数字新基建对国内价值链循环的影响研究

Research on the Impact of New Digital Infrastructure on Domestic Value Chain Circulation

作为新一轮科技革命与产业革命的驱动载体,数字新基建在国民经济循环中发挥着重要作用。基于供给与需求双重视角,探究数字新基建影响国内价值链循环的理论逻辑。研究发现,数字新基建能够显著促进国内价值链循环。供给侧驱动效应下数字新基建通过促进技术创新推动国内价值链循环,而需求侧驱动效应下消费升级是其推动国内价值链循环的中介机制。异质性研究表明,在技术密集型行业与劳动密集型行业中,数字新基建对国内价值链循环的积极影响更为显著;在劳动力市场分割与消费品市场分割程度高的地区,数字新基建的赋能作用会被削弱。拓展性分析发现,数字新基建有助于提升国内产业价值链增加值,且这一影响效果在中西部地区尤为突出。上述研究表明,应重视数字新基建在构建产业链新发展格局中的基础性与全局性作用,分行业、分地区、分步骤地加快新型数字基础设施建设,提升数字新基建的部署质量与效率。

As the driving vehicle of the new round of technological revolution and industrial revolution,digital new infrastructure plays an important role in the national economic circulation.Based on the dual perspectives of supply and demand,this paper explores the theoretical logic of the influence of new digital infrastructure on the circulation of domestic value chain.The findings show that digital new infrastructure can significantly promote domestic value chain circulation.Under the supply-side driving effect,digital new infrastructure promotes the domestic value chain circulation by promoting technological innovations;while under the demand-side driving effect,consumption upgrading is the intervening mechanism to promote the domestic value chain circulation.The result of the heterogeneity study shows that in the technology-intensive industries and labor-intensive industries,the positive impact of new digital infrastructure on domestic value chain circulation is more significant.While in the regions with higher degree oflabor market segmentation and consumer marketsegmentation,the empowering effect of new digital infrastructure will be weakened.The result of the expansion analysis shows that the new digital infrastructure can help to increase theadded value of the domestic industrial value chain,and that this effect is particularly prominent in the central and western regions.The above research reveals that we should attach importance to the basic and overall role of new digital infrastructure in building a new development pattern of industrial chain,accelerate the construction of new digital infrastructure by industry,by region and step by step,and improve the deployment quality and efficiency of new digital infrastructure.