数字经济影响制造业结构优化的机理与实证研究

Mechanism and Empirical Study of Digital Economy on the Upgrading of Manufacturing Structure

在剖析数字经济影响制造业结构优化的理论分析的基础上,从生产性服务业集聚视角切入,构建“数字经济-生产性服务业集聚-制造业结构优化”的分析框架,并使用2011~2020年制造业细分行业和各省以及城市制造业相关数据进行实证检验,以考察数字经济对制造业结构优化的影响。研究表明:数字经济能够有效推动制造业结构优化,在进行工具变量法等稳健性检验后结论仍然成立;生产性服务业集聚是数字经济影响制造业结构优化的重要机制,并且这种机制作用更多地通过高技术生产性服务业发挥的集聚效应实现;数字经济对制造业结构优化的影响存在明显的行业和区域异质性。

Building on the theoretical analysis of the impact of the digital economy on the upgrading of manufacturing structure,this study takes the perspective of producer services agglomeration and constructs an analytical framework of“Digital Economy-Producer Services Agglomeration-Upgrading of Manufacturing Structure”.And it uses the data of provinces,cities and manufacturing sub-sectors from 2011 to 2020 and conduct empirical tests to examine the impact of digital economy on the upgrading of manufacturing structure.It is found that digital economy can significantly promote the upgrading of manufacturing structure,and the conclusion is still convincing after some robustness tests such as instrumental variable method.Producer services agglomeration is an important mechanism of digital economy affecting the upgrading of manufacturing structure,and this mechanism effect is more realized through the agglomeration of high-tech producer services industries;there are obvious industrial and regional heterogeneity in the impact of digital economy on the upgrading of manufacturing structure.