Abstract: The supply and demand side policies need to be favorably interacted with “government procurement market”; “commercial operation market” and “private procurement market”. It is a key problem urgently to be solved in China's new energy vehicle industry. Based on the comparative perspective of the heterogeneous markets, this paper uses panel data regression and panel quantile regression to analyze the difference effect on the new energy vehicle demand market between the supply side policies and the demand side policies. The results show that the three types of heterogeneity markets show different development potentials and paths due to the different formation reasons and different target consumer. The effects of the supply and demand side policies on the three heterogeneous markets are different, and the demand side policies has more significant effects than the supply side policies. The incentive effect of the supply and demand side policies of new energy vehicle changed with the different size of the three heterogeneity markets. The government should fully consider the heterogeneous and different scale of market, when formulating policies for the new energy vehicle industry, and implements differentiated policies.

摘要： 促进新能源汽车产业供需双侧政策与政府采购、商业运营和私人乘用三类异质性市场之间的良性互动和合理配置，这是我国新能源汽车产业发展过程中亟待解决的现实难题。从政府采购、商业运营和私人乘用三类异质性市场比较的视角，利用面板数据回归和面板分位数回归分析了供需双侧政策对新能源汽车需求市场培育激励效应的差异性及其产生的原因。研究结果表明，三类异质性市场由于形成原因和目标消费群体的不同表现出不同的发展潜力，呈现交替发展的态势；供需双侧政策对于三类异质性市场的作用效果具有差异性，并且需求侧相比供给侧政策的作用效果更为显著。新能源汽车供需双侧政策的激励效果随着政府采购、商业运营和私人乘用三类异质性市场规模变化而呈现出差异性。新能源汽车产业政策制定时应充分考虑政策实施效果的市场异质性性和规模差异性，有针对地实施差异化的扶持政策。