中国污染产业的空间转移——来自省际对口帮扶和微观企业排放的证据Spatial Relocation of Polluting Industries in China: Evidence from Interprovincial Assistance Programs and Micro-level Firm Emissions
徐明
摘要(Abstract):
污染排放是迈向乡村振兴、高质量发展和共同富裕等目标的主要阻力之一。本文探讨了省际对口帮扶实践中污染产业转移现象及其环境成本。研究发现,对口帮扶虽然显著提升了受援地的经济产出,但也在一定程度上增加了当地污染排放,引致了政策的外部性环境成本,从而验证了欠发达地区早期发展阶段环境库兹涅茨曲线的存在性。帮扶方上市公司异地投资数据显示,随着时间的推移,与帮扶政策相伴随的环境成本在长期内得到了缓解。机制分析表明,污染型新企业的进入效应是政策产生负外部性的重要机制。进一步的异质性检验发现,相较于中部帮扶地区,东部帮扶方帮扶政策引致的产出增长规模效应降低了单位产出的污染排放密度,即缓解了东部帮扶区域的环境成本。对上述实证发现的理论分析表明,降低区域扶贫政策外部性成本的一条重要思路是在制度设计上需要更多考虑地方政府的策略性行为,污染产业空间转移引发的外部性问题需要给予必要的关注。
关键词(KeyWords): 污染空间转移;对口帮扶;污染排放;环境成本
基金项目(Foundation): 国家社会科学基金一般项目“防止返贫背景下结对帮扶提升脱贫地区多维人力资本的机制与路径研究”(24BJL043)的资助
作者(Author): 徐明
参考文献(References):
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- (1)新疆全区除了乌鲁木齐市和克拉玛依市没有获得帮扶,其余地区均获得帮扶,简称“受援地区”。 (2)比如以浙江省为例,在对口帮扶政策实践中,浙江省在新疆阿克苏地区对口援建的“浙能阿克苏纺织工业城热电厂项目”既促进了阿克苏(受援方)的产业发展,又可以使浙江(帮扶方)达到借助转移落后产业和淘汰落后产能实现产业升级的目标。 (3)其他民族地区:青海、宁夏、贵州、云南、内蒙古、广西;其他西部地区:青海、宁夏、甘肃、陕西、贵州、云南、四川、重庆、内蒙古、广西。 (4)匹配原则是:以企业年龄和基期(2007年)总资产、资本密度、人力资本作为协变量采用最近邻匹配法进行1∶4匹配。谢谢审稿人此处的建议。 (5)此外,我们通过调整样本窗口、考虑污染就近转移的边界线效应等方式进行了稳健性检验。 (6)此外,我们通过地级市数据进行了进一步验证。