主讲人：李明（香港中文大学（深圳））

题目：High-Speed Rail and China's Electric Vehicle Adoption Miracle

主持人：邢剑炜（北京大学国家发展研究院）

时间：2025年4月11日（周五）上午10:30-12:00

地点：承泽园131教室

摘要：

Using China's expansion of the high-speed rail system (HSR) as a quasi-natural experiment, we analyze the comprehensive vehicle registration data from 2010 to 2023 to estimate the causal impact of HSR connectivity on the adoption of electric vehicles (EVs). Implementing several identification strategies, including staggered difference-in-differences (DID), Callaway and Sant'Anna (CS) DID, and two instrumental-variable approaches, we consistently find that, by alleviating range anxiety, the expansion of HSR can account for up to one third of the increase in EV market share and EV sales in China during our sample period, with effects particularly pronounced in cities served by faster HSR lines. The results remain robust when controlling for local industrial policies, charging infrastructure growth, supply-side factors, and economic development. We also find that HSR connectivity amplifies the effectiveness of charging infrastructure and consumer purchase subsidies in promoting EV adoption.

主讲人介绍：

Ming Li is an Assistant Professor of Economics at the Chinese University of Hong Kong, Shenzhen. Her research interests cover topics of the Chinese economy, political economy, and urban economics. Her current research focuses on industrial policy, internal migration and trade, and the political economy of firm dynamics in China. She received the Bachelor’s degree in Finance from Peking University and Ph.D. in Economics from the University of Pennsylvania.