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How Much of Chinese Exports is Really Made In China? Assessing Domestic Value-Added When Processing Trade is Pervasive

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Robert Koopman
Zhi Wang
Shang-Jin Wei

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Abstract

As China's export juggernaut employs many imported inputs, there are many policy questions for which it is crucial to know the extent of domestic and foreign value added in its exports. The best known approach - the concept of "vertical specialization" proposed by Hummels, Ishii and Yi (2001) - is not appropriate for countries that engage actively in tariff/tax-favored processing exports such as China, Mexico, and Vietnam. We develop a general formula for computing domestic and foreign contents when processing exports are pervasive. Because this new formula requires some input-output coefficients not typically available from a conventional input-output table, we propose a mathematical programming procedure to estimate these coefficients by combining information from detailed trade statistics with input-output tables. By our estimation, the share of foreign content in China's exports is at about 50%, almost twice the estimate given by the HIY formula. There are also interesting variations across sectors and firm ownership. Those sectors that are likely labeled as relatively sophisticated such as electronic devices have particularly high foreign content (about 80%). Foreign-invested firms also tend to have higher foreign content in their exports than do domestic firms.

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Paper provided by National Bureau of Economic Research, Inc in its series NBER Working Papers with number 14109.

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Date of creation: Jun 2008
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Handle: RePEc:nbr:nberwo:14109

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Find related papers by JEL classification:
F1 - International Economics - - Trade
O1 - Economic Development, Technological Change, and Growth - - Economic Development
O53 - Economic Development, Technological Change, and Growth - - Economywide Country Studies - - - Asia including Middle East

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  1. Zhi Wang, 2008. "The Chinese Export Bundles: Patterns, Puzzles and Possible Explanations," Working Papers id:1774, esocialsciences.com. [Downloadable!]
  2. Michelle Connolly & Kei-Mu Yi, 2008. "How much of South Korea’s growth miracle can be explained by trade policy?," Working Paper Series 2008-23, Federal Reserve Bank of San Francisco. [Downloadable!]
  3. Arslan Razmi, 2008. "Is the Chinese Investment- and Export-Led Growth Model Sustainable? Some Rising Concerns," Working Papers 2008-09, University of Massachusetts Amherst, Department of Economics. [Downloadable!]
  4. Mary Amiti & Amit K. Khandelwal, 2009. "Competition and Quality Upgrading," NBER Working Papers 15503, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  5. Zhi Wang & Shang-Jin Wei, . "The Chinese Export Bundles: Patterns, Puzzles and Possible Explanations," Indian Council for Research on International Economic Relations, New Delhi Working Papers 226, Indian Council for Research on International Economic Relations, New Delhi, India. [Downloadable!]
  6. Badibanga, Thaddee & Diao, Xinshen & Roe, Terry & Somwaru, Agapi, 2008. "Dynamics of Structural Transformation: Understanding the Key Factors That Drive Innovative Activities in Selected Asian and African Countries," Bulletins 43890, University of Minnesota, Economic Development Center. [Downloadable!]
  7. Dong He & Wenlang Zhang, 2008. "How Dependent is the Chinese Economy on Exports and in What Sense has its Growth been Export-led?," Working Papers 0814, Hong Kong Monetary Authority. [Downloadable!]
  8. THORBECKE, Willem & Hanjiang ZHANG, 2008. "The Effect of Exchange Rate Changes on China's Labor-Intensive Manufacturing Exports," Discussion papers 08038, Research Institute of Economy, Trade and Industry (RIETI). [Downloadable!]
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