区域贸易协定中原产地规则会影响区域内产业链与价值链的构成与发展。文章构建了一个寡头市场的量化分析框架,并以汽车行业为例,对RCEP的原产地累积规则的政策效果进行模拟评估。研究发现,在寡头市场结构假设下,在RCEP成员国目的地市场中,相较于大规模汽车出口厂商而言,中小规模出口厂商易于满足RCEP的原产地累积规则的要求,在其最终产品出口时能够享受关税优惠政策,这使汽车行业产品的出口贸易份额由不符合原产地累积规则的大规模汽车厂商向符合原产地累积规则的中小厂商再分配。因此,RCEP的生效引致了促进竞争效应。文章不仅有助于从理论上重新审视区域贸易协定的政策影响,协助汽车行业的厂商合理权衡产品的区域内与区域外增值,同时也有助于引导中小规模厂商以原产地累积规则为契机,借助有利的贸易政策条件提升其出口绩效。
RCEP原产地规则对市场竞争的影响——以中国汽车行业为例
摘要
参考文献
2 马野青,庄金凤,范子杰. 中国参与区域经济合作的贸易及福利效应[J]. 中国工业经济,2025,(3):22−40. DOI:10.3969/j.issn.1006-480X.2025.03.002
8 Antràs P,Fadeev E,Fort T C,et al. Global sourcing and multinational activity:A unified approach[R]. Working Paper 30450,2022.
9 Antràs P,Fort T C,Tintelnot F. The margins of global sourcing:Theory and evidence from US firms[J]. American Economic Review,2017,107(9):2514−2564. DOI:10.1257/aer.20141685
10 Atkeson A,Burstein A. Pricing-to-market,trade costs,and international relative prices[J]. American Economic Review,2008,98(5):1998−2031. DOI:10.1257/aer.98.5.1998
11 Bombarda P,Gamberoni E. Firm heterogeneity,rules of origin,and rules of cumulation[J]. International Economic Review,2013,54(1):307−328. DOI:10.1111/j.1468-2354.2012.00734.x
12 Brandt L,Van Biesebroeck J,Zhang Y F. Creative accounting or creative destruction? Firm-level productivity growth in Chinese manufacturing[J]. Journal of Development Economics,2012,97(2):339−351. DOI:10.1016/j.jdeveco.2011.02.002
13 Charbonneau K,Landry A. Estimating the impacts of tariff changes:Two illustrative scenarios[R]. Working Paper,2018.
14 Edmond C,Midrigan V,Xu D Y. Competition,markups,and the gains from international trade[J]. American Economic Review,2015,105(10):3183−3221. DOI:10.1257/aer.20120549
15 Ornelas E,Turner J L. The costs and benefits of rules of origin in modern free trade agreements[R]. CESifo Working Paper Series 9920,2022.
16 Varela L. Reallocation,competition,and productivity:Evidence from a financial liberalization episode[J]. The Review of Economic Studies,2018,85(2):1279−1313. DOI:10.1093/restud/rdx046
引用本文
李坤望, 安琪. RCEP原产地规则对市场竞争的影响——以中国汽车行业为例[J]. 财经研究, 2025, 51(6): 94-107.
导出参考文献,格式为:





1577
3020

