目的国需求、企业创新能力与出口质量

Demand Shock,Innovation and Export Quality

在不确定性加剧的国际市场中,如何实现出口质量升级是中国经济转型期面临的挑战。文章基于Aghion等(2018)的框架,引入产品质量,构建了目的国需求影响企业出口质量的理论模型,结果发现需求会通过直接的规模效应和间接的竞争效应影响出口质量。总体上,需求扩张有助于出口质量的升级,且这种积极效应随企业创新能力的提高而增强。文章运用2000~2006年中国企业层面微观数据,稳健地证实了理论命题:创新能力强化了需求扩张的出口质量升级效应。进一步的作用机制表明需求增长加剧了市场竞争,企业为了改善盈利能力,会抓住规模效应的机会进行产品质量升级。文章结论与中国所提倡的"促进共同发展"理念相契合。

In China’s economic transition period,improving export quality is a challenge because of increasing global uncertainty. Following Aghion et al.( 2018),this paper introduces product quality to develop the model indicating the effects of demand shock.We find that demand expansion has positive effect on export quality,and the more productive firms the larger effect. The mechanism of demand on export quality contains two components: direct scale effect and indirect competition effect. We test the model using Chinese micro firm-level data from 2000 to 2006. Our empirical results perfectly fit the theoretical propositions. The conclusion is consistent with the concept of " promoting common development" advocated by China.