双积分政策下汽车企业最优贴标生产策略及协调机制研究

doi:10.16381/j.cnki.issn1003-207x.2023.1503

Abstract

Abstract:

The implementation of the dual-credit policy makes traditional fuel vehicle enterprises lacking new energy vehicle business face high compensation cost of credits. Some fuel vehicle enterprises seek strategic partners， expecting to obtain positive new energy credits to compensate for negative fuel credits by the original design manufacture （ODM） strategy， and explore the new energy vehicle market to make up for the shortcomings of the new energy vehicle business. However， the ODM strategy of fuel vehicle enterprises may lead to the encroachment of the new energy vehicle market on the fuel vehicle market and intensify the competition between new energy vehicle enterprises and fuel vehicle enterprises. Based on the above analysis，the dual-credit policy is considered， the Cournot game model between fuel vehicle enterprises and new energy vehicle enterprises is established， the optimal output decisions under the ODM strategy are explored， and the impact of ODM strategy on market competition and enterprise competition is analyzed. Furthermore， the coordination of Revenue Sharing Contract and Two-part Tariff Contract on ODM competition is studied. It is found that although ODM strategy intensifies the market competition and enterprise competition， the profits of fuel vehicle enterprises and new energy vehicle enterprises are increased compared with the direct purchase of credits. The ODM strategy increases the market of new energy vehicles， which indicates that ODM strategy is conducive to the development and promotion of new energy vehicles. In addition， revenue-sharing contracts cannot coordinate supply chain conflicts caused by double marginalization and competition， but two part-tariff contract can coordinate the system.

Key words: the dual-credit policy, the original design manufacture （ODM） strategy, the Cournot game model, Revenue Sharing, Two-part Tariff

CLC Number:

C931

Jianbin Li,Hongjie Yu,Zhiying Tao, et al. The Vehicle Manufacturer's Original Design Manufacture (ODM) Strategy and Coordination under Dual-credit Policy[J]. Chinese Journal of Management Science, 2026, 34(6): 117-132.

Figures/Tables 7

参数	含义
$i$	车型编号， $f$ 表示燃油汽车， $e$ 表示新能源汽车
$j$	汽车制造商编号， $j = 1$ 表示传统燃油汽车制造企业， $j = 2$ 表示新能源汽车制造企业
$v$	汽车市场潜在需求
$w$	燃油汽车进行新能源汽车贴标生产(ODM)的单位成本
$α$	燃油汽车市场和新能源汽车市场之间的竞争激烈程度
$β$	传统燃油汽车制造企业和新能源汽车制造企业之间的竞争激烈程度
$p i j$	汽车制造企业 $j$ 生产的 $i$ 型汽车的销售价格
$q i j$	汽车制造企业 $j$ 生产的 $i$ 型汽车的产量
$p z$	新能源积分的价格
$k$	燃油汽车的燃油消耗量目标值
$f 1$	燃油汽车的燃油消耗量实际值
$m$	新能源汽车的单台实际积分值
$δ$	新能源汽车积分比例要求
$C A F C j$	汽车制造企业 $j$ 的平均燃油消耗量积分
$N E V j$	汽车制造企业 $j$ 的新能源积分
$π j$	汽车制造企业 $j$ 的利润

集中决策系统

积分市场

购买积分策略

贴标生产(ODM)策略

燃油汽车

产量

1 - α v - [(f 1 - k + δ) + α (m + k)] p z 2 (1 - α 2)

2 - α v - [2 (f 1 - k + δ) + m α] p z 4 - α 2

5 2 - α v - 10 f 1 - k + δ + 6 α k + 5 α m p z 20 - 11 α 2

新能源

汽车产量

1 - α v + [α (f 1 - k + δ) + (m + k)] p z 2 (1 - α 2)

2 - α v + [α (f 1 - k + δ) + 2 m] p z 4 - α 2

2 α α - 2 v + 4 α f 1 - k + δ + 2 4 - α 2 k + 2 α 2 m p z 20 - 11 α 2

…

10 - 3 α - 4 α 2 v + 3 α f 1 - k + δ - 4 1 - α 2 k + 10 - 4 α 2 m p z 20 - 11 α 2

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The Vehicle Manufacturer's Original Design Manufacture (ODM) Strategy and Coordination under Dual-credit Policy

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