2025年第93期(总第1134期)

演讲主题：How do Sanctions Shape Global Supply Chains?

主讲人：吴靖 香港中文大学教授

主持人：关旭 供应链管理与系统工程系主任、教授

活动时间：2025年12月11日（周四）下午14:30-16:00

活动地址: 管理大楼125教室

主讲人简介：

吴靖，香港中文大学商公司正教授、香港中文大学亚洲供应链与物流研究所副所长、网际物流研究中心主任、商务分析理学硕士项目主任。他的研究聚焦全球供应链、运营与金融交叉、创新战略及金融科技与商业大模型，在MS, MSOM, JAE, ISR, JIBS, POMS等UTD期刊上发表20篇论文并担任MS、MSOM、POMS的副主编。其学术观点被新华社、《华尔街日报》、《经济学人》、《福布斯》等全球400多家媒体深度报道，著有《全球供应链超级趋势》一书，受邀在美联储、国际货币基金组织、亚洲开发银行、中国社科院、金融40人论坛等权威机构学术演讲。

活动简介：

This study examines how firms adapt their supply chain configurations in response to US sanctions on suppliers. Using comprehensive global supply chain data and a difference-in-differences model, we find that firms not only sever ties with sanctioned suppliers but also reduce connections with non-sanctioned suppliers in sanctioned countries. To enhance resilience, firms broaden their supplier bases and increase geographic diversification, often relocating suppliers to countries with regional trade agreements to mitigate trade disruptions. Our analysis reveals significant heterogeneity by firm origin: companies in sanctioned regions frequently reshore, incurring reduced profitability and sales, while those in non-sanctioned regions pursue offshoring and diversification with minimal financial impact. Notably, US-based firms exhibit fewer adjustments and are largely unaffected operationally and financially. By integrating political risk and economic efficiency, this study provides a framework for understanding strategic supply chain reconfiguration under geopolitical constraints, offering insights for global supply chain management.