中美贸易非均衡影响因素实证研究—总体与电子产业比较

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The US and China trade imbalance is a highly debated topic, and cause of trade conflict between the US and China. In Economic theory, trade imbalance is an issue that can arise because of a variety of issues, and can play both positively and negatively affect a countries economy. The ever increasing US and China trade imbalance has had both impacts on each country. One particularly strong area of the trade imbalance between the two is the electronics industry, which as of the year 2013 represented more than 45% of the total trade balance, the largest subsection of any industry. Despite large amounts of existing research on the causes of the overall bilateral trade imbalance, there is limited research examining trade balance at the industry level.In order to fully understand the cause of both the overall trade balance, a unique and groundbreaking study was performed by analyzing both the overall trade balance as well as the largest subsection, the electronics industry simultaneously. Using Ordinary Least Squares Regression, macro economic factors such as the USD RMB Exchange Rate, China GDP, US GDP, and CPI difference were compared against the overall trade balance. At the Electronics Industry level, equivalent factors are used to analyze the balance with Exchange Rate, CPI difference, as well as China and the US’s Electronics Industry Gross Production.The results of the two separate analyses are then compared to each other, looking at how the macroeconomic factors interact at different levels. The results indicate that while at the overall trade balance level, factors such as CPI Difference the GDP of the US are extremely influential. At the Electronics Industry level, results indicate that China Electronics Industry Gross Production and Foreign Exchange rate play larger roles. With these results in mind, recommendations are made to both the US and Chinese governments for possible solutions.
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