“双积分”政策下考虑碳减排研发的汽车市场主体均衡分析

doi:10.16381/j.cnki.issn1003-207x.2023.0362

Abstract

Abstract:

In the context of subsidy decline， the implementation of the “dual credit” policy will further realize the low-carbon development of the auto market through market mechanism regulation. Under the combined effect of the decline of government subsidies and the “dual credit” policy， it focuses on the changes in the automobile market equilibrium that considers carbon emissions. Specifically， under the two policies， consider how to optimize production， pricing， and emission reduction research and development strategies for fuel vehicles in the automotive market that simultaneously produces new energy vehicles and fuel vehicles， and discuss the decline in government subsidies and the “dual credit” policy for the automotive market. The impact of optimal production， pricing， and emission reduction research and development strategies， and finally an in-depth analysis of the impact of subsidy decline and the impact of the optimization of the auto market under the “dual credit” policy on carbon emissions. It is found that： 1） The impact of the integral transaction price under the “dual credit” policy on the optimal emission reduction R&D investment of fuel vehicles is non-linear. When the decline of government subsidies is low or high， the government should set higher and lower transaction price of points as an incentive for automakers to increase R&D investment in emission reduction of fuel-fueled vehicles； 2） The national target value of fuel consumption per 100 kilometers has an impact on the optimal emission reduction R&D investment and car demand of gasoline vehicles. The impact is non-linear. When the decline in government subsidies is low or high， the government should set a lower and higher target value of fuel consumption per 100 kilometers to increase the demand of new energy vehicles and reduce the demand of gasoline vehicles； 3） The implementation of the “dual credit” policy has made the automobile market increase investment in fuel vehicle emissions reduction research and development when government subsidies have declined. At the same time， the continued decline of government subsidies may lead to a continuous decline in carbon emissions in the automobile market.

Key words: new energy vehicles, subsidy back slope, dual credit policy, emission reduction R&D, carbon emission

CLC Number:

F272.3

Qingyuan Zhu,Chang Liu,Yinghao Pan, et al. Equilibrium Analysis of Automobile Market Considering Carbon Emissions under the Dual Credit Policy:Based on the Manufacturer's Emission Reduction R&D Perspective[J]. Chinese Journal of Management Science, 2026, 34(2): 357-368.

Figures/Tables 3

参数	含义
$s$	政府补贴
$α$	每辆新能源汽车的NEV积分
$ω$	国家规定的新能源汽车NEV积分比例要求
$q e$	新能源汽车需求
$q g$	传统燃油汽车需求
$e 0$	每百千米燃料消耗量目标值
$e g$	每百千米燃料消耗量实际值
$c e$	新能源汽车生产成本
$c g$	传统燃油汽车生产成本
$η$	生产商减排研发投入成本系数
$ρ$	积分交易价格
$λ$	减排研发投入效率
$k$	生产商减排研发投入
$v$	消费者购买一辆传统燃油汽车的效用值
$β$	新能源汽车相对于传统燃油汽车的效用系数
$θ$	消费者效用对生产商减排研发投入的敏感系数
$δ$	燃料消耗量碳排放系数
$D y e a r$	燃油汽车年平均行驶里程

		决策情形
		$s ≤ s 2$	$s 2 < s ≤ s 1$	$s > s 1$
均衡解	$k *$	$k 2 * = θ β ω ρ + α ρ + β c g + ω ρ - c e + c g + s 1 + β θ 2 - 2 β η$	$k 0 = e g - e 0 e g$	$k 1 * = λ e g ρ + θ 1 + β e g - e 0 ρ + 1 + β ω ρ + α ρ + β c g - c + e c g + s 1 + β λ e g ρ + θ 2 - 2 β η$
	$p e *$	$12 1 + β + c e + s - α ρ$	$12 1 + β + c e + s - α ρ$	$12 1 + β + c e + s - α ρ$
	$p g *$	$12 1 + ω ρ + c g + θ k 2 *$	$12 1 + ω ρ + c g + e g - e 0 λ e g θ$	$12 1 + ω ρ + c g + θ k 1 * + e g ρ - k 1 * λ e g ρ - e 0 ρ$
	$q e *$	$1 2 β α ρ + ω ρ + β - c e + c g + s - k 2 * θ$	$1 2 β α ρ + ω ρ + β - c e + c g + s - e g - e 0 λ e g θ$	$1 2 β e g - e 0 + α + ω ρ + β + c g + s - c e - λ e g ρ k 1 * - θ k 1 *$
	$q g *$	$c e - 1 + β c g - s - α + ω + β ω ρ - β c g η 2 β η - β θ 2 - θ 2$	$1 2 β λ e g c e - 1 + β c g - s λ e g + 1 + β e g - e 0 θ - α + ω + β ω ρ λ e g$	$η β + 1 - e 0 ρ + e g ρ + ω ρ + c g + α ρ - c e + s β + 1 e g 2 λ 2 ρ 2 + 2 e g λ ρ θ + θ 2 - 2 β η$

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Equilibrium Analysis of Automobile Market Considering Carbon Emissions under the Dual Credit Policy:Based on the Manufacturer's Emission Reduction R&D Perspective

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