集中还是分离：车电运营策略对竞争对手电池供应商选择的影响研究

doi:10.16381/j.cnki.issn1003-207x.2023.0984

Abstract

Abstract:

Power battery is the most core and highest value of the key components of new energy vehicles， and the choice of power battery procurement channels is an important strategy for new energy vehicle firms. Based on game theory and taking the electric vehicle industry as the research object， the influence of product substitutability on production strategy and power battery purchasing strategy of electric vehicle enterprises is analyzed under duopoly where one company has the power battery production capacity and the other does not. The results show that when the company with power battery production capacity adopts the vertical integration of vehicle-electric production， the new electric vehicle company without power production capacity tends to purchase power batteries from external battery suppliers. However， when the company with the production capacity of power batteries adopts the strategy of vehicle-electric separation， the new energy vehicle company without power production capacity tends to purchase power batteries from the company with battery production capacity. At the same time， the research shows that， no matter what battery purchasing strategy is adopted by electric vehicle company without power production capacity， for the electric vehicle company with battery production capacity， the vehicle-electric separation production strategy is always superior to the vehicle-electric integration production strategy.

Key words: new energy vehicle industry, power battery, procurement strategy, product substitutability

CLC Number:

F274

Zongbao Zou,Lihao Chen,Qiang Liang, et al. Centralization or Separation?The Influence of Vehicle-Electric Operation Strategy on the Selection of Power Battery Purchasing Channel's of Competitor[J]. Chinese Journal of Management Science, 2026, 34(3): 309-319.

