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第五届新结构经济学专题研讨会(冬令营)圆满结束

2019年12月15-18日,北京大学新结构经济学研究院成功举办第五届新结构经济学专题研讨会(冬令营)。新结构经济学冬令营是一年一度的新结构经济学学术思想盛宴,旨在全面展示新结构经济学理论体系,最新学术研究、政策实践和数据库建设的成果,集结海内外的著名经济学家和优秀青年学者共同交流、拓展新结构经济学,深化新结构经济学研究。

第十届新结构经济学国际研讨会圆满举办

2023年12月18日至19日,第十届新结构经济学国际研讨会以线上线下相结合的方式在北京大学英杰交流中心圆满举办。本次研讨会由北京大学新结构经济学研究院主办,国内外学者围绕“贸易与知识扩散”、“宏观经济学”、“增长与发展”、“平等和包容性”四个专题进行了广泛深刻的交流讨论。

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林毅夫:百年未有之大变局加速演进下中国经济发展的前景和对世界的意义

4月21日,中国公共外交协会“临甲7号”沙龙活动现场,经济学家林毅夫以其一贯的理性与洞见,为全球经济迷雾中的中国航向注入了一剂强心针。面对“百年未有之大变局”的加速演进,林毅夫从历史纵深与未来图景的双重视角,系统阐述了中国经济的韧性、潜力与应对之道。

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地点:1F, Wanzhong Building, Langrun Garden, Peking University
演讲人:Shanjun Li

Electric vehicle (EV) battery costs have declined by more than 90% over the past decade. This study investigates the role of learning-by-doing (LBD) in driving this reduction and its interaction with two major government policies – consumer EV subsidies and local content requirements. Leveraging rich data on EV models and battery suppliers, we develop and estimate a structural model of the global EV industry that incorporates heterogeneous consumer choices and strategic pricing behaviors of EV producers and battery suppliers. The model allows us to recover battery costs for each EV model and quantify the extent of LBD in battery production. The learning rate is estimated to be 7.5% during our sample period after controlling for industry technological progress, economies of scale, input costs, and EV assembly experience. LBD magnifies the effectiveness of consumer EV subsidies and drives cross-country spillovers from these subsidies. Upstream battery suppliers capture only a minor share of LBD's economic benefits, and consumer EV subsidies correct for the under-provision of learning and improve social welfare. China's local content requirement helps domestic suppliers gain a competitive advantage at the cost of consumers and foreign suppliers but would have harmed domestic welfare if delayed by five years.

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