主讲人Speaker: 占超群   助理教授   香港浸会大学

时间Date & Time: 2026年5月18日（周一），14:00--15:30

地点Venue:粤海校区汇星楼565会议室

内容简介/ Abstract:

This paper proposes a new mechanism through which trade liberalization affects the labor share. We show theoretically that reductions in input tariffs induce substitution of primary inputs for intermediate inputs, changing the cost share of intermediate inputs and hence the labor share in the presence of markups. We empirically test this new mechanism by utilizing tariff reductions around China's WTO accession. Reductions in input tariffs significantly increase firm labor share. Changes in the cost share of intermediate inputs account for around a half of this effect. Estimates of the elasticity of substitution between primary and intermediate inputs are consistent with changes in the cost share. Global country-industry evidence from 43 countries confirms the finding. These results suggest that the intermediate input substitution mechanism is present and quantitatively important. As intermediate trade accounts for the majority of global trade, our study points to a previously ignored but important aspect of the impact of international trade on the labor share.

主讲人介绍/Biography of the speaker：

占超群，经济学博士，香港浸会大学会计、经济及金融系助理教授，研究方向为全球价值链、跨国企业和中国经济，论文发表于Journal of International Economics, Journal of Development Economics, Journal of Comparative Economics, Economic Development and Cultural Change, Journal of Economic Behavior and Organization,《经济学(季刊》等国内外权威学术期刊，并获得安子介国际贸易研究奖，以及第二届青木昌彦经济学论文奖提名奖，主持香港研究资助局优配研究金一项，国家自然科学基金青年项目一项，博士后科学基金面上项目和特别资助各一项，曾获2018年度博士后国际交流计划引进项目引进人才。