主讲人：贺骋远 助理教授（厦门大学经济学院）

主持人：谢明佳 助理教授（辽宁大学李安民经济研究院）

嘉宾介绍：余莉 助理教授（辽宁大学李安民经济研究院）

时间：2025年5月30日（周五） 10:00 – 11:30（北京时间）

地点：辽宁大学崇山校区五洲园一楼会议室

线上地址：腾讯会议846-7809-5157

语言：中文/英文

摘要：Recent studies on the U.S.-China trade dispute suggest that the increases in U.S. import tariffs were completely borne by U.S. importers. However, using firm-level data from the U.S. Census, we find that tariff pass-through is incomplete for firms that continue importing the same product from the same country. Large importers experience higher pass-through and account for a greater share of import. Firms that import new products or source from different countries pay higher prices than those maintaining existing relationships. Thus, the observed complete pass-through in prior studies reflects import reallocation toward firms with higher pass-through or more costly new supplier relationships. To explain these patterns, we incorporate a firm-specific import price with two-sided market power into a standard importer model. We show that fixed import costs, an elastic foreign export supply, and the greater bargaining power of large U.S. importers help account for the empirical findings.

主讲人简介：

贺骋远是任职于厦门大学经济学院的助理教授。他目前的研究兴趣是国际价值链，公司动态，贸易动态，国际经济周期和存货调整等。