摘要
服务外包作为推动服务贸易高质量发展的关键力量,在促进产业结构转型中发挥着重要作用。本文以中国设立的服务外包示范城市作为准自然实验,基于中国工商企业注册数据,运用多期双重差分法分析了服务外包政策如何影响数字产业集聚及其作用机制。研究结果表明:服务外包政策显著促进了数字经济核心产业集聚,对数字服务业集聚有较强的提升作用,但对数字制造业集聚没有影响;机制检验显示,服务外包政策主要通过人力资本积累效应、技术创新效应和数字营商环境优化效应推动数字产业集聚;异质性分析显示,服务外包政策对中西部地区数字服务业集聚的提升作用更显著,且对新型基础设施发达以及服务型产业主导城市数字经济核心产业集聚和数字服务业集聚的促进效应更大;拓展分析显示,服务外包政策显著推动了制造业和数字服务业协同集聚。本研究不仅为全面推进服务贸易高质量发展提供经验支持,也为政府加快构建促进数字经济发展体制机制提供参考。
Service outsourcing plays an important role in promoting industrial struc-ture upgrading and acts as a key driver of the high-quality development of service trade.This paper employs a multi-period difference-in-differences(DID)methodology,utilizing the designation of service outsourcing model cities in China as a quasi-natural experiment and drawing upon industrial and commercial enterprise registration data,to investigate the causal effect of service outsourcing policy on digital industry agglomeration and its underly-ing channels.The empirical results show that the policy significantly facilitates the agglom-eration of core digital economy industries,exerts a strong positive effect on the agglomera-tion of digital service industries,yet has no significant impact on that of digital manufac-turing industries.Mechanism tests reveal that this facilitating effect is mainly transmitted through human capital accumulation,technological innovation,and the optimization of the digital business environment.Heterogeneity analysis shows that the policy's impact on the agglomeration of digital service industries is more pronounced in central and western China,and its impact on the agglomeration of core digital economy industries and digital service industries is more significant in cities with advanced new infrastructure and service-oriented industrial structures.Furthermore,the policy is found to significantly boost the collaborative agglomeration of manufacturing and digital service industries.Collectively,these findings not only provide robust empirical evidence for promoting high-quality service trade but also yield crucial policy implications for accelerating the institutional establish-ment necessary for the sustained growth of the digital economy.
作者
桑瑞聪
范剑勇
SANG Ruicong;FAN Jianyong
出处
《国际贸易问题》
北大核心
2025年第12期119-138,共20页
Journal of International Trade
基金
国家社会科学基金一般项目“数字技术驱动出口产品创新的机制与路径研究”(23BJY056)
国家自然科学基金项目“职位招聘视角下人工智能对劳动力市场的影响研究”(72473023)。
关键词
服务外包政策
数字产业集聚
数字经济核心产业
Service Outsourcing Policy
Digital Industry Agglomeration
Core Industries within the Digital Economy
