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双积分政策下考虑技术不确定性的传统车企创新路径策略研究

Research on the innovation path strategy of traditional automotive manufacturers considering technological uncertainty under dual- credit policy

  • 摘要: 传统汽车制造商在向新能源转型过程中,技术不确定性成为企业在新旧两种技术上优化研发投入与资源配置所面临的关键问题,其与双积分政策的约束性影响相叠加,进一步增加了问题的复杂性。基于模糊控制和系统动力学方法,构建了双积分政策下,面向技术不确定性的双车型联合生产研发模型。研究结果表明:①双积分政策下,新能源汽车技术的不确定性主要影响企业能够用于出售的积分数量以及利润回升速度,而燃油汽车技术的不确定性则影响企业需要购入的积分数量以及可能面临的利润损失程度;②对于在传统燃油汽车市场不占优势的企业,应当集中现有资源自主研发新能源汽车技术,而对于长期主导燃油汽车市场的企业而言,需要视新旧技术的不确定性程度来选择合适的创新路径策略;③传统汽车企业在研发过程中应优先确保被视为已经成熟的燃油车技术的稳定性,并在此基础上降低新能源汽车技术研发的不确定性风险。

     

    Abstract: In the transition process of traditional automakers to new energy, technology uncertainty is a key issue for enterprises to optimise R&D investment and resource allocation in both old and new technologies, which is compounded by the constraints of the dual-credit policy to increase the complexity. Based on the fuzzy control and system dynamics methods, a dual-vehicle co-production R&D model is constructed to take into account the technology uncertainty under the dual-credit policy. The results show that: ①Uncertainty in the technology of new energy vehicles under the dual-credit policy mainly affects the number of credits that enterprises can sell and the speed of profit recovery, while uncertainty in the technology of fuel vehicles affects the number of credits that enterprises need to buy and the degree of profit loss. ② Enterprises that do not dominate the traditional fuel vehicle market should focus their existing resources on independent research and development of new energy vehicle technology, while for enterprises that have dominated the fuel vehicle market for a long time, they need to choose the appropriate innovation path strategy depending on the degree of uncertainty of the old and new technologies. ③ Traditional vehicle enterprises need to prioritise the control of the fuel vehicle technology that is regarded as already mature in the process of research and development, and reduce the technical uncertainty risk of the R&D of new energy vehicles on this basis.

     

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