Figures/Tables 12

References 41

[1]	谢家平，迟琳娜，梁玲. 基于产品质量内生的制造/再制造最优生产决策［J］. 管理科学学报， 2012， 15（8）： 12-23.
	Xie J P， Chi L N， Liang L. Optimal manufacturing/remanufacturing production decision based on endogenous product quality［J］. Journal of Management Sciences in China， 2012， 15（8）： 12-23.
[2]	张厚明. 我国新能源汽车动力电池产业发展面临的问题与建议［J］. 科学管理研究， 2018， 36（6）： 58-61.
	Zhang H M. The problems and suggestions for development of China’s new energy vehicle power battery industry［J］. Scientific Management Research， 2018， 36（6）： 58-61.
[3]	潘寻，赵静，蒋京呈. 中国新能源汽车动力电池回收政策解读及建议［J］. 世界环境， 2020（3）： 33-36.
	Pan X， Zhao J， Jiang J C. Interpretation of China’s new energy vehicle power battery recycling policy and related suggestions［J］. World Environment， 2020（3）： 33-36.
[4]	搜狐. 比亚迪：动力电池业务拆分已启动， 5年后独立上市，下一个千亿市场即将开启！［EB/OL］.（2018-04-02）［2026-01-11］. .
	Sohu. BYD： The split of the power battery business has been initiated， and it will be independently listed after 5 years. The next billion-dollar market is about to open up！［EB/OL］.（2018-04-02）［2026-01-11］..
[5]	新浪. 4.64亿剥离长城共享至母公司，长城汽车因何持续剥离非核心业务.［EB/OL］.（2019-02-22）［2026-01-11］..
	Sina. 4.64 billion RMB separation of Great Wall sharing to the parent company， why does Great Wall motors continue to divest non-core businesses？［EB/OL］.（2019-02-22）［2026-01-11］..
[6]	界面新闻. 王传福亮剑！比亚迪动力电池正式对外，首位客户是长安.［EB/OL］.（2018-07-05）［2026-01-11］. .
	News Interface. Wang Chuanfu takes a strong stance！ BYD's power batteries are officially launched to the public， with Changan as the first customer.［EB/OL］. （2018-07-05）［2026-01-11］..
[7]	新浪财经头条. 理想引入蜂巢能源等电池供应商，首款五座车32万元起售.［EB/OL］.（2023-02-09）［2026-01-11］..
	Sina Finance Headline. Ideal motors introduces battery suppliers including SVOLT， with its first five-seater model starting at 320，000 yuan.［EB/OL］.（2023-02-09）［2026-01-11］..
[8]	Abouee-Mehrizi H， Baron O， Berman O， et al. Adoption of electric vehicles in car sharing market［J］.Production and Operations Management，2021，30（1）： 190-209.
[9]	经有国，郭培强，秦开大. 需求率受推广努力水平影响的新能源汽车租赁系统协调契约［J］. 中国管理科学， 2018， 26（3）： 94-100.
	Jing Y G， Guo P Q， Qin K D. Coordination contract for green car rental system with promotion effort dependent demand rate［J］. Chinese Journal of Management Science， 2018， 26（3）： 94-100.
[10]	戚正清，经有国，安桂芳，等. 需求率依赖价格的新能源汽车租赁系统三方协调契约［J］. 系统管理学报， 2020， 29（6）： 1188-1196.
	Qi Z Q， Jing Y G， An G F， et al. Tripartite coordination contract for green car rental system with price-dependent demand rate［J］. Journal of Systems & Management， 2020， 29（6）： 1188-1196.
[11]	黄毅祥，蒲勇健. 新能源汽车分时租赁市场竞争的进化博弈模型研究［J］.中国管理科学，2018， 26（2）： 79-85.
	Huang Y X， Pu Y J. Research on the evolutionary game model of the new energy vehicle rental market competition［J］. Chinese Journal of Management Science， 2018， 26（2）： 79-85.
[12]	万谧宇，柳键，张志坚，等. 新能源汽车制造商分时租赁模式采用策略研究——基于商业模式比较的演化分析［J］. 中国管理科学， 2023， 31（2）： 30-39.
	Wan M Y， Liu J， Zhang Z J， et al. EV manufacturer’s per-use rental adoption strategy： An evolutionary analysis framework based on comparison of business models［J］. Chinese Journal of Management Science， 2023， 31（2）： 30-39.
[13]	孙慧芳，王阳. “双积分”政策下新能源汽车供应链横向竞合研发博弈［J］.数学的实践与认识，2020，50（22）： 67-77.
	Sun H F， Wang Y. The horizontal competition and R & D game of new energy vehicles supply chain under the “double credits” policy［J］. Mathematics in Practice and Theory， 2020， 50（22）： 67-77.
[14]	曹霞，邢泽宇，张路蓬. 政府规制下新能源汽车产业发展的演化博弈分析［J］.管理评论，2018，30（9）： 82-96.
	Cao X， Xing Z Y， Zhang L P. An evolutionary game analysis of new energy vehicle industry development under government regulations［J］.Management Review， 2018， 30（9）： 82-96.
[15]	李文鹣，戴良平，郭本海，等. 后补贴时代复合牵引机制下新能源汽车上下游企业合作创新博弈分析［J］. 软科学， 2021， 35（1）： 81-88.
	Li W J， Dai L P， Guo B H， et al. Game analysis of cooperative innovation for the upstream and downstream enterprises of new energy vehicles under the compound traction mechanism in subsidies recession era［J］. Soft Science， 2021， 35（1）： 81-88.
[16]	赵骅，郑吉川. 不同新能源汽车补贴政策对市场稳定性的影响［J］. 中国管理科学， 2019， 27（9）： 47-55.
	Zhao H， Zheng J C. The impact of different new energy vehicle subsidy policies on market stability［J］. Chinese Journal of Management Science， 2019， 27（9）： 47-55.
[17]	李创，叶露露，王丽萍，等. 新能源汽车消费促进政策对潜在消费者购买意愿的影响［J］. 中国管理科学， 2021， 29（10）： 151-164.
	Li C， Ye L L， Wang L P， et al. Influence of new energy vehicle consumption promotion policy on potential consumers' purchase intention［J］. Chinese Journal of Management Science， 2021， 29（10）： 151-164.
[18]	Zhu M， Liu Z， Li J， et al. Electric vehicle battery capacity allocation and recycling with downstream competition［J］. European Journal of Operational Research， 2020， 283（1）： 365-379.
