【摘要】 基于总贸易核算的方法,对中日贸易隐含碳进行了重新核算,发现2000—2009年中国生产了中日贸易隐含碳总量的75.14%,日本消费了中日贸易隐含碳总量的69.39%。在此基础上,利用动态GMM模型研究了中国制造业GVC地位指数、GVC参与度同中日贸易隐含碳中的中国生产碳、日本消费碳之间的关系。研究发现:(1)中国制造业GVC地位指数同中国生产碳、日本消费碳呈现倒U型关系。(2)中国大部分中低技术产业已经突破拐点,处于GVC地位指数越高,中国生产碳、日本消费碳越低的阶段;高技术水平产业目前尚未突破拐点。(3)中国制造业GVC参与度指数同中国生产碳、日本消费碳呈现负向关系。为减少中日贸易隐含碳,建议:(1)今后两国可以首先聚焦于中国中低技术水平制造业的合作;(2)中日之间应该采取合作措施,提高中国高技术水平制造业的GVC地位指数;(3)继续深化中国制造业参与GVC的程度,可以有效降低中日间贸易隐含碳。更多还原

【Abstract】 Based on the total trade accounting,this paper re-calculates the embodied carbon in Sino-Japanese trade.It is found that China produced 75.14% of the total embodied carbon while Japan consumed 69.39% in Sino-Japanese trade between 2000 and 2009.Furthermore,the dynamic GMM model is used to investigate how GVC position index and GVC participation index of China’s manufacturing relate to China’s production-based carbon emissions(PCE) and Japan’s consumption-based carbon emissions(CCE) during their mutual trade.It is concluded that firstly,GVC position index of China’s manufacturing has an inverted U-shape relationship with China’s PCE and Japan’s CCE; secondly,most low-and medium-technology industries have broken through the inflection point.The higher the GVC status index is,the lower the carbon production in China and consumption in Japan will be.High-tech industry has not yet broken through the inflection point;thirdly,the GVC participation index of China’s manufacturing industry has a negative relationship with China’s carbon production and Japan’s carbon consumption.In order to reduce the implied carbon in Sino-Japanese trade,suggestions are presented as follows:(1) in the future,the two countries can firstly focus on the cooperation of China’s medium-low technology manufacturing industry;(2) China and Japan should take cooperative measures to improve the GVC status index of China’s high-tech manufacturing industry;(3) further deepening the participation of China’s manufacturing industry in GVC can effectively reduce the implied carbon in Sino-Japan trade.更多还原