报告题目：国家减排政策与企业竞争力
报告时间：2022年3月11日（周五）上午10:00—11:30
报告方式：腾讯会议（238 184 358）
报告人：张 林（香港城市大学）
主持人：谢慧明 教授
张林，本科毕业于北京大学，博士毕业于瑞士苏黎世联邦理工。现为香港城市大学能源及环境学院助理教授，同时兼任公共政策系的助理教授和博士生导师。曾任瑞士苏黎世联邦理工经济研究中心高级研究员，瑞士能源研究中心、数值模拟实验室顾问研究员。长期从事能源经济学、能源需求与效率、能源转型与绿色创新等研究工作，擅长运用经济学、运筹学、数理统计等多学科交叉的理论方法研究能源经济中的实际问题和相关政策。在JEEM, Energy Economics, Energy Journal, European Economic Review等期刊发表论文30多篇。
摘要：
This paper analyzes the impacts of carbon intensity control introduced by China’s National Plan on firm competitiveness. By exploiting plausibly exogenous variation in the mandates on carbon intensity reduction across locations, we find that the exposure to mandate significantly decreases firm’s energy intensity, but does not affect firm competitiveness measured by productivity. We show that exposure to carbon intensity control causes firms to increase their low-carbon patents by 0.9 percent and low-carbon patent ratio by 0.2 percent, with no crowding-out effect on non-low-carbon innovation. Low-carbon innovation induced by the mandate increases firm outputs by expanding the size of labour inputs and fixed assets. Therefore, although exposure to mandate reduces capital productivity, the induced innovation mitigates the negative impact through input augmentation rather than improving the energy productivity or productivity on labour or capital. This explains the reasons why mandated intensity-based policy can be an effective instrument for mitigating the greenhouse gases without harming firm competitiveness.
