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腐败刻板印象与反腐败运动的意外后果:来自中国房地产行业的证据

Corruption stereotype and the unintended consequences of an anti-corruption campaign: evidence from the real estate sector in China
Journal of Public Economics · 2025 · Huang Fang、Rongjie Zhang

中文摘要

在反腐败运动中,政府官员有强烈动机避免采取可能引发纪律调查的行动。我们发现,在中国土地出让市场上,反腐败运动开展后,国有企业开发商购得的住宅用地地块占比相对于民营开发商购得的占比显著上升。这一结果部分源于以下机制:由于向民营开发商出让土地更容易引发腐败刻板印象,地方官员,尤其是相对“清廉”的官员,出于自我保护的目的,更不愿意向民营开发商出让土地。因此,中国的反腐败运动可能无意中促成了国有企业的复兴。反腐败运动中地方官员对腐败刻板印象的规避具有广泛影响。

Abstract

In an anti-corruption campaign, government officials have strong incentives to avoid taking actions that may trigger disciplinary investigations. In China’s land sales market, we find that the fraction of residential land parcels purchased by State-Owned-Enterprises (SOE) developers significantly increased after the anti-corruption campaign compared to those purchased by private developers. This result is partly driven by the following mechanism: Because selling land to private developers carries a higher corruption stereotype, local officials, particularly the relatively “clean” ones, become more reluctant to sell land to private developers for the purpose of self-preservation. Thus China’s anti-corruption campaign may have unintentionally contributed to the resurgence of the SOEs. Local officials’ corruption stereotype avoidance in an anti-corruption campaign has broad implications.
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