摘要：价值链绿色化与脱碳化正引发国际经贸格局的变迁与重塑。RTA环境条款作为“双碳”背景下推进绿色新质生产力的重要抓手，是中国参与全球绿色价值链重构以及全球规则治理的重要途径。本文基于2007—2020年DTAs和OECD数据库，构建RTA环境条款网络结构网络中心度指标，并利用投入产出模型测算制造业行业增加值中的隐含碳，考察RTA环境条款网络结构对绿色价值链的影响。研究得出：RTA环境条款网络结构有助于促进绿色价值链发展且通过了稳健性检验和内生性检验。机制分析表明，RTA环境条款网络结构主要通过价值链升级效应、知识共享效应和环境规制协同效应推进绿色价值链发展。异质性分析表明，RTA环境条款网络结构对绿色价值链的影响在技术密集型行业中促进作用更显著，对发达国家的绿色价值链促进效果正向显著，对发展中国家绿色价值链促进作用不明显，对高外贸依存度的国家绿色价值链促进作用最明显，中、低外贸依存度的国家促进效应次之。基于实证结论，本文为中国参与全球区域贸易协定环境条款规则治理和推进全球绿色价值链重构，提供理论依据和政策参考。
关键词：环境条款网络结构；网络中心度；贸易隐含碳；行业绿色增加值；全球制度治
The Network Structure of RTA Environmental Clauses and Global Green Value Chains: Impact and Mechanism of Action
Dai Min ，Sun Lin
Abstract：The greening and decarbonization of the value chain are triggering changes and reshaping in the international economic and trade landscape.As a crucial lever for advancing green new productive forces in the context of dual carbon goals, the RTA environmental provisions serve as an important avenue for China to participate in the restructuring of the global green value chain and engage in global rule governance.Based on the 2007-2020 DTAs and OECD database, this paper constructs network centrality indicators for the network structure of RTA environmental terms, and measures the implied carbon in the value-added of the manufacturing industry by using the input-output model, to examine the impact of the network structure of RTA environmental terms on the green value chain. The study concludes that: the RTA environmental clause network structure helps to promote the development of green value chain and passes the robustness test and endogeneity test. Mechanism analysis shows that the RTA environmental clause network structure promotes the development of global green value chains through the value chain upgrading effect, the innovation network effect and the environmental regulation synergy effect. Heterogeneity analysis shows that the effect of RTA environmental clause network structure on green value chain is most significant in technology-intensive industries, the promotion effect is positive and significant for green value chain of developed countries, the promotion effect is not significant for green value chain of developing countries, the promotion effect is most significant for green value chain of countries with high foreign trade dependence, and the promotion effect is second to that of countries with medium and low foreign trade dependence. Based on the empirical findings, this paper provides theoretical basis and policy reference for China's participation in the governance of environmental clause rules in global RTAs and the promotion of the construction of global green value chains.
Keywords: Network Structure of RTA Environmental Provisions; Network Centrality; Trade-Implied Carbon; Industry Green Value Added; Global Institutional Governance
