题    目：Tapping into Excess Capacity: Chinese Machinery Export and African Industrialization

嘉    宾：林娅棠 助理教授 香港科技大学

主持人：郭士祺 副教授 上海交通大学安泰经济与管理学院

时    间：2025年 12月10日（周三）14:00-15:30

地    点:  上海交通大学徐汇校区安泰经济与管理学院B207

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 domestic decommissioning policies have played a significant role. City industries that face urgent capacity elimination requirements 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, the impact on employment and sectoral linkages is limited. Treated regions experience a shift in employment from agriculture to other sectors, primarily services. Meanwhile, these regions also experience a rise in pollution levels. This serves as a cautionary tale for the role of massive machinery transfer in African industrialization, underscoring the need to pay attention to job creation and sustainable development

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