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1 论文标题 Exceptional Exporter Performance? Evidence fromChinese Manufacturing Firms
2 作者信息 Lu Dan
3 出处和链接（比如，NBER working paper No.11000）http://www.pitt.edu/~ripoll/events/lu.pdf
4 摘要 This paper uses Chinese …rm-level data to document facts that run counter to the accumu-lated evidence about exporting …rms and provides a model that reconciles these contrasting
patterns. The new facts are: (1) China’s exporters are typically less productive and sell
less in the domestic market than non-exporters, and (2) the distribution of export inten-
sity exhibits a U-shape, with more than half of China’s exporters exporting most of their
output. Previous studies of …rms in more developed countries have found that exporters
are more productive, sell more in the domestic market, and export only a small fraction of
their output. The new facts call into question the generality of recent trade theory, which
has been extremely successful in explaining the behavior of exporters in developed countries.
However, I show that the economic forces described by Melitz (2003), when properly inter-
preted, are exactly the ones needed to explain the observed patterns among Chinese …rms.
When countries di¤er in their factor endowment, sectors that are intensive in the locally
abundant factor face higher competition in the domestic market than in foreign markets.
Hence domestic rather than export markets select the most e￠ cient …rms. In the Chinese
data, both the productivity di¤erences between exporters and non-exporters as well as the
distribution of export intensity are systematically related to the labor intensity of the …rm
or its industry. This relationship is exactly what is predicted by a Melitz model augmented
to allow for factor intensity to vary by industry. Lastly, I show that the model correctly
predicts the e¤ects of trade liberalization in China following China’s integration into the
WTO in 2001.
这篇工作市场论文颇有影响，广受赞誉，并且最终帮助Lu Dan获得了罗切斯特大学的教职，但是做的东西其实和天下为菊颇有类似之处，值得好好研究。
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