对外反倾销与制造企业出口国内增加值率——基于中间品视角

Anti-dumping Measures and the Domestic Value-added Ratio of Manufacturing Enterprises'Exports-From the Perspective of Intermediate Goods

本文基于Kee和Tang(2016)模型框架,采用交错型双重差分法首次研究了中间品对外反倾销对企业出口国内增加值率的影响及作用机制,并对异质性交错型双重差分法的处理效应进行了充分讨论。研究表明,对外反倾销措施的实施显著提升了企业出口国内增加值率。机制分析发现,对外反倾销同时通过调查效应和成本效应影响企业出口国内增加值率,成本效应起主导作用,且对外反倾销对低加成率企业影响更大。异质性检验结果表明,对外反倾销对进口中间品种类较少、技术复杂度较低企业的出口国内增加值率提升作用更显著。本研究为如何更好借力反倾销措施提升本国制造企业出口竞争力提供了政策依据。

Based on the model framework of Kee and Tang(2016),this paper employs the staggered difference-in-differences method to explore,for the first time,the effects of anti-dumping of intermediate goods on the domestic value-added ratio of enterprises'exports and the mechanisms.We also present a comprehensive discussion of the treatment effect of the heterogeneous staggered difference-in-differences method.Our findings reveal a significant increase in the domestic value-added ratio of enterprises'exports due to anti-dumping measures.Mechanism analysis indicates that both the investigation effect and cost effect serve as channels through which anti-dumping promotes the domestic value-added ratio of exports,with the latter dominating.Furthermore,anti-dumping measures have a more substantial impact on enterprises with a lower mark-up rate.Heterogeneity analyses indicate that enterprises importing intermediate products with fewer categories and lower technical complexity experience a more significant effect from antidumping measures.This study provides policy basis for optimizing the use of anti-dumping measures to enhance the export competitiveness of domestic manufacturing enterprises.