Data and code for: Opposing firm-level responses to the China shock: output competition versus input supply

Principal Investigator(s): View help for Principal Investigator(s) Philippe Aghion, Collège de France/INSEAD; Antonin Bergeaud, HEC; Matthieu Lequien, INSEE; Marc Melitz, Harvard University; Thomas Zuber, Banque de France

Version: View help for Version V1

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replication			01/30/2024 06:29:AM

Project Citation:

Aghion, Philippe, Bergeaud, Antonin, Lequien, Matthieu, Melitz, Marc, and Zuber, Thomas. Data and code for: Opposing firm-level responses to the China shock: output competition versus input supply. Nashville, TN: American Economic Association [publisher], 2024. Ann Arbor, MI: Inter-university Consortium for Political and Social Research [distributor], 2024-04-15. https://doi.org/10.3886/E184244V1

Project Description

Summary:

We decompose the ``China shock'' into two components that induce different

adjustments for firms exposed to Chinese exports: an output shock

affecting firms selling goods that compete with similar imported Chinese

goods, and an input supply shock affecting firms using inputs

similar to the imported Chinese goods. Combining French accounting, customs,

and patent information at the firm-level, we show that the output shock is

detrimental to firms' sales, employment, and innovation. Moreover, this

negative impact is concentrated on low-productivity firms. By contrast, we

find a positive effect - although often not significant - of the input

supply shock on firms' sales, employment and innovation.

Scope of Project

JEL Classification:
      F14 Empirical Studies of Trade
      O19 International Linkages to Development; Role of International Organizations
      O31 Innovation and Invention: Processes and Incentives
      O33 Technological Change: Choices and Consequences; Diffusion Processes
      O34 Intellectual Property and Intellectual Capital

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V1 [2024-04-15]

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