数字化转型助力企业外循环:影响机理和实现路径  

Digital Transformation Promotes Firms’ Outer Circulation:Influence Mechanism and Implementation Path

作　　者：赵婷婷 张琼[2] 李俊[2] 王拓[2] Zhao Tingting;Zhang Qiong;Li Jun;Wang Tuo(School of International Trade and Economics,University of International Business and Economics,Beijing 100029,China;Institute of International Trade in Services,Chinese Academy of International Trade and Economic Cooperation,Beijing 100710,China)

机构地区：[1]对外经济贸易大学国际经济贸易学院,北京100029 [2]商务部国际贸易经济合作研究院国际服务贸易研究所,北京100710

出　　处：《技术经济》2021年第9期159-171,共13页Journal of Technology Economics

基　　金：2020年国家社科基金青年项目“促进我国数字服务贸易创新发展的政策体系研究”(20CJY044)。

摘　　要：在"十三五"的收官之年,基于当前和今后一个时期国内外环境变化,中央提出,要建立以国内大循环为主体,国际国内双循环相互促进的新发展格局,对开放水平和开放质量提出了更高要求。本文旨在考察数字化转型是否有助于促进企业外循环,并且提出其影响机理和实现路径。机制分析表明,数字化转型增强了企业的数据资本,数据资本赋能企业,降低参与国际分工的交易成本,助力企业打通外循环,提高企业外循环水平。经验研究证实,数字化转型能够助力企业打通外循环,提高企业外循环水平,对企业直接参与外循环的促进作用显著大于间接参与外循环。异质性分析表明,与小微型企业相比,数字化转型对大中型企业外循环的促进作用更大;对于大中型企业而言,数字化转型着力助推其直接参与外循环,对其间接参与外循环的促进作用不显著;与非主要商业城市相比,数字化转型对位于主要商业城市的企业直接参与外循环的促进作用更大;与主要商业城市相比,数字化转型对位于非主要商业城市的企业间接参与外循环的促进作用更大。At the end of the 13 th Five-Year Plan period,based on the current and future environmental changes at home and abroad,the Central government proposed to establish a new development pattern with domestic major circulation as the main body and domestic and international dual circulation promoting each other,which asks for higher requirements on the level and quality of opening-up.Based on Chinese firms’ data from the World Bank’s 2012 survey,whether digital transformation promotes firms’ outer circulation and the possible influence mechanism and implementation path are discussed. The mechanism analysis shows that digital transformation strengthens firms’ data capital,and the data capital becomes a strategic asset and innovation enabler,reduces the transaction cost,and thus promotes firms’ outer circulation,especially promotes firms to directly participate in the outer circulation.Empirical studies find that digital transformation has significantly promoted firms’ outer circulation,especially promoted firms to directly participate in the outer circulation. The heterogeneity analysis shows that compared with small and micro firms,digital transformation has a more significant effect on the outer circulation of large and medium-sized firms. Compared with firms which not located in main business cities,digital transformation plays a more significant role in promoting firms which located in main business cities to directly participate in the outer circulation. Compared with firms which located in main business cities,digital transformation plays a more significant role in promoting firms which not located in main business cities to indirectly participate in the outer circulation.

关 键 词：数字化转型 外循环 数据资本 交易成本 

分 类 号：F752.61[经济管理—国际贸易]