美中贸易战对中国出口商的影响
The Impacts of the U.S. Trade War on Chinese Exporters
Review of Economics and Statistics · 2022 · [{"name": "Yang Jiao", "affiliation": ["Fudan University"]}, {"name": "Zhikuo Liu", "affiliation": ["Fudan University"]}, {"name": "Zhiwei Tian", "affiliation": ["Shanghai University of Finance and Economics"]}, {"name": "Xiaxin Wang", "affiliation": ["Fudan University"]}]
中文摘要
摘要 本文研究了2018年美国关税激增对中国出口商出口价格及不同市场间销售调整的影响。研究发现，美国关税并未影响中国出口的离岸价格，这一结论在控制企业相关固定效应后依然稳健。尽管企业对美国的出口显著下降，但对欧盟的出口温和增加，国内销售及对其他外国市场的出口则几乎未受影响。最后，通过对出口企业管理者开展调查，我们阐明了企业调整出口价格和销售可能面临的潜在障碍。
Abstract
Abstract This paper studies the impacts of the 2018 U.S. tariff surges on export prices and adjustments of sales across different markets of Chinese exporters. The finding that U.S. tariffs did not affect the free-on-board price of Chinese exports is robust to controlling for firm-related fixed effects. While firms’ exports to the United States dropped significantly, exports to the EU increased moderately and domestic sales or exports to other foreign markets were barely affected. Finally, by surveying managers of exporting firms, we shed light on potential impediments to firms’ adjustments of export prices and sales.