协定和双边出口数据,根据TREND数据库对环境条款的分类,创新性地构建并量化了三种环境条款深度指标,构建了高维固定效应模型,采取PPML估计法实证检验了这些环境条款深度对出口的影响。研究结果表明：①环境条款总深度、核心深度和执行力均对出口贸易有显著的抑制作用,且具有执行力的环境条款深度对出口的抑制作用更大。②在考虑了潜在的内生性问题及重新度量核心解释变量、划分样本区间等一系列稳健性检验后依然成立。③异质性分析发现,提高环境条款深度对“南-北”和“北-南”型“国家对”之间的出口、“肮脏”产品出口份额的抑制作用显著,但其具体条款对出口贸易的影响存在较大差异。④机制检验表明,环境条款深度主要通过提高生产成本和抑制技术创新来抑制出口。⑤进一步扩展分析发现,以数量衡量的环境条款各深度变量与出口之间呈倒“N”型关系,成员国国内环境规制差距会强化环境条款深度的出口抑制作用。该研究为促进“一带一路”沿线国家贸易发展和环境友好、高质量建设“一带一路”倡议提供了政策启示：“一带一路”沿线国家在未来签署新的RTA或现有RTA的升级谈判中可适当提高环境条款深度,发挥环境条款的“创新补偿效应”,同时还要积极拓展区域贸易协定,优先考虑经济发展水平相似的国家,在未来贸易协定谈判中重点考虑RTA环境条款的具体条款类型。     

开放经济与节能减排的协调路径

过去30年中,GDP年均增长9.81%的中国经济奇迹已为世界所见证,然而,繁荣背后的能源与环境问题却往往被轻视.本研究基于1992-2006年省级面板数据的联立方程模型,对开放经济与节能减排的协调路径作了实证分析与情景模拟.研究结果表明:贸易与投资自由化虽然也会通过技术溢出等机制对我国能源与环境产生一定的积极影响,但是,基于规模效应的主导作用,贸易与投资自由化仍将促使我国能源消耗与污染排放的总量增加.在现有国情下,开放经济与节能减排的主要协调路径应在于:以优化能源结构为目标,推进能源价格改革;强化市场换技术战略,提升外资技术效率;因地制宜,促进工业结构优化;保障环境政策的有效性,强化市场机制;加强宣传,树立节能减排的全民意识等.     

Comparing environmental product footprint for electronic and electric equipment: a multi-criteria approach

Electronic and electric devices are now applied in most human activities: their diffusion is increasing worldwide; furthermore, most of them are characterized by a high replacement rate due to technological obsolescence. Consequently, environmental problems due to their diffusion are increasing; several aspects are involved from the energy consumption derived from their manufacturing processes and their use phases to their end-of-life (EOL) management. Such legislative (e.g. the European Energy Efficiency directive for household appliances) or voluntary interventions (e.g. based on the ISO standards) have been introduced for such devices: the aim is to incorporate environmental considerations in product design and manufacturing in order to benefit the environment. Some attempts are focusing on defining standardized models for the overall lifecycle including waste management. The aim of this paper is to introduce a reference model for comparing environmental product footprint of electrical and electronic equipment (EEE). All life cycles of EEE will be evaluated: a specific focus is on the EOL management process as their waste management represents a complex problem for developed and developing countries. A multi-criteria decision-making model will be developed based on the well-known analytical hierarchy process (AHP) method: differently from traditional AHP applications, an absolute model has been proposed in order to compare EEE effectively from an environmental point of view. A case study validation regarding large household appliances is proposed.     

