中国における電気自動車普及の経済・環境影響
Economic and environmental effects of the spread of battery electric vehicles in China (原題)
Jiayang Wang, Takatoshi Watanabe, Kiyoshi Fujikawa
🤖 gxceed AI 要約
日本語
中国のBEV普及がCO2排出とGDPに与える影響を、再生可能電力への転換を組み込んだ国際産業連関分析で検証した研究。石炭依存の現状では生産段階でCO2とGDPが増えるが走行段階では双方が減る。部品供給国である東アジア・東南アジア・欧州でもCO2とGDPが増加し、電源の再エネ化は中国の排出とGDPを改善する一方、化石燃料輸出国のGDPを減らす。中国の化石燃料需要減は国際価格を下げ炭素リーケージを招きうる。
English
This study uses an international input–output framework incorporating a shift to renewable power to assess how BEV diffusion in China affects CO2 emissions and GDP. Under coal-heavy power, BEV penetration raises emissions and GDP in production but lowers both in driving; component-supplying regions in East/Southeast Asia and Europe also see gains. Decarbonizing China's power further cuts emissions and raises domestic GDP while reducing emissions and GDP in fossil-fuel exporters, and falling Chinese fuel demand may cause carbon leakage.
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
日本企業は中国を含むサプライチェーンのScope 3やEV部品供給の炭素集約度を評価する際、生産段階と走行段階を分けた本分析の視点が有効。炭素リーケージの議論は日本を含む国際的な排出配分・報告の枠組みを考える上で示唆に富む。
In the global GX context
The paper adds a supply-chain and macro perspective to EV transition debates relevant to Scope 3 accounting and carbon leakage under ISSB/CSRD disclosure. It shows that BEV benefits depend on grid decarbonization and that emissions can shift across borders, informing transition-finance and policy design.
👥 読者別の含意
🔬研究者:国際産業連関モデルでEV普及の生産・走行段階別および炭素リーケージの影響を定量化する手法が参考になる。
🏢実務担当者:EVサプライチェーンのScope 3排出と電源構成依存性を評価する際の視点を提供する。
🏛政策担当者:EV普及政策と電源脱炭素を同時に進める必要性、および炭素リーケージ対策の重要性を示す。
📄 Abstract（原文）
Does the transition from internal combustion engine vehicles to battery electric vehicles (BEVs) reduce CO₂ emissions while increasing gross domestic product (GDP)? Past studies emphasized power-sector decarbonization to mitigate https://www.w3.org/1998/Math/MathML" display="inline"> CO 2 https://www.w3.org/1999/xlink" xlink:href=" https://s3-euw1-ap-pe-df-pch-content-public-p.s3.eu-west-1.amazonaws.com/9781042018000/e1859d14-8b9c-40db-ac90-652ca1746d16/content/ieq0013.tif "/> associated with BEV adoption in China but did not explore domestic macroeconomic impacts or associated global environmental and economic effects. This chapter examines these factors by incorporating the transition to renewable power generation within an international input–output framework. Three findings emerge. First, under China’s current heavy reliance on coal-fired power, BEV penetration increases CO₂ emissions and GDP during the production stage but reduces both during the driving stage. Second, BEV penetration raises CO₂ emissions and GDP in East Asia, Southeast Asia, and Europe, which supply intermediate components to China. Third, shifting China’s power generation from coal to renewable energy further reduces CO₂ emissions and increases domestic GDP while decreasing https://www.w3.org/1998/Math/MathML" display="inline"> CO 2 https://www.w3.org/1999/xlink" xlink:href=" https://s3-euw1-ap-pe-df-pch-content-public-p.s3.eu-west-1.amazonaws.com/9781042018000/e1859d14-8b9c-40db-ac90-652ca1746d16/content/ieq0014.tif "/> emissions and GDP in China’s energy-exporting partners, particularly in Southeast Asia and the Middle East. Finally, a decline in China’s demand for fossil fuels will lower international prices and increase demand for fossil fuels abroad, potentially resulting in carbon leakage.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.4324/9781042018000-9first seen 2026-11-02 04:38:23 · last seen 2026-11-06 04:36:31
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