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2026, 01, v.26 102-121
中国基础设施隐含碳的动因识别与演化模拟——以公路和电力基础设施为例
基金项目(Foundation): 国家自然科学基金青年学生基础研究项目“数字基础设施促进新能源产业高质量发展的机理研究和效应评估”(723B2021); 国家社会科学基金重大项目“能源供给侧与需求侧协同绿色低碳发展机制与实现路径研究”(21&ZD109)
邮箱(Email): cw_sun@foxmail.com;
DOI: 10.16493/j.cnki.42-1627/c.20260113.002
摘要:

基础设施是兼具公共性、通用性和基础性的重大工程,也是内含巨大隐含碳的固定资产。面对日益趋紧的碳排放空间约束,合理控制基础设施隐含碳的增长对于碳减排具有重要意义。本文基于存量和增量的双重视角,以公路和电力基础设施为例对1993—2023年间我国基础设施隐含碳进行了测算分解,并对基础设施隐含碳的演化情景进行了模拟分析。结果表明,2023年我国公路和电力基础设施隐含碳的存量水平约为45.34亿~56.77亿吨。基础设施隐含碳的增量分解显示,资本规模、物质规模和产出规模是隐含碳的主要促增因素,资本碳强度和物质强度则是主要促降因素。且相较电力基础设施,规模因素和强度因素对于公路基础设施隐含碳的影响更大。进一步研究发现,在不同情景中,2030年前基础设施隐含碳的存量水平将逐年上涨,而隐含碳的增量演变路径存在较大差异。在考虑低碳科技创新的技术改进情景中,基础设施隐含碳的增量在2030年前将稳步下降,但在其他情景中将持续上涨。本文的研究对于统筹基础设施的存量和增量,推进基础设施低碳发展具有启示意义。

Abstract:

Infrastructures are significant engineering characterized by public, universal, and foundational features. They are also fixed assets that contain substantial embodied carbon emissions. Faced with increasingly stringent constraints on carbon emissions, reasonable control of embodied carbon growth in infrastructure is of significant importance for carbon reduction. This article assesses and decomposes the carbon stocks and carbon increments of China's infrastructures during 1993—2023, taking the road and power infrastructure as examples. The evolution scenarios of carbon stocks and carbon increments are simulated and analyzed. The results indicate that: Firstly, China's road and power infrastructures are estimated to embody a carbon stock of approximately 4. 534 billion to 5. 677 billion tons in 2023. The capital scale, material scale, and output scale are the main factors that drive the carbon increments up in infrastructures, while the driving down factors are capital carbon intensity and material intensity. Secondly, compared with power infrastructures, both the scale and intensity factors have more significant impacts on the changes in road infrastructures' carbon stocks. Thirdly, under different scenarios, infrastructure-related carbon stock in China is expected to exhibit a sustained upward trend through 2030. However, the evolution paths of carbon increments vary significantly. Under the scenario considering technological improvements related to new infrastructure development and low-carbon technology innovation, the carbon increments in infrastructures are projected to decline steadily before 2030. While in other scenarios, the carbon increments will continue to grow. The findings of this paper provide important insights for balancing the stock and increment of infrastructure and promoting low-carbon development of infrastructure.

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(1)本文认为,广义上的碳效用泛指碳资产所带来的经济社会效益。狭义上,碳效用可以理解为沉淀有大量隐含碳的基础设施、房屋建筑等固态资产所带来的经济和服务效益(如经济产出以及运输、住房等服务供给)。在具体研究中,可以采用单位隐含碳所对应的GDP、公共服务供给等指标进行测度。

(2)这主要是基于两个考虑:其一,完善健全的交通和电力网络共同构成了经济系统的骨架,是需要优先发展的关键性基础设施[1][24];其二,公路和电力基础设施的建设与维护过程以消耗大量碳密集型物质(如钢铁、水泥、铝材等)为特征[11][13],具有较强的代表性与典型性。

(1)公路设施规模以公路里程和路面宽度相乘所得的公路面积衡量。电力设施规模的衡量方式因类而异,发电站和变电站以装机总量衡量,交/直流输电线路则以线路里程长度衡量。

(1)即历年隐含碳的增量相对于1997年隐含碳的增量的变化值。

(2)电力行业主要指电力生产业和电力供应业;公路行业指公路运输业。

(1)限于篇幅,未展示具体结果,留存备索。

(1)这是政策发展情景和技术改进情景充分考虑了政策约束和技术进步的双重影响,能够更准确地反映基础设施隐含碳的增量演变路径。

基本信息:

DOI:10.16493/j.cnki.42-1627/c.20260113.002

中图分类号:X322;F542;F426.61

引用信息:

[1]占妍泓,周炯梁,孙传旺.中国基础设施隐含碳的动因识别与演化模拟——以公路和电力基础设施为例[J].中国地质大学学报(社会科学版),2026,26(01):102-121.DOI:10.16493/j.cnki.42-1627/c.20260113.002.

基金信息:

国家自然科学基金青年学生基础研究项目“数字基础设施促进新能源产业高质量发展的机理研究和效应评估”(723B2021); 国家社会科学基金重大项目“能源供给侧与需求侧协同绿色低碳发展机制与实现路径研究”(21&ZD109)

发布时间:

2026-01-14

出版时间:

2026-01-14

网络发布时间:

2026-01-14

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