数字经济发展与服务业消费升级——中国需求结构转换新动力探析

Digital Economy Growth and Consumption Upgrading in Service Industry:Analysis on the New Impetus of the Demand Structure Shift of China

在扩大内需战略背景下,中国需求结构转换进程加速推进,服务消费在我国整体消费结构中的地位日益凸显。与此同时,数字经济与消费活动的融合程度逐渐加深,但目前关于数字经济发展如何赋能服务业消费升级的研究还相对不足,不利于为构建统一大市场提供针对性的理论参考。鉴于此,本文使用中国家庭追踪调查(CFPS)数据,考察了数字经济发展对服务业消费升级的影响。结果发现:(1)数字经济发展会对服务业消费升级产生显著的促进作用;(2)数字经济发展对家庭服务业消费的影响存在收入效应和信息效应两种作用;(3)相较而言,数字经济发展对西部地区的服务业消费升级作用更为明显,并对社会信任低的消费者群体具有更突出的影响,展现出“扶弱”“普惠”的特征;(4)从消费结构细分维度来看,在生活型服务消费中,数字经济发展对商业保险服务支出的作用更为突出,而在发展型服务消费中,数字经济发展对文娱服务支出的效应更为明显,呈现出赋能“高质量发展”的效应。

The rise of the new generation of information technology makes the relationship between the development of digital economy and service consumption activities increasingly close. This paper uses data from the 2018 China Family Panel Studies(CFPS) to overcome the endogeneity problem and empirically test the growth of the digital economy to promote consumption upgrading in the service industry. Main conclusions are as follows.(1) The frequency of residents’ household Internet business activities has a facilitating effect on service consumption upgrading;(2) The influence of digital economy on household service consumption has two important forms: income effect and information effect;(3) The growth of the digital economy has a greater effect on service consumption upgrading in western regions. Furthermore,the growth of the digital economy has a significant effect on consumers with lower social trust. The role of Internet development in upgrading service consumption shows the characteristics of “supporting the weak”and “benefiting all”.(4) In the consumption of living services, the growth of the digital economy has a greater role in promoting the commercial insurance expenditures. Meanwhile, in the growth of service consumption,it has a greater role in promoting the recreational and cultural expenditures. These results reveal that the development of digital economy has the effect of enabling “high-quality development” on the consumption structure. In the context of the transformation of the service economy, this study has important implications for promoting the dynamic transformation of China’s demand structure with “Internet plus” and upgrading the consumption structure with a new generation of information technology.