Delivery times in international competition: An empirical investigation

• 成果类型: Article
• 署名作者: Ciani, Andrea; Mau, Karsten
• 署名单位: European Commission Joint Research Centre; EC JRC ISPRA Site; Maastricht University
• 刊物名称: JOURNAL OF DEVELOPMENT ECONOMICS
• ISSN/ISSBN: 0304-3878
• DOI: 10.1016/j.jdeveco.2022.103017
• 发表日期: 2023
• 关键词: Delivery times; comparative advantage; international competition; CHINA; Europe

摘要

This paper investigates the role of timely delivery in international competition. Using a demand-side, industry -specific measure of time-sensitivity, we assess the effect of Chinese competition on the export performance of Eastern European transition economies into Western European (EU15) destination-product markets. Our empirical analysis relies on exploiting the increase of Chinese competition in global markets during the first decade of the 2000s. We find evidence of heterogeneous adjustments to Chinese competition among Eastern European exporters due to the differential importance of timely delivery across sectors (i.e. time-sensitivity). While we observe sizable real displacement effects, they appear to be at least 50 percent smaller for time -sensitive exports. Relying on firm-level customs data, we establish that this mechanism also plays a role for responses to Chinese competition within firms.