电商政策的数字化效应:作用机制与双重溢出  

The digital effects of e-commerce policy:mechanisms and dual spillovers

作　　者：刘玉斌[1] 能龙阁 苏畅 孙正 LIU Yubin;NENG Longge;SU Chang;SUN Zheng(Business School,Tianjin University of Finance and Economics,Tianjin 300222,China;School of Public Finance and Administration,Tianjin University of Finance and Economics,Tianjin 300222,China)

机构地区：[1]天津财经大学商学院,天津300222 [2]天津财经大学财税与公共管理学院,天津300222

出　　处：《产业经济研究》2024年第1期85-98,共14页Industrial Economics Research

基　　金：国家社会科学基金重大项目(20&ZD067)。

摘　　要：迅猛发展的电子商务在数字经济催化下日益彰显出其对企业数字化转型的内生驱动力。以国家电子商务示范城市建设作为准自然实验,探讨国家电子商务示范城市试点政策对企业数字化转型的影响。研究表明:国家电子商务示范城市试点政策显著提高了企业数字化转型水平,该结论在一系列稳健性检验后依然成立;试点政策对中小企业、产业链下游企业、市场潜能高和政府财政赤字低的城市中的企业影响更为明显。成本效应、供需匹配效应、生产性服务业集聚效应与政府注意力分配效应是关键的中间作用机制。试点政策带动了消费互联网的发展,并使其与工业互联网建设产生协同效应,推动企业数字化转型。进一步分析表明,试点政策在电子商务发展较弱的地区主要表现出辐射带动的空间溢出效应,并通过产业链溢出效应促进了上游企业的数字化转型。研究结论为进一步优化电商政策的制定、促进企业高质量发展提供了政策启示。The rapid development of e-commerce,catalyzed by the digital economy,increasingly highlights its intrinsic driving force in the digital transformation of enterprises.This paper takes the construction of national e-commerce demonstration cities as a quasi-natural experiment to explore the impact of the pilot policy of national e-commerce demonstration cities on the digital transformation of enterprises.The results reveal that the pilot policy of national e-commerce demonstration cities significantly enhances the level of digital transformation of enterprises,and this remains valid after a series of robustness tests.The pilot policy has a more noticeable impact on small and medium-sized enterprises,downstream industrial chain enterprises,those located in cities with high market potential,and those in cities with low government fiscal deficits.Cost effect,supply-demand matching effect,productive service industry agglomeration effect,and government attention allocation effect are key intermediate mechanisms.The pilot policy drives the development of the consumer internet and enables it to generate synergistic effect with the construction of the industrial internet to promote the digital transformation of enterprises.Further analysis indicates that the pilot policy mainly exhibits a radiation-driven spatial spillover effect in regions with weaker e-commerce development and promotes the digital transformation of upstream enterprises through the industrial chain spillover effect.The research conclusions provide policy implications for further optimizing e-commerce policy formulation and promoting the high-quality development of enterprises.

关 键 词：电商政策 数字化转型 供需匹配效应 协同效应 空间溢出 产业链溢出 

分 类 号：F062.5[经济管理—政治经济学]