统一大市场建设与企业数字技术创新——基于需求侧和供给侧的双重视角  

Unified Market Construction and Enterprise Digital Technology Innovation--Based on the Dual Perspectives of Demand Side and Supply Side

作　　者：申晨荣 高波[2] SHEN Chenrong;GAO Bo(Nanjing University,School of Digital Economics and Management,Nanjing 210093,China;Nanjing University,Yangtze River Delta Economics and Social Development Research Center,Nanjing 210093,China)

机构地区：[1]南京大学数字经济与管理学院,南京210093 [2]南京大学长江三角洲经济社会发展研究中心,南京210093

出　　处：《商业研究》2024年第3期103-112,共10页Commercial Research

基　　金：教育部人文社会科学基地重大项目“长三角区域提高现代化水平研究”,项目编号:CYD-2020004;江苏省研究生科研创新项目“创新驱动视角下数字经济对中国城市绿色发展的影响研究”,项目编号:KYCX23_0014。

摘　　要：数字技术赋予企业创新全新内涵,在双循环发展格局下,大规模国内市场影响企业数字技术创新的路径呈现新特征。基于2012—2020年中国上市公司层面的微观数据,从理论和实证角度分析了统一大市场建设对企业数字技术创新的影响。研究发现,统一大市场建设有利于企业数字技术创新的发展。异质性分析结果表明,政府干预越弱,越有利于统一大市场创新效应的发挥,且统一大市场对数字产品制造业的影响更强。机制检验结果表明,从需求侧来看,统一大市场建设通过扩大内需规模,优化内需结构促进企业数字技术创新;从供给侧来看,统一大市场通过促进劳动、知识等传统生产要素的流动推动企业开展数字创新活动,资本要素流动对统一大市场的创新效应产生了遮掩作用。在数据要素的加持下,传统要素流动的创新效应获得了乘数倍增效应。Digital technology endows enterprises with new connotation of innovation.Under the dual-cycle development pattern,the path of large-scale domestic market affecting enterprises’digital technology innovation presents new characteristics.Based on the microscopic data of listed companies in China from 2012 to 2020,this paper analyzes the influence of unified market construction on digital technology innovation of enterprises from the theoretical and empirical perspectives.It is found that the construction of unified big market has promoted the improvement of digital technology level of enterprises.The results of heterogeneity analysis show that the weaker the government intervention,the better the innovation effect of unified big market,and the stronger the influence of unified big market on digital product manufacturing.The results of mechanism test show that,from the demand side,the construction of unified big market promotes the improvement of digital technology innovation level of enterprises by expanding the scale and optimizing the structure of domestic demand;from the supply side,unified big market promotes enterprises to carry out digital innovation activities by promoting the flow of traditional production factors such as labor and knowledge,and the flow of capital factors has concealed the innovation effect of unified big market.With the blessing of digital elements,the innovative effect of traditional element flow has obtained multiplier multiplication effect.Under the background of international market turmoil and international technology blockade,it is of great practical significance to study the relationship between domestic unified market construction and digital technology innovation.

关 键 词：商品市场一体化 要素市场一体化 企业数字技术创新 内需驱动 要素流动 

分 类 号：F49[经济管理—产业经济] F123.9