师资&研究

师资队伍

乔政 教授

系别:会计与财务系

邮箱:qiaozheng@mail.xjtu.edu.cn

个人主页:http://gr.xjtu.edu.cn/en/web/qiaozheng

教师简介

乔政毕业于新加坡南洋理工大学并获得金融学博士。研究领域主要为金融市场、资产定价与公司金融,并致力于探究金融学术研究在现实资本市场中的实际应用。在国内外知名期刊如Journal of Financial and Quantitative Analysis(2篇)、Journal of Banking and Finance、International Journal of Research in Marketing、Journal of International Money and Finance、Financial Management、Journal of Accounting and Public Policy、Accounting Horizons、Journal of Futures Market、《中国工业经济》、《系统工程理论与实践》、《会计研究》等发表多篇论文,主持与参与多项国家级与省部级研究课题并担任国家自然科学基金和社会科学基金通讯评审专家,多次获得厦门大学校级和院级教学技能比赛校级一等奖。入选财政部高层次财会人才素质提升工程、福建省高层次人才(C类)、厦门大学“南强青年拔尖人才支持计划”和西安交通大学“青年拔尖人才计划(A类)”等。

社会服务方面,曾担任中国延安干部学院培训部综合处副处长(挂职),现任中国会计学会财务成本分会第九届理事会理事、陕西省第二届会计咨询专家、陕西秦创原科技创新投资基金西咸新区运营咨询委员会委员、西安市投资基金西咸新区运营咨询委员会委员、西安市工业倍增基金投资决策委员会委员和西咸新区原泉科创投资基金投资决策委员会委员、厦门青少年成长教育协会嘉庚文化学术委员会委员等,并曾作为主要成员参与福建省发改委厦门自贸区研究课题组(金融改革小组)。咨政报告曾获中央领导人批示以及省部级领导采纳。

工作经历

2014-2017  助理教授  厦门大学管理学院  财务学系

2017-2020  副教授      厦门大学管理学院  财务学系

2020-至今   教授         西安交通大学管理学院  会计与财务系

2022-2023  副处长(挂职) 中国延安干部学院

教育背景

2009-2014  金融学  博士  南洋商学院  南洋理工大学  新加坡

2005-2009  财务管理 学士  管理学院   厦门大学     厦门


研究方向

资本市场、资产定价、公司金融

研究成果

1. “Attentive Options Traders: Textual Changes to 10-Ks and Option Volatility Smirk”, with Hua Cheng, Steve Liu, and Z. Jay Wang, Journal of Financial and Quantitative Analysis (金融学TOP 4, FT50, ABS4), 2026, forthcoming.

2. 郭婧、林其加、李珂、乔政(通讯作者),基于机器学习模型基准的分析师能力异质性研究,《会计研究》,2025(9),159-176.

3. “Beyond agency costs: executive perks as incentives for informative MD&A tone in China”, with Shuai Yuan, Wei Huang, and Belaynesh Teklay, Journal of Accounting Literature(ABS 3), 2026, forthcoming.

4. “Uncovering Interfirm Links through Textual Topic Similarity: A Comomentum Analysis in Financial Markets”, with Zhiyu Zhang, Yao Ge, Zhe Shen, British Accounting Review (ABS 3), 2026(58), 101446.

5. “Rarity, the WTA-WTP Disparity, and Price Adjustments in the NFT Market”, with Yuanyuan Liu, Bingrui Huangfu, and Xi Zhao, International Journal of Research in Marketing (ABS 4), 2025(42), 594-609.

6. 乔政,卓榕生,葛瑶,刘杨树,基于机器学习的企业基本面估值错配异象研究,《系统工程理论与实践》,2025.45(9),2912-2933.

7. “Institutional Investor Cliques and Stock Price Efficiency: Evidence from China”, with Xiaodong Guo, Caiji Pang, Xiangkun Yao, Journal of Financial Markets (ABS 3), 2024 (71), 10093.

