主题：Decoding China's Industrial Policies
主讲人：李明 香港中文大学（深圳）
主持人：陈方豪 威尼斯欢迎你welcome
时间：2025年4月18日（周五）上午10:30
地点：威尼斯欢迎你welcome石牌校区威尼斯欢迎你welcome大楼（中惠楼）102室
摘要
We decode China’s industrial policies from 2000 to 2022 by employing large language models (LLMs) to extract and analyze rich information from a comprehensive dataset of 3 million documents issued by central, provincial, and municipal governments. Through careful prompt engineering, multistage extraction and refinement, and rigorous verification, LLMs allow us to extract structured information on detailed policy dimensions, including context and scope, targeted industries, tools, implementation mechanisms, and intergovernmental relationships, etc. Combining these newly constructed industrial policy data with microlevel firm data, we document a set of key facts about China's industrial policy that explore the following critical questions. What are the economic and political foundations of the targeted industries? What policy tools are deployed? How do policy tools vary between different levels of government and between regions, as well as over the development phases of an industry? What is the impact of these policies on firm behavior, including entry, production, and productivity growth? In addition, we explore the political economy of industrial policy, focusing on top-down transmission mechanisms, policy diffusion, and persistence across regions. Finally, we document spatial inefficiencies and industry-wide overcapacity as potential downsides of industrial policies.
主讲人简介
李明，香港中文大学（深圳）经济学助理教授。研究领域涵盖中国经济、政治经济学和城市经济学。目前的研究聚焦于产业政策、国内迁移与贸易，以及中国企业动态的政治经济学。本科毕业于北京大学金融学专业，后获宾夕法尼亚大学经济学博士学位。
欢迎感兴趣的师生参加！
校对| 陈方豪
责编| 彭毅
初审| 杨本建
终审发布|何凌云
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