中国数字经济核心产业创新测度--以电子信息产业百强企业文本挖掘为例

Measurement of Innovation in the Core Industry of China s Digital Economy--Taking Text Mining of Top 100 Enterprises in Electronic Information Industry as An Example

数字经济作为新一轮科技革命和产业变革的重要驱动力量,已经成为推动新质生产力发展的重要引擎。本文聚焦数字经济核心产业--电子信息产业的创新,以上市A股电子信息产业前百强企业的分析师报告为蓝本,运用文本信息挖掘的方法来审视中国数字经济整体创新以及创新类型的基本特征和发展趋势。结果显示:中国数字经济核心产业总体创新目前呈现出快速突进的特征,众多细分领域如5G技术、芯片制造、人工智能等突破式创新迸发,而在锂电池、电子屏显和光纤光缆等领域渐进式创新融合自研的颠覆性技术实现了典型意义的“弯道超车”。更为重要的是,基于分析师报告文本信息挖掘的方法测度创新,既克服专利策略性披露以及数字时代专利信息衡量创新滞后性等问题,也弥补没有公布专利创新测度的技术性遗漏问题,是一种方法论上的新突破。

As an important driving force for a new round of scientific and technological revolution and industrial transformation,the digital economy has become an important engine to promote the development of new quality productivity.Therefore,this paper focuses on the innovation of electronic information industry,the core industry of digital economy.Based on the analyst reports of the top 100 enterprises in the electronic information industry listed in A-shares,this paper uses the method of text information mining to examine the basic characteristics and development trend of the overall innovation and innovation types in China s digital economy.The results show that the overall innovation of the core industries of China s digital economy is currently showing the characteristics of rapid progress,radical innovations in many subdivisions such as 5G technology,chip manufacturing,artificial intelligence and other fields burst out,and incremental innovation and integration of self-developed disruptive technologies in the fields of lithium batteries,electronic display and optical fiber and cable have achieved a typical sense of“curve overtaking”.More importantly,the method of measuring innovation based on the text information mining of analyst reports not only overcomes the problems of patent strategic disclosure and patent information lag in the digital era,but also makes up for the technical omission of the measurement of patent innovation that has not been published,which is a new breakthrough in methodology.