电商平台经济对线下实体经济的影响——来自全国经济普查的经验证据

The Impact of E-commerce Platform Economy on the Real Economy——An Empirical Evidence from China’s National Economic Census

【目的/意义】近年来,我国电商平台经济呈现出快速发展态势,其对线下实体经济将产生何种影响值得深入探讨。【设计/方法】借助2015年我国各省公布的经济普查数据,构建“行业-省份”二维数据实证模型,从集约边际和广延边际两个视角,针对电商平台经济对线下实体经济的影响展开讨论。【结论/发现】电商平台经济具有显著的“双重效应”,即从集约边际视角来看,电商平台经济对线下实体贸易额具有抑制效应,但是,从广延边际视角来看,电商平台经济对线下企业数具有显著的溢出效应。文章对厘清我国电商平台经济与实体经济二者之间的关系提供一个经验证据,对如何促进二者融合发展提供政策启示。

[Purpose/Significance]In recent years,China’s e-commerce platform economy has shown a trend of rapid development and its impact on the real economy is worth further study.[Design/Methodology]Based on the economic census data released by Chinese provinces in 2015,an“industry-province”data empirical model is built to discuss the impact of e-commerce platform economy on the real economy from the perspectives of intensive margin and extensive margin.[Findings/Conclusions]The e-commerce platform economy has seen a significant“double effect”.From the intensive margin perspective,e-commerce platform economy has a restraining effect on offline trade volume.From the extensive margin perspective,however,e-commerce platform economy has significant spillover effect on the number of offline enterprises.This paper provides an empirical evidence for clarifying the relationship between e-commerce platform economy and the real economy in China,and offers policy suggestions for promoting their integrated development.