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Analysis of power battery technology R&D strategies under the supply chain competitive environment in post-subsidy era

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  • Wang, Jinglve
  • Liwen, Zhang
  • Song, Longfei
  • Liang, Chunying
  • Bai, Libiao

Abstract

This study comparatively investigates the impact of supply chain competition on the R&D of power battery technology for new energy vehicles. From both horizontal and vertical perspectives, the supply chain competition relationships are classified into four types. By establishing a game-theoretic model, we comparatively analyze the mechanisms and impacts of supply chain competition on the innovation of power battery technologies. The research findings are as follows: (1) The optimal setting of the R&D target level for battery suppliers is the result of the combined effects of cost-effectiveness of technical R&D activities, demand effects, and the demand fluctuations brought about by competition. (2) The impact of different competitive relationships on the R&D decisions of battery suppliers varies. The R&D target level of incumbent enterprises is consistently positively correlated with the intensity of competition. (3) The distribution of the highest R&D target levels under the four competitive relationships is related to the intensity of competition and the market profitability of battery technologies. The results of this study can provide decision-making recommendations for companies involved in power battery technology R&D and offer new perspectives for consumers in choosing suitable new energy vehicles.

Suggested Citation

  • Wang, Jinglve & Liwen, Zhang & Song, Longfei & Liang, Chunying & Bai, Libiao, 2025. "Analysis of power battery technology R&D strategies under the supply chain competitive environment in post-subsidy era," Technological Forecasting and Social Change, Elsevier, vol. 215(C).
    • Handle: RePEc:eee:tefoso:v:215:y:2025:i:c:s0040162525001118
    DOI: 10.1016/j.techfore.2025.124080
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