数字新基建、要素市场化与中国制造业价值链升级

Digital New Infrastructure,Factor Marketization and Value Chain Upgrading ofChina's Manufacturing Industry

选取我国2012—2022年30个省级行政区面板数据,借助动态面板数据模型,实证检验数字新基建对制造业价值链升级的影响及作用机制。结果显示:数字新基建对制造业价值链升级具有显著正向影响,且该结论经过一系列内生性及稳健性检验后仍成立。数字新基建对制造业价值链升级的促进作用存在显著区域异质性,具体表现为对东部地区省份、“一带一路”沿线省份制造业价值链升级的促进作用更强。进一步检验发现,数字新基建可通过推动要素市场化发展间接促进制造业价值链升级。基于此,应积极部署新一轮数字新基建项目,均衡分布数字新基建资源,有序推进要素市场化改革,以期推动中国制造业全球价值链向更高位势攀升。

Select the panel data of 30 provincial-level administrative regions in China from 2012 to 2022,this paper empirically tests the impact and mechanism of digital new infrastructure on the upgrading of manufacturing value chain with the help of dynamic panel data model.The results show that:Digital new infrastructure has a significant positive impact on the upgrading of manufacturing value chain,and this conclusion is still valid after a series of endogenous and robustness tests.There is significant regional heterogeneity in the promotion effect of digital new infrastructure on the upgrading of manufacturing value chain,which is manifested in the stronger promotion effect on the upgrading of manufacturing value chain in the eastern provinces and the provinces along"the Belt and Road".Further tests show that digital new infrastructure can indirectly promote the upgrading of manufacturing value chain by promoting the development of factor marketization.Based on this,we should actively deploy a new round of digital new infrastructure projects,promote the market-oriented reform of factors in an orderly manner,and balance the distribution of digital new infrastructure construction resour-ces in order to promote the global value chain of China's manufacturing industry to a higher level.