新能源汽车“双积分”政策影响的阶段性特征——经营与环境双重绩效视角

doi:10.18402/resci.2021.01.01

Abstract

Abstract:

To promote the synchronous growth of business performance and environmental performance, the corporate average fuel consumption-new energy vehicle credits (CAFC-NEV) mandate was implemented in the new energy vehicle industry. The implementation can be divided into two stages: the “brewing period” (2014-2016) and the implementation period (2017-2018). Using new energy passenger vehicles as examples, this study examined the dynamic change of business performance and environmental performance of new energy vehicle enterprises from three dimensions significance, agility, and stability. The results show that: (1) The CAFC-NEV mandate had shown its positive effects during the brewing period, in which environmental performance growth was more significant and stable, and business performance responded more quickly to the policy; (2) The positive effects of the brewing period were further enhanced in the implementation period. The growth of business performance is more significant, and the environmental performance policy response is more agile and the growth is more stable. Accordingly, the CAFC-NEV mandate needs to further improve its adaptability, coverage, and precision and control the pace and strength of implementation by taking advantage of the policy signal release mechanism.

Key words: corporate average fuel consumption-new energy vehicle credits (CAFC-NEV) mandate, business performance, environmental performance, new energy vehicle, counterfactual analysis

LI Xu, XIONG Yongqing. Characteristics of the impact of corporate average fuel consumption-new energy vehicle credits (CAFC-NEV) mandate on the new energy vehicle industry: From the perspective of business and environmental performances[J].Resources Science, 2021, 43(1): 1-11.

Figures/Tables 7

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References 34

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检验方法	MP	TP	EP	CNM	属性判断
ADF检验	-2.65**	-0.79*	-3.13***	-2.23**	平稳（1st-d,none）
LLC检验	-7.75***	-9.79***	-9.99***	-8.97***	平稳（1st-d,none）

阶数检验	MP			TP			EP
阶数检验	AIC	BIC	HQIC	AIC	BIC	HQIC	AIC	BIC	HQIC
1	-9.46*	-8.43*	-9.05*	0.59*	1.62*	0.99*	3.59	4.61	3.99
2	-8.89	-7.59	-8.39	1.58	2.89	2.09	1.96*	3.26*	2.47*
3	-7.50	-5.85	-6.89	2.89	4.54	3.49	2.69	4.35	3.30

自变量（滞后期数）	酝酿期				实施期
	经营绩效（BP）模型		环境绩效（EP）模型		经营绩效（BP）模型		环境绩效（EP）模型
		市场绩效（MP）模型	环境绩效（EP）模型	技术绩效（TP）模型			环境绩效（EP）模型	市场绩效（MP）模型	技术绩效（TP）模型
MP(-1)	0.827*** (0.054)				0.672 （0.076）
TP(-1)		0.694*** (0.156)				0.928 （0.609）
EP(-1)			0.422* (0.202)				0.047 (0.058)
EP(-2)			0.021 (0.014)				0.007 (0.019)
CNM(-1)	10^-4** (0.000)	0.035* （0.015)	0.355*** （0.020）		0.466*** （0.109）	0.643** （0.219）	0.571* (0.226)
CNM(-2)			0.435*** (0.098)				0.173 (0.118)

绩效增长贡献		经营绩效（BP）									环境绩效（EP）
		市场绩效（MP）				技术绩效（TP）					环境绩效（EP）
				MP	CNM	环比/%	同比/%		TP	CNM	环比/%	同比/%		EP	CNM	环比/%	同比/%
改革前	2012	1.000	0.000	-	-	1.000	0.000	-	-		1.000	0.000	-	-
改革前	2013	0.986	0.014	14.0	1.4	0.830	0.170	17.0	17.0		0.962	0.038	38.0	3.8
酝酿期	2014	0.974	0.026	85.7	2.6	0.829	0.171	0.6	17.1		0.834	0.166	337.0	16.6
	2015	0.966	0.034	30.8	3.4	0.828	0.172	0.6	17.2		0.622	0.378	128.0	37.8
	2016	0.960	0.040	17.6	4.0	0.826	0.174	1.2	17.4		0.519	0.481	27.2	48.1
实施期	2017	0.957	0.043	7.5	4.3	0.815	0.185	6.3	18.5		0.453	0.547	13.7	54.7
实施期	2018	0.954	0.046	6.9	4.6	0.798	0.202	9.2	20.2		0.417	0.583	6.6	58.3

“双积分”政策阶段	绩效分析维度		政策效果等级
“双积分”政策阶段	绩效分析维度		敏捷性	显著性	稳定性
酝酿期	经营绩效	市场绩效	★★★	★★	★★
	经营绩效	技术绩效	★★★	★★	★
	环境绩效		★★	★★★	★★★
实施期	经营绩效	市场绩效	★★	★★★	★★
	经营绩效	技术绩效	★	★★	★★
	环境绩效		★★★	★★	★★★

Characteristics of the impact of corporate average fuel consumption-new energy vehicle credits (CAFC-NEV) mandate on the new energy vehicle industry: From the perspective of business and environmental performances

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