摘要
基于2016~2022年我国半导体产业上市企业面板数据,研判半导体产业链、创新链融合与产业韧性间的关系。研究结果显示:我国半导体产业韧性不断增强,呈现两极分化态势,且分化态势有所减弱,向更高水平集聚;双链融合能提升半导体产业韧性,区域人工智能发展水平越高,双链融合对半导体产业韧性的促进作用越强;双链融合对半导体原材料与设备企业韧性的促进作用要高于制造企业。据此,应构筑良好的产业链、创新链融合生态,以产业融合集群建设推进产业整合,构建多元化的知识积累路径,统筹人工智能发展与安全,培育龙头企业与扶持产业链“专精特新”企业并行,加快实现我国半导体产业链安全自主可控。
Based on the panel data of listed companies in China’s semiconductor industry from 2016 to 2022,the relationship between the semiconductor industry chain and innovation chain integration and industrial resilience is analyzed.The research results show that the resilience of China’s semiconductor industry is increasing,showing a trend of polarization,and the polarization trend has weakened,to a higher level of agglomeration;the double-chain integration can enhance the resilience of semiconductor industry;the higher the level of regional AI development,the stronger the promotion effect of double-chain integration on the resilience of the semiconductor industry;the promotion effect of double-chain fusion on the resilience of semiconductor raw materials and equipment companies is higher than that of manufacturing companies.Accordingly,we should build a good industrial chain,innovation chain integration ecology,promote industrial integration with the construction of industrial integration clusters,build diversified knowledge accumulation path,coordinate AI development and security,cultivating leading companies and support industry chain specialized and sophisticated SMES parallel,speed up the realization of our semiconductor industry chain security autonomous controllable.
作者
蔡湘杰
吴艳
贺正楚
CAI Xiang-jie;WU Yan;HE Zheng-chu(College of Public Administration and Law,Hunan Agricultural University,Changsha 410128,China;Business School,Xiangtan University,Xiangtan 411105,China)
出处
《经济体制改革》
北大核心
2025年第2期191-200,共10页
Reform of Economic System
基金
国家社会科学基金后期资助项目“产业协同集聚对产业链韧性的影响研究”(24FGLB033)
教育部人文社会科学基金项目“中国半导体产业链韧性的生成逻辑、动态评价与政策协同研究”(23YJC790102)
湖南省自然科学基金项目“我国半导体产业链企业商业模式创新的政策效应及作用机制研究”(25JJ50416)。
关键词
产业链和创新链融合
产业链韧性
产业韧性评价
半导体产业
integration of industrial chain and innovation chain
resilience of the industrial chain
industrial resilience evaluation
semiconductor industry
