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.     

中国国际贸易隐含碳文献比较研究

贸易中的隐含碳流动对中国的二氧化碳排放具有重要影响。从现有的文献来看,尽管出现了大量的针对中国贸易中隐含碳的相关研究,但由于数据及方法的不同,结果之间存在较大差异,很大程度上影响了研究结果的科学性和应用价值。本文对现有的中国国际贸易隐含碳文献进行了比较研究,结果发现:不同研究得出了相对一致的结论,但在隐含碳的具体数量上差异巨大。定性来看,中国是一个隐含碳净出口国,净出口量呈现出逐年增加的趋势。定量来看,1997-2007年,中国隐含碳出口量从3.1-8.8亿t增长到17.2-30.2亿t二氧化碳;隐含碳进口量从1.0-7.0亿t增长到5.8-16.5亿t二氧化碳;隐含碳净出口量从1.8-7.3亿t增长到11.4-22.6亿t二氧化碳;隐含碳净出口量占国内总排放量的比重由5%-20%增长到17%-30%。贸易中隐含碳核算结果的不确定性主要来自三个方面:核算方法产生的不确定性、数据融合产生的不确定性以及原始数据引入的不确定性。总体来看,多区域投入产出模型的研究结果相对稳定,可重复性较高;从数据精度和数据可获得性方面考虑,40个左右的部门分类可以取得较为理想的结果:把中国划分为多个区域研究国际贸易中的隐含碳在理论上更加可靠。国家气候变化对外谈判和国内减排目标的实现都需要对碳排放进行精确管理。在未来的研究中,应重视隐含碳核算的不确定性研究,逐步提高隐含碳核算的精度,更好地服务于国家的气候变化政策。     

基于LMDI方法的中国国际贸易隐含碳分解

对国际贸易产生环境影响的定量研究正日益受到关注,特别是对隐含碳的研究.以中国2005年为例,对中国国际贸易隐含碳进行估算,应用对数平均D氏指数法(LMDI)对影响隐含碳净转移的因素进行分解分析.结果显示中国因生产排放碳量远大于其消费需要排放的碳量,从国外净转移到中国的隐含碳为395.66MtC;净转移隐含碳影响因素中强度效应(进出口商品完全碳排放系数差异)贡献率为60%,规模效应(进出额差异)贡献率为55%,结构效应(进出口结构差异)贡献率为-14%,此结果表明中国相比国外的高碳排放强度是造成目前碳转移额外增加的主要因素,分析结构效应发现中国主要净出口行业大部分不是高碳排放强度行业,而净进口行业却主要由高碳排放强度行业构成,特别是与碳排放密切相关的能源行业居净进口行业首位.     

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.     

Influences of Border Carbon Adjustments on China’s Foreign Trade

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 encour-aged 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.     

Influences of Border Carbon Adjustments on China＇s Foreign Trade

The EU, the United States and other economies, with the intention to implement unilateral trade measures Border Car- bon Adjustments, impose emission reduction pressure on develop- ing countries. Once ...     

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.     

全行业口径下中国区域间贸易隐含虚拟水的转移测算

区域间贸易隐含虚拟水转移对于地区水资源科学利用和水资源管理政策制定具有重要的现实意义。本文利用水资源扩展型MRIO模型和中国区域间投入产出表,基于全行业口径对中国区域间贸易隐含虚拟水转移进行了测算,重点从区域间贸易隐含虚拟水转移的整体现状、主要流向、产业分解及对地区水资源影响等四个方面进行了分析。本文研究发现:1动态来看,东北区域、中部区域和南部沿海区域虚拟水净流出情况发生逆转,西北区域和西南区域始终为虚拟水净流出地区;2中国各地区间贸易隐含虚拟水转移量显著增加,东北地区和西北地区对外转移虚拟水增长幅度较大,中部地区与其它地区间的虚拟水转移量明显多于其它区域间的虚拟水转移量;总体来说,中国各地区的贸易隐含虚拟水转移存在由北向南、由西向东的两条转移路径;3各地区主要的贸易隐含虚拟水流出行业具有明显的行业共性,各地区主要的贸易隐含虚拟水流出行业存在区域差异,中部地区为主要的建筑业虚拟水输入地区,京津地区为主要的服务业虚拟水输出地区;4南部地区虚拟水流出占本地水资源的比重低于北部地区,东部地区虚拟水流入占本地完全消耗水资源的比重高于西部地区。本文的政策启示在于,中国应该重视贸易隐含虚拟水对节约地区水资源的重要作用,建立科学的各地区节水型产业结构,改进目前并不合理的区域间贸易结构。     

中美贸易与污染避难所假说的实证研究——基于内含污染的视角

使用非竞争型投入产出表,在考虑中间产品产生污染的情况下,通过计算中美双边贸易的内含污染,考察对外贸易对发达国家和发展中国家环境的影响,检验污染避难所假说是否成立.本文首先构造中美两国28个制造业的总污染强度,在此基础上计算1987-2004年中美制造业贸易的贸易内含污染条件指标,并分析中美制造业贸易的进出口内含污染的部门来源.研究发现,1992年之后,所有污染物的贸易内含污染条件值都大于1,这意味着美国从中国进口的污染强度要高于中国从美国的进口污染强度,中美双边贸易中,中国环境受损、美国环境获利,污染避难所假说成立.从部门结构上看,中国出口内含污染主要来源于塑料制品、机械设备和工业化学这三个部门,进口内含污染主要来源于工业化学、机械设备和交通设备这三个部门.     

