信息摩擦下数字经济的出口效应研究——兼论市场搜寻与信息沟通成本  

Examining the Export Effects of the Digital Economy under Information Friction:Concurrent Discussion on Market Search and Information Communication Costs

作　　者：韩金镕 郑涵茜 李显越 蔡宏波[4] Han Jinrong;Zheng Hanxi;Li Xianyue;Cai Hongbo(Institute of International Economy,University of International Business and Economics,Beijing 100029,China;National Academy of Development and Strategy,Renmin University of China,Beijing 100872,China;CIIC Rongcheng International Economic Information Consulting(Beijing)Co.,Ltd.,Beijing 100024,China;Business School,Beijing Normal University,Beijing 100875,China)

机构地区：[1]对外经济贸易大学国际经济研究院,100029 [2]中国人民大学国家发展与战略研究院,100872 [3]中智荣成国际经济信息咨询(北京)有限公司,100024 [4]北京师范大学经济与工商管理学院,100875

出　　处：《南开经济研究》2025年第1期45-65,共21页Nankai Economic Studies

基　　金：对外经济贸易大学中央高校基本科研业务费专项资金(23QD26);北京师范大学中央高校基本科研业务费专项资金(1233300001);国家社会科学基金一般项目“数字贸易开放驱动全球供应链重构的机制、效应与对策研究”(24BJL035)的资助。

摘　　要：数字经济正在成为推动高水平对外开放的新引擎,研究数字经济发展对中国出口增长产生何种影响具有重要的理论与现实意义。本文基于中国海关数据库和《中国城市统计年鉴》,从信息摩擦下的市场搜寻成本与信息沟通成本双重视角综合考察了数字经济发展对城市出口贸易的影响。研究表明,数字经济发展显著促进了城市出口贸易增长及出口市场扩张,且这种促进作用对于一般贸易模式和欠发达出口目的地的影响更为突出。影响渠道表明,数字经济发展有利于减少出口过程中的市场搜寻成本和信息沟通成本,且增加城市的研发投入和提高其创新产出水平有利于放大数字经济对出口的促进作用。本文进一步从政策视角基于合成控制法拓展分析了数字经济相关政策对城市出口贸易的促进效果。The digital economy is emerging as a new engine driving high-level opening up to the outside world.It is of significant theoretical and practical importance to study the impact of digital economy on China's export growth.Based on the China Customs Database and the "China City Statistical Yearbook",this paper comprehensively examines the impact of digital economy on city export trade from the dual perspectives of market search costs and information communication costs under information friction.The research finds that the development of the digital economy significantly promotes city export trade growth and export market expansion,and this promotion effect is more prominent in general trade modes and less developed export destinations.The channels indicate that the digital economy helps overcome market search costs and information communication costs in the export process,and the city's R&D investment and innovation output levels are conducive to amplifying the promoting effect of the digital economy on exports.This paper further extends the analysis from a policy perspective,using synthetic control method to explore the promoting effect of digital economy-related policies on export trade.

关 键 词：数字经济 出口贸易 信息摩擦 合成控制法 

分 类 号：F752.62[经济管理—国际贸易] F49[经济管理—产业经济]