数字化转型、企业出口与地区外部性

Digital Transformation,Corporate Exports and Regional Externalities

利用2007—2020年中国沪深A股上市企业数据,系统考察数字化转型对企业出口的影响效应、机制渠道和外部性影响。基准回归结果表明,数字化转型显著提升企业出口表现。异质性分析结果表明,数字化转型对位于东部地区和中心城市企业产生的出口促进作用更加明显,对国有企业、处于成长期和成熟期以及技术资本密集型企业出口的积极作用更大。机制检验结果表明,数字化转型通过提高全要素生产率进而增强企业出口表现。此外,数字化转型对企业出口影响存在着正外部性,主要体现在地区外部性;在弱知识产权保护执法力度区域,企业出口受到其他企业数字化转型的促进作用更加显著。

Based on the data of China s A-share listed enterprises in Shanghai and Shenzhen from 2007 to 2020,this paper systematically examines the impact,mechanism channels and externalities of digital transformation on corporate exports.It is found that digital transformation significantly improves corporate export performance.The heterogeneity analysis shows that digital transformation has a more obvious effect on the export promotion of enterprises located in the eastern region and central cities,and has a greater positive effect on state-owned enterprises,enterprises in the growth and maturity stages,and technology-capital-intensive enterprises.The mechanism test shows that digital transformation enhances corporate export performance by increasing total factor productivity.Furthermore,there are positive externalities in the impact of digital transformation on exports,mainly reflected in regional externalities;and in areas with weak enforcement of intellectual property rights,corporate exports promoted by the digital transformation of other enterprises are more significant.