信息通讯技术应用能缓解产能过剩吗?

Can information communication technologies mitigate excess capacity?

当前供给侧结构性改革的关键在于如何缓解产能过剩矛盾。本研究以2012年世界银行提供的关于中国制造业企业营商环境质量调查数据,就信息通讯技术应用能否成为一个有效的战略手段化解产能过剩矛盾进行了检验。研究结果显示:信息通讯技术应用能够有效地提高企业的产能利用率,因此可将信息通讯技术应用视为化解产能过剩的有效途径。此外,本研究还揭示了信息通讯技术应用影响企业产能过剩的渠道机制和调节机制,渠道机制是信息通讯技术的应用可以通过提高生产率、推动企业创新和强化信息共享来有效发挥去产能效应;调节机制是政府管制弱化了信息通讯技术应用的去产能效应,而法治水平则强化了信息通讯技术应用的去产能效应。进一步地,稳健性检验结果表明,信息通讯技术应用的去产能效应在不同规模和不同产能利用率的企业上表现出差异性,对于大中型企业和产能利用率较高的企业而言,信息通讯技术应用所发挥的去产能效应会更加显著和强烈。

The key of current supply-side structural reformation lies in how to mitigate excess capacity. Using survey data of World Bank about institutional quality of Chinese enterprise operation,this paper provides a manufacturing firm-level empirical analysis on the relationship between information communication technologies application and excess capacity. The results show that,the application of information communication technologies promotes the rates of firm capacity utilization. Therefore,information communication technologies could be the effective path to resolve excess capacity. Furthermore,this paper reveals the channel mechanism and moderating mechanism of the effects of information communication technologies on firm excess capacity. The channel mechanism is that by enhancing productivity,promoting firm innovation and strengthening information share,application of information communication technology brings effects of DE-capacity; The moderating mechanism is that government regulations have weakened the DE-capacity effect of information communication technologies application,but the quality of rule of law has strengthen the DE-capacity effect of information communication technologies application. In addition,the results of robust test show that,with firm of different scale and capacity,the DE-capacity effect of information communication technologies application is also different. Information communication technologies applications have even more significant and effects on excess capacity with large and medium or higher-capacity firm.