中国对拉美和加勒比地区出口贸易的演变——基于二元边际的研究

The Evolution of China’s Export Trade to Latin America and the Caribbean——From the Perspective of Binary Margin

新新贸易理论下,产品-目的地维度的扩张对企业出口增长受到越来越多的关注。本文使用2000至2006年中国对拉美地区的企业层面的微观数据,从企业、产品和目的地三个方面,对中国向拉美地区出口增长的二元边际进行分解。为此,将企业、企业产品和企业目的地分别分为五种类型:新进入、继续进入、退出、一次性进入和间断性进入。我们发现,继续企业,即集约边际是中国向拉美和加勒比地区出口的主要力量,约占到总贸易的90%。对于继续企业,出口增长主要来自已有产品或者已有目的地,而不是产品多样化或目的地多样化。同时,继续企业对新目的地和已有目的地保持了活跃的产品组合,对新产品和已有产品保持了灵活的目的地组合。此外,多产品企业或者多目的地企业存在核心产品或核心目的地。

Under the new-new trade theory,the expansion of the product-destination dimension has attracted more and more attention to the growth of corporate exports.This paper uses the micro-level data of China's Latin America region from 2000 to 2006,and decomposes the binary margin of China's export growth to Latin America from three aspects:enterprise,product and destination.To this end,companies,enterprise products and corporate destinations are divided into five types:new entry,continued entry,exit,one-time entry and intermittent entry.It is found that continuing companies are the main force for China's exports to Latin America and the Caribbean,accounting for about 90%of total trade.For continuing businesses,export growth is mainly from existing products or existing destinations,rather than product diversification or destination diversification.At the same time,the company continues to maintain an active product portfolio for new and existing destinations,maintaining a flexible combination of destinations for new and existing products.In addition,multi-product companies or multi-destination companies have core products or core destinations.