统计研究

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垂直专业化下中日贸易“隐含碳”实证研究

陈楠 刘学敏   

  • 出版日期:2016-03-15 发布日期:2016-03-21

The Empirical Analysis of “Embodied Carbon” in China-Japan Trade under Vertical Specialization

Chen Nan & Liu Xuemin   

  • Online:2016-03-15 Published:2016-03-21

摘要:

本文构建了垂直专业化下的投入产出模型及改进的投入产出模型,分析了中国与日本贸易总“隐含碳”、行业“隐含碳”的排放情况,重点研究了进口中间产品“隐含碳”排放的结构变化,并与改进的投入产出法计算结果做了对比。结果表明:中国是净“隐含碳”出口国,中国在碳排放责任分担与利润间存在不平衡现象。两种方法计算的中国从日本进口“隐含碳”差距悬殊,主要体现在进口加工再出口部分。对两种方法适应性进行探讨,垂直专业化下的计算更能真实反映中国加工贸易产生的碳排放。同时,进料加工逐渐改变着中日贸易“隐含碳”的结构性排放,这种进料加工主要集中于金属压延,焦炭、精炼石油及核燃料业等资本密集型行业和初级制品行业中,对电气、光学设备等技术密集型行业仍然以来料加工为主。

关键词: 垂直专业化, 投入产出, 中日贸易, 隐含碳

Abstract:

Using input-output model of vertical specialized method and improved input-output model, this paper analyzes the total and industrial embodied CO2, embodied CO2 of imported intermediate products and its structural change in China-Japan trade, which are compared with the results of improved input-output method. The results show that China is a net exporter of embodied CO2, and there is imbalance between the responsibility of carbon reduction and profit in China. There is a gap in imported embodied CO2 from Japan by China calculated by two kinds of methods, which mainly lies in the part generated by processing and re-exporting imported goods. The adaptability of the two methods is discussed, and the input-output method under vertical specialization can reflect the embodied CO2 produced by Chinese processing trade better. At the same time, processing imported goods gradually changes structural emissions of embodied CO2, which is mainly focused on the capital-intensive industries and primary products industries, such as the metal rolling, coke, refined oil and nuclear fuel industry. But technology-intensive industries, such as the electrical and optical equipment industries, are mainly processing goods on order.

Key words: Vertical Specialization, Input-Output, Trade in China-Japan, Embodied CO2