4.1. Predicted New Energy Vehicle Ownership
In this study, the degree of association between T1–T12 and NEV retention was calculated using gray correlation analysis. The results are shown in
Table 3. The correlation literature usually considers correlations greater than 0.6 to be significant [
43]. In order to further improve the accuracy of the prediction results, the influencing factors with gray correlation coefficients greater than 0.7 were selected as input indicators for the model.
To verify the validity and accuracy of the proposed NEV retention prediction model. Mean Absolute Percentage Error (MAPE), Root Mean Square Error (RMSE), and Mean Absolute Error (MAE) are selected in this study to evaluate the accuracy of the model prediction. As shown in Equations (11)–(13).
is the predicted value;
is the truth value; and n is the number of indicator variables.
In contrast to RMSE and MAE, MAPE is independent of the order of magnitude and has been widely used to assess the accuracy of predictive models. The smaller the value of MAPE, the better the predictive power of the forecasting model [
44] (refer to
Table 4 for the evaluation criteria).
To more accurately predict NEV ownership in the Beijing–Tianjin–Hebei region. In this study, four models, Support Vector Regression (SVR), Gated Recurrent Unit (GRU), Long Short-Term Memory (LSTM), and Bidirectional Long Short-Term Memory (BiLSTM), and their respective combinations with Gray Correlation Analysis were used for training. The optimal model is then selected from the four models. The ratio of training set to test set during training is 8:2.
It can be seen from
Table 5. All the models achieve reasonable predictions. The GRA-BiLSTM model has lower MAE, MAPE, and RMSE than the other models and has good applicability in NEV sales prediction. The combined models are generally more accurate than the base Magic Heart machine learning and deep learning forecasting models can learn correlations between input and output variables, just like a human network. Among other things, deep learning models have a more comprehensive understanding of time-series data trends and are more accurate in predicting NEV retention.
The BiLSTM neural network contains five parameters that affect the prediction accuracy of the model, including time-step, learning rate (Ir), amount of data per training (batch-size), number of hidden layers (dim_Hidden_layer), and number of training times (nb-epoch). At the beginning of the experiment, the default hyperparameter settings were used to observe the changes in loss and determine the range of each hyperparameter. The parameters were then adjusted to find more accurate parameters. The hyperparameters used in this study are shown in
Table 6.
NEV ownership in the Beijing–Tianjin–Hebei region from 2024 to 2035 was obtained by the GRA-BiLSTM model prediction.
Figure 3 shows the trend of NEV ownership in the Beijing–Tianjin–Hebei region in the future. NEV holdings are continuously rising under the three scenarios. Among them, Tianjin has the lowest growth rate, and Hebei has the highest growth rate. We believe the likely reason for this is that in the early years of the popularization of new energy vehicles, Hebei has the lowest economic level among the three provinces, resulting in the lowest acceptance of new energy vehicles. As the popularity of new energy vehicles increases, Hebei shows a higher level of growth due to its lower saturation of new energy vehicles. By 2035, NEV holdings will fluctuate between 9,560,100 and 14,867,000 units. The low scenario has a NEV ownership of 9,560,100 units. The high scenario has the fastest growth rate, with NEV holdings being 14.867 million units, which is 155.51% of the low-growth scenario. The results show that the experimentally selected indicator accelerates the growth rate of NEV holdings when high growth rates are carried out. NEV ownership for the reference scenario is 11,880,300 units, which is between the low and high scenarios. The experimental indicator growth rate setting of this scenario is most in line with the current development status of the Beijing–Tianjin–Hebei region. Therefore, this scenario serves as the reference scenario for this study. Based on the above results, it can be found that the future demand for NEV in the Beijing–Tianjin–Hebei region is large, and the NEV industry will continue to maintain a high rate of development.
From the motor vehicle data of the Zhiyun Research Institute (
https://zhiyun.souche.com accessed on 28 April 2024), it can be seen that in 2023, the proportion of LDV, MDV, HDV, LDT, MDT, HDT, bus, and taxi in the NEV of the Beijing–Tianjin–Hebei region are 84.30%, 0.18%, 0.47%, 1.58%, 0.06%, 1.00%, 5.73%, and 6.68%, respectively. This study assumes that by 2035, NEV’s share of each model will grow linearly to reach the current values of the share of each model of motor vehicle. The shares of LDV, MDV, HDV, LDT, MDT, HDT, bus, and taxi are 86.66%, 0.16%, 0.26%, 6.72%, 0.18%, 2.74%, 1.60%, and 1.68%, respectively. Among them, LDV, LDT, MDT, and HDT increased by 2.36%, 5.14%, 0.12%, and 1.74%, respectively. While the share of other models decreased. This is because the electrification rate of trucks is low due to their heavy loads, long mileage, and high requirements for battery life and charging speed. The urban public transport system, however, is affected by energy-saving and carbon reduction policies and low transportation costs, leading to the current high electrification rate of bus and taxi. However, as NEV gradually replaces fuel cars and the development of all types of new energy vehicles gradually equalizes, the proportion of bus and taxi will decrease. In addition, in the future LDVs will remain the main vehicle owned in the Beijing–Tianjin–Hebei region and will be the key vehicle for the development of new electric vehicles.
