新能源汽車補(bǔ)貼退坡政策對(duì)企業(yè)全要素生產(chǎn)率的影響研究

——基于合成DID與連續(xù)DID模型

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中圖分類號(hào)：F426.471；F812.42 文獻(xiàn)標(biāo)識(shí)碼：Adoi：10.3969/j.issn.1672-2272.202504014

The Impact of the Subsidy Reduction Policy for New Energy Vehicles on Total Factor Productivity of Enterprises： A Study Based on Synthetic DID and Continuous DID Models

Yu Feiyan （School of Economics，Nanjing Audit University，Nanjing 211815，China）

Abstract：The new energy vehicle（NEV） industry，as a strategic emerging industry， has achieved rapid development with the support of policies. However，with the implementation of the subsidy reduction policy，enterprises are facing new challenges. Based on the data of Chinese NEV listed companies from 2009 to 2023，this paper employs Synthetic Difference-in-Differences （DID）and Continuous DID models to explore the impact of the subsidy reduction policy on the total factor productivity（TFP） of enterprises and its heterogeneity. The study finds that the subsidy reduction policy has a significant negative impact on the TFP of enterprises overall， but the impact varies among enterprises with different ownership and sizes，with a greater efect on non-state-owned enterprises and large-scale enterprises. Further analysis of the transmisson mechanism indicates that enterprises can mitigate the negative impact of the subsidy reduction policy to some extent by increasing R&D and innovation investment. Finally， based on the research conclusions and the current development status of the NEV industry.

Key Words：New Energy Vehicles； Subsidy Reduction Policy； Total Factor Productivity; DID Model

0 引言

中國(guó)汽車流通協(xié)會(huì)乘用車市場(chǎng)信息聯(lián)席分會(huì)（以下簡(jiǎn)稱乘聯(lián)分會(huì)）發(fā)布的最新數(shù)據(jù)顯示，2024年中國(guó)新能源汽車銷量1286.6萬(wàn)輛，同比增長(zhǎng) 35.5% ，同時(shí)全球新能源汽車銷量突破1000萬(wàn)輛。（剩余12015字）