工业智能化如何影响产业集中度——基于中国工业企业上市公司的实证研究

How Do Industrial Intelligence Affect Industrial Concentration—Based on the Empirical Study of Listed Industrial Companies in China

本研究将以产业组织理论为基础,选取2007~2021年中国A股上市公司中的工业企业数据作为研究样本,探究工业智能化如何塑造产业内企业行为和市场格局,从产业集中度的角度回答了“索罗悖论”。实证研究发现,工业智能化的影响体现为倒U型关系,在工业智能化的初期提高其市场份额,为大型企业“锦上添花”。由于数据多层次的特点,采用多层次分析方法处理内生性问题和进行稳健性检验。企业工业智能化影响产业集中度的关系在不同发展阶段、地区和行业之间有所差异。本研究提供了对工业智能化和产业集中度关系的深入理解,为政策制定者、企业领导者和研究者提供了有价值的见解,帮助他们更好地应对日益复杂的市场环境和产业挑战。

Based on the theory of industrial organization, this study selects the data of industrial enterprises in China’s A-share listed companies from 2007 to 2021 as research samples to explore how industrial intelligence shapes enterprise behavior and market pattern within the industry, and answers the “Solo paradox” from the perspective of industrial concentration. Empirical research finds that the impact of industrial intelligence is reflected in the inverted U-shaped relationship, which increases its market share in the initial stage of industrial intelligence and “icing on the cake” for large enterprises. Because of the characteristics of multi-level data, multi-level analysis method is used to deal with the endogeneity problem and robustness test. The relationship between enterprise industrial intelligence and industrial concentration is different in different development stages, regions and industries. This study provides an in-depth understanding of the relationship between industrial intelligence and industry concentration, providing policymakers, business leaders and researchers with valuable insights to help them better cope with the increasingly complex market environment and industry challenges.