海外供应链中心度与出口产品质量修复

Overseas Supply Chain Centrality and Export Product Quality Repair

伴随着中国制造业嵌入全球价值链的日益深化,国际经济波动和冲击也愈发深刻地影响了供应链的稳定、畅通,给企业的生产过程和出口带来了更加严峻的挑战。本文基于2006—2014年中国海关数据和BACI全球贸易数据,构造了海外供应链中心度指标,并借助多维固定效应面板模型考察其对2008年金融危机后出口产品质量“伤疤”的修复效应。研究发现,企业的海外供应链中心度越高,危机后出口产品质量修复越好,该结论在替换主要变量和回归样本后依然成立。机制分析证实,中心度较高的海外供应链能够为企业提供相对稳定的进口投入要素支持,进而促进质量修复。此外,对于替代程度较低、资本品、差异化程度较高和核心度较低的产品而言,海外供应链中心度对危机后出口产品质量修复的促进效应更明显。本文的研究为当前企业如何充分发挥和利用海外供应链优势,推进产业链供应链稳定、畅通和出口质量升级提供了重要启示。

Along with the deepening of China's manufacturing industry embedded in the global value chain,the international economic fluctuations and shocks have profoundly affected the stability of the supply chain,and brought more severe challenges to the production process and export of enterprises.Based on China's customs data and BACI data from 2006 to 2014,this paper constructs an indicator of overseas supply chain centrality and examines its effect on repairing the"scar"of export quality after the financial crisis of 2008 with the help of a multidimensional fixed-effects panel model.It is found that the higher the centrality of overseas supply chain,the better the quality of export products is repaired after the crisis,and this conclusion still holds after replacing the main variables and regression samples.The mechanism analysis confirms that higher centrality of overseas supply chains can provide enterprises with relatively stable support of imported inputs,thus promoting quality repair.In addition,the promotion effect of overseas supply chain centrality on postcrisis export quality repair is more obvious for products with lower degree of substitution,capital goods,higher degree of differentiation and lower degree of core.The research in this paper provides important insights on how current enterprises can give full play to and utilize the advantages of overseas supply chains to promote the stability and smoothness of industrial supply chains and export quality upgrading.