The present paper explores how foreign business conditions affect domestic income, welfare, and industry structure, i.e., the international spillovers from business conditions, in a two-country one-sector heterogeneous-firms trade model. Pro-competitive improvements in foreign business conditions (e.g., a larger market, higher productivity, lower export costs or lower entry costs) increase real income and thus welfare in both countries. The positive spillovers materialize in part through intra-industry reallocations similar to those released by trade liberalization. They include stronger selection into firm survival and a larger share of firms exporting, and, thus, a shift of activity towards more productive firms and a subsequent increase in aggregate productivity. The change in the share of domestic expenditure is shown to be a sufficient statistic for how changes in foreign business conditions affect domestic real income, welfare, and industry structure. Finally, the paper highlights that the sign of the spillover is highly dependent on whether the general equilibrium is restored through standard home market effects or through adjustment in the relative wage.

本文探讨了国外商业条件如何影响国内收入、福利和产业结构，即商业条件的国际溢出效应，在两国一个部门的异质企业贸易模型中。外国商业条件的有利于竞争的改善（例如，更大的市场、更高的生产力、更低的出口成本或更低的进入成本）增加了两国的实际收入和福利。积极的溢出效应部分是通过类似于贸易自由化释放的行业内再分配实现的。它们包括对企业生存的更强选择和更大份额的企业出口，因此，活动向生产率更高的企业转移，随后总生产率提高。国内支出份额的变化被证明是国外商业环境变化如何影响国内实际收入、福利和行业结构的充分统计数据。最后，本文强调溢出的迹象高度依赖于一般均衡是通过标准的国内市场效应还是通过相对工资的调整来恢复。