电商平台建设能推动数实融合吗?——来自国家电子商务示范城市的经验证据

Can E-commerce Platform Construction Drive Digital-reality Integration?-Experiential Evidence from National E-commerce Demonstration Cities

数字经济与实体经济融合是以数字经济部门提供数据要素、数智产品和数字模式,推动实体经济重构业务逻辑、变革组织形态和创新价值模式的过程,具有增强实体经济新动能和提升国际竞争力的功效,因此探讨如何推动数实融合走实向深显得尤为重要。文章以国家电子商务示范城市建设为准自然实验,利用2011—2021年283个城市面板数据实证检验了电商平台建设对数字经济与实体经济融合的影响。研究发现,相较于没有设立电商平台示范建设城市,设立电商平台示范建设城市能加速提升数实融合水平,并且地区物流体系越完善,其数实融合效应越突出。机制检验证实,电商平台建设主要从供需两端发力推动数实深度融合,供给侧上拓宽数字技术应用和需求侧上激发市场活力是其影响数实融合的重要渠道。异质性分析显示,电商平台建设的数实融合效应在市场分割高的地区、非资源型城市,以及具有商业信用优势的地区更为敏感。

The integration of the digital economy with the real economy is a process during which the digital economy sector provides data elements,digital products and digital models to promote the reconfiguration of the real economy business logic,to reform the organizational form and innovation model.It has the effect of enhancing the new kinetic energy of the real economy and upgrading international competitiveness.Thus,it is important to explore how to promote the deepening of digital integration.Taking the construction of national e-commerce demonstration cities as a quasi-natural experiment,the impact of the construction of e-commerce platforms on the integration of the digital economy and the real economy is empirically examined using the panel data of 283 cities from 2011 to 2021.It is found that,compared with no e-commerce platform demonstration construction cities,the establishment of e-commerce platform demonstration construction cities helps to improve the level of digital-reality integration.Meanwhile,the more advanced the regional logistics system is,the more prominent its digital-real integration effect is.Mechanism test confirms that the construction of e-commerce platforms mainly promotes the deep integration of digital and real economy from the supply and the demand side.The main channels to influence the integration of digital and real economy are the wide application of digital technology on the supply side and the stimulation of market vitality on the demand side.Heterogeneity analysis shows that the digital-reality integration effect of e-commerce platform construction is more sensitive in areas with high market segmentation,non-resource cities and areas with commercial credit advantages.