贸易摩擦会阻碍企业的出口产品创新吗?——基于反倾销视角的研究

Will Trade Friction Hinder Firms’Export Product Innovation?

本文利用2000-2015年中国海关数据与全球反倾销数据,实证考察了反倾销对企业出口产品创新的影响及其作用机制。结果显示,反倾销对于企业在受影响市场的新产品出口具有显著抑制作用,促使企业将出口产品创新转向第三国市场,即存在出口产品创新的转移效应。反倾销对市场份额较低、研发强度较低的企业在特定市场进行产品创新具有更强的阻碍作用,使得企业更有可能在倾销产品的相似产品上进行创新以维持其市场份额。中介效应分析发现,反倾销通过影响企业层面的贸易偏转,从而影响企业在不同市场的资源配置和出口创新选择。

By using the matched data of Chinese Customs Database and Global Antidumping Database from 2000-2015,this paper examines the impact and mechanism of antidumping on the export product innovation of firms.The results show that antidumping has a significantly negative effect on the export of new products in the affected market,and induces firms to deflect their innovation activities to a third country,which indicates a deflection effect of export product innovation.Further analysis shows that antidumping has a stronger effect on the innovation of products in specific markets for firms with low market share and low R&D intensity,and that antidumping makes firms more likely to innovate on similar products of dumping products as substitutes to maintain their market share.According to the analysis of intermediate effect,antidumping impacts firms’resource reallocation and export innovation choices across different markets by influencing trade deflection at the firm level.