近日，金沙官网袁松研究员的合作论文在线发表于发展经济学顶级期刊Journal of Development Economics（JDE），论文合作者是渥太华大学副教授Jason Garred。

论文标题：Relocation from China (with Chinese characteristics)

摘要：Rising global political tensions and increasing use of trade policies are popularly seen as potential threats to globalization. Will these factors lead to the ‘decoupling’ of affected economies, or reshape relations between trade partners in more complex ways? We consider this question by studying the recent evolution of the economic relationship between China and the US, in the context of a sharp fall in direct China-US trade. Using firm-level and product-level data, we show that Chinese manufacturing investment and Chinese-produced parts have increasingly flowed to third-country ‘winners’ who have simultaneously increased their US market share. This suggests that Chinese economic actors have continued to participate in reorganized China-US supply chains. We present evidence that our findings capture expanding indirect relationships linking China and the US rather than broader economic trends within the ‘winners’ themselves.

关键词：China; Trade FDI; Global supply chains; Relocation Decoupling

作者简介：袁松，9999js金沙老品牌百人计划研究员，华威大学经济学博士，之前分别于博洛尼亚大学和复旦大学取得硕士和学士学位。主要研究领域为发展经济学、公共经济学、经济史，目前关注中国对外投资和基建、地方政府行为等问题。研究成果发表或接收于Journal of Development Economics, Journal of Economic History, Journal of Comparative Economics等知名期刊。

论文链接：https://doi.org/10.1016/j.jdeveco.2025.103510