[19]	Gu H， Liu Z， Qing Q. Optimal electric vehicle production strategy under subsidy and battery recycling［J］. Energy Policy， 2017， 109： 579-589.
[20]	Liu C Y， Wang H， Tang J， et al. Optimal recovery model in a used batteries closed-loop supply chain considering uncertain residual capacity［J］. Transportation Research Part E： Logistics and Transportation Review， 2021， 156： 102516.
[21]	饶卫振，常悦，刘鹏. 新能源汽车动力电池协作回收模式及运营方法研究［J］. 中国管理科学， 2025， 33（9）： 325-338.
	Rao W Z， Chang Y， Liu P. Research on cooperative recycling operation method of new energy vehicle power battery［J］. Chinese Journal of Management Science， 2025， 33（9）： 325-338.
[22]	冯中伟，刘元威. 新能源汽车制造商竞争与竞合策略选择研究［J］.管理工程学报，2023， 37（6）： 123-133.
	Feng Z W， Liu Y W. Choice of competition and co-opetition strategies for new energy vehicle manufacturers［J］. Journal of Industrial Engineering and Engineering Management， 2023， 37（6）： 123-133.
[23]	Wang Y， Zhang X， Cheng T C E， et al. Choice of the co-opetition model for a new energy vehicle supply chain under government subsidies［J］. Transportation Research Part E： Logistics and Transportation Review， 2023， 179： 103326.
[24]	Wang Y， Niu B， Guo P. On the advantage of quantity leadership when outsourcing production to a competitive contract manufacturer［J］. Production and Operations Management， 2013， 22（1）： 104-119.
[25]	Niu B， Chen K， Fang X， et al. Technology specifications and production timing in a co-opetitive supply chain［J］. Production and Operations Management， 2019， 28（8）： 1990-2007.
[26]	Chen X， Wang X， Xia Y. Production coopetition strategies for competing manufacturers that produce partially substitutable products［J］. Production and Operations Management， 2019， 28（6）： 1446-1464.
[27]	Li W， Chen J， Chen B. Sourcing strategy of original equipment manufacturer with quality competition［J］. Decision Sciences， 2020， 51（5）： 1110-1130.
[28]	Zou Z B， Wang J J， Deng G S， et al. Third-party remanufacturing mode selection： Outsourcing or authorization？［J］. Transportation Research Part E： Logistics and Transportation Review， 2016， 87： 1-19.
[29]	Hong X， Govindan K， Xu L，et al. Quantity and collection decisions in a closed-loop supply chain with technology licensing［J］. European Journal of Operational Research， 2017， 256（3）： 820-829.
[30]	Zhou Q， Yuen K F， Meng C， et al. Impact of intercompetitor licensing on remanufacturing market competition and cooperation［J］. IEEE Transactions on Engineering Management， 2022， 71： 1296-1313.
[31]	Cheng H K， Jung K S， Kwark Y， et al. Impact of own brand product introduction on optimal pricing models for platform and incumbent sellers［J］. Information Systems Research， 2023， 34（3）： 1131-1147.
[32]	金亮，郑本荣. 电商平台自营渠道引入决策：在线产品评论的价值［J］. 系统工程理论与实践， 2023， 43（2）： 469-487.
	Jin L， Zheng B R. Optimal self-operated channel introduction strategy for E-commerce platform： Value of the online reviews［J］. Systems Engineering-Theory & Practice， 2023， 43（2）： 469-487.
[33]	Li D， Liu Y， Hu J， et al. Private-brand introduction and investment effect on online platform-based supply chains［J］. Transportation Research Part E： Logistics and Transportation Review， 2021， 155： 102494.
[34]	文悦，王勇，但斌，等. 电商平台自营和制造商直销的多渠道竞争策略研究［J］. 中国管理科学， 2019， 27（10）： 77-89.
	Wen Y， Wang Y， Dan B， et al. Research on multi-channel competition strategy considering introduction of self-operated channel by E-commerce platform and online direct channel by manufacturer［J］. Chinese Journal of Management Science， 2019， 27（10）： 77-89.
[35]	Zhong Q， Wang J， Zou Z， et al. The incentives for information sharing in online retail platforms［J］. Transportation Research Part E： Logistics and Transportation Review， 2023， 172： 103050.
[36]	Vives X. Duopoly information equilibrium： Cournot and bertrand［J］. Journal of Economic Theory， 1984， 34（1）： 71-94.
[37]	Niu B. Strategic analysis of dual sourcing and dual channel with an unreliable alternative supplier［J］. Production and Operations Management， 2019， 28（3）： 570-587.
[38]	Anand K S， Aron R. Group buying on the web： A comparison of price-discovery mechanisms［J］. Management Science， 2003， 49（11）： 1546-1562.
[39]	Guan X， Mantrala M， Bian Y. Strategic information management in a distribution channel［J］. Journal of Retailing， 2019， 95（1）： 42-56.
[40]	Hsu V N， Xiao W， Xu J. The impact of tax and transfer pricing on a multinational firm’s strategic decision of selling to a rival［J］. Production and Operations Management， 2019， 28（9）： 2279-2290.
[41]	Li Y， Lin L， Dai Q， et al. Allocating common costs of multinational companies based on arm’s length principle and Nash non-cooperative game［J］. European Journal of Operational Research， 2020， 283（3）： 1002-1010.

