Qifei Chen;Jing Yan;Di Ye;Yaqin Wang;

• 1:Business School
• 2: Nanjing University
• 3:School of International Economics and Trade
• 4: Nanjing University of Finance and Economics

Abstract：

Nuclear industry is not only a barometer of a country(region)'s economic development and industrial upgrading, but also an important strategic choice to achieve the goal of carbon peak and carbon neutrality. From the perspective of global competition, nuclear energy is reshaping the spatial structure of the global industry, changing the vertical division of labor system, and becoming a driving force for industrial upgrading. This paper collected the data of nuclear power generation in 34 countries(regions) from 1995 to 2018, matched with the world input-output table, and discussed the influence of nuclear industry development on extending the length of global supply chain. The results show that: first, there is a significant positive relationship between the development of nuclear industry and the length of supply chain. The proportion of nuclear power generation in total power generation increased by 1%, and the length of supply chain extended by 0.0247%. Second, the impact of nuclear energy development on the global supply chain length is significantly heterogeneous: for every 1% increase in nuclear energy, the forward correlation degree increases by 0.02%, and the backward correlation degree decreases by 0.0231%. Third,, the mechanism study found that the development of the nuclear industry can optimize the business environment, reduce per capita carbon emissions and improve human capital. In addition, a variety of robustness tests including geographical instrumental variables are also used in this paper, and the Fukushima nuclear leakage event is used as exogenous impact, and the empirical results are consistent. The research of this paper provides theoretical basis for optimizing the energy structure, and also provides policy guidance for the stability and security of China's supply chain.

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Foundation: 国家自然科学基金面上项目(项目编号：72173062);; 国家社科基金项目(项目编号：23BJL078);国家社科基金重大项目(项目编号：24&ZD054);; 教育部人文社会科学研究一般项目(项目编号：21YJC790014);; 江苏省社科基金青年项目(项目编号：21EYC004);; 中国博士后科学基金项目(项目编号：2024M751356)的资助

Authors: Qifei Chen;Jing Yan;Di Ye;Yaqin Wang;

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• (1)数据库网址:http://www.nuclearmarket.cn/pris/index/easyindex。
• (2)67个国家和地区分别是:阿根廷、澳大利亚、奥地利、比利时、巴西、文莱、保加利亚、柬埔寨、加拿大、智利、中国、中国台湾省、哥伦比亚、哥斯达黎加、克罗地亚、塞浦路斯、捷克、丹麦、爱沙尼亚、芬兰、法国、德国、希腊、中国香港、匈牙利、冰岛、印度、印度尼西亚、爱尔兰、以色列、意大利、日本、巴基斯坦、韩国、老挝、拉脱维亚、立陶宛、卢森堡、马来西亚、马耳他、墨西哥、摩洛哥、缅甸、荷兰、新西兰、挪威、秘鲁、菲律宾、波兰、葡萄牙、罗马尼亚、俄罗斯、沙特阿拉伯、新加坡、斯洛伐克、斯洛文尼亚、南非、西班牙、瑞典、瑞士、泰国、突尼斯、土耳其、英国、美国、越南和其他地区(Rest of the World)。
• (3)2011年4月12日,日本原子力安全保安院(Nuclear and Industrial Safety Agency,NISA)将福岛核事故等级定为核事故最高分级7级(特大事故),与切尔诺贝利核事故同级。
• (4)2021年4月13日,日本政府正式决定将福岛第一核电站上百万吨核污染水排入大海;7月,福岛核电站再次发生核废弃物泄漏 ;11月,研究表明福岛核事故泄漏物质铯抵达北冰洋后回流日本。
• (5)橡树岭国家实验室(Oak Ridge National Laboratory)是美国能源部所属的一个大型国家实验室,成立于1943年,最初作为美国曼哈顿计划的一部分,是以生产和分离铀和钚为主要目的建造的,原称克林顿实验室,2000年4月以后由田纳西大学和Battelle纪念研究所共同管理。世界银行的WDI数据库中人均碳排放数据也是来自该实验室。
• (6)Copeland and Taylor(1994)建立“南北”分工模型,高收入国家选择更强的环境规制,专业化生产相对清洁的产品。通过分析国际贸易对污染的规模效应、结构效应和技术效应后发现,自由贸易增加了全球污染,(富裕)北方国家生产能力提升增加污染,南方国家生产能力提升降低污染,产业从北向南转移减少污染。