Industrial policy and energy transition in China: Market-Oriented strategies for low-carbon development
中国における産業政策とエネルギー転換：低炭素発展のための市場志向戦略 (AI 翻訳)
Yuan Ma, Tong Xiao, Yang Xiao, Runjia Zheng, Li X
🤖 gxceed AI 要約
日本語
本研究は中国の新エネルギー車（NEV）分野における産業政策の進化を分析。補助金から充電インフラ・水素ステーション・電池研究開発への市場志向型支援への転換を、政策文書と関係者インタビューに基づき評価。過度な直接介入は市場効率を損なう可能性を指摘し、政府誘導・市場調整・第三者監視の協調的枠組みを提言。
English
This study analyzes the evolution of China's industrial policy in the new energy vehicle sector, shifting from selective intervention to market-oriented support for charging infrastructure, hydrogen refueling, and R&D in batteries and fuel cells. Based on policy documents and stakeholder interviews, it warns that excessive direct intervention may weaken market efficiency and argues for a collaborative framework combining government guidance, market coordination, and third-party oversight.
Unofficial AI-generated summary based on the public title and abstract. Not an official translation.
📝 gxceed 編集解説 — Why this matters
日本のGX文脈において
中国のNEV産業政策は、日系自動車メーカーの戦略に直接影響を与える。日本企業の中国市場での競争力維持や、水素・充電インフラ政策の比較研究にも参考となる。SSBJ開示基準においても、サプライチェーン上の中国企業の脱炭素動向把握が重要である。
In the global GX context
This paper offers a detailed case study of China's functional industrial policy for new energy vehicles, a critical driver of global decarbonization. It provides insights for policymakers and corporations worldwide on balancing state intervention with market mechanisms, especially relevant for the ongoing transition finance and TCFD/ISSB-aligned disclosures in the automotive supply chain.
👥 読者別の含意
🔬研究者:Provides a qualitative framework for analyzing how industrial policy evolves from selective to functional approaches in the energy transition context.
🏢実務担当者:Offers strategic insights for automotive and energy firms on how China's policy shifts affect market opportunities and technology investment decisions.
🏛政策担当者:Highlights the importance of combining government guidance with market coordination to avoid inefficiencies in low-carbon industrial policy design.
📄 Abstract（原文）
China's transition toward low-carbon development has increased the strategic importance of industrial policy in addressing energy security, resource constraints, and technological upgrading. This study examines how China's industrial policy in the new energy vehicle sector has evolved from selective intervention to a more functional, market-oriented approach. Using a qualitative case study design, the research draws on semi-structured interviews with stakeholders from government, industry, and related sectors, supported by secondary evidence from policy documents, industry reports, and academic sources. The findings indicate that functional industrial policy has played an important role in supporting the expansion of charging infrastructure, hydrogen refueling systems, and research and development in core technologies such as batteries and fuel cells. At the same time, the study shows that excessive reliance on direct intervention may weaken market efficiency and limit innovation. The paper argues that a more effective policy framework should combine government guidance with market coordination and third-party oversight to improve policy implementation and long-term sustainability. By linking industrial policy reform with China's energy transition, the study contributes to the discussion on how market-oriented policy design can support low-carbon industrial development. • Industrial policy has historically shaped China's energy and industrial development. • Early interventions often displaced market forces, focusing on select strategic sectors. • Current strategies emphasize market-driven infrastructure and R&D for low-carbon technologies. • Collaborative frameworks among government, market actors, and institutions can enhance policy effectiveness.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.1016/j.esr.2026.102271first seen 2026-05-17 05:21:34
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