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炭素取引政策下における動力電池メーカーのブロックチェーン導入とリサイクル意思決定

Blockchain adoption and recycling decisions for power battery manufacturers under carbon trading policies (原題)

Bo He, Linyu Wang, Sheng Zhao Cheng, Yu Zeng

Asia Pacific Journal of Marketing and Logistics📚 査読済 / ジャーナル2026-09-11#EV・輸送Origin: CN経営インパクト: 調達リスク対象セクター: automotive
DOI: 10.1108/apjml-03-2026-0704
原典: https://doi.org/10.1108/apjml-03-2026-0704

🤖 gxceed AI 要約

日本語

炭素取引政策下でEV用動力電池メーカーがブロックチェーンを導入する際のリサイクル意思決定を4モデルで分析。ブロックチェーン採用が回収量と炭素削減水準を高める最適戦略であることを示す。メーカーの回収参加は回収競争係数と価格感度係数の関係に依存し、参加時は自社利益と総回収量を増やすが小売・段階利用企業の利益を減らす。

English

This study models power-battery manufacturers' recycling decisions under carbon trading, comparing four blockchain/no-blockchain scenarios. Blockchain adoption is the best strategy, raising total recovery volume and carbon-reduction levels. Manufacturer participation in recycling depends on the ratio of recycling competition to price sensitivity, boosting own profit and total recovery but reducing retailer and echelon-utilization profits.

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電池リサイクルと炭素取引の接点を扱うが、SSBJ・有報・Scope3開示を進める日本企業にとって、電池サプライチェーンのトレーサビリティとリサイクル設計の参考になる。

In the global GX context

Adds to global circular-economy and Scope 3 supply-chain scholarship by linking blockchain traceability to carbon-trading incentives for EV battery recycling, relevant to CSRD/ISSB battery-passport and due-diligence debates.

👥 読者別の含意

🔬研究者:炭素取引とブロックチェーンを統合した電池リサイクルのゲーム理論モデルに関心がある研究者に有用。

🏢実務担当者:電池・自動車メーカーの調達・サステナ担当がリサイクル体制とトレーサビリティ投資判断に活用できる。

🏛政策担当者:電池リサイクル義務化や炭素取引制度設計を検討する政策担当者に示唆を与える。

📄 Abstract(原文)

Purpose The global new energy vehicle (NEV) industry is advancing rapidly, making the recycling and reuse of waste power batteries a critical issue that significantly hinders the industry’s sustainable growth. To address this challenge, this study aims to investigate the operational decisions of battery manufacturers under a carbon trading policy to improve the recycling rate of used batteries and enhance the sustainability of the supply chain. Design/methodology/approach Build four different models. Under the application of blockchain: manufacturers, retailers and echelon utilization enterprises are all recycling (Model B). Retailers and echelon utilization enterprises both recycle (Model NB). Not applying blockchain: manufacturers, retailers and echelon utilization enterprises are all recycling (Model O). Retailers and echelon utilization enterprises both recycle (Model NO). Findings The results show that adopting blockchain is the best strategy for manufacturers. The adoption of blockchain not only increases the total recovery volume but also enhances the carbon reduction level of manufacturers. Additionally, the decision of manufacturers to participate in recycling depends on the relationship between the recycling competition coefficient(s) and the price sensitivity coefficient (1). When i = 2.83443 s, manufacturers’ participation in recycling can not only improve their own profit but also increase the total recycling amount, but it will reduce the profits of retailers and echelon utilization enterprises. Originality/value This study scientifically introduces blockchain technology and integrates the two key factors of traceability level and cost-sharing ratio in the construction of the model, achieving theoretical innovation and providing novel insights for manufacturers to optimize operational strategies and promote the sustainable development of the NEV industry.

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