讲座主题：Eyes Off the Smoke: Strategic Interdependency under Imperfect Monitoring

主讲嘉宾：刘梦迪 对外经济贸易大学国际经济贸易学院教授

讲座时间：2026年5月21日周四14:00

讲座地点：中央财经大学沙河校区11号楼308会议室

嘉宾简介：刘梦迪，对外经济贸易大学国际经济贸易学院教授，博士生导师。长期从事环境治理与公共政策相关的研究。主持国家自然科学基金优秀青年基金（2024）等3项国家自然科学基金项目。研究成果发表于AER、PNAS、AJPS、JPubE、JDE、JPAM、JEEM等高水平国际学术期刊。研究成果获得中国管理科学学会管理科学奖学术奖一等奖、美国政治科学协会（APSA）EvanRingquist最佳论文奖、瑞典“环境与发展”（EfD）PeterBerck最佳论文奖。

内容摘要：This paper examines how disruptions in environmental monitoring reshape the behavior of both regulators and polluters in China. Leveraging outages in the national air quality monitoring network as a natural experiment, we find an 11% increase in SO2 emissions from polluters near affected monitors, with emissions surging during outages and normalizing after monitoring recovery. Using geo-coded inspection records, we show that inspection intensity rises with observed pollution but drops sharply when monitoring fails. These results reveal coordinated behavioral adjustments: local regulators scale back enforcement when information is absent, while firms respond strategically by increasing emissions. Our findings highlight how transient information asymmetry generates strategic interdependency between regulators and polluters, undermining the stability of environmental governance.