China＇s Export Expansion, Export Structure and Energy Consumption

Since the reform and opening up, China＇s export trade has maintained a rapid growth; meanwhile, China＇s energy consumption has been increasing sharply. ＂High export and high energy consumption＂ has become the feature of China＇s trade and economic development. In this paper, based on the input-output analysis approach, the authors have conducted an empirical study on the export trade and energy consumption of 21 trade industrial sectors. The results show that, China is a big net exporter of embodied energy. Assuming that the export growth rate of embodied energy maintains to be about 23.6%, the average annual growth rate of the past 32 years, and based on the input-output data of 2005, by 2030 China＇s net export of embodied energy would be over eight times more than the aggregate energy production, which is obviously infeasible. As a country of very low per capita en- ergy, China must change its export pattern, encourage or restrain the export of different industrial sectors according to their energy consumption intensity, and promote structural change of energy- efficient exported products, so as to achieve the sustainable development. Accordingly, the authors put forward some suggestions.     

China’s Export Expansion, Export Structure and Energy Consumption

Since the reform and opening up,China’s export trade has maintained a rapid growth;meanwhile,China’s energy consumption has been increasing sharply. "High export and high energy consumption" has become the feature of China’s trade and economic development.In this paper,based on the input-output analysis approach,the authors have conducted an empirical study on the export trade and energy consumption of 21 trade industrial sectors.The results show that,China is a big net exporter of embodied energy.Assuming that the export growth rate of embodied energy maintains to be about 23.6%,the average annual growth rate of the past 32 years,and based on the input-output data of 2005,by 2030 China’s net export of embodied energy would be over eight times more than the aggregate energy production,which is obviously infeasible.As a country of very low per capita energy,China must change its export pattern,encourage or restrain the export of different industrial sectors according to their energy consumption intensity,and promote structural change of energy-efficient exported products,so as to achieve the sustainable development.Accordingly,the authors put forward some suggestions.     

碳关税对中国出口贸易的影响及应对策略

碳关税是美国提出的针对国际贸易中高能耗进口产品征税的一种新型绿色贸易壁垒。从表面上看,碳关税的提出是为了缓解全球气候变暖的现实,促进全球贸易的公平竞争。实质上,碳关税的提出是美国国内政治经济博弈的结果,其目的是为了夺取世界经济新的话语权,同时也是为了制衡中国在内的发展中国家。碳关税对我国出口的影响机制有二:第一,碳关税产生的价格效应促使出口商品成本上升,出口量下降,造成出口国净福利损失。第二,长期来看,碳关税的环境规制效应会促使出口企业实施创新、改进效率,企业竞争力增强。但是,就短期来说,由于我国尚不具备"波特假说"成立的前提条件,碳关税会促使成本上升,出口产品竞争力下降。本文系统分析了我国出口商品结构和地理方向,指出碳关税的推出将对我国当前出口贸易形成严峻的挑战,长期看将有利于我国市场结构、产业结构和出口结构的改善。基于以上的分析,文章提出了政府"环境外交"、逐步开征国内碳税、构建绿色制造体系等政策建议。     

China’s Export Expansion,Export Structure and Energy Consumption

Abstract

Since the reform and opening up, China’s export trade has maintained a rapid growth; meanwhile, China’s energy consumption has been increasing sharply. “High export and high energy consumption” has become the feature of China’s trade and economic development. In this paper, based on the input–output analysis approach, the authors have conducted an empirical study on the export trade and energy consumption of 21 trade industrial sectors. The results show that, China is a big net exporter of embodied energy. Assuming that the export growth rate of embodied energy maintains to be about 23.6%, the average annual growth rate of the past 32 years, and based on the input–output data of 2005, by 2030 China’s net export of embodied energy would be over eight times more than the aggregate energy production, which is obviously infeasible. As a country of very low per capita energy, China must change its export pattern, encourage or restrain the export of different industrial sectors according to their energy consumption intensity, and promote structural change of energy– efficient exported products, so as to achieve the sustainable development. Accordingly, the authors put forward some suggestions.     

