全球化、创新与采购边际
Globalization, Innovation, and Margins of Sourcing
Review of Economics and Statistics · 2026 · [{"name": "Wenzhuo Lu", "affiliation": ["University of International Business"]}]
中文摘要
摘要 本文揭示，投入品关税降低会导致国内创新减少，但标准贸易模型确保进口与创新之间存在正相关。为此，本文构建了一个包含任务特定的劳动增强型生产率与非位似进口需求系统的动态框架，以解释这一发现。该模型表明，投入品自由化使企业能够以更便宜的进口中间品替代自制投入品，这一策略降低了边际生产成本，但同时也抑制了企业对自身内部品种的投资。最后，本文比较了贸易政策与创新政策在促进总生产率增长方面的有效性。
Abstract
Abstract This paper uncovers that input tariff reductions result in less domestic innovation, but standard models of trade ensure a positive correlation between importing and innovation. Hence, the paper develops a dynamic framework with a task-specific laboraugmenting productivity and a non-homothetic import demand system to rationalize this finding. The model implies that input liberalization enables firms to use cheaper intermediate imports as a substitute for self-made inputs, a strategy that decreases marginal production costs but also discourages firms from investing in their own inhouse varieties. Finally, the paper compares the effectiveness of trade and innovation policies in boosting aggregate productivity growth.