基于新钻石模型的后补贴时代新能源汽车产业竞争力实证研究

An Empirical Study on the Competitiveness of New Energy Automobile Industry in the Post-Subsidy Era Based on the New Diamond Model

摘要: 2020年12月31日四部委发布了《关于进一步完善新能源汽车推广应用财政补贴政策的通知》，原计划2020年完全退出的补贴政策延长到2022年底。本文基于新钻石模型选取新能源汽车产业发展评价指标体系，对2017年~2020年我国新能源汽车的相关数据进行实证研究，结果表明补贴政策退坡以来形成了较大的市场规模和相关产业支撑。最后构建障碍度分析模型，指出制约新能源汽车产业发展的关键因素，从而提出补贴政策延长这一背景下优化产业结构实现持续健康发展的一些针对性建议。

Abstract: On December 31, 2020, the four ministries and commissions issued the Notice on Further Im-proving the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles, and the subsidy policy originally planned to be completely withdrawn in 2020 was extended to the end of 2022. Based on the new diamond model, this paper selects the evaluation index system for the development of the new energy automobile industry, and conducts an empirical study on the relevant data of new energy vehicles in China from 2017 to 2020, and the results show that the subsidy policy has formed a large market scale and related industrial support since the decline of the subsidy policy. Finally, an obstacle analysis model is constructed, which points out the key factors restricting the development of the new energy automobile industry, and then puts forward some targeted suggestions for optimizing the industrial structure to achieve sustained and healthy development under the background of extending the subsidy policy.