摘要
以特高压工程建设为准自然实验,利用2006-2023年中国地级市面板数据,考察新型能源基础设施建设对城市能源错配的影响.研究发现,特高压工程建设改善了城市能源错配.机制分析表明,特高压工程建设通过降低能源空间流动成本、促进产业集聚和强化区域协同发展三条路径改善能源错配.在空间溢出方面,改善效应具有显著的空间溢出特征,溢出边界约300千米.异质性分析发现,改善效应主要体现在东中部地区及能源错配类型集聚的城市.在西部地区,由于产业锁定与跨区域补偿机制缺失,特高压工程建设反而加剧了能源不足地区的错配问题.据此提出精准优化特高压工程空间布局、创新跨区域制度设计、强化区域赋能、分类推进特高压工程建设与区域能源配置优化协同发展的政策建议.
Taking the construction of ultra-high voltage projects(UHVP)as a quasi-natural experiment,this paper investi-gates the impact of new energy infrastructure development on urban energy mismatch using panel data of Chinese prefecture-level cit-ies from 2006 to 2023.The study finds that UHVP construction has significantly mitigated urban energy mismatch.Mechanism analy-sis shows that it reduces mismatch through three paths:reducing the spatial flow cost of energy,promoting industrial agglomeration,and strengthening regional coordinated development.In terms of spatial spillover,the mitigation effect has significant spatial spillover characteristics,with a spillover boundary of about 300 kilometers.Heterogeneity analysis reveals that the mitigation effect is mainly reflected in cities in the eastern and central regions and those with concentrated energy mismatch types;in the western region,due to the lack of industrial lock-in and cross-regional compensation mechanisms,UHVP construction has instead exacerbated the mismatch problem in areas with insufficient energy.Based on this,it is proposed to accurately optimize the spatial layout of UHVP,innovate cross-regional institutional design,strengthen regional empowerment,and promote the coordinated development of UHV project con-struction and regional energy allocation optimization in a classified manner.
