Domestic Value Added in Exports: Theory and Firm Evidence from China
利用企业和海关交易数据，研究发现2000-2007年间中国出口国内含量从65%升至70%，原因是加工出口企业用国内材料替代进口材料，这得益于贸易和投资自由化降低了国内材料价格并增加了种类。
China has defied the declining trend in domestic content in exports in many countries. This paper studies China's rising domestic content in exports using firm- and customs transaction-level data. The approach embraces firm heterogeneity and hence reduces aggregation bias. The study finds that the substitution of domestic for imported materials by individual processing exporters caused China's domestic content in exports to increase from 65 to 70 percent in the period 2000–2007. Such substitution was induced by the country's trade and investment liberalization, which deepened its engagement in global value chains and led to a greater variety of domestic materials becoming available at lower prices.