数字经济发展对实体经济的影响研究

Study on the Impact of Digital Economy Developmenton Real Economy

作为新发展阶段经济高质量发展的新模式与新动力,数字经济的发展对于提振我国实体经济、增强国际竞争力、建设新发展格局具有重要意义。文章基于我国省级面板数据,在理论分析数字经济对实体经济影响效应与作用机制的基础上进行了实证检验。结果显示:在研究的样本期内,数字经济的发展显著提升了实体经济发展水平。从作用机制来看,一方面,数字经济通过产业数字化、数字产业化的发展直接作用于实体经济;另一方面,数字经济通过影响实体产业供需结构,促使产业结构合理化来间接推进实体经济发展。此外,数字经济对实体经济的影响在不同的市场化程度与经济发展水平下表现出明显的异质性,在低市场化程度和经济发展水平区域的作用更强,存在一定的益贫效应。据此,提出可持续推进数字产业化、产业数字化发展保障数字经济的内源驱动力量,同时注重数字经济实施市场环境差异性因地施策。

As a new model and new driving force for high-quality economic development in the new development stage, the development of the digital economy is of great significance to boost China’s real economy, enhance international competitiveness, and build a new development pattern. Based on the panel data of China’s provinces(municipalities and autonomous regions) from 2013 to 2019, this paper conducts an empirical test on the basis of theoretical analysis of the effect and mechanism of the digital economy on the real economy. The results show that the development of the digital economy has significantly improved the development of the real economy. On the one hand, the digital economy directly affects the real economy through the development of industrial digitization and digital industrialization;on the other hand, the digital economy indirectly promotes the development of the real economy by influencing the supply and demand structure of the real industry and rationalizing the industrial structure. The impact of the development of the digital economy on the real economy shows differences under different levels of marketization and economic development, as well as the substitution and complementarity of traditional supply and demand adjustment policies. Based on this, this article proposes the sustainable promotion of digital industrialization and the development of industrial digitalization to ensure the internal driving force of the digital economy. At the same time, it focuses on the implementation of the digital economy to implement policies based on the differences in the market environment.