理悦CEMA•知与行系列研讨会2025年第八讲将于5月22日（周四）11：30-13：00在学术会堂712会议室举行，由北京大学朱礼军老师报告“通过换赛道实现技术蛙跳：中国转移到电动车里的直接技术进步”，欢迎感兴趣的师生参加。

【题目】：Leapfrogging by Switching Lanes: Directed Technical Change in China’s Transition to Electric Vehicles

【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 in both EV R&D grants and EV purchase subsidies. We then develop a two-country-two-technology 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 considerations, incentivizes both government and private producers in Home to switch lanes to EVs to leapfrog. Optimal policies feature front-loaded EV R&D subsidies and hump-shaped EV purchase subsidies. The 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.

【报告人简介】：朱礼军，北京大学新结构经济学研究院助理教授，2018年毕业于圣路易斯华盛顿大学，获经济学博士学位，此前于2009和2012年分别获清华大学经济学本科与硕士学位。研究方向包括宏观经济学、经济增长与发展、中国经济。学术成果发表于Journal of Monetary Economics, International Economic Review，Explorations in Economic History,《经济学（季刊）》等国内外一流经济学期刊。主持国家自然科学基金面上项目1项，参与自科专项项目1项。

【时间】：2025年5月22日（周四）11:30-13:00

【地点】：中央财经大学学院南路校区学术会堂712会议室

中国经济与管理研究院

2025年5月19日