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国家人工智能创新应用先导区建设对企业两创融合的影响研究——基于双重机器学习的因果推断

Research on the Impact of the Construction of National AI Innovation Application Pilot Zones on the Firms'Integration of Technological and Industrial Innovation——Causal Inference Based on Double Machine Learning
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摘要 国家人工智能创新应用先导区作为推动人工智能与实体经济深度融合的制度安排,为企业创新活动提供政策支持。本文以2015~2023年中国A股上市公司为样本,采用双重机器学习模型,实证检验先导区建设对企业两创融合的影响。研究发现,先导区建设会显著促进企业两创融合,且这一促进作用在合作文化浓厚、市场竞争激烈和东部地区的企业中更强。机制检验表明,先导区建设主要通过提升数据要素利用、优化人力资本结构和降低融资约束程度来促进企业两创融合。此外,企业资产专用性发挥着负向调节效应,即会显著削弱先导区建设对企业两创融合的促进作用。本文不仅为理解人工智能创新应用政策赋能企业两创融合的内在机理提供经验证据,也为优化先导区建设、推动国家科技产业发展提供政策启示。 The National AI Innovation Application Pilot Zones,as a crucial institutional arrangement to promote the deep in⁃tegration of artificial intelligence with the real economy,provide policy support for firm innovation activities.Using a sample of Chi⁃nese A-share listed companies from 2015 to 2023,this study employs a double machine learning model to empirically examine im⁃pact of construction of the pilot zones on firm'integration of technological and industrial innovation.The study finds that the con⁃struction of the pilot zones significantly promotes this integration,and this promoting effect is more pronounced in firms with a strong cooperative culture,facing intense market competition,and located in the eastern region.Mechanism tests indicate that the con⁃struction of the pilot zones primarily fosters the integration by enhancing data factor utilization,optimizing human capital structure,and alleviating financing constraints.Moreover,the study finds that asset specificity plays a negative moderating role,significantly weakening the promoting effect of the construction of the pilot zones on firms'integration of technological and industrial innovation.This study not only provides empirical evidence for understanding the intrinsic mechanisms through which AI policy empowers firm'integration but also offers policy insights for optimizing the construction of pilot zones and promoting the development of national scie⁃nce and technology industries.
作者 龙志 陈湘州 Long Zhi;Chen Xiangzhou(School of Management,Guangzhou University,Guangzhou 510006,China;School of Business,Hunan University of Science and Technology,Xiangtan 411201,China;Hunan Strategic Emerging Industries Research Base,Xiangtan 411201,China)
出处 《工业技术经济》 北大核心 2026年第4期99-110,共12页 Journal of Industrial Technology and Economy
基金 国家社会科学基金一般项目“持续调控背景下房地产市场利益分配协调机制及政策研究”(项目编号:13BJY057)。
关键词 科技创新和产业创新融合 先导区建设 资产专用性 双重机器学习 数据要素 人力资本结构 融资约束 人工智能 integration of technological and industrial innovation construction of the pilot zones asset specificity double machine learning data factor human capital structure financial constraint artificial intelligence
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