4.4. Calculation of Greenhouse Gas Emissions
New energy vehicles (NEVs) depend on electricity during operation, resulting in emissions that mainly derive from power generation activities. Therefore, the clean energy percentage within the Beijing–Tianjin–Hebei region’s electricity composition directly determines NEV emission intensities. As outlined in China’s Energy and Power Development Planning Study 2030 and Outlook 2060, China aims to achieve a 52.5% clean energy share in power generation by 2030 and over 70% by 2060. Consequently, this study operates under the assumption that the Beijing–Tianjin–Hebei region’s generation-side energy composition will synchronize with China’s national power objectives moving forward. According to 2023 data from the National Bureau of Statistics, clean energy accounted for 18.8% of the region’s power generation. Using these targets to establish growth rates, we projected the future energy structure of the region’s power generation. The data are presented in
Table 9.
Within the context of China’s “carbon neutrality” and “peak carbon” initiatives, reducing transportation sector emissions has become a major focus area. To accomplish these dual carbon objectives, new energy vehicles (NEVs) are being actively promoted across China through multiple approaches. In this study, NEV ownership is predicted by the GRA-BiLSTM model. Then the CO
2 emission reduction of new energy vehicles in the Beijing–Tianjin–Hebei region under three scenarios from 2024 to 2035 was calculated by the new energy vehicle emission reduction model. The results are shown in
Figure 4.
Figure 4 shows the trend of CO
2 emission reduction and the trend of CO
2 emission reduction contribution share of each vehicle model under the three growth scenarios. CO
2 reductions from new energy vehicles steadily increase for all three scenarios from 2024 to 2035. From the results, it can be found that the faster the growth rate of NEV ownership, the faster the growth rate of CO
2 emission reduction.
Figure 4a shows that from 2024 to 2035, the CO
2 emission reduction of new energy vehicles in the Beijing Tianjin Hebei region increased from 7568.24 kt to 36,299.71 kt, an increase of 479.64%. Hebei has the highest proportion in the region due to its low base and large growth potential; Although Beijing and Tianjin started relatively high, their growth rates were relatively slow, and their cumulative emission reductions were lower than those in Hebei.
From
Figure 4b, it can be seen that from 2024 to 2035, the share of CO
2 emission reduction in Beijing, Hebei, and Tianjin changes from 36.76%, 41.61%, and 21.62% to 33.05%, 50.39%, and 16.55%, respectively, in the reference scenario. Hebei is the fastest growing of the three provinces. Due to Hebei Province having a larger geographical area, population base, and motor vehicle ownership, it will have the greatest demand for NEV in the future. Beijing and Tianjin have a high rate of motor vehicle electrification due to factors such as their developed economies, dense populations, and relatively well-developed infrastructures (e.g., NEV charging piles). At the same time, due to the size of the region and the size of the population, the prospects for the development of new energy vehicles are worse than in Hebei Province. Therefore, the potential for CO
2 reduction in the future is also lower than that of Hebei Province.
In
Figure 4c, the annual emission reduction of CO
2 increased from 7616.16 kt in 2024 to 49,315.74 kt in 2035, with a growth rate of 649.06%. In the high scenario, the growth rate of various regions is faster than that in the low scenario, among which Hebei has the fastest expansion of new energy vehicle ownership and a significant increase in the proportion of emission reduction contribution, becoming the core driving force for emission reduction growth in the high scenario.
As shown in
Figure 4d, it can be found that the biggest contribution to CO
2 reduction in the Beijing–Tianjin–Hebei region is LDV. Because LDV will always be the mainstream of the development of new energy vehicles. Next is HDT, but its contribution to emission reductions is small until 2028 but grows rapidly in the years afterward and will exceed the emission reduction contribution of Bus. The reason is that heavy trucks transport heavy cargo; long transportation distances and long transportation times lead to a high standard of their energy supply. However, the current battery capacity, range time, and charging speed are not enough to meet the truck’s working demand. Therefore, the electrification rate of trucks is low, and the contribution of CO
2 emission reduction is low. However, China is laying out the new energy vehicle power exchange industry, developing solid-state batteries with greater capacity density, and in the future, new energy heavy-duty trucks will develop rapidly. Therefore, the CO
2 emission reduction contribution will become larger rapidly in the future. In addition, the trend of carbon reduction in LDT and its causes are similar to HDT. The carbon reduction contribution of bus and taxi has remained relatively flat. This is due to the high electrification rate of public transport in cities as a result of China’s promotion of new energy vehicles and low-carbon travel. By the end of 2022, the proportion of new energy buses in Beijing reached 94.27%. The low share of HDV, MDT, and MDV ownership leads to a small contribution to carbon reduction.
