论文标题
进口投入的成本增加会损害出口吗？公司外国供应商网络的证据
Does an increase in the cost of imported inputs hurt exports? Evidence from firms' network of foreign suppliers
论文作者
论文摘要
本文研究了使用阿根廷的新型数据集的进口投入成本变化与进出口绩效的变化之间的关系，该数据集识别国内公司的外国供应商网络。为了指导我的经验策略，我构建了一个由外国供应商市场上质量选择和摩擦的异质企业模型。该模型预测，进口投入成本增加的影响会增加供应商联系的调整成本以及导出的产品质量的影响。我通过使用轮班份额分析来构建公司特定的冲击来将模型带入数据，该分析利用了公司滞后于外国供应商的滞后风险并明确定义了进口价格转移。有证据表明，公司外国供应商联系中存在明显的调整成本，以及进口投入和出口绩效（尤其是高质量产品）之间的强烈互补性。
This paper examines the relationship between changes in the cost of imported inputs and export performance using a novel dataset from Argentina which identifies domestic firms' network of foreign suppliers. To guide my empirical strategy, I construct a heterogeneous firm model subject to quality choice and frictions in the market for foreign supplier. The model predicts that the impact of an increase in the cost of imported inputs to be increasing in the adjustments costs of supplier linkages and in the quality of the product exported. I take the model to the data by constructing firm-specific shocks using a shift-share analysis which exploits firms' lagged exposure to foreign suppliers and finely defined import price shifts. Evidence suggests the presence of significant adjustment cost in firms' foreign supplier linkages and strong complementarities between imported inputs and export performance, particularly of high-quality products.
