制造业出口市场多元化与产品质量升级:移动互联网牌照发放的准自然实验  

Export Market Diversifi cation and Product Quality Upgrading of Manufacturing Industry:Evidence from China’s 3G License Issuance

作　　者：卢昂荻 张江 易昕 LU Angdi;ZHANG Jiang;YI Xin

机构地区：[1]中国人民大学应用经济学院 [2]新加坡管理大学

出　　处：《社会科学》2022年第8期120-132,共13页Journal of Social Sciences

基　　金：中央高校基本科研业务费专项资助“区域间产品质量分工及升级:理论与实证研究”(项目编号:2021030124)的阶段性成果。

摘　　要：移动互联网的快速发展为降低地区间信息壁垒、促进企业多元化出口提供了现实机遇。文章建立了一个包含企业产品质量内生决策和循序搜寻目的地市场的异质性企业贸易模型,并基于2001—2013年中国工业企业和海关进出口匹配数据库以及2009年工信部3G牌照发放的准自然实验,使用双重差分方法检验了移动互联网普及对多元化海外市场开拓活动和企业出口产品质量的影响。结果表明:移动互联网牌照发放通过帮助企业开拓更多发展中国家市场,促进了产品质量升级;移动互联网的产品质量升级效应在质量梯度差异更大的产品、技能劳动密集度和生产效率更高的企业、国内市场竞争更强的行业以及区域的中心城市中更加显著。The rapid development of the mobile internet provides a real opportunity to lower information barriers between regions and promotes diversified exports for enterprises.This paper examines the impact of mobile internet on product quality and export market diversification both theoretically and empirically.We first introduce endogenous product quality choices and sequential search for export markets into a heterogeneous firm model.Based on the matching database of Chinese industrial enterprises and customs import/export from 2001-2013 and China’s“3G license issuance”in 2009 as a quasi-experiment and by using a Difference-in-Differences Model,we set off testing our theoretical predictions empirically.The results show that the development will encourage firm’s entry into export markets and induce product quality upgrading.Empirical analysis shows that the construction of mobile Internet infrastructure significantly improves export quality,and such impact is more pronounced for products with higher quality differentiation,firms with higher skill intensity,and industries with stronger market competition.

关 键 词：信息搜寻成本 产品质量 出口市场多元化 移动互联网基础设施 

分 类 号：F125[经济管理—世界经济]