Research On The Influence Of Unified Carbon Market On The Competitiveness Of Key Industries In Shanxi Province

In recent decades,the continuous increase in carbon emissions has become the main cause of the greenhouse effect and global climate change.The carbon market is an important means to effectively mitigate climate change and control greenhouse gas emissions.On December 19,2017,the national unified carbon market was officially launched.China ’s regional economic development levels vary greatly,resource endowments are different,industry technologies are different,and carbon emissions levels are vastly different.Rank the industry competiti-veness of the industry.The development of Shanxi Province is dominated by energy and heavy industries,and the technological development is relatively backward.It is particularly important to pay attention to the impact of the carbon market on the competitiveness of industries in these regions.This study uses the carbon emission survey data of 221 companies in key industries participating in the carbon market in Shanxi Province,and uses the latest national carbon quota allocation plan to construct a carbon quota allocation method-two-dimensional competitiveness analysis model for carbon prices.The short-term changes in the competitiveness of the five key industries of electric power,iron and steel,cement,electrolytic aluminum,and chemical industry in Shanxi Province put forward policy recommendations on the impact of the unified carbon market on the competitiveness of key industries in Shanxi Province.The main conclusions of this paper are as follows:(1)According to the results of carbon quota allocation,the carbon market will be allocated free of charge at the beginning of its start-up.The quota gap in chemical industry and steel industry is large,the gap in electricity and cement is slight,and there is a large quota surplus in electrolytic aluminum industry.(2)Judging from the results of the short-term impact measurement on the competitiveness of the industry,the loss of competitiveness of the industry caused by the free allocation of quotas is acceptable.In the future,with the increase of auction proportion,the competitiveness of the industry will suffer more and more losses.Under the condition that the auction ratio is not higher than 20%,the current carbon price level in the carbon market(below 60 yuan/ton)will not have an unacceptable impact on thecompetitiveness of key industries in Shanxi Province.Once the auction ratio is higher than20%,or the carbon price exceeds the current general price in the carbon market,the competitiveness of the power industry will suffer the most,followed by cement,which are the two key industries in Shanxi Province that are vulnerable to participate in the carbon market.Therefore,this study has two proposals: first,if the proportion of quota auctions is unified in the entire carbon market,it is suggested to set a lower auction proportion(no more than 20%)in the initial stage of the carbon market so as to smoothly transition to stricter environmental protection and a higher auction proportion.Second,the proportion of quota auction is set by industry.Under the same carbon price,the auction proportion of electrolytic aluminum industry,steel industry and chemical industry can be set higher,while the auction proportion of cement industry and electric power industry is set lower.For example,when the carbon price is 40 yuan,the cement industry can auction up to 40%of the quota.Electricity industry can auction 30% quota.All quotas in electrolytic aluminum industry,steel industry and chemical industry can be auctioned.