我国农产品贸易中的虚拟耕地交易分析

虚拟耕地是指隐含在农产品贸易中,生产这些农产品过程中所必需占用的土地资源,有意识的在国际农产品贸易中实施虚拟耕地战略,对于平衡国内耕地赤字、保障粮食安全,发挥我国农产品在国际市场上的竞争优势具有重要的理论指导意义。首先介绍了虚拟耕地的定义及其量化方法,接着分析计算了我国谷物、油籽、棉花等几类主要农产品单位重量的虚拟耕地含量,在此基础上,对当前农产品进出口贸易中虚拟耕地的交易现状及未来发展趋势作了分析和预测。结果显示：近10 a来虚拟耕地净进口量出现持续增长,2006年,通过农产品国际贸易净进口虚拟耕地16602903.1 hm²,约占当年全国耕地总面积的12.77%。同时,虚拟耕地净进口量在今后若干年仍将保持增长态势。     

欧盟环境规制对我国家电出口的绿色壁垒效应

运用引力模型分析环境规制的贸易效应的文献可以分为三类:考察总体的环境规制严度对双边贸易流量总量的影响,不针对行业和具体产品;考察某行业的环境规制严度对该行业双边贸易流量的影响,不针对具体产品;考察具体的环境规制措施对相关产品的进出口的影响。其环境规制严度的测度有横向赋值法、横向指数法及限量法。本文采用引力模型,对我国空调、显示器、真空吸尘器、电吹风机、微波炉1990年至2006年向欧盟十国的年度出口量进行面板数据分析,合并考察欧盟EMC、ROHS与WEEE及生态标签对我国家电产品出口是否产生壁垒效应。本文拓展出环境规制严度变量的纵向赋值法,按规制措施的影响强弱对环境规制严度变量赋予不同的增加幅度,在时间序列数据中如何对先后实施多项环境规制措施进行计量分析的问题取得突破。结果显示:所考察的欧盟环境规制措施对我国五种家电产品的出口已构成绿色贸易壁垒。这一结果为欧盟环境规制构成绿色壁垒的论断提供了经验分析的证据。     

入世前后中国农业贸易引致的就业“创造与替代”

我国加入世贸组织后,除了粮食安全、比较优势、竞争力等方面的影响研究外,农产品贸易开放对我国农业生产部门就业的影响一直令人关注,是具有比较优势的劳动密集型农产品出口带来更多就业创造,还是土地密集型农产品进口引致更多就业替代?本文运用1994-2009年数据,对入世前后农产品贸易开放引致的农业就业效应进行全面系统的实证分析,并对在不同情形下我国未来贸易引致的农业就业替代效应的程度和方式进行了模拟分析。研究结果表明:入世后我国农产品贸易引致的农业就业效应呈现出更明显的就业净替代变化;同时,在技术水平不变的情况下,我国未来劳动密集型农产品的实际出口增速与平抑就业替代压力的"理想增速"相距甚远,未来土地密集型净进口所产生的农业就业替代量将在较大程度上超过劳动密集型净出口创造的就业机会,我国农业就业整体"净替代"的趋势可能将长期持续。     

农产品贸易中虚拟水流的驱动因素研究

经济发展中的虚拟水贸易实施受到多种要素的影响与制约。在回顾当前虚拟水研究进展的基础上,从自然、经济、社会、生态、技术和政策六个维度系统分析了以农产品为主要载体的虚拟水贸易实施的影响因素,进而收集32个典型的虚拟水贸易实施国家的横截面数据,利用多元逐步回归的方法,以虚拟水对外依赖程度为因变量,对部分影响因素进行了实证检验,并根据实证结果从资源优化配置与区域经济贡献的角度解释了国内学者研究得出的我国区际间农产品虚拟水的流动格局。研究表明:耕地资源及水资源的稀缺程度、区域经济发展水平、社会调适能力是虚拟水进口的正向驱动因素,而农业用水效率则是虚拟水进口的逆向驱动因素。     

