Research on the Mechanism of Carbon Emission Constraints Affecting the Export Competitiveness of China's New Energy Vehicles under the "Dual Carbon" Goals

Against the backdrop of the "Dual Carbon" goals, carbon emission constraints have evolved into a pivotal variable reshaping the global trade landscape. Grounded in international trade theories, this paper systematically explores the functional pathways through which carbon emission constraints impact the export competitiveness of China's new energy vehicles via four core mechanisms: technological innovation effect, production cost effect, market demand effect and trade policy effect. The research indicates that in the short run, carbon emission constraints may drive up enterprises' compliance costs; however, in the long run, they will stimulate technological innovation and establish new market access thresholds through green trade rules, thereby exerting a dual impact on China's new energy vehicle exports. Finally, this paper puts forward policy recommendations including strengthening green technological innovation, improving the carbon accounting system and expanding green trade cooperation, aiming to enhance the long-term competitiveness of China's new energy vehicles in the global market.