摘要
本文以出口加工区成立之初设定的"主导产业"扶持政策为外生冲击设计“准自然实验”,考察了行业性产业政策对企业出口二元边际的影响并对影响的内在机制和产业政策有效性的前提进行了检验,结果表明:产业政策对总出口存在积极影响;从国家层面看,产业政策提升了企业出口到已有市场的平均规模(集约边际),对开拓出口新市场的影响不显著(广延边际);从产品层面看,产业政策提高了企业出口新产品的种类(广延边际),没有显著提高在已有产品上的平均出口规模(集约边际);企业出口成本下降和新产品进入成本降低分别是产业政策促进企业出口和带来产品层面出口广延边际增多的重要原因;对产业政策影响出口二元边际的前提进行检验的结果表明,遵循比较优势是产业政策发挥效果的重要前提。
Industrial policy existed in many fields of our country in various forms,here we discussed the effect and premise of industrial policy with great significance.This paper took the“leading industry”support policy which was set up in the Export Processing Zone as the exogenous impact and designed a Quasi-natural Experiment.After examining the impact of industrial policy on Dual Margins of export,we conclude that the industrial policy has a positive impact on the total export.From the perspective of the Dual Margins of nation,the industrial policy has increased the average size of the enterprises,exports to the existing market(Intensive Margin),but it has no significant influence on the development of new markets(Extensive Margin);from the perspective of the Dual Margins of production,industrial policy increases the number of types of new products(Extensive Margin),but it doesn't have obvious impact on the average export volume of existing products(Intensive Margin).Further discussion on the mechanism finds that the decline in export costs of enterprises and the decrease in industry entry costs are important reasons for industrial policies to promote the export and product Extensive Margin respectively.Study on the pre-requisite of the industrial policy's influence on the Dual Margin of export shows that the comparative advantage is an important prerequisite for the industrial policy.
作者
张鹏杨
李众宜
毛海涛
ZHANG Pengyang;LI Zhongyi;MAO Haitao
出处
《国际贸易问题》
CSSCI
北大核心
2019年第7期47-62,共16页
Journal of International Trade
基金
国家自然科学基金青年项目“全球价值链重构下贸易保护的影响效应测度与治理体系构”(71803005)
北京市社会科学基金青年项目“北京市FDI对企业全球价值链升级的‘天花板’效应研究”(18YJC028)
北京市博士后基金项目“基于产业政策的全球价值链升级路径研究”(2017-ZZ-057)