8. “Local Labor Market and Corporate Investment”, with Yao Ge and Hao Zheng, Journal of Empirical Finance (ABS 3), 2024 (79), 101554.

9. “Options Trading and Earnings Management”, with Xin Dai and Chongwu Xia, Accounting Horizons (ABS 3), 2024, 38 (3): 13–34.

10. “Local Labor Market and the Cross Section of Stock Returns”, with Yao Ge and Hao Zheng, Journal of International Money and Finance (ABS 3), 2023 (138), 102925.

11. “Production Similarity and the Cross-section of Stock Returns: A Machine Learning Approach”, with Yao Ge, Zhe Shen, and Zhiyu Zhang, Accounting and Finance, 2023.63(5), 4849-4882.

12. “Dancing in Shackles: Clawback and Corporate Innovation”, with Xin Deng, Shengmin Hung, and Yen-Teik Lee, Journal of Accounting and Public Policy (ABS 3), 2022.41, 1-17.

13. “The Real Effects of Institutional Spatial Concentration”, with Xiaoran Huang and Lei Zhang, Financial Management (ABS 3), 2021.50, 1113-1167.

14. “Individual Commitment and Team Performance: Evidence from Mutual Fund Managers”, with Jiang Luo, Journal of Financial and Quantitative Analysis (金融学TOP 4, FT50, ABS4), 2020.55:2073–98.

15. “Does Corporate Hedging Affect Firm Value? Evidence from the IPO Market”, with Chongwu Xia and Lei Zhang, Journal of Futures Market (ABS 3), 2020.40(6), 595-927

16. “Mutual Fund Herding and Stock Price Crashes”, with Xin Deng and Shengmin Hung, Journal of Banking and Finance (ABS 3), 2018.94 (9): 166-184(入选该期刊2018最高引用文章列表)

17. “Shadows in The Sun: Crash Risk behind Earnings Transparency”, with Shengmin Hung, Journal of Banking and Finance (ABS 3), 2017 (83), 1-18.

18. “Mutual Fund Herding and Audit Pricing”, with Yao Ge, Wei Huang, Shengmin Hung and Xin Deng, Research in International Business and Finance (ABS2, SSCI Q1), 2023, 64: 101904.

19. “The Synergistic Effect of Direct and Indirect Methods in Fundamental Analysis: Evidence from Japan”, with Junjian Gu, Asia-Pacific Journal of Accounting & Economics (ABS2, SSCI Q3), 2022, 29:1299–1332.

20. “State Ownership and the Cost of Debt: Evidence from Corporate Bond Issuances in China”, with Yao Ge, Yangshu Liu, Zhe Shen, Research in International Business and Finance (ABS2, SSCI Q1), 2020, 52: 101164.

21. 吴晓晖,郭晓冬,乔政(通讯作者). 机构投资者网络中心性与股票市场信息效率. 《经济管理》, 2020,(6): 153-171

22. 吴晓晖,郭晓冬,乔政(通讯作者). 机构投资者抱团与股价崩盘风险. 《中国工业经济》, 2019,(2): 117-135(被收录于中国人民大学“复印报刊资料”《投资与证券》2019年第6期,荣获厦门市第十二次社会科学优秀成果二等奖)

23. “Profitability News or Valuation News: A Diagnostic Analysis on the Different News Components in Conditional Conservatism” ,with Shengmin Hung, Asia-Pacific Journal of Accounting & Economics (ABS2, SSCI Q3), 2018 (25): 496-513.

24. “Professionals Inside the Board Room: Accounting Expertise of Directors and Dividend Policy”, with Ken Y. Chan and Shengmin Hung, Applied Economics (ABS2, SSCI Q1), 2018.50(56): 6100-6111.

25. “Open Market Operation Effectiveness in China”, with Yangshu Liu, Emerging Markets Finance &Trade (ABS2, SSCI Q1), 2017 (53) 8, 1706-1709.

26. 乔政,蔡宇,陈方雷. 股权集中度与资产出售的价值效应. 《厦门大学学报(哲学社会科学版)》,2017(3): 67-77.