应对气候变化和实现碳中和愿景已经成为全球共识,在我国实施“双碳”战略推动交通运输领域加速转型、欧美意欲出台单边气候贸易政策的背景下,高质量发展新能源汽车已成为汽车工业全球竞争的关键。为更好地推动我国新能源汽车产业把握零碳经济发展机遇、应对国际碳减排技术和贸易挑战、提升碳中和新赛道的竞争力,本研究系统梳理了主要经济体新能源汽车发展战略、大型汽车企业碳中和目标实施进展,识别影响我国新能源汽车产业高质量发展的驱动性因素和约束性问题,特别针对新能源汽车碳足迹核算标准、碳定价机制、气候贸易壁垒等主要热点话题,提出了符合我国国情的新能源汽车产业加速高质量发展的若干对策建议。
<<Coping with climate change and realizing the vision of carbon neutrality have become a global consensus. Under the background that China implements the “double carbon” strategy to promote the accelerated transformation of the transportation sector,the Europe and U.S. plan to introduce unilateral climate trade policies,high-quality of new energy vehicles has become the key factor for global competition in the automotive industry. In order to effectively promote China’s new energy vehicle industry to grasp the development opportunities of zero-carbon economy,respond to the challenges from international carbon emission reduction technologies and trade and improve China’s competitiveness in the new field of carbon neutrality,this paper systematically sorts out the development strategies of new energy vehicles implemented in major economies and progress of implementation of the carbon neutrality goal by large vehicle manufacturers,identifies the driving factors and binding issues that affect the high-quality development of China’s new energy vehicle industry,especially focusing on major hotspots such as new energy vehicle carbon footprint accounting standard,carbon pricing mechanism and climate trade barriers. In addition,this paper also puts forward some countermeasures and suggestions for accelerating the high-quality development of the new energy vehicle industry in line with China’s national conditions.
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