In order to explain the development prospects and expected benefits of graphene battery material electric vehicles, we introduce electrical energy consumption and graphene battery material preference under the background of carbon trading and dual credit policy and use the Stackelberg game model to solve the optimal decision‐making of the supply chain nodes under different production conditions and then study the social welfare accordingly. The results show that the dual credit policy and carbon trading policy can effectively regulate the production activities of enterprises. Graphene material has a large impact on the market, but its performance is not impressive. The trend of social welfare suggests that graphene materials have great potential.