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中国の排出権取引と所得格差:要素代替からの証拠

China’s carbon emission trading and income inequality: evidence from factor substitution (原題)

Shixiong He, Lei Jiang, Mengxu Li, Jianghua Liu

Carbon Balance and Management📚 査読済 / ジャーナル2026-09-01#炭素価格Origin: CN対象セクター: cross_sector
DOI: 10.1186/s13021-026-00503-8
原典: https://doi.org/10.1186/s13021-026-00503-8

🤖 gxceed AI 要約

日本語

中国の排出権取引(CET)政策が所得格差に与える影響を理論・実証の両面から分析。CETは所得格差を有意に縮小し、その経路は労働所得シェアの増加によることを示す。初期格差が大きい都市や市場化度の高い都市で効果が顕著であり、政府の環境支出や労働移動の円滑化が相乗効果を持つ。排出削減と社会的公平性の両立に向けた政策的示唆を提供。

English

This study examines the impact of China's carbon emission trading (CET) policy on income inequality through theoretical and empirical analysis. It finds that CET significantly reduces income inequality, primarily by increasing the labor income share. The effect is stronger in cities with higher initial inequality and greater marketization, with positive synergies from government environmental spending and labor mobility. The paper offers policy insights for balancing emissions reduction with social equity.

Unofficial AI-generated summary based on the public title and abstract. Not an official translation.

📝 gxceed 編集解説 — Why this matters

日本のGX文脈において

日本ではカーボンプライシング導入が議論される中、排出権取引が所得分配に与える影響は重要な論点。SSBJ開示やGX経済移行債の政策設計において、社会的公平性を考慮した制度設計の参考になる。

In the global GX context

As carbon pricing expands globally, this paper provides empirical evidence on distributional impacts, relevant for designing equitable climate policies. It contributes to the literature on carbon pricing and social equity, offering insights for policymakers in both developed and developing economies.

👥 読者別の含意

🔬研究者:Provides empirical evidence on the distributional effects of carbon pricing, useful for researchers studying climate policy and inequality.

🏢実務担当者:May inform corporate strategies regarding carbon pricing impacts on labor and operational costs.

🏛政策担当者:Highlights the importance of considering income distribution when designing carbon pricing mechanisms.

📄 Abstract(原文)

As carbon pricing mechanisms gain global prominence, understanding their distributional impacts, particularly in developing economies, becomes crucial for the design of equitable climate policies. We explore the effect of carbon emission trading (CET) policy on income inequality in China through integrated theoretical and empirical analysis. We find that the CET policy significantly reduces income inequality, and this conclusion passed the robustness tests. Theoretical analysis shows that if carbon emission allowances are treated as an input factor of production, when carbon prices are relatively low, firms tend to substitute labor for carbon emission allowances, thereby increasing the labor income share (LIS). Empirical testing also confirms that the mitigation of income inequality through CET is attributable to the increase in the LIS. In addition, the equalizing effect is more pronounced in cities with higher initial income inequality and greater marketization. Government environmental expenditure and smooth labor market mobility also have positive synergistic effects. Our research provides policy insights on balancing emissions reduction with social equity.

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