新能源汽车动力蓄电池回收利用对驱动城市焕能提效的影响OA
Impact of power battery recycling of new energy vehicles on urban energy renewal and efficiency improvement
发展新能源汽车是中国汽车产业高质量发展的战略选择,也是推进新型工业化和加快建设制造强国的可行路径.在"双碳"目标背景下,构建完善的电池回收体系,防范退役电池爆发式污染,提升城市电能利用效率,对我国能源可持续发展、循环经济建设具有重要战略意义.因此,该研究聚焦新能源汽车动力蓄电池回收利用对城市焕能提效的驱动作用,以新能源汽车动力电池回收利用试点政策作为研究切入点,采用双重差分法(DID)揭示这一政策与城市电能利用效率之间的因果关系.研究发现:①政策有效降低了城市电能源强度,提高了城市电能源利用效率,具有显著的焕能提效的政策效果,并在一系列的稳健性检验下,仍具有稳健结论.②机制分析结果表明,政策通过"筛选"和"创造",推动产业结构迭代转型,优化了城市产业的存量与增量结构.同时,通过积极释放绿色技术创新信号与推动实质性技术突破实现的绿色技术迭代创新,为资源高效循环利用提供了技术支持,从而有效提升蓄电池的高效技术转换和回收利用效率.③异质性分析结果显示,政策效果在非资源型城市、老工业基地城市以及工业用电场景中更为显著,且政策红利的释放程度与城市的梯次回收利用能力呈正相关.④政策不仅有效避免了潜在的"能源回弹",还兼具平衡"环境-经济"的政策效果.基于上述结论,研究提出相应的政策建议:优化新能源配套政策以推动产业能源结构转型;丰富绿色技术创新激励举措并搭建成果转化应用场景;实施差异化区域新能源扶持政策且将动力电池回收基建成效纳入地方考核.据此,充分挖掘退役动力蓄电池剩余价值,以期达到"余能"利用最大化,协同推进新能源产业提质升级与资源高效回收利用.
The development of new energy vehicles is a strategic choice for the high-quality development of China's automobile indus-try,as well as a feasible path to promote new-type industrialization and accelerate the construction of a manufacturing power.Under the"dual carbon"goals,building a sound battery recycling system,preventing explosive pollution caused by retired batteries,and improv-ing urban electric energy utilization efficiency are of great strategic significance for China's sustainable energy development and circu-lar economy construction.This study focused on the driving effect of power battery recycling of new energy vehicles on urban energy re-newal and efficiency improvement,took the pilot policy for power battery recycling of new energy vehicles as the research entry point,and adopted the difference-in-differences(DID)method to identify the causal relationship between this policy and urban electric energy utilization efficiency.The results showed that:(1)The policy effectively reduced urban electric energy intensity and improved urban electric energy utilization efficiency,producing a significant effect of urban energy renewal and efficiency improvement,and the results remained robust after a series of robustness tests.(2)Mechanism analysis revealed that the policy,through industrial screening and mar-ket creation,promoted the iterative transformation of the industrial structure and optimized the stock and increment structure of urban industries.Meanwhile,the iterative innovation of green technology,realized by actively releasing green technology innovation signals and promoting substantive technological breakthroughs,provided technical support for the efficient circular utilization of resources,thereby effectively enhancing the technical conversion and recycling efficiency of batteries.(3)Heterogeneity analysis showed that the policy effect was more significant in non-resource-based cities,old industrial base cities,and industrial electricity consumption scenari-os,and the release of policy dividends was positively correlated with cities'cascade recycling capacity.(4)The policy not only effective-ly avoided the potential"energy rebound"effect but also produced the policy effect of balancing the environment and economy.Based on the above findings,this study puts forward the following policy recommendations:optimizing new energy supporting policies to pro-mote industrial energy structure transformation;enriching green technology innovation incentives and building applications for achiev-ing transformation;and implementing differentiated regional new energy policies while incorporating power battery recycling infrastruc-ture performance into local government assessment.Accordingly,fully tapping the residual value of retired power batteries to maximize"residue energy"utilization will coordinately advance the quality upgrading of the new energy industry and the efficient recycling of re-sources.
苏明;王思亓;于潇
中央民族大学经济学院,北京 100081中央民族大学经济学院,北京 100081中央民族大学经济学院,北京 100081||中央民族大学中国兴边富民战略研究院,北京 100081
管理科学
新能源汽车蓄电池回收利用梯次利用能源效率焕能提效
new energy vehiclebattery recyclingcascade utilizationenergy efficiencyenergy renewal and efficiency improvement
《中国人口·资源与环境》 2026 (8)
84-94,11
国家社会科学基金后期资助项目"中国土地制度之嬗变:历史重构、绩效评价与市场设计"(批准号:22FJLB027)2026年文化和旅游部部级社会科学研究项目"推动对外文化和旅游贸易与提质增效研究"(批准号:26DY02).
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