讲座题目：Tapping into Excess Capacity: Chinese Machinery Export and African Industrialization （化解产能过剩：中国的机械出口与非洲的工业化）

主讲人：林娅棠 香港科技大学

讲座时间：2024年12月26日14:00

讲座地点：学院440

讲座内容摘要：

The recent decades have witnessed a remarkable surge in machinery imports from China to African economies. Our study aims to examine the causes and local implications of these imports. Notably, we find that China's efforts to decommission excess capacity have been a major driving force behind this trend. City industries that face urgent capacity elimination requirements are more inclined to export machinery equipment to emerging markets. By using instrumental variables based on China's annual lists of eliminated capacity, we discover mixed effects of machinery imports on African economies. While they contribute to increased output and value-added in recipient industries that use these machines for production, the impact on employment and sectoral linkages is limited. Treated regions experience a shift in employment from agriculture to services and high-skilled sectors.

最近几十年非洲国家从中国进口了大量机械设备。本文探讨非洲大量进口中国机械设备的原因以及对进口国的影响。研究发现中国的产能过剩是促进机械出口非洲的主要原因，消化过剩产能压力大的城市-行业更有可能向新兴经济体出口机械。利用工具变量法，发现机械进口对非洲的影响有多重。大量机械进口增加了进口国的产出与增加值，但对就业和产业关联的影响有限；此外，使用进口机械多的区域的就业出现了从农业向服务业和高技能部门的转换。

主讲人学术简介：

林娅棠，2017年获伦敦经济学院经济学博士学位，现为香港科技大学经济系助理教授。研究领域为城市经济学、环境经济学、交通经济学。研究发表在American Economic Journal: Economic Policy、Journal of Urban Economics、Review of Finance、Journal of Comparative Economics、Production and Operation Management、Nature Climate Change等国际期刊上。