制造业数字化与省际产业联动

Manufacturing Digitalization and Inter-Provincial Industrial Linkage

在逆全球化背景下,立足国内市场推进国内生产分工纵深发展是我国经济攻坚克难实现高质量发展的必然选择。基于中国多区域投入产出表数据,从制造业数字化视角研究省际产业联动问题,研究发现:第一,制造业数字化显著提高了省际产业联动水平,一系列稳健性检验均证明该结论稳健有效。第二,制造业数字化主要通过降低省际中间品贸易成本和提高省际调出技术复杂度两条途径促进省际产业联动。第三,从集约边际和广延边际视角看,制造业数字化既加强了省际产业联动的集约边际,也拓展了省际产业联动的广延边际,尤其对跨区域广延边际的成效显著。从区域战略视角看,东部地区制造业数字化对中西部地区的产业联动效应并不显著,但中西部地区制造业数字化能促进对东部地区的产业联动。根据研究结论,应充分考虑各区域产业联动的内在逻辑,合理进行制造业数字化布局,强化中西部地区数字基础设施建设,构建开放、包容和优质的制造业数字化体系,带动各产业各区域协同发展,推动国内大循环良性运转。

Under the background of anti-globalization,to promote the in-depth development of domestic production division based on the domestic market is an inevitable choice for China’s economy to overcome difficulties and achieve high-quality development.On the basis ofthe data of China multi-regional input-output table,this paper studies the inter-provincial industrial linkage from the perspective of manufacturing digitalization.The research finds that:firstly,manufacturing digitalization has significantly improved the inter-provincial industrial linkage,and a series of robustness tests have proven that this conclusion is robust and effective;secondly,manufacturing digitalization promotes inter-provincial industrial linkage mainly through the two paths of reducing the cost of inter-provincial intermediate trade and increasing the complexity of inter-provincial transfer technology;thirdly,from the perspective of intensive margin and extensive margin,manufacturing digitalization not only strengthens the intensive margin of inter-provincial industrial linkage,but also expands the extensive margin of inter-provincial industrial linkage,especially for the transregional extensive margin;from the perspective of regional strategy,manufacturing digitalization in the eastern regiondoes not have a significant industrial linkage effect on the central and western regions,but manufacturing digitalization in the central and western regions can promote their industrial linkage to the eastern region.According to the research conclusion,it is necessary to fully consider the inherent logic of industrial linkage in various regions,reasonably carry out the digital layout of the manufacturing industry,strengthen the construction of digital infrastructure in the central and western regions,and build an open,inclusive and high-quality digital system of the manufacturing industry,so as to drive the coordinated development of various industries and regionsand promote the benign operation of domestic circulation.