Previous studies on the effects of fossil fuel subsidy reform, energy taxes, and environmental taxes on competitiveness and innovation remain contradictory and lack economywide perspectives. A deconstruction of industrial competitiveness effects on output performance and cost effectiveness using an economywide model can reveal the underlying causes and effects of fossil fuel subsidy reform and suggest strategies for alleviating loss of competitiveness in affected industries. The study reveals that all industries lose competitiveness in the short run following fuel subsidy reforms. Two-thirds of this loss derives from poorer output performance and one-third from lower cost effectiveness. Energy, intra-industry, and import industries can improve competitive advantage by fully and efficiently leveraging labor in the short run. Conversely, as exports, margins, and non-traded industries practically reach the limit of labor deployment in the short run, to further improve competitive advantage, these industries need to explore new investment and production frontiers in the middle to long run. The study also finds that backward linkage index, diesel intensity, and shares of labor in total costs have a positive relationship with the effects of fossil fuel subsidy reform, whereas forward linkage index and relative supply-to-demand elasticities have a negative relationship with the effects of reform.

先前关于化石燃料补贴改革，能源税和环境税对竞争力和创新的影响的研究仍然是相互矛盾的，并且缺乏整个经济的观点。使用整个经济模型对工业竞争力对产出绩效和成本效益的影响进行解构，可以揭示化石燃料补贴改革的根本原因和影响，并提出减轻受影响行业竞争力丧失的策略。研究表明，在燃油补贴改革之后，所有行业都将在短期内失去竞争力。这种损失的三分之二来自较差的输出性能，而三分之一则来自较低的成本效益。能源，产业内部和进口行业可以通过在短期内充分有效地利用劳动力来提高竞争优势。相反，作为出口，利润率和非贸易行业在短期内几乎达到劳动力部署的极限，为了进一步提高竞争优势，这些行业需要在中长期内探索新的投资和生产前沿。该研究还发现，后向联系指数，柴油强度和总成本中的劳动份额与化石燃料补贴改革的效果呈正相关，而前向联系指数和相对的供求弹性与通货膨胀之间呈负相关。改革的效果。