“两业”融合与先进制造业全要素生产率  

“Two Industries”Convergence and Total Factor Productivity of Advanced Manufacturing

作　　者：宋林[1] 王嘉丽 李东倡 SONG Lin;WANG Jiali;LI Dongchang(School of Economics and Finance,Xi’an Jiaotong University,Xi’an 710061,China)

机构地区：[1]西安交通大学经济与金融学院,陕西西安710061

出　　处：《西安交通大学学报（社会科学版）》2024年第2期77-90,共14页Journal of Xi'an Jiaotong University：Social Sciences

基　　金：陕西省社会科学基金项目(2023D054)。

摘　　要：现代服务业和先进制造业深度融合是中国参与大国博弈与产业竞争的重要抓手,是实现先进制造业高质量发展的重要途径。基于2003—2021年沪深A股上市公司数据,实证检验“两业”融合对先进制造业全要素生产率(TFP)的影响。实证结果表明:“两业”融合显著提升了先进制造业TFP。异质性分析表明,“两业”融合对先进制造业TFP的影响在国有企业及大型企业中更为显著,分行业来看,专用设备制造业以及计算机、通信和其他电子设备制造业与现代服务业融合之后,能够显著提升行业TFP。机制检验发现,“两业”融合主要通过改进技术创新、缓解融资约束、优化资源配置等渠道对先进制造业TFP起到促进作用。据此提出引导先进制造业与现代服务业深度融合、积极发展数字经济和现代服务业、鼓励企业之间协同创新以及减弱要素流动壁垒等政策建议。Currently,the level of localization and autonomy in advanced manufacturing in China is relatively lagging behind developed countries,and there are still many areas where“we are inferior to others in technology”and“we are still dependent on others”.Modern service industry and advanced manufacturing industry represent the direction of“modernization”and“progressiveness”of China’s industrial development.“Two industries”convergence is an important point for China to participate in great power competition and industrial competition,and an important way to achieve high-quality development of advanced manufacturing industry.Based on this background,this paper classifies and summarizes the modern service industry and advanced manufacturing industry by using statistical relevant data from the two major industries.Firstly,to measure the degree of integration between advanced manufacturing and modern service industries in different provinces and industries in China,this study builds an index system and a coupling coordination degree model,therefore,the measurement of coupling degree in different industries is more detailed and accurate.Secondly,using data from A-share listed companies in China from 2003 to 2021,this study empirically tests the impact of the integration of the two industries on the total factor productivity(TFP)of advanced manufacturing.This research has shown that the integration of the two industries has significantly improved the TFP of advanced manufacturing industry,and this result still holds true after a series of endogeneity treatments and robustness tests.Heterogeneity analysis shows that the integration of the two industries has more significant impact on the TFP of advanced manufacturing in state-owned enterprises and large enterprises.Besides,the integration of some specific industries like specialized equipment manufacturing,computer,communication,and other electronic equipment manufacturing with modern service industries can significantly improve industry TFP.The possible c

关 键 词：“两业”融合 现代服务业 先进制造业 全要素生产率 

分 类 号：F719[经济管理—产业经济] F425