中国人口·资源与环境2026，Vol.36Issue(8)：84-94,11.DOI:10.12062/cpre.20251231
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
Impact of power battery recycling of new energy vehicles on urban energy renewal and efficiency improvement
摘要
Abstract
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.关键词
新能源汽车/蓄电池回收利用/梯次利用/能源效率/焕能提效Key words
new energy vehicle/battery recycling/cascade utilization/energy efficiency/energy renewal and efficiency improvement分类
管理科学引用本文复制引用
苏明,王思亓,于潇..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[J].中国人口·资源与环境,2026,36(8):84-94,11.基金项目
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) （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). （批准号:26DY02）
