主题：全球电子商务平台上的搜索和信息摩擦：来自阿里巴巴的证据（Search and Information Frictions on Global E-Commerce Platforms: Evidence from AliExpress）
主讲人：Daniel Yi Xu（a Professor of Economics at Duke University ）
主持老师：（北大现代农学院）黄季焜
参与老师：
（北大经院）章政、张博、李虹、张鹏飞、季曦、刘政文、梁远宁
（北大国发院）徐晋涛、王敏、邢剑炜、易媛媛
（北大现代农学院）刘承芳、侯玲玲、解伟、王悦
时间：
2021年12月20日（周一）9:00-11:00
形式：
Zoom Meeting
https://us02web.zoom.us/j/86065707879?pwd="SE0vdjVOcFZTeCtrcmpSUWRYY1IzUT09
Meeting ID: 860 6570 7879
Passcode: 240548
主讲人简介：
Daniel Yi Xu is a Professor of Economics at Duke University and a faculty research associate of the National Bureau of Economic Research. Professor Xu’s research lies at the intersection of Productivity, International Trade, and Industrial Organization. His current research agenda is concentrated on using large-scale microdata to model and estimate a rich set of individual firm decisions, often dynamic, and to investigate how these decisions affect resource allocation, industry performance, and economic growth especially in developing and emerging economies. Professor Xu’s most recent work has been published in leading economic journals, including the American Economic Review, the Rand Journal of Economics, the Review of Economic Studies, the Review of Economic Dynamics, and the Management Science. He is currently the co-editor of the Review of Economics and Statistics and an associate editor of the Rand Journal of Economics and AEJ: Applied. He previously served as the co-editor of the Journal of Development Economics, and associate editor for the Economic Journal, the Journal of Industrial Economics, the Journal of International Economics, Quantitative Economics, and the Review of Economics and Statistics.
摘要： We study how search and information frictions shape market dynamics in global e-commerce. Observational data and self-collected quality measures from AliExpress establish the existence of search and information frictions. A randomized experiment that offers new exporters exogenous demand and information shocks demonstrates the potential role of sales accumulation in enhancing seller visibility and overcoming these demand frictions. However, we show theoretically and quantitatively that this demand-reinforcement mechanism is undermined by a large number of online exporters. Our structural model rationalizes the experimental findings and quantifies efficiency gains from reducing the number of inactive sellers. 本研究探讨搜索和信息摩擦如何影响全球电子商务的市场动态。来自阿里巴巴的数据和收集的质量衡量标准数据证实了搜索和信息摩擦的存在。一个向新出口商提供外生需求和信息冲击的随机实验证明了销售积累在提高卖方知名度和克服搜索和信息摩擦方面的潜在作用。然而，本研究从理论上和实证上表明，这种需求强化机制被大量的在线出口商所破坏。本研究通过构建结构模型，使实验结果合理化，并量化减少不活跃卖家数量带来的效率提升。
供稿单位：经济学院科研办公室
供稿人：车晓莹
