信息共享对竞争型动力电池闭环供应链的影响研究

摘要/Abstract

摘要： 为构建成熟的动力电池回收体系，在电池制造商和第三方回收商进行废旧动力电池回收竞争的背景下，提出二者共享电池信息的合作模式，通过建立模型对比了信息共享前后的回收数量、回收价格、利润以及闭环供应链碳排放量的变化情况。研究结论表明：①电池信息共享能够增加第三方回收商的动力电池回收量，且在一定范围内，电池制造商和第三方回收商的利润都将得到改善；②当闭环供应链碳减排效率大于梯次利用率时，电池信息共享能够减少闭环供应链碳排放。研究发现为动力电池回收企业破解自身困局、把握动力电池退役潮机遇提供了值得借鉴的发展方向。

关键词: 动力电池回收, 闭环供应链, 电池信息共享, 碳排放

Abstract: To construct a mature power battery recycling system, in the context of competition between the battery manufacturer and the third-party recycler for the recycling of retired power batteries, a cooperation model called battery information sharing is proposed for the two and models are established to compare changes of recycling quantities, recycling prices, profits and total carbon emissions before and after information sharing. The research results mainly show that: (1) Battery information sharing can increase the amount of power battery recycling by the third-party recycler, and within a certain range, the profits of both the battery manufacturer and the third-party recycler will be improved; (2) When closed-loop supply chain carbon emission efficiency is greater than the utilization rate of echelon utilization, battery information sharing can reduce closed-loop supply chain carbon emissions. The findings provide development directions worthy of reference for power battery recycling companies to solve their own difficulties and seize the opportunities of the power battery retirement wave.

Key words: power battery recycling, closed-loop supply chain, battery information sharing, carbon emission

肖敏, 徐聪, 谢富纪. 信息共享对竞争型动力电池闭环供应链的影响研究[J]. 管理评论, 2026, 38(4): 250-260.

Xiao Min, Xu Cong, Xie Fuji. Research on the Impact of Information Sharing on Competitive Power Battery Closed-loop Supply Chain[J]. Management Review, 2026, 38(4): 250-260.

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