产业数字化与企业规模经济效应——基于非位似CES生产函数的研究  

Research on Industrial Digitalization and Scale Economy Effect of Enterprises-An Analysis Based on Non-homotheticity CES Production Function

作　　者：刘庆林[1] 王明晖 Liu Qinglin;Wang Minghui(School of Economics,Shandong University,Jinan 250100,P.R.China)

机构地区：[1]山东大学经济学院,济南250100

出　　处：《山东大学学报（哲学社会科学版）》2023年第5期135-146,共12页Journal of Shandong University(Philosophy and Social Sciences)

基　　金：国家社科基金一般项目“基于贸易限制指数的我国虚拟水贸易利益评价及政策优化研究”(18BJY186)。

摘　　要：产业数字化的发展使数据成为一种重要生产要素,企业可以通过数据与传统生产要素的相互作用实现规模经济效应。理论上,非位似CES生产函数模型通过引入数字要素分析出规模经济效应的实现机制;实证上,数理分析的结果为构建实证模型提供理论基础,在此基础上测算出2012—2020年中国4912家制造业上市公司的数字化转型指数可用于定量分析。研究表明:产业数字化对实现企业规模经济效应具有显著的正向影响,通过数字与非数字生产要素结合来提高企业生产效率、降低生产成本是激发企业规模经济效应的重要机制。后续的DID外生冲击检验发现,激励政策对数字化转型具有显著推动作用,但政策效果受地区差异以及企业异质性的影响。这一研究结论可以帮助政策制定者探索更合理的指导方针来放大产业数字化的规模经济效应。As an important driving force for global economic growth in the post pandemic era,the digital economy and trade has shown the world a new hope of recovery.Driven by information technology,the digital transformation of industries is a key part in digital economy.It not only improves production efficiency,but also exerts an important role in promoting cross-border integration among different industries and restructuring the competitive ecology.The development of industrial digitization has made data an important factor of production,and enterprises can achieve economies of scale through the interaction between data and traditional production factors.Our research questions are:by what kind of mechanism is such interaction achieved?What are the impacts of industrial digitization on achieving economies of scale?And what role does data play in this process?We may get the answer from theoretical analysis with the help of non-homothetic CES production function model.We subdivide production factors into digital and non-digital ones by constructing a nested non-homothetic CES Production function in a monopolistic competitive market,then we deduce the mechanism of digital factors in the production process to achieve industrial digitalization and economies of scale.The price decline of digital production factors is the key factor to promote the digital transformation of enterprises.Besides,digital transformation helps enterprises improve production efficiency,reduce production costs,then expand market share so that enterprises can achieve economies of scale.The results of mathematical analysis provide a stable theoretical basis for constructing empirical models.In order to facilitate analysis,this article constructs and calculates the scale economy index,the digital economy index and the digital transformation index of 4912 listed manufacturing companies in China from 2012 to 2020.The research shows that industry digitalization has a significant positive influence on the realization of enterprise scale economy effect.Improvi

关 键 词：数字经济 产业数字化 规模经济效应 非位似函数 

分 类 号：F224[经济管理—国民经济] F425F49