讲座人：李芳华，中国人民大学

讲座时间：2026年11月11日上午10:30-12:00

讲座地点：北京大学国家发展研究院承泽园校区344教室

讲座题目：A Big Push from Big Firms? Evidence from China's Targeted Assistance Program

内容简介：What can jump-start industrialization in places with thin markets? East Asia’s industrial history suggests that large firms can coordinate investment along supply chains and within their own industries. We exploit the 2017 strengthening of China’s targeted assistance program, which quasi-randomly pairs centrally administered state-owned enterprises (SOEs) with designated poor counties. The reform increased subsidiary openings by assigned SOEs in their partner counties, generating industry-specific shocks to local entry. In a fuzzy difference-in-differences design (fuzzy DID) that exploits pre-existing firm–county assignments, we estimate how reform-induced subsidiary entry affects outcomes across local industries. Large-firm entry expands downstream industries, with accompanying gains in real economic activity and innovation. Within the entrant's own industry, entry by other firms rises where the industry initially had little local presence and falls where it was already well established. Together, these findings show that large-firm entry can jump-start local industries where markets are thin, consistent with a coordination role for large firms.

主讲人简介：李芳华，中国人民大学应用经济学院副教授。毕业于美国加州大学洛杉矶分校（UCLA）并获经济学博士学位，曾任澳大利亚新南威尔士大学（UNSW）经济学院助理教授，并在法国巴黎政治学院（Sciences Po）担任访问学者。主要研究方向为发展经济学，重点关注制度安排与公共投资如何改变资本、劳动力和知识的空间配置，进而影响地方产业发展和家庭的经济机会。相关成果发表在《中国社会科学》《经济研究》《Journal of Econometrics》《Journal of Economic Geography》等国内外权威期刊。

组织者：

（国家发展研究院 ）李力行、席天扬、王轩、徐化愚、刘诗尧、黄清扬

（经济学院）刘冲、吴群峰、曹光宇、年永威、施新政

（光华管理学院）张晓波、仇心诚