北大经济史学名家系列讲座
第227讲
中国半农半牧区的农牧中介地位研究
主讲人：樊志民（西北农林科技大学教授）
时间：2025年5月9日（周五）10：10-12：00
地点：北京大学经济学院305会议室
主持人：周建波（北京大学经济学院经济史学系主任、教授)
评论人：
卢勇（南京农业大学人文与社会发展学院院长、教授）
李军（中国农业大学经济管理学院副院长、教授）
主讲人简介：
樊志民，西北农林科技大学人文学院二级教授，博士生导师。中国农业历史文化研究中心主任，中国农业历史博物馆馆长、农业部传统农业遗产重点实验室主任。兼任农业部全球重要农业文化遗产专家委员会委员、教育部高等学校教学指导委员会委员、中央电视台开讲嘉宾。学术研究以西北与秦汉农业史见长，在中华农业文明、农业开发与环境史、中外交流史方面皆有深入研究。先后发表学术论文百余篇，出版《秦农业历史研究》、《问稼轩农史文集》等。主编《中国农业通史·战国秦汉卷》、《图文版中国农业通史》等。
主办单位：
北京大学经济学院经济史学系
北京大学社会经济史研究所
北京大学外国经济学说研究中心
北大经院工作坊第1088场
Defensive Hiring and Creative Destruction
数字经济工作坊
主讲人：喻洋（上海交通大学安泰管理学院经济学副教授）
主持人：（北大经院）李博
时间：2025年5月9日（周五） 10:00-11:30
地点：北京大学经济学院606会议室
主讲人简介：
Yang Yu is an Associate Professor of Economics at Antai College of Economics and Management, Shanghai Jiao Tong University. He holds a PhD in Economics from Duke University and has previously taught at Shanghai University of Finance and Economics. His research areas include macroeconomics and finance. His work has been published in international journals such as the Review of Economic Studies, Journal of Monetary Economics, Management Science, and Journal of Financial and Quantitative Analysis.
摘要：
Defensive hiring of researchers by incumbent firms with monopsony power reduces creative destruction. This mechanism helps explain the simultaneous rise in R&D spending and decline in TFP growth in the US economy over recent decades. We develop a simple model highlighting the critical role of the inelastic supply of research labor in enabling this effect. Empirical evidence confirms that the research labor supply in the US is indeed inelastic and supports other model predictions: incumbent R&D spending is negatively correlated with creative destruction and sectoral TFP growth while extending incumbents' lifespan. All these effects are amplified when ideas are harder to find. An extended version of the model quantifies these mechanisms' implications for productivity, innovation, and policy.
北大经院工作坊第1089场
External Signals, Strategic Adaptation and Competitive Dynamics
生态、环境与气候变化经济学工作坊
主讲人：郭伯威（中国人民大学应用经济学院副教授）
主持人：
（北大国发院）邢剑炜
（北大经院）季曦
时间：2025年5月9日（周五）10:30-12:00
地点： 北京大学国家发展研究院承泽园131教室
主讲人简介：
Bowei Guo is an associate professor at the School of Applied Economics at Renmin University of China, and an associate researcher at the Energy Policy Research Group at University of Cambridge. He received my PhD from the Faculty of Economics at University of Cambridge. His research fields include Energy and Environmental Economics, and Applied Econometrics. He is currently working on topics related to carbon pricing, consumer behaviours in electricity markets, consumer's willingness to pay for environmental goods, market design, market efficiency and market power in Chinese electricity markets, and economic and energy restructuring towards carbon neutrality. His previous research has been published in a number of leading energy and environmental economics journals in English, and leading economics journals in Chinese, and has been covered in major news outlets in China.
摘要：
This paper investigates how external market signals--such as market concentration and spot market prices--drive firms' strategic adaptation and reshape competitive dynamics in electricity markets. Drawing on data from the Guangdong electricity market in China, we deploy an empirically tractable firm-level pricing model to assess whether observed firm behavior aligns with Cournot competition or tacit collusion. Our analysis reveals that the market exhibits two distinct competitive states--Cournot and collusive--and dynamically transitions between them. Next, we employ a Markov-switching model with time-varying transition probabilities to identify the key factors influencing these transitions. The results demonstrate that changes in market concentration and spot market prices have directional effects on state shifts. Furthermore, we introduce an infinitely repeated game-theoretic model to elucidate the underlying mechanisms driving these adaptations, showing that despite the complexity of the emerging market, the observed transitions conform to Nash equilibrium. Our study provides deeper insights into the causal relationships that govern market dynamics and offers valuable guidance for policymakers in designing effective regulatory frameworks in evolving electricity markets.
供稿：科研与博士后办公室
美编：初夏
责编：度量、雨禾、雨田
