Abstract: This paper uses input/output theory and structural decomposition to analyze the dynamic evolution and mechanism of energy consumption before and after financial crisis in Guangdong province. The reason in energy consumption increment in Guangzhou province mainly lies in economic growth and population size, and it had been slowing down after financial crisis due to a declining energy consumption intensity, adjusting final demand structure and improving producing structure. Internal exports are the major driving force contributes to the energy consumption increment, largely impacted by gross fixed assets and urban resident consumption after financial crisis. Input/output analysis reveals that domestic transfer in contributing to the gross energy consumption reduction is outstandingly less international imports.

Key words: structural decomposition analysis, energy consumption, Guangzhou province, financial crisis

摘要： 借助投入产出理论和结构分解分析技术，本文重点分析金融危机前后广东省能源消费的动态演变过程及其影响机理。结果显示：1）广东省能源消费增长的最主要驱动因子是经济增长效应和人口规模效应。2）金融危机之后广东省能源消费增速放缓的主要原因在于能源消费强度的持续降低、最终需求结构的不断调整和生产结构的不断优化。3）不同最终需求中的国际出口是广东省能源消费增长的最主要驱动因素，固定资本形成总额和城镇居民消费对广东省能源消费总量增长的贡献率在金融危机之后显著提升。4）在竞争型投入产出分析框架下，国内调进对于广东省能源消费总量减少的贡献明显高于国际进口。

关键词: 结构分解分析, 能源消费, 广东省, 金融危机