讲座主题：Production Leakage: Evidence from Uncoordinated Environmental Policies

主讲嘉宾：卢冰，北京师范大学统计学院副教授

时 间：2025年4月17日（周四）14:00-15:30

地 点：中央财经大学沙河校区学院楼13号楼325

主持人：钟腾龙副教授 国际贸易系主任

点评人：蒋海威副教授、胡增玺助理教授

主 办：中央财经大学国际经济与贸易学院

致 谢：本讲座获得2025年中央财经大学专题学术讲座资助计划支持

讲座内容：

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.

嘉宾简介：

卢冰，北京师范大学统计学院金融统计系副教授。2021年于清华大学五道口金融学院获经济学博士学位。2019-2020年曾在哥伦比亚大学商学院交流访问。研究方向为国际贸易、国际金融、中国经济等。在Journal of Public Economics, Journal of International Money and Finance等高水平国际期刊以及《经济学》（季刊）、《世界经济》、《金融研究》、《中国工业经济》等中文核心期刊发表学术论文近二十篇。主持国家自然科学基金青年项目、中国博士后科学基金面上项目等课题。