数字经济与企业垂直专业化分工:基于长三角的经验证据  

Digital Economy and Vertical Specialization Division of Labor between Enterprises:Empirical Evidence Based on the Yangtze River Delta

作　　者：胡艳[1] 栗明钰 唐睿 Hu Yan;Li Mingyu;Tang Rui

机构地区：[1]安徽大学经济学院、创新发展战略研究院,合肥230601 [2]安徽大学创新发展战略研究院,合肥230601

出　　处：《华东师范大学学报（哲学社会科学版）》2024年第1期146-160,179,180,共17页Journal of East China Normal University（Humanities and Social Sciences）

基　　金：国家社科基金项目“长江经济带城市群联动发展对区域一体化的影响作用及政策选择研究”(项目编号:19BJL051);国家社科基金项目“数字化转型下文旅企业韧性提升的机制与效应研究”(项目编号:23CJY047)。

摘　　要：数字经济与实体经济的结合是企业生产效率提高、国家经济转型升级的重要路径。在测度长三角地区41个地级市数字经济发展水平的基础上,利用2011—2021年A股上市公司数据,基于交易成本理论,考察长三角地区数字经济发展对企业垂直专业化分工水平的影响,其结果表明:(1)长三角数字经济发展显著促进企业垂直专业化分工水平提升;(2)异质性分析表明,对于非国有企业、制造业及高新技术行业企业,长三角数字经济发展对企业垂直专业化分工水平提升具有更强促进作用,且该影响在长三角核心地区、数字经济高水平地区以及非资源型城市中更显著;(3)机制分析表明,长三角地区数字经济发展通过降低企业资产专用性程度以及提高市场一体化水平两个途径促进企业垂直专业化分工。上述结论揭示了城市数字经济发展促进企业分工的机理,拓展了企业边界的相关研究,可为数字经济与实体经济相互融合从而优化产业结构提供启示。The combination of digital economy and real economy is an important approach to improve the productivity of enterprises,as well as the transformation and upgrading of the national economy.Using data from 41 cities and A-share listed companies in the Yangtze River Delta region from 2011 to 2021,and utilizing the transaction cost theory,this paper examines the impact of the level of digital economy development on the vertical specialization of enterprises.The results show that:(1)The development of the digital economy significantly increases the vertical specialization of enterprises in the Yangtze River Delta.(2)The heterogeneity analysis shows that digital economy possesses a stronger facilitating effect on the vertical specialization of enterprises for non-state-owned enterprises,manufacturing and high-tech industry firms,and that in the Yangtze River Delta,this effect is more significant in the core areas,areas with high levels of digital economy,and non-resource-based cities.(3)The mechanism analysis shows that digital economy development promotes vertical specialization by reducing the degree of firms’asset specificity and increasing the level of market integration in the Yangtze River Delta.The above findings not only reveal the mechanism of digital economy development to promote the division of labor between enterprises,but also expand the related research on enterprise boundaries,which can provide insights for the mutual integration of digital economy and real economy to further optimize the industrial structure.

关 键 词：数字经济 垂直专业化分工 资产专用性 市场一体化 长三角 

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