贸易与国内生产网络

Trade and Domestic Production Networks

Review of Economic Studies · 2020
被引 171 · 同刊同年前 5%
人大 A+FT50ABS 4*

中文导读

利用比利时企业间国内销售和外贸交易数据,研究发现大多数企业通过国内供应链间接依赖外国投入或出口,但直接进出口企业很少,且间接出口对多数企业收入贡献有限。

Abstract

Abstract We examine how many and what kind of firms ultimately rely on foreign inputs, sell to foreign markets, and are affected by trade shocks. To capture that firms can trade indirectly by buying from or selling to domestic firms that import or export, we use Belgian data with information on both domestic firm-to-firm sales and foreign trade transactions. We find that most firms use a lot of foreign inputs, but only a small number of firms show that dependence through direct imports. While direct exporters are rare, a majority of firms are indirectly exporting. In most firms, however, indirect export is quantitatively modest, and sales at home are the key source of revenue. We show that what matters for the transmission of foreign demand shocks to a firm’s revenue is how much the firm ultimately sells to foreign markets, not whether these sales are from direct or indirect export.

间接出口直接进口贸易冲击传导企业间贸易网络