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为研究面板商占据液晶供应链主导地位的机理和生产商频繁面临倾销指控的原因,本文基于Enders和Siklos的门限自回归(TAR)和动态门限自回归(M-TAR)的方法,研究液晶电视机供应链中面板价格与成品价格之间的长期关系,利用纠错模型分析了其短期冲击特性,并借助自助法的仿真验证该模型的有效性。研究发现液晶电视机成品价格的上涨能够更快地传递给面板价格,面板商借助价格不对称调整产生的波及效应占据主导地位,使国内生产商陷入倾销指控的困境。
In order to study the mechanism that panel makers occupy the dominance of liquid crystal supply chain and the reasons why manufacturers often face dumping charges, based on Endels and Siklos threshold auto-regression (TAR) and dynamic threshold auto-regression (M-TAR) The long-term relationship between the panel price and the finished product price in the machine supply chain is analyzed. The short-term impact characteristics are analyzed by error correction model. The effectiveness of this model is verified by the self-help simulation. The study found that LCD TV finished product prices can be more quickly passed to the panel prices, panel makers with the asymmetry of the price adjustment effect of the dominance of the domestic producers into dumping charges predicament.