数据要素市场发展的动力机制:一个新的分析框架  

The Dynamic Mechanism of Data Factor Market Development:A New Analytical Framework

作　　者：黄朝椿 陈立轩 李秀婷 董志 HUANG Chaochun;CHEN Lixuan;LI Xiuting;DONG Zhi(School of Economics and Management,University of Chinese Academy of Sciences,Beijing 100190,China;MOE Social Science Laboratory of Digital Economic Forecasts and Policy Simulation,University of Chinese Academy of Sciences,Beijing 100190,China)

机构地区：[1]中国科学院大学经济与管理学院,北京100190 [2]中国科学院大学数字经济监测预测预警与政策仿真教育部哲学社会科学实验室,北京100190

出　　处：《计量经济学报》2024年第1期130-156,共27页China Journal of Econometrics

基　　金：中国科学院学部工作局项目“保障金融安全的科技支撑能力与对策研究”(2020-ZW10-A-022)。

摘　　要：本文基于“物理-事理-人理”方法论,系统分析我国数据要素市场发展的影响因素,并结合内生增长理论,构建我国数据要素市场发展与经济增长的系统动力学模型,据此对数据要素市场的动力机制进行仿真分析,进而通过物理维、事理维、人理维三个维度的财政投入配置,设定三大类七种投入模式进行政策情景模拟,探析适合我国数据要素市场发展与经济增长的政策投入方案.研究发现:1)我国数据要素市场发展水平正在进入快速发展阶段,数据要素市场发展通过赋能传统生产要素,加快人力资本形成、技术创新产出及资本融通,促进经济增长,形成良性增长循环;2)在单一投入政策情景下,“物理维”投入模式即增加基础设施建设方面的投入对促进数据要素市场与经济增长最为有效;3)在组合投入政策背景下,“物理维+事理维”双投入模式即增加基础设施及制度建设方面的投入效果最好;4)现阶段应优先加大基础设施与数字技术方面的投入,以获得更好的政策实施效果.Based on the Wuli-Shili-Renli(WSR)methodology,this paper systematically analyzes the influencing factors and mechanism of the development of China’s data factor market,and constructs the system dynamics model of the development of the data factor market in China,combing with endogenous growth theory.Then three categories of seven policy scenarios are set up,through the allocation of fiscal spending in the three dimensions of Wuli,Shili and Renli,and policy scenario simulation is conducted to identify the optimal spending plan for the development of the data factor market.The major findings are as follows:1)China’s data factor market has been entering the stage of rapid development,and it can promote economic growth and helps form a virtuous growth cycle,by empowering traditional production factors,accelerating the formation of human capital and technological innovation output,and increasing capital utilization efficiency;2)Under single-dimension policy scenarios,the“Wuli”mode namely increasing investment in infrastructure construction is the most effective in promoting data factor market development and economic growth;3)Under the combined-dimension policy scenarios,the“Wuli+Shili”mode namely increasing investment in both infrastructure and institutional construction is the most effective mode to promote data factor market development and economic growth;4)The government is suggested to prioritize investment in infrastructure and institutional construction at the current stage to achieve better policy outcomes.

关 键 词：数据要素市场 系统动力学 物理-事理-人理方法论 内生增长理论 仿真模拟 

分 类 号：F49[经济管理—产业经济] TP311.13[自动化与计算机技术—计算机软件与理论]