題目：地方保護主義、市場結構和社會福利：基于中國汽車市場的實證分析
主講人：李善軍 教授 (康奈爾大學達森應用經濟與偉德國際1946bv官網)
時間：2016年10月19日（周三）上午9:30—11:00
地點：主樓六層
主講人簡介：
李善軍目前擔任康奈爾大學達森應用經濟與偉德國際1946bv官網終身職副教授 (http://li.dyson.cornell.edu)，康奈爾大學中國經濟研究所主任 (http://china.dyson.cornell.edu)。李善軍教授本科畢業于南開大學國際經濟系，2007年在美國杜克大學取得經濟學博士學位。他的研究領域包括環境與能源經濟學，產業組織，和應用計量經濟學。李善軍教授于2009至2011年在環境與能源經濟學的國際頂級智庫－未來資源研究所－擔任研究員。李善軍教授目前擔任環境與資源經濟學會的會刊Journal of the Association of Environmental and Resource Economists的共同主編（co-editor）， 國際期刊Resource and Energy Economics的副主編（associate editor）。另外，他還是Journal of Environmental Economics and Management的編委會成員（member of the editorial board）。
內容摘要：
While China has made great strides in transforming its centrally-planned economy to a market-oriented economy, there still exist widespread interregional trade barriers, such as policies and practices that protect local firms against competition from non-local firms. This study documents the presence of local protectionism and quantifies its impacts on market competition and social welfare in the context of China’s automobile market, the largest automobile market in the world. Using the census of vehicle registration records, we show that joint ventures (JVs) and especially state-owned enterprises (SOEs) command much higher market shares in their headquarter province than at the national level. Results from a spatial regression discontinuity analysis at provincial borders and falsification tests suggest that this pattern is not driven by differences in consumer preference or dealer network and point to local protectionism such as subsidies of local brands as the leading contributing factor. We then set up and estimate a market equilibrium model to quantify the impact of local protectionism, controlling for other demand and supply factors. The counterfactual simulations show that local protectionism leads to significant consumer welfare loss arising from choice distortions while benefits JVs and SOEs. In the long run, local protectionism could have important impacts on market structure such as firm entry and exit as well as resource allocation across regions.
（承辦：能源與環境政策研究中心，科研與學術交流中心）
