Hong Kong Institute for Monetary and Financial Research

香港貨幣及金融研究中心


27 October 2023, Friday

2023年10月27日, 星期五


Venue: Auditorium, 56/F, HKMA, Two International Finance Centre, Central, Hong Kong

地點: 香港中環國際金融中心二期56樓香港金融管理局會議室


Programme 會議議程



10:00 – 11:00 Opening Remarks 開幕詞
Enoch FUNG, Chief Executive Officer, Hong Kong Academy of Finance and Executive Director, Hong Kong Institute for Monetary and Financial Research
馮殷諾, 金融學院行政總裁, 香港貨幣及金融研究中心執行主任

Welcoming Remarks 歡迎詞
Eddie YUE, Chief Executive, Hong Kong Monetary Authority
余偉文, 香港金融管理局總裁

Keynote Speech 主旨演講

Economic Outlook of China [Sildes]
中國經濟展望
Yiping HUANG, Sinar Mas Chair Professor of Finance and Economics and Deputy Dean of the National School of Development, Peking University
黃益平, 北京大學國家發展研究院金光金融學與經濟學講席教授、副院長
11:00 – 11:15 Coffee Break 茶歇
11:15 – 12:45 Panel Discussion 專家討論
Recent Developments and Outlook of the Chinese Economy
中國經濟的最新發展及未來走勢

Moderator: Hongyi CHEN, Senior Adviser, HKIMR
主持人: 陳紅一, 香港貨幣及金融研究中心高級顧問

  • Impact of Supply Chain Adjustment, Outlook of China’s FDI and Export Markets
    全球供應鏈調整對中國經濟的影響, 中國的外商直接投資及出口市場的未來走勢
    Andrew TILTON, Chief Asia-Pacific Economist and Head of EM Economic Research, Goldman Sachs
    Andrew TILTON, 高盛亞太區首席經濟學家及全球新興市場經濟研究主管

  • China’s Japanification Risk
    中國經濟陷入1990年代日本式衰退的風險
    Haibin ZHU, Chief China Economist, JPMorgan Chase Bank
    朱海斌, 摩根大通中國首席經濟學家

  • China’s Debt Resolution [Slides]
    中國的債務化解
    Helen QIAO, Chief Greater China Economist, Head of Asia Economics Research, Bank of America
    喬虹, 美國銀行大中華首席經濟學家及亞洲經濟研究主管

  • China’s Potential Growth [Slides]
    中國經濟的潛在增長率
    Louis KUIJS, Chief Asia Economist, S&P Global Ratings
    Louis KUIJS, 標準普爾亞太區首席經濟學家

  • Spillovers from China’s Reopening [Slides]
    疫情後中國經濟恢復的外溢效應
    Dora XIA, Senior Economist, Bank for International Settlements
    夏凡, 國際結算銀行高級經濟學家
12:45 – 14:00 Conference Lunch (By invitation)
午餐 (僅限受邀者)
14:00 – 15:20 Total Factor Productivity Development in the Chinese Economy
中國經濟全要素生產率的發展

Chair: James YETMAN, Principal Economist, Bank for International Settlements
主持人: James YETMAN, 國際結算銀行資深經濟學家

“Where Has All the Dynamism Gone? Productivity Growth in China’s Manufacturing Sector, 1998-2013”
“經濟活力去了哪裏? 中國製造業的生產率增長, 1998-2013” [Paper] [Slides]
Yifan ZHANG, Professor of Economics, The Chinese University of Hong Kong
張軼凡, 香港中文大學經濟學教授
Loren BRANDT, Professor of Economics, University of Toronto
Johannes Van BIESEBROECK, Professor of Economics, KU Leuven and CEPR
Luhang WANG, Associate Professor of Economics, Xiamen University

“China’s Productivity Challenge”
“中國經濟全要素生產率面臨的挑戰”
Xiaodong ZHU , Professor of Economics, University of Hong Kong
朱曉冬, 香港大學經濟學教授

Q&A問答環節
15:20 – 15:35 Coffee Break 茶歇
15:35 – 16:55 Industrial Policy in China
中國的產業政策

Chair: Guonan MA, Senior Fellow, Asia Society Policy Institute
主持人: 馬國南, 亞洲協會政策研究所高級研究員

“China’s Industrial Revolution: A New Perspective” [Slides]
“中國的產業革命: 一個新的視角”
Yi WEN, Professor in Economics, Shanghai Jiao Tong University
文一, 上海交通大學經濟學教授

“The Railway on the Silk Road: The Effect of China-Europe Railway Express on Manufacturing Geography” [Slides]
“新絲綢之路: 中歐班列對製造業分佈的影響”

Shuanghe SHANG , PhD Candidate, National School of Development, Peking University
尚雙鶴, 北京大學國家發展研究院博士生
Min WANG, Associate Professor, National School of Development, Peking University

Q&A問答環節
16:55 – 17:10 Coffee Break 茶歇
17:10 – 18:30 Green Finance in China
中國的綠色金融發展

Chair: Giorgio VALENTE, Head, HKIMR
主持人: 衛頌飴, 香港貨幣及金融研究中心主管

“The Scale Effect and China’s Green Transition” [Slides]
“規模經濟和中國綠色轉型”
Yang ZHAO, Managing Director, CICC Global Institute
趙揚, 中金研究院董事總經理

“Strengthen Hong Kong as an International Finance Centre through Close Cooperation in Green Finance in the Greater Bay Area”
“緊密依托大灣區綠色金融合作, 鞏固提升香港國際金融中心地位”

Yao LEI, Deputy Director-General, Research Institute, the People’s Bank of China
雷曜, 中國人民銀行金融研究所副所長
Haodong FU, Associate Research Fellow, Research Institute, the People’s Bank of China
付昊東, 中國人民銀行金融研究所助理研究員

Q&A問答環節
18:30 Conference dinner (By invitation)
晚宴 (僅限受邀者)