【摘要】 近年来，以特姆和希音为代表的中国跨境电商平台在全球范围内高速发展。有观点认为，中国跨境电商的迅速崛起为东道国既有电商平台带来“不公平”竞争。本文则发现：中国跨境电商平台与东道国既有平台之间并非零和博弈关系。由于所依托的供应商不同，中外平台各自提供具有不同比较优势的商品，双方有望基于比较优势差异，实现“互利共赢”。本文构建理论模型证明，中国跨境电商平台不仅为东道国送去其不具有比较优势的商品，亦通过“收入溢出”与“信息溢出”双重效应促进东道国既有电商平台发展，实现市场总规模扩张。实证方面，基于覆盖68个国家和地区、434个城市的千万级电商平台监测数据，本文发现中国平台进入后，东道国既有电商平台的访问量、支付人数与用户评分等均显著提升，验证了理论模型的推断。本研究揭示了平台经济跨境贸易的独特属性，强调了发挥比较优势在出海过程中的重要作用，并为“经贸关系的本质是互利共赢”这一重要论断提供了新的理论注解与经验证据。更多还原

【Abstract】 In recent years,Chinese cross-border e-commerce platforms represented by Temu and SHEIN have experienced rapid global expansion.Some argue that the swift rise of Chinese cross-border e-commerce brings"unfair"competition to existing e-commerce platforms in host countries.However,this paper finds that the relationship between Chinese cross-border e-commerce platforms and incumbent platforms in host countries is not a zero-sum game.Due to their different affiliated suppliers,Chinese and foreign platforms offer distinct products with comparative advantages,enabling both parties to achieve"win-win cooperation"based on differentiated comparative advantages.This paper constructs a theoretical model demonstrating that Chinese cross-border e-commerce platforms not only deliver products to host countries in which the latter lack comparative advantages,but also promote the development of incumbent e-commerce platforms in host countries through dual effects of"income spillover"and"information spillover",thereby achieving overall market expansion.Empirically,using massive e-commerce platform monitoring data covering 68 countries and regions across 434 cities,this paper finds that following the entry of Chinese platforms,incumbent e-commerce platforms in host countries experience significant improvements in website traffic,number of paying users,and user ratings,validating the theoretical model’s predictions.This study reveals the unique attributes of cross-border trade in the platform economy,emphasizes the crucial role of leveraging comparative advantages in the"going global"process,and provides new theoretical interpretations and empirical evidence for the important proposition that"economic and trade relations are essentially mutually beneficial and win-win".更多还原