光華講壇——社會名流與企業家論壇第6606期

主題：Optimal subsidy beneficiaries to promote electric vehicle adoption促進電動汽車普及的最優補貼對象

主講人：蘇州大學 馮博教授

主持人：管理科學與工程學院 肖輝教授

時間：10月25日 9:30-11:30

舉辦地點：騰訊會議ID:460-579-9016

主辦單位：管理科學與工程學院 科研處

主講人簡介：

馮博，蘇州大學商學院院長、教授、博導。國家級領軍人才，國家優秀青年基金獲得者。兼任江蘇省新時代民營經濟研究院院長和東吳資本市場研究院院長，擔任POM-China戰略咨詢委員會委員、中國管理科學與工程學會常務理事等多個學術任職。

內容簡介：

Electric vehicles (EVs) are increasingly approved as a disruptive technology that can limit oil consumption and reduce carbon emissions. Recognizing this, governments worldwide are continuously offering subsidies to promote EV adoption. However, the issue of identifying optimal beneficiaries remains inadequately addressed due to some critical though unexplored aspects. One of the conspicuously missing aspects is whether channel structures make a difference in selecting optimal beneficiaries. In this paper, we develop a game-theoretic model to explore whom to subsidize (i.e., consumers, manufacturers, or both) to better realize the intended objectives under varying distribution channels of EVs (from retail channels to direct channels). Our analysis reveals that optimal beneficiaries to reduce consumer expenditure are largely affected by the channel structure while relying on the manufacturer’s R&D efficiency and consumers’ expectation for government subsidy. We also extend our analysis to show that when beneficiaries are well-selected, the direct channel, in most cases, outperforms the retail channel in terms of consumer expenditure and manufacturer’s R&D level. As such, our analysis provides governors with advanced guidelines to select subsidy beneficiaries and compelling evidence to encourage direct selling.

電動汽車(EV)作為一項能夠限制石油消耗和減少碳排放的顛覆性技術，越來越受到人們的認可。認識到這一點，世界各國政府不斷提供補貼，以促進電動汽車的普及。然而，由于一些關鍵但尚未探索的方面，確定最佳受益者的問題仍然沒有得到充分解決。其中一個明顯缺失的方面是，渠道結構在選擇最佳受益者方面是否會產生影響。本文建立了一個博弈論模型，探討在不同的電動汽車分銷渠道(從零售渠道到直銷渠道)下，補貼誰(即消費者、制造商或兩者)才能更好地實現預期目標。分析表明，渠道結構對消費者支出減少的最優受益者影響較大，同時依賴于制造商的研發效率和消費者對政府補貼的期望。我們還擴展了我們的分析，表明當受益者被精心選擇時，在大多數情況下，直接渠道在消費者支出和制造商的研發水平方面優于零售渠道。因此，我們的分析為州長選擇補貼受益人提供了先進的指導方針，并為鼓勵直銷提供了令人信服的證據。