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中国能源供需结构的动态变化:基于国民价值链的视角

The dynamic change of energy supply and demand structure within China: a perspective from the national value chain.

作者信息

Fan Niuniu, Ji Hongkun

机构信息

School of Statistics and Management, Shanghai University of Finance and Economics, Shanghai, China.

出版信息

Environ Sci Pollut Res Int. 2023 Jan;30(5):11873-11892. doi: 10.1007/s11356-022-22676-8. Epub 2022 Sep 13.

DOI:10.1007/s11356-022-22676-8
PMID:36098913
Abstract

The complexity of the national value chain (NVC) has significantly impacted the level of energy consumption embodied in domestic trade. This paper aims to measure embodied energy and its spatial transfer between provinces and determine the dynamic change in the energy consumption supply and demand structure within China. This paper applies the multiregional input-output model (MRIO) to establish three accounting frameworks from forward-linkage, backward-linkage, and trade in value-added (TiVA) perspectives to comprehensively track energy consumption transfer along the NVC during the period 2007 to 2017. The results reveal that provinces acting as net energy importers are primarily in developed and coastal regions (Beijing, Shanghai, Jiangsu, Zhejiang, and Guangdong). The net energy exporters are concentrated in Hebei, Shanxi, Inner Mongolia, Liaoning, Heilongjiang, Xinjiang, and other energy-intensive provinces. By and large, China's interprovincial energy transfer pattern gradually evolved from one of "shifting from inland provinces in the northwest and central regions to developed provinces in the east" to one of "shifting from the northwest, northeast, and central provinces to southwest and southeast provinces with the Yangtze River Delta and central provinces as pivots" during the period 2007-2017. By comparing the embodied energy transfer measured in three accounting frameworks, we find that this embodied energy transfer tends to be exaggerated from the forward-linkage and backward-linkage perspectives due to multiple cross-border trading of intermediates and double-counting. These findings indicate that complex domestic businesses, especially intermediates, exert a significant impact on energy transfer, resulting in more complicated energy flows. This article has significance for better understanding the energy transfer pattern and evolution process.

摘要

国家价值链(NVC)的复杂性对国内贸易中所体现的能源消耗水平产生了重大影响。本文旨在衡量各省之间的隐含能源及其空间转移,并确定中国能源消耗供需结构的动态变化。本文应用多区域投入产出模型(MRIO),从前向关联、后向关联和增值贸易(TiVA)三个角度建立了三个核算框架,以全面跟踪2007年至2017年期间沿国家价值链的能源消耗转移情况。结果显示,作为净能源进口省的主要是发达沿海地区(北京、上海、江苏、浙江和广东)。净能源出口省集中在河北、山西、内蒙古、辽宁、黑龙江、新疆等能源密集型省份。总体而言,2007 - 2017年期间,中国省际能源转移模式逐渐从“由西北和中部内陆省份向东部发达省份转移”演变为“以长三角地区和中部省份为枢纽,由西北、东北和中部省份向西南和东南省份转移”。通过比较三个核算框架下测得的隐含能源转移情况,我们发现由于中间产品的多次跨境交易和重复计算,从前向关联和后向关联角度来看,这种隐含能源转移往往被夸大。这些发现表明,复杂的国内业务,尤其是中间产品,对能源转移产生了重大影响,导致能源流动更加复杂。本文对于更好地理解能源转移模式和演变过程具有重要意义。

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