学术预告 | 国金学术研讨会第319期
主讲人： 林娅棠 副教授
主讲题目：Tapping into Excess Capacity: Chinese Machinery Export and African Industrialization
利用过剩产能：中国机械出口与非洲工业化
时 间：2026年5月15日（周五）上午10:00
地 点：中山大学珠海校区海琴6号楼础426
主持人: 李腾 教授
主讲人介绍
林娅棠，香港科技大学经济系及公共政策系副教授。2017年毕业于英国伦敦政治经济学院，获得经济学博士学位。研究方向包括城市和区域经济学、环境经济学、发展经济学。研究成果发表在American Economic Journal: Economic Policy, Journal of Public Economics, Journal of Urban Economics, MIS Quarterly, Nature Climate Change 等期刊。
讲座内容
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 imposed by the government are more inclined to export machinery equipment to emerging markets, particularly African countries with weaker environmental regulations and abundant resources. 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 in the short run, the impact on employment and sectoral linkages is limited. Treated regions experience a shift in employment from agriculture to high-skilled sectors. Meanwhile, these areas experienced increased pollution levels and nighttime illumination.