In this study, emission reductions were calculated by predicting NEV retention and taking an equal amount of ICEV emissions minus NEV emissions. Carbon reduction efficiency can also be obtained by calculating the ratio of emission reductions to equivalent ICEV emissions. This indicator can clearly quantify the emission reduction effect of new energy vehicles. Refer to Equation (14) for the mathematical formulation.
Under the reference scenario, the calculation results of carbon emission reduction efficiency in the Beijing–Tianjin–Hebei region are shown in Exhibit 3. The calculations show that the efficiency of emission reduction increases overall from 2024 to 2035. Carbon reduction efficiency increased from 44.32% to 62.40%. The reason for this is that the share of clean energy on the generation side is gradually becoming larger. The emission reductions of new energy vehicles become lower during the use phase. This also indicates that the increase in the share of clean energy at the power generation end can directly affect the carbon emission reduction effect of new energy vehicles. Therefore, in the future study of the carbon emission reduction effect of new energy vehicles, it is a key factor to study the energy structure of the power generation side. In addition, the rapid development of the national economy has led to changes in people’s consumption ability and awareness. Consumers are willing to try new energy vehicles when choosing transportation, and with the government’s strong promotion of new energy vehicle supporting infrastructure construction, consumers’ concerns about the range of new energy vehicles have also been alleviated. All these factors have increased the development of NEV retention. The subsequent increase in carbon emissions reduction directly affects the development of the national economy.
4.5. Calculation of Emission Reduction Potential for Five Air Pollutants
Since new energy vehicles consume electrical energy during operation, air pollutant emissions are similar to carbon emissions and fall under the category of NEV emissions. This study calculates the relative air pollutant emissions of new energy vehicles compared to equivalent fuel vehicles.
As shown in
Figure 5, the annual emission reductions of CO, NO
X, and SO
2 from NEV in the Beijing–Tianjin–Hebei region under the reference scenario will grow from 33,682.5 t, 62,755.76 t, and 769.89 t to 163,108.18 t, 191,087.87 t, and 5668.85 t, respectively, from 2024 to 2035, and the cumulative emission reductions are even higher at 1038.63 kt, 1408.38 kt and 35.53 kt. The results indicated that the promotion of NEV in the Beijing–Tianjin–Hebei region can effectively reduce CO, NO
X, and SO
2 emissions. In addition, the ratio of CO, NO
X, and SO
2 emission reduction shares is similar to the ratio of carbon emission reduction shares in the three provinces. Because Hebei Province has the largest space for new energy vehicle development, it has the largest share of CO, NO
X, and SO
2 emission reductions, followed by Beijing and Tianjin.
Different models have different emission factors, so the contribution of CO, NO
X, and SO
2 reduction varies from model to model. From the calculations, it is clear that LDV has been the largest contributor to CO reduction. LDT and HDT are next in line, and with the growth of NEV ownership, the share of CO emission reduction contribution will reach 24.2% and 22.1%, respectively, by 2035. As shown in
Figure 5d,f, buses and HDT have been the main contributors to NO
X and SO
2 emission reductions. However, the share of NO
X and SO
2 emission reductions for buses has been decreasing, while the share of NO
X and SO
2 emission reductions for HDT has been increasing. This is due to the high degree of electrification of buses in the Beijing–Tianjin–Hebei region and the relatively stable number of electric buses. However, with the development of new energy vehicles, the share of bus emission reduction will gradually decrease. HDT, on the contrary, electric trucks are not yet able to meet the demand for work and have a low electrification rate. However, in the future, with the development of battery technology and the improvement of power exchange services, the number of new energy trucks will grow, and the contribution of emission reduction will also increase. However, not all new energy vehicle models can achieve emission reduction. For example, between 2024 and 2026, LDV and taxis will increase NO
X emissions due to the relatively low share of clean energy generation. In addition, increased levels of electrification of LDV and taxis will increase SO
2 emissions until fossil power generation disappears completely. However, on the whole, the promotion of new energy vehicles is able to achieve the effect of pollutant emission reduction.
