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林业科学 ›› 2025, Vol. 61 ›› Issue (9): 211-222.doi: 10.11707/j.1001-7488.LYKX20240475

• 研究论文 • 上一篇    

新一轮集体林权制度改革对中国木质林产品出口边际增长的影响分析

施正煌1,侯方淼1,*(),张浩昆1,黄国星2   

  1. 1. 北京林业大学经济管理学院 北京 100083
    2. 中国林业科学研究院林业科技信息研究所 北京 100091
  • 收稿日期:2024-08-06 出版日期:2025-09-25 发布日期:2025-10-10
  • 通讯作者: 侯方淼 E-mail:houfangmiao@bjfu.edu.cn
  • 基金资助:
    国家社会科学基金重大项目“深化集体林权制度改革背景下林业生态产品价值实现机制和生态补偿制度研究”(24&ZD109)。

Analysis of the Impact of the New Round of Collective Forest Tenure Reform on the Growth of Export Margins of China’s Wood-Based Forest Product

Zhenghuang Shi1,fangmiao Hou1,*(),Haokun Zhang1,Guoxing Huang2   

  1. 1. College of Economics and Management, Beijing Forestry University Beijing 100083
    2. Research Institute of Forestry Policy and Information, Chinese Academy of Forestry Beijing 100091
  • Received:2024-08-06 Online:2025-09-25 Published:2025-10-10
  • Contact: fangmiao Hou E-mail:houfangmiao@bjfu.edu.cn

摘要:

目的: 探究新一轮集体林权制度改革(简称“新林改”)对中国木质林产品出口边际增长的作用机制,为深化集体林权改革和推动林产品贸易高质量发展提供科学依据。方法: 基于2000—2022年中国海关和联合国商贸数据库的6位码双边数据,采用三元边际分解方法分析木质林产品出口增长,构建年份—省份—目的国三维面板数据结构。以新林改作为准自然试验,以制造业为对照组,应用双重机器学习模型分析新林改对木质林产品出口边际增长的影响。结果: 1) 国产材供给增长会对进口材形成替代效应,且进口材的需求弹性明显高于国内木材。2) 新林改通过产权激励和配套改革激励,对木质林产品出口份额、广度边际和数量边际具有显著正向影响,对价格边际具有显著负向影响。3) 新林改通过增加国内木材供给,并通过国产材替代进口材的渠道,可推动出口边际增长。4) 在异质性方面,新林改对资本技术密集型木质林产品出口边际增长的促进效应高于劳动密集型产品,且对南方林区的影响程度大于非南方林区。结论: 新林改对林业产业具有显著激励作用,可有效推动木质林产品出口边际增长,减少对外部木材资源的依赖,增强国家木材安全。未来应加强政府顶层设计,依托新林改统筹自然资源管理、产业政策和贸易政策,进一步推动林业高质量发展。

关键词: 新一轮集体林权制度改革, 木质林产品, 出口三元边际, 集体林, 双重机器学习

Abstract:

Objective: This study aims to investigate the mechanisms through which the new round of collective forest tenure reform (hereinafter referred to as“new forest reform”) affects the marginal growth of China’s wood-based forest product exports, thereby providing scientific evidence for deepening forest tenure reform and promoting the high-quality development of forest product trade. Method: Drawing on six-digit bilateral trade data from China Customs and the United Nations Trade Database from 2000 to 2022, this study employs a export ternary margins decomposition method to analyze export growth and constructs a year-province-destination country panel dataset. Taking the new forest reform as a quasi-natural experiment and using manufacturing as a control group, the study applies a double machine (DML) approach to evaluate the impact of the reform on the marginal growth of wood-based forest product exports. Result: 1) An increase in domestic timber supply substitutes for imported timber, with demand for imported timber being significantly more elastic than for domestic timber. 2) The new forest reform significantly increases the export share, extensive margin, and quantity margin of wood-based forest products, while significantly reducing the price margin. 3) The reform promotes marginal export growth by enhancing domestic timber supply and enabling domestic timber supply and enabling substitution of imports with domestic timber. 4) In terms of heterogeneity, the reform has a stronger positive effect on capital- and technology-intensive wood-based product exports compared to labor-intensive products, and its impact is more pronounced in southern forest regions than in non-southern regions. Conclusion: The new forest reform has a significant incentivizing effect on the forestry industry, effectively driving the marginal growth of wood-based forest product exports, reducing dependence on external timber resources, and strengthening national timber security. In the future, it is essential to enhance top-level design, leveraging the new forest reform to better coordinate natural resource management, industrial policies, and trade policies, thereby advancing the high-quality development of forestry.

Key words: new round of collective forest tenure reform, wood forest products, export ternary margins, collective forest, double machine learning

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