Rollover restrictions and firm export behavior: evidence from China

This paper employs difference-in-differences identification strategy to investigate the impact of nationwide rollover restrictions on firm export behavior with the micro-data of China’s listed firms, using the exogenous event of China passing the Guideline for Loan Risk Classification in 2007 as a q...

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Main Authors: Kaihao Liu, Xuefang Wang, Tingru Zhang
Format: Article
Language:English
Published: Taylor & Francis Group 2025-12-01
Series:Journal of Applied Economics
Subjects:
Online Access:https://www.tandfonline.com/doi/10.1080/15140326.2025.2464443
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author Kaihao Liu
Xuefang Wang
Tingru Zhang
author_facet Kaihao Liu
Xuefang Wang
Tingru Zhang
author_sort Kaihao Liu
collection DOAJ
description This paper employs difference-in-differences identification strategy to investigate the impact of nationwide rollover restrictions on firm export behavior with the micro-data of China’s listed firms, using the exogenous event of China passing the Guideline for Loan Risk Classification in 2007 as a quasi-natural experiment. Our findings reveal that rollover restrictions have a significantly negative effect on firm export behavior, including extensive and intensive margins of firm export. Moreover, the potential mechanism analysis reveals that rollover restrictions adversely affect firm export behavior by increasing firm financing constraints, reducing the supply of firm commercial credit, and inhibiting firm technology innovation. Additionally, heterogeneity tests demonstrate that the impact of rollover restrictions on firm export behavior varies across different industries and types of firms. This paper sheds light on the economic impacts of rollover restrictions on firms and provides policy implications for avoiding a “one-size-fits-all” policy pattern and comprehensively enhancing the corporate governance capacity.
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series Journal of Applied Economics
spelling doaj-art-e240cb5393dc4220bec534729beb42e92025-08-20T03:05:25ZengTaylor & Francis GroupJournal of Applied Economics1514-03261667-67262025-12-0128110.1080/15140326.2025.2464443Rollover restrictions and firm export behavior: evidence from ChinaKaihao Liu0Xuefang Wang1Tingru Zhang2School of Economics, Shandong University, Jinan, People’s Republic of ChinaSchool of Economics, Shandong University, Jinan, People’s Republic of ChinaSchool of Economics, Shandong University, Jinan, People’s Republic of ChinaThis paper employs difference-in-differences identification strategy to investigate the impact of nationwide rollover restrictions on firm export behavior with the micro-data of China’s listed firms, using the exogenous event of China passing the Guideline for Loan Risk Classification in 2007 as a quasi-natural experiment. Our findings reveal that rollover restrictions have a significantly negative effect on firm export behavior, including extensive and intensive margins of firm export. Moreover, the potential mechanism analysis reveals that rollover restrictions adversely affect firm export behavior by increasing firm financing constraints, reducing the supply of firm commercial credit, and inhibiting firm technology innovation. Additionally, heterogeneity tests demonstrate that the impact of rollover restrictions on firm export behavior varies across different industries and types of firms. This paper sheds light on the economic impacts of rollover restrictions on firms and provides policy implications for avoiding a “one-size-fits-all” policy pattern and comprehensively enhancing the corporate governance capacity.https://www.tandfonline.com/doi/10.1080/15140326.2025.2464443Rollover restrictionsfirm export extensive marginfirm export intensive margin
spellingShingle Kaihao Liu
Xuefang Wang
Tingru Zhang
Rollover restrictions and firm export behavior: evidence from China
Journal of Applied Economics
Rollover restrictions
firm export extensive margin
firm export intensive margin
title Rollover restrictions and firm export behavior: evidence from China
title_full Rollover restrictions and firm export behavior: evidence from China
title_fullStr Rollover restrictions and firm export behavior: evidence from China
title_full_unstemmed Rollover restrictions and firm export behavior: evidence from China
title_short Rollover restrictions and firm export behavior: evidence from China
title_sort rollover restrictions and firm export behavior evidence from china
topic Rollover restrictions
firm export extensive margin
firm export intensive margin
url https://www.tandfonline.com/doi/10.1080/15140326.2025.2464443
work_keys_str_mv AT kaihaoliu rolloverrestrictionsandfirmexportbehaviorevidencefromchina
AT xuefangwang rolloverrestrictionsandfirmexportbehaviorevidencefromchina
AT tingruzhang rolloverrestrictionsandfirmexportbehaviorevidencefromchina