ORIGINAL RESEARCH
“Coal-to-Oil Substitution”: New Energy Vehicles and Electricity Carbon Emissions – Based on “Ten Cities, Thousand Vehicles” Pilot Project
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1
Zhengzhou Business University, Zhengzhou, China
 
2
School of Economics, Henan University, Kaifeng, China
 
3
Henan Academy of Social Sciences, Zhengzhou, China
 
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Wuxi Institute of Technology, Wuxi, China
 
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Central China Development Research Institute, Henan University, Zhengzhou, China
 
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School of Politics and Public Administration, Zhengzhou University, Zhengzhou, China
 
 
Submission date: 2024-12-30
 
 
Final revision date: 2025-06-04
 
 
Acceptance date: 2025-08-23
 
 
Online publication date: 2025-12-03
 
 
Corresponding author
Dong Xue   

Henan Academy of Social Sciences, Zhengzhou, China
 
 
 
KEYWORDS
TOPICS
ABSTRACT
This study analyzes the impact of New Energy Vehicle (NEV) promotion on electricity sector carbon emissions using panel data from 50 Chinese cities (2006-2020) and a multi-period DID model. NEV promotion, while reducing transportation sector emissions, has increased carbon emissions in the electricity sector due to reliance on coal-based power generation. Results indicate that (1) In “Ten Cities, Thousand Vehicles” pilot cities, NEV adoption increased power sector carbon emissions by an average of 1.19%. Furthermore, the “Ten Cities, Thousand Vehicles” plan generated significant spatial spillover effects, elevating power sector emissions in neighboring regions. (2) Through China’s “West-to-East Power Transmission” project reveals that the use of electricity by NEVs also places carbon reduction pressure on the power generation sector. This pressure can shift through local and cross-regional electricity transmission, thereby creating a “regional transfer” effect of carbon emissions; (3) Mechanism analysis indicates that NEV usage increases regional electricity demand and fossil energy consumption while synergistically enhancing regional renewable energy technological innovation. Policy implementation has also accelerated advancements in “three-electric systems” (battery, motor, electronic control) and V2G technologies, which improve NEV energy efficiency though require further refinement; (4) Under policy synergies between NEV demonstration cities and low-carbon city initiatives, NEV promotion effectively mitigates carbon emission transfers to power sectors while amplifying environmentally positive externalities. This study provides a comprehensive assessment of the negative environmental externalities of NEV promotion, offering a new perspective on NEV development.
CONFLICT OF INTEREST
The authors declare that they have no known competing financial interests or personal relationships that could have appeared to influence the work reported in this paper.
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