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3251It is of great strategic significance for the NEV industry to stimulate technological innovation according to market demands. China’s NEV market demand is mainly composed of “government procurement” “commercial operation” and “private purchase”. The demand formed by the government and other organs due to official affairs is the “government procurement”, characterized by directional, batch purchase and small demand scale. The demand formed by market entities due to commercial operation is the “commercial operation”, characterized by bulk purchase and large demand scale. The demand formed by individual consumers for daily use is the “private purchase”, characterized by single purchase and constant updating of demand. In order to explore how to effectively foster the demands for “government procurement”“commercial operation” and “private purchase”, this study applies the PSM method to analyze the incentive effect and mechanism of the “government procurement” “commercial operation” and “private purchase” markets on NEV companies’ technological innovation, as well as introduces the business-government relationship to reflect the influence of policy resource allocation on the innovation incentive effect of NEV market demands.
The results show that: NEV market demands have an incentive effect on technological innovation, among which the demand of “government procurement” is larger than the other two demands; the incentive effect of the three demands is characterized by phased alternation. The innovation incentive mechanism of NEV market demands is as follows: The market demands of “government procurement” and “commercial operation” mainly promote the technological innovation level of NEV companies through the competitive effect, and the three demands, especially the demand of “private purchase”, mainly promote the technological innovation level of NEV companies through the agglomeration effect. Reasonable government-business relationship can effectively promote the innovation incentive effect of NEV market demands, but the regulatory effect of different government-business relationship is also different according to the innovation incentive mechanism of NEV market demands: A higher relationship promotes the agglomeration effect, but inhibits the competitive effect of NEV market demands, especially the demands of “government procurement” and “commercial operation”; a lower relationship promotes the competitive effect of NEV market demands.
Based on the above results, this study puts forward the following policy suggestions: Coordinate the demands of “government procurement” “commercial operation” and “private purchase”, give full play to the competitive and agglomeration effects of innovation incentives in NEV market demands, and realize the organic combination of market dominance and government regulation.
