数智化如何影响双循环参与度与收入差距——基于省级—行业层面数据

How Digital Intelligence Affects Dual Circulation Participation and Income Inequality:Based on Provincial-Industry Data

数智化与双循环参与度、收入差距具有怎样的内在联系?本文选用2012年、2015年、2017年中国碳核算数据库(CEADs)的区域间非竞争型投入产出表,研究发现:其一,从产品市场一体化、要素市场一体化以及全球价值链参与度的视角,数智化推动了国内大循环、国内国际双循环。其二,数智化通过引致上下游价值链产品与要素市场融合,降低交易成本,提升全要素生产率,进而畅通双循环。其三,数智化主要提升了省际间全球与国内价值链下游参与度,而下游参与度的提升效应与行业本身的价值链位置无直接关联,且主要改善了“以最终产品形式流出”的国内大循环,地理区位的联动效应仅促进了“东部—东部”省份内部的国内大循环以及东部省份的国内国际双循环。其四,双循环背景下,数智化使得“省份—行业—往来省份”相对收入差距下降得更多,在不同经济结构、市场结构与制度环境下具有差异性。

What is the intrinsic relationship between digital intelligence,dual circulation participation and income inequality?This paper selects the non-competitive input output table of the Carbon Emission Accounts&Datasets(CEADs)of China region in 2012,2015 and 2017,and the study finds that:Firstly,digital intelligence improves dual circulation participation.Secondly,by leading to the integration of upstream and downstream value chain products and factor markets,digital intelligence reduces transaction costs,improves total factor productivity,and then unblocks the dual circulation.Thirdly,digital intelligence mainly improves the downstream participation of the inter-provincial global and domestic value chain,while the improvement effect of downstream participation is not directly related to the position of the value chain of the industry itself,and mainly improves the domestic circulation of"outflow in the form of the final product".The linkage effect of geographical location only promotes the domestic circulation within the"eastern-eastern"provinces and the domestic and international dual circulation in the eastern provinces.Fourthly,under the background of the dual circulation,digital intelligence has made the relative income gap of"provinces-industries-bound provinces"decline more,which is different in different economic structures,market structures and institutional environments.