摘要
数字化转型是促进经济增长的新引擎。基于1995—2018年45个国家17个制造业行业数据,理论分析并实证检验数字化投入对全要素生产率的影响,并进一步考察本土市场规模与市场竞争环境的调节效应以及数字化投入的产业关联效应。研究发现:数字化投入显著促进了全要素生产率增长;数字化投入对发达国家与发展中国家的全要素生产率增长均具有显著的促进效应;数字化投入对劳动、资本和技术密集型行业的全要素生产率增长均具有显著的促进效应,且该效应在劳动密集型行业中最强、在技术密集型行业中最弱;国外数字化投入与国内数字化投入均能够促进全要素生产率增长,但前者的促进效应弱于后者;数字化投入主要通过提升技术效率促进全要素生产率增长;数字化投入对全要素生产率增长的促进效应受到本土市场规模的正向调节,且该调节效应在劳动密集型行业中、在使用国内数字化投入时更强。拓展性分析显示:数字化投入具有显著的产业关联效应,能够通过促进产业间的协同融合提升全要素生产率;市场竞争环境不完善会抑制数字化投入的生产率提升效应,而本土市场规模减弱了市场竞争环境不完善对数字化投入促进全要素生产率增长的抑制效应。进一步讨论表明,数字化投入对全要素生产率增长的促进作用以及本土市场规模的正向调节效应在中国样本中同样成立。基于上述结论,应充分利用我国超大规模市场优势,不断深化市场化改革,持续推动产业数字化发展,从而为促进制造业转型升级和经济高质量发展提供有力支撑。
Digital transformation is a new engine for economic growth.Based on the data from 45 countries and 17 manufacturing industries from 1995 to 2018,this study theoretically analyzes and empirically tests the impact of digital investment on total factor productivity,and further examines the moderating effect of local market size and market competition environment,as well as the industry correlation effect of digital investment.The findings show that digital investment can significantly promote the growth of total factor productivity.Digital investment has a significant promoting effect on total factor productivity growth in both developed and developing countries.Digital investment has a significant promoting effect on the total factor productivity growth of labor-intensive,capital intensive,and technology intensive industries,and this effect is strongest in labor-intensive industries and weakest in technology intensive industries.Both foreign digital investment and domestic digital investment can promote the growth of total factor productivity,but the promoting effect of the former is weaker than that of the latter.Digital investment mainly promotes the growth of total factor productivity by improving technological efficiency.The promoting effect of digital investment on total factor productivity growth is positively moderated by the size of the local market,and this moderating effect is stronger in labor-intensive industries and when using domestic digital investment.The expansion analysis shows that digital investment has significant industry correlation effects and can enhance total factor productivity by promoting the collaborative integration between industries.The imperfect market competition environment will suppress the productivity effect of digital investment,while the weakening of the local market size will reduce the inhibitory effect of the imperfect market competition environment on the promotion of total factor productivity growth by digital investment.Further discussion indicates that the promoting effect of digital investment on total factor productivity growth and the positive moderating effect of local market size also hold true in the Chinese samples.Based on the above conclusion,we should fully utilize the advantages of China's super large market,continuously deepen market-oriented reforms,and continue to promote the digital development of industries,thereby providing strong support for promoting the transformation and upgrading of the manufacturing industry and high-quality economic development.
作者
周宏伟
庞素勤
刘曙光
任康宁
Zhou Hong-wei;Pang Su-qin;Liu Shu-guang;Ren Kang-ning(Nankai University,Tianjin 300071;Huazhong University of Science and Technology,Wuhan 430074;Ocean University of China,Qingdao 266100,China)
出处
《当代财经》
北大核心
2025年第9期126-139,共14页
Contemporary Finance and Economics
基金
国家社会科学基金重大项目“新时代中国特色社会主义思想指引下的海洋强国建设方略研究”(18VSJ067)
中国工程科技发展战略山东研究院咨询研究项目“山东与日韩科技合作战略研究”(202002SDZD02)。
