贸易方式转换如何促进企业出口边际提升?——基于多产品企业内部配置的视角  

How Does Trade Regime Switching Enhance Export Margins for Firms?A Perspective on Internal Allocation in Multi-Product Firms

作　　者：章韬[1] 李茜 荆然[3] ZHANG Tao;LI Qian;JING Ran(Shanghai University of International Business and Economics;Tsinghua University;University of International Business and Economics)

机构地区：[1]上海对外经贸大学国际经贸学院 [2]清华大学经济管理学院 [3]对外经济贸易大学国际经济贸易学院

出　　处：《经济学（季刊）》2024年第6期1920-1937,共18页China Economic Quarterly

基　　金：国家社会科学基金重大项目(22ZDA062);国家自然科学基金面上项目(72273028);对外经济贸易大学数字贸易科研实验室培育项目的资助。

摘　　要：企业内产品间竞争引发的利润侵蚀问题已被广泛讨论,但关于企业应对策略的研究尚不充分。本文的理论分析指出,外部冲击驱动企业转向混合贸易,并通过产品再配置应对风险。针对理论命题的实证检验表明,混合贸易能同时提升企业产品范围和市场份额以对冲利润侵蚀,同时增加出口额和目的国数量。关税、产品周期和合约密集度是导致贸易方式转换的关键因素。本研究揭示了贸易条件变化下企业的差异化应对策略,为增强贸易政策灵活性提供依据。The issue of product cannibalization has been widely studied, yet research on firms' coping strategies remains scarce. We provide a theoretical analysis suggesting that external shocks prompt firms to adopt hybrid trade and reallocate product portfolios to manage risks. Empirical tests reveal that hybrid trade not only expands a firm's product range and market share—offsetting cannibalization—but also boosts export volume and the number of destination countries. Key factors driving trade regime switching include tariffs, product cycles, and contract intensity. Our findings underscore firms' diverse responses to changing trade conditions, offering insights for enhancing the flexibility of trade policies.

关 键 词：产品再配置 混合贸易 贸易方式转换 

分 类 号：F752.62[经济管理—国际贸易]