双积分政策下燃油汽车制造商的减排与合作策略研究

Research on Emission Reduction and Cooperation Strategies of Fuel Vehicle Manufacturers Under the Dual Credit Policy

双积分政策实施推动了新能源汽车发展,给传统燃油车企带来巨大的积分合规压力,基于此构建了燃油汽车制造商独立减排、与新能源车企制定关联协议、与零售商交叉持股三种情景,分析比较了燃油汽车制造商的最优决策,并给出管理启示.结果表明:具备减排能力的燃油汽车制造商,通过独立减排以降低油耗是最优策略,否则,与积分盈余的新能源汽车制造商以较低协议积分价格制定关联协议最佳;积分交易价格对燃油汽车制造商的策略选择具有显著影响,燃油汽车制造商应关注积分价格的变动灵活调整策略;政策的完善促进企业间合作,若能争取较大持股比例,与零售商交叉持股合作可达到利润最大化.随着双积分政策逐渐收紧,节能减排是燃油汽车制造商的必经之路,汽车节能与新能源协调发展或是科学的产业布局方案.

The implementation of the dual credit policy has promoted the development of new energy vehicles and brought enormous credit compliance pressure to traditional fuel vehicle companies.This article constructs three scenarios:independent emission reduction by fuel vehicle manufacturers,establishment of association agreements with new energy vehicle companies,and cross shareholding with retailers.It analyzes and compares the optimal decisions of fuel vehicle manufacturers and provides management insights.The results show that fuel vehicle manufacturers with emission reduction capabilities,The optimal strategy is to reduce fuel consumption through independent emission reduction.Otherwise,it is best to establish a related agreement with new energy vehicle manufacturers with surplus points at a lower agreement point price;The point trading price has a significant impact on the strategic choices of fuel vehicle manufacturers,and fuel vehicle manufacturers should pay attention to the changes in point prices and adjust their strategies fexibly;The improvement of policies promotes cooperation between enterprises.If we can strive for a larger shareholding ratio,cross shareholding cooperation with retailers can achieve maximum profits.With the gradual tightening of the dual point policy,energy conservation and emission reduction are the necessary paths for fuel car manufacturers.The coordinated development of automotive energy conservation and new energy or a scientific industrial layout plan.