新型基础设施资本如何影响能源消费
How New Infrastructure Capital Affects Energy Consumption
摘要: 新基建自提出以来，即被视为未来创新与发展的核心理念。该研究创新性地测算了2002年至2020年中国在新基建领域的投资规模，并从信息与通信技术及研发投资的视角，深入探讨了新基建对能源利用及其空间溢出效应的影响。实证结果表明，新基建投资对能源消耗、能源强度及能源结构均产生了积极的改善作用。实证结果还揭示，新基建发展对周边地区具有空间溢出效应，且对发达地区的能源消耗影响最为突出。异质性分析表明，新基建在互联网较为发达的地区以及较为发达的地区影响最显著。本研究结果为激发新基建影响力、推动低碳经济转型提供了重要的政策指引。
Abstract: Since its introduction, new infrastructure has been regarded as a core concept for future innovation and development. This study innovatively measures the scale of China’s investments in new infrastructure from 2002 to 2020 and explores the impact of such investments on energy utilization and their spatial spillover effects from the perspectives of information and communication technology (ICT) and R&D investments. The empirical results demonstrate that new infrastructure investment significantly improves energy consumption, energy intensity, and energy structure. The findings further reveal that new infrastructure development has spatial spillover effects on neighboring regions, with its impact on energy consumption being most pronounced in developed areas. Heterogeneity analysis indicates that new infrastructure exerts the greatest influence in regions with advanced internet penetration and higher levels of development. The results of this study provide critical policy guidance for leveraging new infrastructure to drive low-carbon economic transformation.
文章引用：李昱霖. 新型基础设施资本如何影响能源消费[J]. 社会科学前沿, 2025, 14(2): 419-435. https://doi.org/10.12677/ass.2025.142141

