论文标题
颗粒状联系，供应商的费用冲击和出口表现
Granular Linkages, Supplier Cost Shocks & Export Performance
论文作者
论文摘要
本文提供了有关公司外国供应商网络的颗粒状性质的证据，并研究了其对供应商冲击对国内企业绩效的影响的影响。为了证明这一点，我使用有关阿根廷公司与外国公司之间交易的海关级别信息。我重点介绍了两个新型的风格化事实：（i）国内企业的外国供应商数量的分布高度偏见，中间公司仅与两个，（ii）企业将进口价值集中在一个顶级供应方面，即使在控制公司规模的情况下，在这些事实的激励下，我构建了一个由外国供应商市场搜索摩擦的异质公司的理论框架。通过校准练习，我研究了框架的预测，并使用Shift Share识别策略在数据中测试它们。结果为外国供应商市场和强大的进出口互补性提供了大量摩擦的证据。
This paper presents evidence on the granular nature of firms' network of foreign suppliers and studies its implications for the impact of supplier shocks on domestic firms' performance. To demonstrate this, I use customs level information on transactions between Argentinean firms and foreign firms. I highlight two novel stylized facts: (i) the distribution of domestic firms' number of foreign suppliers is highly skewed with the median firm reporting linkages with only two, (ii) firms focus imported value on one top-supplier, even when controlling for firm size. Motivated by these facts I construct a theoretical framework of heterogeneous firms subject to search frictions in the market for foreign suppliers. Through a calibration exercise I study the framework's predictions and test them in the data using a shift-share identification strategy. Results present evidence of significant frictions in the market for foreign suppliers and strong import-export complementarities.
