数实融合的路径分析:基于大数据综合试验区的准自然实验

Path Analysis of Digital-real Economy Integration:A Quasi-natural Experiment Based on Big Data Comprehensive Pliot Zone

数字经济与实体经济共同构成了我国国民经济的重要组成部分,推动二者深度融合是实现高质量发展的必由之路。随着数据要素的发展,大数据应用为深化数字经济与实体经济的融合提供一条创新路径。本文基于我国2011—2020年省级面板数据,以国家大数据综合试验区政策作为准自然试验,构建广义双重差分模型,探析了大数据综合试验区政策对数字经济与实体经济融合的影响。研究发现:大数据综合试验区的建设能够显著提升数字经济与实体经济的融合水平;异质性分析表明,大数据综合试验区的政策效应因区域位置、数字基础设施水平、实体经济发展水平、地方财力保障水平的不同呈现异质性特征;进一步研究表明,技术创新应用和优化要素配置是大数据综合试验区促进数字经济与实体经济融合的中介传导机制。

The digital economy and real economy together constitute an important part of China's national economy,and promoting the deep integration of the two is the only way to achieve high-quality development.With the development of data elements,the application of big data provides an innovative path to deepen the integration of the digital economy and the real economy.Based on China's 2011-2020 provincial panel data,this paper takes the national big data comprehensive pilot zone policy as a quasi-natural experiment,constructs a generalized differential model,and analyzes the impact of big data comprehensive pilot zone policy on the integration of digital economy and real economy.The study found that the construction of the big data comprehensive pilot zone can significantly improve the integration level of the digital economy and the real economy.Heterogeneity analysis shows that the policy effect of the big data integrated pilot zone presents heterogeneity characteristics due to the regional location,digital infrastructure level,real economy development level,and local financial security level.Further research shows that technological innovation and optimization of factor allocation are the intermediary transmission mechanisms of big data comprehensive pilot zones to promote the integration of the digital economy and real economy.