参考文献

[1] Gong, M., Zeng, Y. and Zhang, F. (2023) New Infrastructure, Optimization of Resource Allocation and Upgrading of Industrial Structure. Finance Research Letters, 54, Article ID: 103754. [Google Scholar] [CrossRef] 
[2] WMO (2023) 2023 State of Climate Services: Health. Report WMO-No. 1335.
https://library.wmo.int/idurl/4/68500
[3] Xu, Q., Zhong, M. and Li, X. (2022) How Does Digitalization Affect Energy? International Evidence. Energy Economics, 107, Article ID: 105879. [Google Scholar] [CrossRef] 
[4] Adha, R., Hong, C., Agrawal, S. and Li, L. (2022) ICT, Carbon Emissions, Climate Change, and Energy Demand Nexus. Energy & Environment, 34, 1619-1638. [Google Scholar] [CrossRef] 
[5] Salahuddin, M. and Alam, K. (2016) Information and Communication Technology, Electricity Consumption and Economic Growth in OECD Countries: A Panel Data Analysis. International Journal of Electrical Power & Energy Systems, 76, 185-193. [Google Scholar] [CrossRef] 
[6] Schulte, P., Welsch, H. and Rexhäuser, S. (2014) ICT and the Demand for Energy: Evidence from OECD Countries. Environmental and Resource Economics, 63, 119-146. [Google Scholar] [CrossRef] 
[7] Xu, Q., Zhong, M. and Cao, M. (2022) Does Digital Investment Affect Carbon Efficiency? Spatial Effect and Mechanism Discussion. Science of the Total Environment, 827, Article ID: 154321. [Google Scholar] [CrossRef] [PubMed]
[8] Awaworyi Churchill, S., Inekwe, J. and Ivanovski, K. (2021) R&D Expenditure and Energy Consumption in OECD Nations. Energy Economics, 100, Article ID: 105376. [Google Scholar] [CrossRef] 
[9] Godil, D.I., Sharif, A., Ali, M.I., Ozturk, I. and Usman, R. (2021) The Role of Financial Development, R&D Expenditure, Globalization and Institutional Quality in Energy Consumption in India: New Evidence from the QARDL Approach. Journal of Environmental Management, 285, Article ID: 112208. [Google Scholar] [CrossRef] [PubMed]
[10] Shahbaz, M., Song, M., Ahmad, S. and Vo, X.V. (2022) Does Economic Growth Stimulate Energy Consumption? The Role of Human Capital and R&D Expenditures in China. Energy Economics, 105, Article ID: 105662. [Google Scholar] [CrossRef] 
[11] Lin, B. and Chen, Y. (2019) Will Economic Infrastructure Development Affect the Energy Intensity of China’s Manufacturing Industry? Energy Policy, 132, 122-131. [Google Scholar] [CrossRef] 
[12] Sun, Y., Ajaz, T. and Razzaq, A. (2022) How Infrastructure Development and Technical Efficiency Change Caused Resources Consumption in BRICS Countries: Analysis Based on Energy, Transport, ICT, and Financial Infrastructure Indices. Resources Policy, 79, Article ID: 102942. [Google Scholar] [CrossRef] 
[13] Young, A. (2003) Gold into Base Metals: Productivity Growth in the People’s Republic of China during the Reform Period. Journal of Political Economy, 111, 1220-1261. [Google Scholar] [CrossRef] 
[14] 张军, 章元. 对中国资本存量K的再估计[J]. 经济研究, 2003(7): 35-43.
[15] Schreyer, P., et al. (2009) Measuring Capital: OECD Manual 2009. OECD.
[16] Cui, H., Cao, Y., Feng, C. and Zhang, C. (2022) Multiple Effects of ICT Investment on Carbon Emissions: Evidence from China. Environmental Science and Pollution Research, 30, 4399-4422. [Google Scholar] [CrossRef] [PubMed]
[17] Cui, S., Li, G. and Liu, J. (2022) Can Economic Growth and Carbon Emissions Reduction Be Owned: Evidence from the Convergence of Digital Services and Manufacturing in China. Environmental Science and Pollution Research, 30, 20415-20430. [Google Scholar] [CrossRef] [PubMed]
[18] Belzer, D.B., Bender, S.R. and Cort, K.A. (2017) A Comprehensive System of Energy Intensity Indicators for the US: Methods, Data and Key Trends. Pacific Northwest National Lab. (PNNL).
[19] Martinez, D., Ebenhack, B.W. and Wagner, T. (2019) Energy Efficiency: Concepts and Calculations. Elsevier.
[20] Kuznets, S. (1971) Economic Growth of Nations: Total Output and Production Structure. Harvard University Press.
[21] Ando, S. and Nassar, K. (2017) Indexing Structural Distortion: Sectoral Productivity, Structural Change and Growth. SSRN Electronic Journal. [Google Scholar] [CrossRef] 
[22] Shen, X. and Lin, B. (2021) Does Industrial Structure Distortion Impact the Energy Intensity in China? Sustainable Production and Consumption, 25, 551-562. [Google Scholar] [CrossRef] 
[23] Barro, R.J. (1990) Government Spending in a Simple Model of Endogeneous Growth. Journal of Political Economy, 98, S103-S125. [Google Scholar] [CrossRef] 
[24] Lucas, R.E. (1988) On the Mechanics of Economic Development. Journal of Monetary Economics, 22, 3-42. [Google Scholar] [CrossRef] 
[25] Doytch, N. and Narayan, S. (2016) Does FDI Influence Renewable Energy Consumption? An Analysis of Sectoral FDI Impact on Renewable and Non-Renewable Industrial Energy Consumption. Energy Economics, 54, 291-301. [Google Scholar] [CrossRef] 
[26] Jorgenson, D.W., Ho, M.S. and Samuels, J.D. (2016) The Impact of Information Technology on Postwar US Economic Growth. Telecommunications Policy, 40, 398-411. [Google Scholar] [CrossRef] 
[27] Lange, S., Pohl, J. and Santarius, T. (2020) Digitalization and Energy Consumption. Does ICT Reduce Energy Demand? Ecological Economics, 176, Article ID: 106760. [Google Scholar] [CrossRef] 
[28] Wang, H. and Guo, J. (2022) Impacts of Digital Inclusive Finance on CO2 Emissions from a Spatial Perspective: Evidence from 272 Cities in China. Journal of Cleaner Production, 355, Article ID: 131618. [Google Scholar] [CrossRef] 
[29] Wang, Q., Lin, J., Zhou, K., Fan, J. and Kwan, M. (2020) Does Urbanization Lead to Less Residential Energy Consumption? A Comparative Study of 136 Countries. Energy, 202, Article ID: 117765. [Google Scholar] [CrossRef] 
[30] Pace, R.K. and LeSage, J.P. (2009) Omitted Variable Biases of OLS and Spatial Lag Models. In: Páez, A., et al., Eds., Progress in Spatial Analysis: Methods and Applications, Springer, 17-28. [Google Scholar] [CrossRef] 

为你推荐