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电价调整对宏观经济及产业结构的影响
引用本文:李虹,王帅,李晨光,陈挺.电价调整对宏观经济及产业结构的影响[J].资源科学,2022,44(1):156-168.
作者姓名:李虹  王帅  李晨光  陈挺
作者单位:1. 北京大学经济学院,北京 100871
2. 国网能源研究院有限公司,北京 102209
基金项目:国家电网有限公司科技项目(1400-202057411A0000)
摘    要:近年来中国电价的普遍性、连续性下调可能诱导资源向高耗能产业聚集,不利于产业结构优化.本文使用可计算一般均衡(CGE)模型分别在电价管制和电价市场化两类情景下分析电价调整对高耗能产业及新动能产业的影响.研究发现:①对国民经济各行业的"普遍性降电价"会导致高耗能产业增加值占比出现较大幅度上升,而仅对新动能产业的"精准性降电...

关 键 词:电价调整  新动能产业  高耗能产业  差别电价  双重红利  可计算一般均衡模型  中国
收稿时间:2021-04-06
修稿时间:2021-08-20

Impact of electricity price adjustment on macro economy and industrial structure
LI Hong,WANG shuai,LI Chenguang,CHEN Ting.Impact of electricity price adjustment on macro economy and industrial structure[J].Resources Science,2022,44(1):156-168.
Authors:LI Hong  WANG shuai  LI Chenguang  CHEN Ting
Institution:1. School of Economics, Peking University, Beijing 100871, China
2. State Grid Energy Research Institute Co. Ltd, Beijing 102209, China
Abstract:In recent years, the universal and continuous reduction of electricity prices in China may induce the concentration of resources in high energy-consuming industries. It is not conducive to the optimization of industrial structure. This study used the computable general equilibrium (CGE) model to analyze the impact of electricity price adjustment on the overall economy and the new kinetic energy industries under the assumption of electricity price regulation and electricity price marketization, respectively. The results show that: The universal reduction of electricity prices in various industries leads to a significant increase in the proportion of the added value of high energy-consuming industries. Targeted reduction of electricity prices for the new kinetic energy industries can promote the development of the new kinetic energy industries and avoid blind and excessive growth of the high energy-consuming industries. If the green electricity price standards such as differential electricity prices are raised for high energy-consuming industries, although the output of high energy-consuming industries is effectively reduced, it will also harm the new kinetic energy manufacturing industries. If the government uses the power industry profits or electricity consumption tax revenue to subsidize the new energy industry’s investment, it can not only cultivate the new kinetic energy of economic development but also produce the double dividend effect of social welfare improvement. Therefore, the government should “accurately reduce electricity prices” for new kinetic energy industries, strengthen the implementation of differential electricity prices for high energy- consuming industries, and further improve the role of electricity price leverage.
Keywords:electricity price adjustment  new kinetic energy industries  energy-intensive industries  differential electricity prices  double dividend  computable general equilibrium model  China  
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