炭素取引政策は産業炭素排出を削減するか——中国ETSパイロットからの証拠
Do Carbon Trading Policies Reduce Industrial Carbon Emissions? ——Evidence from China’s Pilot ETS (原題)
Xinting Yang
🤖 gxceed AI 要約
日本語
中国30省の2010〜2023年パネルデータを用い、多期間DIDでETSパイロットが産業炭素排出強度に与える影響を推定。ETSはパイロット省の産業排出強度を有意に低下させ、時間的遅延効果と累積効果を示す。東部や環境ガバナンス能力の高い省で効果が大きく、西部では有意でない。
English
Using balanced panel data from 30 Chinese provinces (2010–2023), this study applies a multi-period DID to estimate the ETS pilot's effect on industrial carbon intensity. ETS significantly reduces industrial carbon intensity in pilot provinces, with time-lag and accumulation effects. Heterogeneity shows stronger effects in eastern provinces with robust environmental governance, but no significant effect in the west.
Unofficial AI-generated summary based on the public title and abstract. Not an official translation.
📝 gxceed 編集解説 — Why this matters
日本のGX文脈において
中国のETSパイロットは全国炭素市場へ移行する過程にあり、日本でもGXリーグやカーボンプライシング議論の参考になる。特に地域・制度差による効果の異質性は、日本国内の排出量取引制度設計における地域格差対応の示唆を含む。
In the global GX context
China's pilot ETS informs the global debate on carbon pricing design, especially as it scales to a national market. The findings on regional heterogeneity and institutional capacity offer lessons for other jurisdictions implementing emissions trading, including Japan's GX League and emerging compliance markets.
👥 読者別の含意
🔬研究者:中国ETSの政策効果をDIDで検証した実証研究として、カーボンプライシングの因果推論手法と地域異質性の分析枠組みを参考にできる。
🏢実務担当者:中国に拠点を持つ企業は、ETSが産業排出強度を低下させる一方で地域差が大きい点を踏まえ、拠点立地やコンプライアンス戦略を検討する必要がある。
🏛政策担当者:排出量取引制度の設計において、地域間の制度能力差を考慮した段階的導入や支援策の重要性を示唆する。
📄 Abstract（原文）
Given the trend toward increased globalization of climate governance, there is an increasing focus on achieving sustainable development through economic growth and low-carbon transition for China. Given that China is the world’s biggest carbon emitter, the country must meet the challenge of addressing its international emission reduction targets while facilitating domestic industrial green transition. The industrial sector represents the major contributor of carbon emissions at the national level, implying that low-carbon transition of the industrial sector is essential for reaching dual carbon strategy objectives. The carbon emission trading scheme (ETS) represents a widely used market-based environmental regulation mechanism that has been piloted in various Chinese regions since 2013. After several years of policy experimentations, it becomes necessary to examine the actual impact of ETS policies on industrial decarbonization and their regional differentiation performance. By using balanced panel data of 30 Chinese provinces from 2010 to 2023, the present study uses the DID approach in multiple periods to estimate the impact of ETS pilot policy on the carbon emission intensity of industry. The empirical results show that ETS significantly decreases the carbon emission intensity of industry in pilot provinces, with distinct time-lag effect and accumulation effect. The policy dividend becomes gradually evident in the medium term and becomes even more powerful when market mechanism matures. Distinct heterogeneity effects are found between different regions and institutional environments. In particular, provinces located in the east and with stronger environmental governance capacity have better emission performance under ETS, whereas there is no significant effect of policy in the western region.
🔗 Provenance — このレコードを発見したソース
- openalex https://seriesofconference.com/index.php/SCJ/article/view/376first seen 2026-10-07 05:08:07
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