摘要
为探究碳价冲击的动态效应,构建了一个包含电力部门和碳交易的动态随机一般均衡模型,通过考察不同电价情景下碳价冲击对碳排放、经济产出、发电机组投资等宏观变量的动态影响,探究碳交易政策效应和作用机制以及电价粘性在其中的作用。研究表明:碳市场可以有效降低碳排放,碳价升高时发电企业会通过加大低碳技术投入和电源结构转型降低碳排放;同时发电企业也会通过提高电价转嫁碳成本。电价粘性通过抑制碳价向电价的传导,促进了电源结构转型,放大了碳市场的减排作用;并且电价粘性使碳价传导产生滞后。但电价粘性过大时,虽然会有更大的减排效果却以损失经济产出为代价。因此,应降低电价粘性,完善电价形成机制,促进电碳市场协同发展。
In order to explore the dynamic effects of carbon price shocks,a dynamic stochastic general equilibrium(DSGE)model including power sector and carbon market is constructed.By examining the dynamic impacts of carbon price shocks on various macro variables such as carbon emissions,economic output,and generator investment under different electricity price scenarios,the effects and mechanism of carbon trading policies and the role of price stickiness in them are explored.The research shows that carbon market can effectively reduce carbon emissions.When carbon price rises,power generation enterprises will reduce carbon emissions by increasing low-carbon technology investment and transforming power supply structure;at the same time,power generation enterprises will also pass on carbon costs through increasing electricity price.By inhibiting the transmission of carbon price to electricity price,electricity price stickiness promotes the transformation of power supply structure and amplifies the emission reduction effect of carbon market;and the stickiness of electricity price makes a lag in carbon price transmission.But when electricity price are too sticky,greater emissions reductions are achieved at the cost of lost economic output.Therefore,it is necessary to reduce the stickiness of electricity price,improve the electricity price formation mechanism,and promote the coordinated development of electric carbon market.
作者
王喜平
王仕恒
WANG Xiping;WANG Shiheng(Department of Economics and Management,North China Electric Power University,Baoding 071003,China)
出处
《电力科学与工程》
2025年第2期70-78,共9页
Electric Power Science and Engineering
基金
中央高校基本科研业务费专项资金资助(2024MS157)。
