需求引致低碳创新的动态效应研究:以新能源汽车为例

Exploring the Dynamic Effect of Low-carbon Innovation Driven by Demand:A Case Study of New Energy Automobile

从需求侧推动低碳创新是实现低碳发展的重要路径。循序渐进的低碳需求培育实践,为分阶段需求引致低碳创新研究的有效性提供了重要支撑。文章以新能源汽车产业为低碳战略性新兴行业的研究样本,深入剖析不同发展阶段需求引致低碳创新的作用机理。研究发现,在培育期,消费需求通过技术检验、技术展示、事前补贴促进低碳技术扩散和成熟化;进入成长期后,通过内部规模经济、外部规模经济、逃离竞争、资源集聚等市场规模效应加速企业创新,以多样化和品质化为特征的高质量需求也成为低碳创新的重要压力来源。基于此,应动态优化需求引致低碳创新的制度环境和基础设施,从而最大化释放需求侧对低碳发展的推动作用。

Promoting low-carbon innovation from the demand side is a crucial pathway for achieving low-carbon development.The gradual cultivation of practices of low-carbon demand provides crucial support for the validity of analyzing demand-driven low-carbon innovation.Taking the new energy vehicle industry as a research sample of the low-carbon strategic emerging sector,this study explores the mechanism of low-carbon innovation driven by demand at different stages.We find that during the cultivation phase,consumer demand promotes the diffusion and maturation of low-carbon technologies through technological validation,technological showcases,and pre-subsidies.Upon entering the growth phase,market scale effects such as internal economy of scale,external economy of scale,escape from competition,and resource aggregation accelerate corporate innovation.At the same time,high-quality demand characterized by diversification and quality also promotes the low-carbon innovation.Based on these findings,it is recommended to dynamically optimize the institutional environment and infrastructure of demand-driven low-carbon innovation,thereby maximize the role of demand-side in promoting low-carbon development.