导言
RIETI 的“中美对立的微观数据分析”研究课题和科研费资助的“全球供应链与日本的国际竞争力以及经济安全保障”项目利用来自企业、海关等的各种微观数据，开展地缘政治风险的影响和企业行为、产业政策与补贴以及国际贸易、全球供应链和生产率等分析。本次工作研讨会旨在报告和讨论这些研究成果，并探讨其政策含义。
会议概要
- 时间：2025年10月30日（星期四）10:00-16:30
- 举办方式：线下（RIETI 1121会议室）
- 主办：独立行政法人经济产业研究所 (RIETI)、科学研究费助成事业基础研究（A）25H00545
- 使用语言：英语
会议日程
10:05-10:10 Opening remarks
Yasuyuki Todo (RIETI / Waseda University)
10:10-12:10 Session 1: Firm Productivity and International Trade
Chair:
Yasuyuki Todo (RIETI / Waseda University)
10:10-10:50 “Where Has All the Dynamism Gone? Productivity Growth in China's Manufacturing Sector, 1998-2013”
Yifan Zhang (Chinese University of Hong Kong)
10:50-11:30 “Impact of Border Rejection Experience on Export Performance: Firm-level Evidence from China”
Tomohiko Inui (RIETI / Gakushuin University)
11:30-12:10 “Offshoring Bias in Productivity Estimates: Evidence from Japanese Customs Data”
Takafumi Kawakubo (RIETI / Osaka University)
12:10-13:30 Lunch break
13:30-15:30 Session 2: Production Network and International Trade
Chair:
Tomohiko Inui (RIETI / Gakushuin University)
13:30-14:10 “Disruption Risk Evaluation on a Large-scale Production Network with Establishments and Products”
Yasuyuki Todo (RIETI / Waseda University)
14:10-14:50 “Identifying Knowledge Spillovers using Innovation Networks”
Lex (Laixun) Zhao (Kobe University)
14:50-15:30 “Technology Spillover in Production Networks, and Optimal Trade Policy: Application to Trump 2.0”
Hanwei Huang (City University of Hong Kong)
15:30-15:50 Coffee break
15:50-17:10 Session 3: Trade War and Geopolitical Risks
Chair:
Hongyong Zhang (RIETI)
15:50-16:30 “Incomplete Tariff Pass-through at the Firm-level: Evidence from U.S.-China Trade Dispute”
Chengyuan He (Xiamen University)
16:30-17:10 “Geopolitical Risk and Supply Chain Reallocation: Firm-level Evidence”
Hongyong Zhang (RIETI)
17:10-17:15 Closing remarks
Tomohiko Inui (RIETI / Gakushuin University)
会议报告
本次研讨会邀请了来自日本及海外的国际贸易和直接投资等国际经济学领域的前沿研究人员，报告最新研究成果。会上，作为RIETI“中美对立的微观数据分析”研究课题和科研费资助的“全球供应链与日本的国际竞争力以及经济安全保障”项目的研究成果发表了两篇论文，与会者就报告的研究成果进行了自由讨论。