渠道商加成:一种潜在的贸易壁垒

Distribution Margins:A Potential Trade Barrier

文章研究发现虽然在贸易理论中很少提及出口产品的销售渠道,但实际上我国出口商对出口目的国当地渠道商的依赖性很强,探讨当地渠道商对我国出口的影响有利于更有针对性地疏通国际大循环,并实现价值链下游的升级。因此,文章引入渠道商加成的概念来定量描述出口目的地渠道商成本和市场规模大小。首先,介绍了渠道商加成的定义、测算方式,并分别从国别、行业、年份层面呈现渠道商加成的特征事实,并通过对其进行分解来寻找渠道商加成的相关影响因素;其次,将渠道商加成与出口份额、出口价格联系起来,从而论证渠道商加成可以视为一种潜在的非关税贸易壁垒;最后,提出出口商可以通过贸易服务型投资来规避这种贸易壁垒,但需要耗费较长时间和成本,相较而言,跨境电商可能是一种更高效的方式。

This paper observes that although the sales channels of export products are seldom mentioned in trade theories,in fact,China's exporters are highly dependent on local channel players in export destination countries,and exploring the impact of local channel players on China's exports is conducive to a more targeted approach to unclogging the international macro-cycle and realizing downstream upgrading of the value chain.Therefore,this paper introduces the concept of channel markup to quantitatively describe the cost and market power of channel players in export destinations.Firstly,it introduces the definition of channel markup,how to measure it,and demonstrates the characteristic facts of channel markup from the levels of country,industry,and year,respectively,and searches for the relevant influencing factors of channel markup by decomposing it.Secondly,links channel markup with export share and export price,thus arguing that channel markup can be regarded as a potential non-tariff trade barrier.Finally,suggests that exporters can avoid such trade barriers through trade service-oriented investment,but it takes a longer time and cost,compared to which cross-border e-commerce may be a more efficient way.