企业生产数字化对出口贸易增长的影响研究:基于中国制造业上市公司的分析样本  

Research on the Impact of Digitalization of Enterprise Production on Export Trade Growth:Based on the Analysis Sample of Listed Companies in China

作　　者：邹家阳 ZOU Jiayang

机构地区：[1]上海WTO事务咨询中心

出　　处：《世界经济研究》2023年第6期60-71,M0003,共13页World Economy Studies

摘　　要：文章基于2010~2016年中国制造业上市公司面板数据的实证研究表明,企业生产数字化水平提升对出口增长存在显著促进作用。异质性分析发现,民营企业承担数字化风险来获取最大化利润的意愿较强,大型企业更有资质跨越“数实融合”所面临的成本和能力门槛,两者均通过生产数字化水平提升实现了出口规模的增长;中西部地区利用生产数字化带来的数据要素克服了原有的不利条件,缩小了与东部地区出口竞争力的差距;资本品和消费品贸易通过企业生产数字化提高了产品的技术含量,并改善了消费者需求,从而获得更大的出口增长动力;企业生产数字化赋予国内企业更强的自主制造能力,对一般贸易出口的促进作用相对更大。文章对于企业找准生产环节的数字赋能着力点,挖掘中国出口贸易在数字经济发展阶段下的新增长点,推动出口贸易实现高质量增长具有重要的现实意义。The development of digital technology has become an important driving force for digitial transformation of enterprise production,and the impact of digital production on enterprise exports deserves attention.The empirical research based on the panel data of Chinese manufacturing listed companies from 2010 to 2016 shows that the improvement of enterprises'digital production level has a significant role in promoting export growth.Heterogeneity analysis found that,first,private enterprises have a strong willingness to take on digital risks and maximize profits,while large enterprises are more qualified to cross the cost and capability threshold of"digital real integration".However,the two both have achieved export scale growth through the improvement of production digitalization level.Second,central and western regions have overcome the existing unfavorable conditions by utilizing the data elements brought by production digitization,narrowing the gap in export competitiveness with the eastemn regions.Third,trade in capital goods and consumer goods enhances the technological content of products and improves consumer demand through forth,digitalization of enterprise production,thereby obtaining greater export growth momentum.Forth,digitalization of enterprise production endows domestic enterprises with stronger independent manufacturing capabilities,and has a relatively greater promoting effect on general trade exports.The research in this article has important practical significance for enterprises to identify the digital empowerment focus in the production process,explore new growth points of China's export trade in the digital economy development stage,and promote high-quality growth of export trade.

关 键 词：生产数字化 出口贸易 数据要素 

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