中国不断扩张的国内市场规模和不断升级的需求结构为培育新型出口优势提供了一条重要的大国特色路径,但国内大市场一定能提升本土企业出口竞争力吗?本文基于全球电子消费品行业1252家品牌企业的数据,采用规避“本地市场偏好”的国外市场份额客观度量本土企业出口竞争力,寻找中国电子消费品这一代表性行业的国内大市场影响本土企业出口竞争力的微观证据,研究发现:(1)伴随中国国内市场规模的扩张,本土企业贸易的本地市场偏好增强,国外市场份额下降;(2)中国国内市场规模对本土企业出口竞争力的贡献度低,处于主要出口国的较末端水平;(3)中国国内市场扩张未能显著提升本土企业出口竞争力。这些证据意味着中国国内大市场仍是有待开发的出口优势的潜在源泉。原因在于,国内大市场要在规范有序与创新导向的市场环境、国内需求的国际化、消费者一生产商有效互动等条件下,才能转换为本土企业出口竞争力。据此,培育依托国内大市场的新型出口优势应注重国内大市场发挥作用的前提条件。
China's expanding domestic market scale and the upgrading demand structure provide a unique path to cultivating new export advantage. However, can large domestic market certainly promote the export competitiveness of local enterprises? Based on the data of 1252 brand owners in global consumer electronics industry, this paper explores the evidences of the export competitiveness driven by the large domestic market in China. The results show that the home bias of Chinese local enterprises is getting stronger with enlarging domestic market; the contribution of China's domestic market size to the export competitiveness is rather low in comparison with main exporters; China's domestic market size does not significantly promote the export competitiveness. All these evidences indicate that China's large domestic market is still a potential source of export advantage. The reasons lie in that innovation-oriented market environment, internationalization of the domestic demand, and the effective user-producer interaction are the premises of the domestic market mechanisms. Therefore, cultivating new export advantage based on large domestic market should focus on the role of domestic market mechanisms.