讲座题目 | The Mechanics of Growing and Maintaining a Supplier Base: Evidence from Chinese Firms | ||
主讲人 （单位） | 李瑶 （香港科技大学） | 主持人 （单位） | 冯伟 （电影天堂 ） |
讲座时间 | 7月28日上午10:00 | 讲座地点 | 综合楼314 |
主讲人简介 |
李瑶，香港科技大学工商管理学院经济系副教授（终身教职），于2010年获得加拿大西安大略大学经济学博士，于2001年及2003年获得北京大学经济学学士及经济学硕士。现担任香港科技大学经济增长中心副主任、经济学哲学硕士及哲学博士课程主任、新兴市场研究院研究员及利丰供应链研究院研究员，兼任中国国际贸易研究会（CTRG）副会长、粤港澳高校质量联盟联合秘书长等。主要研究领域为国际贸易、国际金融和经济发展，研究成果现已发表于经济学领域多个国际顶级期刊，包括Review of Economics and Statistics、American Economic Journal: Macroeconomics、Journal of International Economics、Journal of Development Economics、Journal of International Money and Finance、Journal of Comparative Economics 及 European Economic Review 等，并为多个国际顶级期刊担任匿名审稿人。 | ||
讲座内容摘要 | This paper studies how firms expand and maintain their import supplier base, and how they reconfigure sourcing networks after unexpected disruptions. Using highly disaggregated Chinese transaction data following China’s WTO entry, we exploit antidumping (AD) investigations as unanticipated trade shocks and document stylized facts on import sourcing dynamics. We then develop a parsimonious model in which firms face limited search capacity when adjusting sourcing origins. Guided by the model, we estimate the effects of China’s AD investigations on firms’ entry into and exit from import origin markets. AD shocks induce greater churning for targeted imports: firms simultaneously increase experimentation with new origins and accelerate exit from existing origins. For non-targeted imports, firms become more inert, reducing both entry and exit. These responses are highly heterogeneous: firms with narrower supplier bases and tighter sourcing capacity constraints tend to adjust more aggressively, whereas firms with broader supplier networks exhibit more muted reallocation. Therefore, the trade effects of AD policy extend well beyond the directly investigated products and origins through firms’ endogenous adjustment of their supplier bases. | ||