灞卞湴鏅尯鐢熸€佽冻杩瑰垎鏋愨€斺€斾互搴愬北涓轰緥

鏍规嵁鍖哄煙鏈簳鐢熸€佽冻杩瑰拰鏃呮父鐢熸€佽冻杩圭殑璁＄畻妯″瀷,瀵瑰簮灞辩殑鐢熸€佽冻杩硅繘琛屼簡鍒嗘瀽璁＄畻,缁撴灉琛ㄦ槑(1)搴愬北鐢熸€佽冻杩归渶姹備负0.354 603 hm2,鍏朵腑鍖哄煙鏈簳鐢熸€佽冻杩逛负0.343 510 hm2,鏃呮父鐢熸€佽冻杩逛负0.011 093 hm2.(2)搴愬北鍙埄鐢ㄧ殑浜哄潎鐢熸€佹壙杞藉姏涓?.219 805 hm2,浜哄潎鐢熸€佽丹瀛楄揪O.123 543 hm2,鍏朵腑鏃呮父鐢熸€佽冻杩瑰崰鎬昏丹瀛楃殑3.13%.(3)鍦ㄩ渶姹傝冻杩圭粨鏋勪腑鍗?8.31%鐨勫寲鐭宠兘婧愬湴,澶уぇ瓒呰繃浜嗗簮灞辩殑鎵胯浇鍔涢潰绉?鑷翠娇搴愬北鐨勭敓鎬佺幆澧冧繚鎶ょ殑鍘嬪姏涓嶆柇鍔犻噸.(4)搴愬北鍗曚綅鏃呮父鐢熸€佽冻杩逛骇鍊间负33缇庡厓/hm2,鍏朵腑鍗曚綅鏃呮父娓歌銆佹梾娓镐綇瀹垮拰鏃呮父璐墿鐨勪骇鍊艰緝楂?鏃呮父浜ら€氬拰鏃呮父椁愰ギ鐨勫崟浣嶄骇鍊肩浉瀵硅緝浣?鏃呮父浜у€艰繕鏈夎緝澶х殑鍙戝睍绌洪棿.(5)鏀垮簻閮ㄩ棬鍜岀ぞ浼氬悇鐣屽繀椤绘帹杩涙洿涓虹郴缁熷寲鐨勬棤闅滅鏃呮父涓?杞彉楂樿兘鑰楃殑缁忔祹鍙戝睍閬撹矾,浠庤€岄檷浣庡崟浣嶇粡娴庢晥鐩婄殑鐢熸€佽冻杩?瀹炵幇搴愬北鐨勫彲鎸佺画鍙戝睍.     

An empirical analysis on the impact of environmental regulations on pork trade:evidence from China

This paper uses the gravity model to examine the effect of environmental regulations on pork trade flows between different regions within China.We apply a linear programming tool to estimate pork trade flows from 2000 to 2008,and discuss the environmental acts on livestock pollution and income level to proxy environmental regulations.We use OLS regression and panel data with dummy variable in the cross-sectional GLS estimation.Our results indicate that the gap of environmental regulations between trade partners has a positive relationship with pork trade flows,and the difference in environmental regulations changes the traditional comparative advantage pattern to some extent.This paper provides convincing evidence for the pollution haven effect on livestock in China.     

山地景区生态足迹分析——以庐山为例

根据区域本底生态足迹和旅游生态足迹的计算模型,对庐山的生态足迹进行了分析计算,结果表明：(1)庐山生态足迹需求为0354 603 hm2,其中区域本底生态足迹为0343 510 hm2,旅游生态足迹为0011 093 hm2。(2)庐山可利用的人均生态承载力为0219 805 hm2,人均生态赤字达0123 543 hm2,其中旅游生态足迹占总赤字的313%。(3)在需求足迹结构中占9831%的化石能源地,大大超过了庐山的承载力面积,致使庐山的生态环境保护的压力不断加重。(4)庐山单位旅游生态足迹产值为33美元/hm2,其中单位旅游游览、旅游住宿和旅游购物的产值较高,旅游交通和旅游餐饮的单位产值相对较低,旅游产值还有较大的发展空间。(5)政府部门和社会各界必须推进更为系统化的无障碍旅游业,转变高能耗的经济发展道路,从而降低单位经济效益的生态足迹,实现庐山的可持续发展。