摘要
随着全球贸易网络不断深化、贸易格局不断演变,供应链问题已成为关乎企业以高质量产品出口为表现的高质量发展的关键因素。理论上,本文基于新新贸易理论,将以中间品投入为代表的供应链行为纳入企业出口产品质量的决定方程中,发现对供应链施加技术规制会通过中间品投入质量和中间品投入成本两个渠道影响企业出口产品质量。实证中,本文借助中国对中间品进口发起的技术性贸易壁垒作为供应链技术规制的准自然实验,利用双重差分法并使用2000—2014年中国企业出口数据进行检验后发现,供应链技术规制会引起企业最终品出口产品质量的上升。从影响机制看,一方面,供应链技术规制会导致企业中间品进口质量上升,进而连带最终品质量升级;另一方面,供应链技术规制并未明显增加企业中间品进口成本,原因在于,由其引致的合规成本被中间品出口商吸收,未转嫁到中间品价格中去。进一步分析发现,供应链技术规制所产生的出口产品质量效应会随着技术规制类别的变化以及企业类型的变化而呈现异质性,这种异质性源于不同类别技术规制所产生的规制效果的差别,以及不同类型企业在产成品与供应链之间的敏感程度、弹性空间、质量转化能力上的差异。本文结论表明,从供应端提高规制要求是提升产品质量以及竞争力的有效方式。
With the deepening of the global trade network and the evolution of trade patterns,the importance of the supply chain has become increasingly prominent.Supply chain has become a key factor in the high-quality development of enterprises,especially in terms of exporting high-quality products.This paper,from the perspective of intermediate goods imports,analyzes whether the technical regulation on the upstream supply chain impacts the quality of the final products exported by enterprises,aiming to explore the general laws of enterprise export behavior under supply chain shocks.Based on the new-new trade theory,this paper incorporates intermediate goods input into the determining equation of enterprise export product quality.It finds that technical regulation on supply chain can affect export product quality through two channels:intermediate goods input quality and intermediate goods input cost.These channels have opposite effects.In the empirical research,this paper uses China's technical barriers to trade(TBT)on intermediate goods imports as a quasi-natural experiment for studying the impact of technical regulation on the supply chain.By employing the difference-in-differences(DID)method and using export data from Chinese enterprises from 2000 to 2014,this paper finds that technical regulation on supply chains can lead to an increase in the quality of the final products exported by enterprises.From the perspective of the impact mechanism,this paper finds that on the one hand,technical regulation on supply chains leads to an increase in the quality of intermediate goods imported by enterprises,which enhances the quality of final products.On the other hand,the regulation does not significantly increase the cost of imported intermediate goods for enterprises because the compliance costs caused by technical regulation are absorbed by intermediate goods exporters and not passed on to intermediate goods prices.Further analysis reveals that the impact of technical regulation on supply chain on export product quality exhib
作者
马野青
王冠宇
MA Ye-qing;WANG Guan-yu(School of Economics,Nanjing University;World Economic Research Center,Nanjing University)
出处
《中国工业经济》
北大核心
2024年第6期80-98,共19页
China Industrial Economics
基金
教育部重点研究基地重大项目“开放发展与长三角区域一体化高质量发展研究”(批准号22JJD790035)。
关键词
供应链
扶技术规制
出口产品质量
中间品进口
supply chain
technical regulation
export product quality
import of intermediate goods
