出口、投资与企业生产率:西方贸易理论的微观新进展

出口、投资与企业生产率关系的理论研究是当前贸易微观领域里的最新论题。这一研究突破了新贸易理论中的"企业同质性"假设,将企业异质性纳入到一般均衡贸易理论的分析框架中,强调个体企业特征与国家对外贸易、投资活动的紧密关联性。本文通过对这一最新成果的简要回顾,厘清了理论发展的主要研究脉络。研究表明:西方贸易理论正在发生从宏观分析向微观基础的研究转向;以生产率差异作为分析工具的研究思路和方法,为新形势下我国出口投资战略和企业国际化发展,提供理论借鉴和现实启示。

Exporting,Investment and Productivity:the New Micro-Development of Western Trade Theories

The studies on the relationships among exporting, investment and productivity become one of the newest micro-topics in trade fields. This study have broken through"the representative firm"assumption of new trade theories and integrated firm heterogeneity into general equilibrium theory framework, especially focused on the systematic relationship between the characteristics of individual firm and the foreign trade and investment on the national level. By reviewing the development of these theories, this paper gives a summary of main fruits and points out the areas for future research. The findings show that western trade theories are changing research orientation from macroscopic analysis to microscopic study. And this theoretical method of taking productivity difference as an analysis tool provides some realistic enlightenments for our export and investment strategy and enterprises' international development under new condition.