高铁、工业企业分拣、电力需求再分配

IF 14.2 2区经济学 Q1 ECONOMICS

Energy Economics Pub Date : 2025-01-21 DOI:10.1016/j.eneco.2025.108230

Jinfeng Gao , Jianglong Li

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引用次数: 0

摘要

高铁的开通改变了区域比较优势，导致了电力密集型工业企业的分类行为，显著影响了当地的电力需求。本研究评估了2005 - 2019年高铁开通对地级市用电量和用电量强度的影响。利用差异中的差异（DID）模型，我们的研究结果显示，平均而言，高铁的开通导致高铁系统连接城市的总用电量下降5.4%，用电量强度降低4.4%。我们的机制检验表明，高铁的引入促进了产业转移，这主要是由于工业企业对土地价格考虑做出的分类行为。主要的研究结果也适用于各种规格。本文首次就高铁对电力消费及其强度的影响提供了令人信服的实证见解，为理解电力需求的空间分布提供了重要启示。

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High-speed railway, industrial firm sorting, and electricity demand redistribution

The opening of the high-speed railways (HSR) changes regional comparative advantage, leading to the sorting behavior of electricity-intensive industrial firms, which significantly impacts local electricity demand. This study evaluates the impact of HSR openings on electricity consumption and electricity consumption intensity in prefecture-level municipalities from 2005 to 2019. Utilizing a difference-in-differences (DID) model, our findings reveal that, on average, the opening of HSR results in a 5.4 % decline in overall electricity consumption and a 4.4 % reduction in electricity consumption intensity in municipalities connected to the HSR system. Our mechanism tests indicate that the introduction of HSR prompts the transfer of industries, primarily due to the sorting behavior of industrial firms responding to land price considerations. The main findings are also robust across a range of specifications. This paper offers the first compelling empirical insights regarding the impacts of HSR on electricity consumption and its intensity, providing crucial implications for understanding the spatial distribution of electricity demand.

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来源期刊

Energy Economics ECONOMICS-

CiteScore

18.60

自引率

12.50%

发文量

524

期刊介绍： Energy Economics is a field journal that focuses on energy economics and energy finance. It covers various themes including the exploitation, conversion, and use of energy, markets for energy commodities and derivatives, regulation and taxation, forecasting, environment and climate, international trade, development, and monetary policy. The journal welcomes contributions that utilize diverse methods such as experiments, surveys, econometrics, decomposition, simulation models, equilibrium models, optimization models, and analytical models. It publishes a combination of papers employing different methods to explore a wide range of topics. The journal's replication policy encourages the submission of replication studies, wherein researchers reproduce and extend the key results of original studies while explaining any differences. Energy Economics is indexed and abstracted in several databases including Environmental Abstracts, Fuel and Energy Abstracts, Social Sciences Citation Index, GEOBASE, Social & Behavioral Sciences, Journal of Economic Literature, INSPEC, and more.