作　者：李鹏
关键词：“双碳”目标；协同效应；碳排放双控；可再生能源补贴；绿色金融
摘　要：

通过建立包含碳排放双控、碳排放权交易、可再生能源补贴和绿色金融等政策在内的动态一般均衡模型，分析各类政策的实施效果及其协同作用，结果表明：相比单一碳价政策，多工具政策组合的边际减排成本大幅降低，福利进一步改善，表明中国“双碳”政策体系具有较强的协同性。这一优势源于不同政策工具的互补性：碳定价机制提供基础减排激励，可再生能源补贴促进能源结构转型，绿色金融政策优化资源配置，产业政策推动结构调整，可以共同应对减排过程中的多重市场失灵问题。然而，当前碳价水平低于理论最优水平，也制约了长效减排机制的形成。进一步研究表明，中国的碳政策不应局限于国内视角，而宜置于全球气候治理框架下综合考虑。通过加强国际协调，引入碳边境调节机制，推动碳市场互联互通，可以提高政策有效性，降低边际减排成本。

 

Quantitative Assessment and Optimization Pathway For The Synergistic Effects in China's "Dual Carbo" Goal Policy

Li Peng（Chinese Academy of Social Sciences）

Abstract By establishing a general equilibrium model covering policies such as dual control over the amount and intensity of carbon emissions, carbon emission rights trading, renewable energy subsidies and green finance, this study analyzes the implementation effects and synergistic roles of various policies. The results show that, compared to a single carbon pricing policy, the multi-tool policy mix significantly reduces emission reduction costs and further improves welfare, which demonstrates the strong synergy in China's "carbon peaking and carbon neutrality" policy system. This advantage stems from the complementarity of different policy tools: carbon pricing mechanisms provide basic incentives for emission reduction, renewable energy subsidies promote the transformation of the energy structure, green finance policies optimize resource allocation, and industrial policies drive structural adjustments, which can jointly address multiple market failures in the emission reduction process. However, the current carbon price is below the theoretical optimal level, disadvantageous to the formation of a long-term emission reduction mechanism. Further research indicates that China's carbon policies should transcend a purely domestic perspective and be comprehensively considered within the broader context of global climate governance. By strengthening international coordination, introducing cross-border carbon adjustment mechanisms, and promoting the interconnection of carbon markets, policy effectiveness can be enhanced and emission reduction costs reduced.

Key words "Dual carbon" goal; synergistic effects; dual control over the amount and intensity of carbon emission; renewable energy subsidies; green finance

■作者简介  李  鹏，中国社会科学院工业经济研究所副编审，北京 100006。

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