The Research on the Influence of China-US Trade Friction on China's Communication Equipment Export
This study examines the impact of Sino-US trade frictions on high-tech industries such as communication equipment, systematically assessing the direct effects, underlying mechanisms, and structural differences of US tariff increases. Using 2017-2024 HTS-8-digit data and employing methods including two-way fixed effects models, the findings reveal: (1) Tariffs significantly suppress exports, with a 1% tariff rate increase leading to an average export decline of approximately 24.9%; (2) The impact exhibits heterogeneity, where intermediate goods and low-end products are more affected than final products and high-end goods; (3) A "price pass-through" mechanism exists, where exporters absorb part of the cost through strategic price reductions. The research demonstrates that trade frictions generate trade-distorting effects through cost and supply chain channels, providing a basis for industries to address international competition and optimize global layouts.
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