Centralization or Separation?The Influence of Vehicle-Electric Operation Strategy on the Selection of Power Battery Purchasing Channel's of Competitor

RichHTML

PDF (PC)

Knowledge

Abstract

Cite this article

share this article

Figures/Tables 12

References 41

Related Articles 9

Metrics

Comments

Recommended 0

[1]	Yi Jing, Qinqin Liu, Lin Zhou. Research on the Manufacturer's Procurement Strategy Considering Supply Disruption Risk and Consumer Preference under the Impact of Sudden Events [J]. Chinese Journal of Management Science, 2026, 34(3): 93-103.
[2]	Mingzhen Song, Teng Ma, Lingcheng Kong, Jiaping Xie. Under Cascade Utilization of Power Battery the Lease Strategy Selection of Energy Storage Power Station in Wind Power Enterprises: Capacity Charging or Two-part Charging? [J]. Chinese Journal of Management Science, 2025, 33(9): 135-147.
[3]	Wenqi Wu, Ming Zhang. Decision-making Analysis of Power Battery Recycling under Carbon Cap-and-trade Mechanism and Subsidy Policy [J]. Chinese Journal of Management Science, 2025, 33(8): 340-354.
[4]	Zhangwei Feng, Bisheng Du, Zhiyong Yu, Shandong Mou. Recycling and Traceability Technology Introducing Strategy of New Energy Vehicles’ Power Battery Driven by Blockchain [J]. Chinese Journal of Management Science, 2025, 33(4): 313-324.
[5]	Xiaobing Li, Yujun Wang, Wei Jiang. Pricing Decision of Closed-loop Supply Chain for Power Battery Recycling Considering Consumer Heterogeneity [J]. Chinese Journal of Management Science, 2025, 33(2): 279-291.
[6]	Fang Guo, Runliu Niu, Zhihong Huang. Robust Optimization of Procurement and Routing Strategy of Multi-period Multimodal Transport in Uncertain Environment [J]. Chinese Journal of Management Science, 2025, 33(11): 103-113.
[7]	Chuan Zhang,Yuxin Tian,Mengyu Cui. Selection of Hybrid Channel Recycling Modes and Carbon Emission Reduction Decisions for the Electric Vehicle Battery Manufacturer [J]. Chinese Journal of Management Science, 2024, 32(6): 184-195.
[8]	Dandan Wang, Wei Le, Yawen Yang, Benhai Guo. Research on the Technological Innovation Network Evolution of China's New Energy Vehicle Industry from the Perspective of Embeddedness Risk [J]. Chinese Journal of Management Science, 2024, 32(11): 312-324.
[9]	WU Jiang-hua, JIANG Fan. Vertical Information Acquisition and Horizontal Information Sharing Strategy in a Supply Chain [J]. Chinese Journal of Management Science, 2021, 29(8): 161-173.