讲座题目：Leapfrogging by switching lanes: China’s electric vehicles development

主讲人：王勇教授（北京大学）

时间：2025年11月7日10:00-11:30

地点：黑料网 创新港涵英楼经济金融研究院8121报告厅

报告人简介：

王勇，北京大学新结构经济学研究院副院长、博士生导师，入选国家级青年学者、北大博雅青年学者。曾任职于香港科技大学经济系与世界银行。芝加哥大学经济系博士，北京大学国家发展研究院硕士，复旦大学世界经济系学士。主要研究兴趣为经济增长、产业升级、宏观发展、中国与印度经济、新结构经济学。论文发表于Journal of Development Economics, Journal of Monetary Economics，Research Policy等国际学术期刊以及《中国社会科学》《管理世界》《经济学（季刊）》《世界经济》《中国工业经济》等国内高水平期刊。Economic Modelling (SSCI)副主编，Latin American Journal of Central Banking副主编，VoxChina编辑部成员，China Economic Review，China Agricultural Economic Review，Structural Change and Economic Dynamics,《经济学（季刊）》等期刊特邀编辑。担任世界银行、亚洲开发银行与美国联邦储备银行等机构的顾问，新结构经济学研究联盟秘书长，中华外国经济学说研究会发展经济学分会副会长，哈尔滨工业大学（深圳）特聘教授、辽宁大学客座教授。著有《新结构经济学思与辩》《新结构经济学新在何处》《产业政策：总结、反思与展望》《新结构经济学研习方法》《论中国经济的发展》等。荣获2020年教育部第八届高校科学研究优秀成果一等奖，2018年首届张培刚发展经济学青年学者奖。

摘要：

The past two decades have witnessed remarkable progress in China's electric vehicles (EVs). This paper first documents the dynamic evolution in China's EV industrial policies. We then develop a two-country-two-technology dynamic industry equilibrium model with directed and step-by-step innovation to formally theorize the impact of polices in a global context. In the model, the initial technology gap in EVs is much smaller than the counterpart in gasoline vehicles (GVs) between Home (China) and Foreign, which, together with environmental consideration, incentivizes both government and private producers in Home to switch lanes to EVs and leapfrog. Optimal policies feature front-loaded EV R&D subsidies and hump-shaped EV purchase subsidies. Purchase subsidy rate is initially low as it would accrue profits to foreign producers when domestic EV technology lags behind, and eventually phases out when the EV relative price is sufficiently low. We further examine the interaction between subsidies and trade policies.