摘要
本文以现有集聚与异质性企业贸易理论为基础,基于信号效应的视角,在不确定性环境下分析了出口国别集聚与企业出口之间的关系。结果表明:出口国别集聚与传统产业集聚对企业出口的影响机制大相径庭,国别集聚主要通过信号效应影响异质性企业出口;高效率企业倾向于选择专业化国别集聚,以缓解特定出口目的地的不确定性影响;低效率企业则倾向于选择多样化国别集聚,进而降低在不同目的地之间转换的市场进入成本。基于中国微观层面贸易数据的经验分析,本文为理论假说提供了稳健的经验证据。
Why do some firms tend to agglomerate with certain firms when they have the same export destinations,while others prefer the opposite?How does exporters’agglomeration by export-destination affect the export behavior of firms in uncertain environment?Based on the existing theories of agglomeration and heterogeneous firms trade theory,this paper analyzed the relationship between exporters’agglomeration by exportdestination and firms’export behavior under uncertainty from the perspective of signal effect.The results show that exporters’agglomeration by export-destination mainly influences heterogeneous firms’export through signal effect,which is quite different from the mechanism of traditional industrial agglomeration.Firms with high-productivity tend to choose specialized exporters’agglomeration by export-destination to mitigate the uncertainties of specific export destinations.Firms with low-productivity tend to choose diversified exporters’agglomeration by export-destination,thereby reducing the market entry costs of switching across different destinations.Based on the empirical analysis of China’s microlevel trade data,this paper provides robust empirical evidence for the theoretical hypothesis.
作者
刘晴
孙景
苏理梅
LIU Qing;SUN Jing;SU Limei
出处
《国际贸易问题》
CSSCI
北大核心
2020年第1期67-81,共15页
Journal of International Trade
基金
国家自然科学基金面上项目“贸易政策不确定性、融资约束异质性与贸易福利效应”(71873044)
安徽建筑大学校引进人才以及博士启动基金项目“贸易环境不确定性对中国出口的影响研究”(2017QD24).
关键词
国别集聚
企业异质性
生产率效应
信号效应
Agglomeration by Export-destination
Firm Heterogeneity
Productivity Effect
Signal Effect
作者简介
刘晴:合肥工业大学经济学院教授;孙景:合肥工业大学经济学院硕士研究生;通讯作者:苏理梅:安徽建筑大学经济与管理学院讲师,230601,电子信箱arya19901203@163.com。
