首页|工业机器人如何影响出口竞争:"价格竞争"还是"质量竞争"

工业机器人如何影响出口竞争:"价格竞争"还是"质量竞争"

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工业机器人技术的快速发展及其在生产领域中的广泛应用驱动全球贸易分工格局演变.厘清工业机器人影响出口的竞争机制,对于一国在日益激烈的国际竞争中占据主动至关重要.与以往文献主要关注机器人在供给侧的影响不同,本文同时在供给侧与需求侧两端考察出口竞争机制.实证分析表明,工业机器人通过"价格竞争"和"质量竞争"共同促进企业出口,但"价格竞争"占主导地位,这一结论在进行工具变量检验和稳健性检验后依然成立.拓展分析发现,工业机器人使用缩短了出口产品的"价格阶梯"和"质量阶梯",降低了产品价格和质量差异.此外,本文还发现,产品替代弹性和贸易成本的增加强化了工业机器人影响出口的"价格竞争"机制,而出口目的地市场竞争的加剧则强化了"质量竞争"机制.本文的研究有助于理解工业机器人在推动中国对外贸易高质量发展中的作用,为可能出现的全球贸易分工格局调整提供有效的应对之策.
How Industrial Robots Affect Export Competition:"Price Competition"or"Quality Competition"
In the post-pandemic era,China's economic growth faces dual pressures from both foreign and domestic sources,and cultivating the core competitiveness of enterprises has become an important aspect of the current stage.In this context,new quality productive forces have been proposed for the first time,with industrial robots and intelligent manufacturing becoming core elements.An increasing number of studies indicate that industrial robots have a positive impact on export trade.However,there is relatively little literature on how industrial robots affect the export competition mechanism of enterprises.Unlike previous literature mainly focusing on the impact of robots on the supply side,this theoretical model relaxes the assumptions of homogeneous product quality and unchanged demand curve.Productivity is no longer the only factor determining a company's exports.The use of industrial robots affects not only the marginal cost of production but also the markup rate of the company's optimal pricing through the impact on product quality.Both forces jointly cause changes in the price of a company's exported products.This article carries out empirical tests by using the product-year data of HS-6 products from exporting countries to importing countries from 1995 to 2017.The article finds that industrial robots jointly promote enterprise exports through"price competition"and"quality competition",but"price competition"dominates.Industrial robots have shortened the"price ladder"and"quality ladder"of exported products.The increase in product substitution elasticity and trade costs significantly strengthens the"price competition"mechanism of industrial robots affecting exports,while the intensification of competition in the export destination market strengthens the"quality competition"mechanism.This article focuses for the first time on the impact of industrial robots on export competition mechanisms,enriching research related to industrial robots and export competition mechanisms.This article integrates the demand and supply shocks brought about by the application of industrial robots into a unified analytical framework,filling gaps in existing research.This article verifies the impact of industrial robots on the"price ladder"and"quality ladder",analyzes the moderating effects of product substitution elasticity,trade costs,and market competition on the export competition mechanism of industrial robots,and expands research conclusions of existing literature.First,this article emphasizes the importance of industrial robots in cultivating the core competitiveness of enterprises and promoting high-quality development of China's foreign trade,promoting the popularization of automated production in enterprises.Second,we should guide enterprises to"transform and upgrade"and actively cultivate their"quality competition"advantages.Third,we should fully understand that industrial robots will intensify external competition and challenges by reducing the price and quality differences of exported products.Fourth,enterprises should adopt differentiated strategies based on different trade costs,degree of competition in export destination markets,and different alternative elastic products.

industrial robotexport tradeprice competitionquality competition

初晓、张丹蕾、赵勇

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中国银行研究院

中国人民大学经济学院

工业机器人 出口贸易 价格竞争 质量竞争

国家社会科学基金一般项目

20BJY195

2024

中国工业经济
中国社会科学院工业经济研究所

中国工业经济

CSTPCDCSSCICHSSCD北大核心
影响因子:2.932
ISSN:1006-480X
年,卷(期):2024.(6)