講座主題：Production Leakage: Evidence from Uncoordinated Environmental Policies

主講嘉賓：盧冰，北京師范大學統(tǒng)計學院副教授

時 間：2025年4月17日（周四）14:00-15:30

地 點：中央財經(jīng)大學沙河校區(qū)學院樓13號樓325

主持人：鐘騰龍副教授 國際貿(mào)易系主任

點評人：蔣海威副教授、胡增璽助理教授

主 辦：中央財經(jīng)大學國際經(jīng)濟與貿(mào)易學院

致 謝：本講座獲得2025年中央財經(jīng)大學專題學術(shù)講座資助計劃支持

講座內(nèi)容：

This paper documents that international trade can cause uneven distribution of production opportunities to countries in face of uncoordinated environmental policies. Specifically, we use exogenous introductions of national carbon policy to study how local firms react to such shocks, especially when they make sourcing decisions on carbon inputs. Results show that regulatory carbon taxes lead domestic firms to import more carbon products, such as cement, iron and steel, from foreign producers. Micro evidence further shows that firms will increase their trade shares to foreign suppliers located in pollution haven. Exploiting global supply chain information, we further find that domestic regulatory carbon taxes do benefit foreign carbon suppliers, helping them to, for example, increase fixed investment, expand production scales and improve financial performance. These findings highlight the importance to take into account international trade when forming environmental policies in order to fulfill the growth, welfare and emission reduction goals of such policies.

嘉賓簡介：

盧冰，北京師范大學統(tǒng)計學院金融統(tǒng)計系副教授。2021年于清華大學五道口金融學院獲經(jīng)濟學博士學位。2019-2020年曾在哥倫比亞大學商學院交流訪問。研究方向為國際貿(mào)易、國際金融、中國經(jīng)濟等。在Journal of Public Economics, Journal of International Money and Finance等高水平國際期刊以及《經(jīng)濟學》（季刊）、《世界經(jīng)濟》、《金融研究》、《中國工業(yè)經(jīng)濟》等中文核心期刊發(fā)表學術(shù)論文近二十篇。主持國家自然科學基金青年項目、中國博士后科學基金面上項目等課題。