Volatile organic compounds (VOCS) are important precursors for the formation of pollutants such as fine particulate matter (PM2.5). By controlling VOCS, the synergistic control of PM2.5 can be strengthened, which is important for realizing the synergistic effect of pollution reduction and carbon reduction and promoting the continuous improvement of ecological environment quality. In the Beijing–Tianjin–Hebei region, from 2024 to 2035, the annual emission reductions of PM2.5 and VOCS from new energy vehicles increase from 586.88 t and 3452.03 t to 1289.38 t and 17,144.43 t, respectively. The cumulative emission reductions amounted to 11,255.85 t and 109,550.68 t, respectively. This result shows that the promotion of new energy vehicles can effectively reduce PM2.5 and VOCS emissions.
The emission reduction effects of different vehicle models are analyzed. As shown in
Figure 6b, BUS has been the main contributor to PM2.5, and the contribution decreases from 93.5% to 73.6% from 2024 to 2035. The emission reduction effects of different vehicle models are analyzed. As shown in
Figure 6b, bus has been the main contributor to PM2.5, and the contribution decreases from 93.5% to 73.6% from 2024 to 2035. The reason remains the current high level of Bus electrification. As the electrification rate of HDV, HDT, and LDT models increases each year, the contribution of PM2.5 emission reduction grows. However, the share of PM2.5 emission reductions from these models remains small. As shown in
Figure 6d, LDV, LDT, HDT, taxi, and bus are the main contributors to VOC
S emission reductions. The contribution of LDV has been above 40%, LDT and HDT have been growing the fastest, and the contribution of taxi and bus emissions reductions has declined slightly.
From the above analysis, it can be learned that new energy vehicles in the Beijing–Tianjin–Hebei region can effectively reduce the consumption of fossil fuels in the transportation industry and reduce the emission of air pollutants in the transportation sector. However, new energy vehicles are not yet able to rapidly replace traditional fuel vehicles, and the development of new energy vehicles is still subject to some obstacles. It mainly includes three aspects: (1) Range: at present, the range of new energy vehicles sold in China is mainly between 400 and 550 km. In the Beijing–Tianjin–Hebei region, the temperature varies greatly throughout the year, and lithium-ion batteries are easily affected by the environment, resulting in a significant reduction in range. Secondly, the coverage of charging facilities in some areas of the Beijing–Tianjin–Hebei region is not perfect. Therefore, people are more willing to choose traditional fuel vehicles when buying a car. (2) Battery raw material supply: the production of power batteries requires a large amount of lithium, nickel, cobalt, and other metal materials. In China, the supply of these metal materials is insufficient and relies heavily on imports [
46,
47]. At the same time, the high price of these raw materials leads to a higher price of new energy vehicles compared to fuel vehicles. This will also affect the development of new energy vehicles. (3) Safety: Because of the lithium-ion battery, electric vehicles are more prone to spontaneous combustion than fuel vehicles. Safety has been questioned by consumers. All three of these are major factors that are currently holding back the development of new energy vehicles. These problems need to be gradually solved in the future to achieve the rapid development of new energy vehicles, and the carbon emissions and air pollutant emissions from the transportation sector will be minimized.
Figure 6a shows that PM2.5 emission reduction continues to rise, as the number of new energy vehicles increases and the scale of alternative fuel vehicles expands; The decrease in the contribution of buses to PM2.5 emission reduction in
Figure 6b is due to their high electrification rate, while the promotion of electrification in heavy-duty vehicles has increased their proportion; The increase in VOCs emission reduction in
Figure 6c is due to the expansion of the range of new energy vehicles replacing fuel vehicles; In
Figure 6d, light passenger vehicles have made outstanding contributions to VOCs emissions reduction, as they are mainstream models. The rapid growth of light and heavy trucks is attributed to technological progress, while the proportion of taxis and buses has slightly decreased due to the maturity of electrification.
This study predicted the number of new energy vehicles and their emission reduction potential in the Beijing–Tianjin–Hebei region using the GRA BiLSTM model, but there are still several limitations that need to be reflected upon. At the data level, it mainly relies on macro statistical data and lacks micro driving behavior data (such as actual charging frequency and seasonal travel patterns), which may lead to estimation bias; meanwhile, the particularity of the Beijing–Tianjin–Hebei region as a highly polluted area may limit the generalizability of the conclusions to other regions. Secondly, there is a risk of timeliness in technological assumptions, such as predicting the proportion of clean energy generation without considering the interference of extreme weather or technological breakthroughs. More importantly, research only focuses on emissions during the usage phase and does not cover the full lifecycle carbon footprint of battery production and recycling. The sensitivity analysis of policies is also insufficient, as scenarios such as subsidy refunds or delayed sales bans have not been simulated, and the issue of charging facility coverage has not been quantified in terms of its actual constraints on ownership.