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碳排放权交易政策对高碳企业就业冲击研究OA

Research on the Impact of Carbon Emission Trading Policy on Employment in High-carbon Enterprises

中文摘要英文摘要

碳排放权交易政策作为实现"双碳目标"的重要举措,其在促进高碳企业低碳转型过程中必然会对其就业产生冲击.本文以碳排放权交易政策为准自然实验,构建三重差分模型,结合上市公司微观数据,实证检验了碳排放权交易政策对试点地区高碳企业就业的影响.结果表明,碳排放权交易政策导致试点地区高碳企业就业水平下降了10.6%.机制分析表明,企业的资本投资和产出是碳排放权交易政策降低试点地区高碳企业就业水平的主要渠道.异质性分析表明,碳排放权交易政策对试点地区小规模高碳企业、非国有高碳企业以及成熟高碳企业的就业抑制效果更为明显.本文为低碳转型进程中稳就业提供了政策启示.

As an important measure to achieve the"double carbon"goal,carbon emission trading policy will inevitably have an impact on the employment of high-carbon enterprises in the process of promoting low-carbon transformation.Based on the natural experiment of carbon emission trading policy,this paper constructs a triple difference model and combines the micro-data of listed companies to empirically test the impact of carbon emission trading policy on the employment of high-carbon enterprises in pi-lot areas.The results show that the carbon emission trading policy has led to a 14.83%decline in the level of employment in high-carbon enterprises in the pilot areas.Mechanism analysis shows that capital investment and output of enterprises are the main chan-nels for carbon trading policies to reduce the employment of high-carbon enterprises in pilot areas.Heterogeneity analysis shows that the carbon emission trading policy has a more significant inhibiting effect on the employment of small-scale high-carbon enterprises,non-state-owned high-carbon enterprises and mature high-carbon enterprises in pilot areas.This paper provides policy inspiration for stabilizing employment in the process of low-carbon transition.

孙玉阳;王璐旋;陈语涵

辽宁大学经济学院,沈阳 110036辽宁大学经济学院,沈阳 110036南加州大学文理学院,洛杉矶 90089

管理科学

碳排放权交易政策高碳企业三重差分就业低碳转型资本投资企业产出环境政策

carbon emission trading policyhigh carbon enterprisetriple differenceemploymentlow-carbon transfor-mationcapital investmententerprise outputenvironmental policy

《工业技术经济》 2026 (2)

12-21,10

教育部青年基金项目"环境规制对绿色矿业发展的影响机制及提升路径研究"(项目编号:21YJC790102)辽宁省教育厅基本科研项目"碳排放权交易对工业企业低碳转型影响机制与政策选择研究"(项目编号:JYTMS20230737).

10.3969/j.issn.1004-910X.2026.02.002

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