“新新贸易理论”为研究贸易的集约边际和扩展边际提供了理论基础,使其成为研究贸易增长方式的新维度。文章运用2001—2011年中国与30个主要国家(地区)的HS-6位数细分产品贸易数据,在对中国出口增长二元边际进行特征性事实描述的基础上,通过细分贸易成本的各种构成要素,探讨了中国对外贸易成本各组成部分对中国出口增长二元边际的作用机制。结果表明:中国的出口增长仍然主要归功于集约边际的拉动作用,与扩展边际相比,集约边际更具有“绝对主导、小幅震荡、稳步增加”的特征;不同贸易成本构成因素对二元边际的影响不同。总体上看,“距离在消亡”的同时,与一国实体经济相关的成本因素对集约边际的影响更大,而扩展边际则更多地受到外部;中击以及文化、法律等软环境因素的影响。
New-new trade theory provides a theoretical basis for the study of extensive and inten- sive margins of trade and makes these dual margins become a new dimension of the study of trade growth pattern. By the trade data of HS-6-digit sub-products in China and other 30 key countries from 2001 to 2011, this paper discusses the effects of the components of foreign trade costs on dual margins of export growth in China based on the description of stylized facts of dual margins of export growth and the subdivision of the components of trade costs. The results are as follows: firstly,export growth in China is mainly attributed to the pulling effect of intensive margin, and compared with extensive margin,intensive margin is more featured by absolute dominance, slight concussion and steady in- crease;secondly, the components of trade costs have different effects on dual margins;as a whole, with the demise of distance, cost factor related to real economy has greater effect on intensive margin and extensive margin is more affected by external shocks and soft environmental factors like culture and law.