MRIO model-based study on water nitrogen pollution transfer embodied in international trade

This study uses the global pollutant emission databases and global input–output model in 2015 to calculate the impact of international trade on global water nitrogen emission patterns, based on considering the total amount of pollutant transfer and pollutant emission intensity of trade flows The main conclusions are as follows: (1) There are always a large amount of water nitrogen emissions transferring from developed economies to developing economies embodied in their bilateral trade activities. Small amount of transfers are of some areas with similar endowments of agricultural resources or long distances. (2) In 2015, the net import of water nitrogen pollution embodied in China’s trade was 160,000 tons, accounting for 2.72% of the global water nitrogen imports. The sharp increases in cereal imports, together with high food storage as well as high pollution intensity embedded in trade are the main reason. It is recommended that through applying alleviations such as agricultural machinery assistance and technical training to accelerate the transfer and spread of agricultural technology in Africa, Asia, and other regions, thus helping increase agricultural production productivity in underdeveloped areas and reducing the pollution intensity embodied in trade flows from underdeveloped areas to developed areas.     

Analysis of the Energy Embodied in Foreign Goods Trade of China

In recent years, scientists have been increasingly interested in the energy embodied in traded goods among countries. In this article, the direct energy intensities in various economic sectors of China were calculated with the data of energy consumption and output value of each sector, and the input-output table was used to estimate the external energy consumption. The total energy intensity of all sectors was then obtained. From the data of international trade, the energy embodied in goods trade of China was estimated for the period of 1994-2001. During this period, the average energy intensity of imported goods was always higher than that of exported ones. As a country with a surplus in international goods trade, China actually imported net embodied energy in the past few years. The net embodied energy imported was at the same magnitude of the imported energy in the form of fossil fuels.     

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-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.     

基于贸易隐含碳的城市人均碳足迹比较研究

气候谈判中采用的碳排放基准数据,关乎发展中国家的发展权。本文认为基于生产者责任原则的碳排放数据为气候谈判基准是不合理的。提出基于贸易隐含碳的城市人均碳足迹数据为基准,并选取具有代表性的几个城市(纽约、东京、伦敦、上海)进行样本研究。结果表明,在考虑贸易隐含碳排放的情况下,上海的人均碳足迹最低。2008年,纽约为上海的2.2倍,伦敦为上海的1.8倍,东京为上海的1.6倍。本文希望在考虑贸易隐含碳的情况下,对国际上有相近功能的城市人均碳足迹的研究可以为我国的气候谈判赢得更多的话语权,并给出了相关政策建议。     

中国虚拟水贸易的测算及影响因素研究

本文测算2005年、2007年与2010年3个年度中国虚拟水进出口贸易量,采用投入产出及IO-SDA等方法分解分析其变化的影响因素。研究结果显示部门间用水系数差距都非常大,直接用水系数最大的农业部门857.9 t/万元(3年平均值,下同),与直接用水系数最小的部门差距达600倍之多。完全用水系数最大的也为农业部门1 078.7 t/万元,与完全用水系数最小的部门亦达113倍。各部门的完全用水系数和直接用水系数也存在较大不同,有些部门完全用水系数和直接用水系数差距很大,如服装皮革羽绒及其制品业部门差距达115倍,食品制造及烟草加工业部门差距达618.5 t/万元;而有些部门差距非常小,如农业部门差距仅仅0.24倍,煤炭开采和洗选业部门差距仅为8.2 t/万元。虚拟水出口量和进口量分别从2005年的1 774.3亿t和1 378.7亿t增加到2010年的2 254.1亿t和1 836.5亿t,且出口量一直大于进口量。影响因素分解显示,在此期间,进出口规模的增加是虚拟水贸易量增加的主要影响因素,其中出口规模合计为103 698.8×10~6t,进口规模合计为80 401.2×10~6t。进出口贸易结构的影响在不同部门间存在较大的差异。真实用水系数和真实中间投入技术是虚拟水贸易变化的主要负向因素,其中真实用水系数对虚拟水出口与进口的影响分别为-36 793.2×10~6t和-34 668.3×10~6t,真实中间投入技术对虚拟水出口与进口的影响分别为-1 719.7×10~6t和-1 660.8×10~6t,表明在此期间用水效率和中间投入效率都得到了改善。另外,直接用水系数和中间投入技术分解出的结构效应都不明显,中间投入进口比率效应也不明显。     

Carbon Embodied in International Trade of China and Its Emission Responsibility

Carbon emissions embodied in international trade of China during 1997-2007 are accounted by input-output method based on Chinese input-output table and global trade analysis project database.It is revealed that carbon emissions embodied in imports and exports both increased during 1997-2007,but carbon emissions embodied in exports are greater than those embodied in imports,China is a net export nation in embodied carbon.The net exports of embodied carbon account for about 10.82% of the total carbon emissions in 1997,dropped to 7.15% in 2002,increased to13.13% in 2006,and slightly dropped to 12.64% in 2007.Low-end position of international industry division is an objective factor of being a net exporter of embodied carbon for China,and usage of a large amount of obsolete energy-using equipments wasted much energy and increased carbon emissions embodied in exports.Importers should take more responsibilities for carbon emissions embodied in trade,and China should take a certain responsibility for unreasonable energy dissipations too.