数字经济发展对居民家庭消费的影响机理与效应研究  

The Impact of Digital Economy Development on Household Consumption:Effects and Mechanisms

作　　者：王瑶瑶 张萌 贾锐宁 柴建[2] 郭菊娥[3] WANG Yaoyao;ZHANG Meng;JIA Ruining;CHAI Jian;GUO Ju’e(Consulting Center for Strategic Assessment,Academy of Military Science,Beijing 100091,China;School of Economics and Management,Xidian University,Xi’an 710126,China;School of Management,Xi’an Jiaotong University,Xi’an 710049,China)

机构地区：[1]军事科学院战略评估咨询中心,北京100091 [2]西安电子科技大学经济与管理学院,西安710126 [3]西安交通大学管理学院,西安710049

出　　处：《计量经济学报》2024年第3期805-834,共30页China Journal of Econometrics

基　　金：中央高校基本科研业务费专项资金(ZYTS23006);国家自然科学基金(72373116)。

摘　　要：在后疫情时代逆全球化思潮抬头的背景下,如何扩大居民消费规模和畅通经济内循环成为当下亟待解决的重要问题.数字经济与传统产业的深度融合能够创造可观的“数字红利”,是扩大内需以及实现高质量发展的关键驱动力.本文利用中国家庭追踪调查数据库(CFPS)与宏观数据相匹配,构建面板固定效应模型进行估计.研究发现:①数字经济发展能够显著提升居民家庭消费水平和居民人均消费水平,且具有稳健性.②数字经济发展主要通过改善居民收入质量对居民消费水平产生积极影响.而消费环境的优化不是数字经济提升居民家庭消费的主要原因.③异质性分析表明,数字经济发展对低失业率地区和以及低人力资本家庭的消费提升作用更为明显.④从家庭消费结构来看,数字经济发展显著提高了各类收入群体的发展型消费支出,仅对高收入家庭的享受型支出有显著的正向作用.本文的研究结论为进一步利用数字经济发展来释放消费潜力提供了决策依据.In the background of the rise of the anti-globalization trend in the postepidemic era,China’s economic development is expected to rely more on the increase in the degree of dependence on the pull of domestic demand,so the study on how to promote the level of consumption of the residents and the expansion of domestic demand is also becoming more and more critical.The deep integration of digital economic development and traditional industries can release a sizable“digital dividend”,colossal energy,is the expansion of domestic demand,the realization of the“domestic cycle”of the critical potential driving force.Given this,based on the China Family Panel Studies(CFPS)database,this paper constructs the digital economy development level index at the provincial level in China.It empirically examines the theoretical analysis and empirical test on the effect of digital economy development on residents’household consumption.The study finds that:(i)Digital economy development can promote residents’household and per capita consumption.This conclusion still holds after a series of robustness tests.(ii)The development of the digital economy can positively impact residents’consumption level,mainly through improving the quality of residents’income.However,optimizing the consumption environment is not the main reason for the digital economy to promote consumption.(iii)From the heterogeneity analysis,digital economy development has a more noticeable effect on the consumption enhancement of regions with low unemployment rates and households with low labor costs.(iv)This paper further discusses the impact of digital economic development on the consumption structure and finds that digital economic development makes it difficult to enhance residents’subsistence consumption but significantly increases the developmental consumption expenditures of income groups at all levels and also substantially promotes the enjoyment expenditures of high-income households.The findings of this paper provide theoretical support and a

关 键 词：数字经济发展 居民家庭消费 收入质量 消费环境 消费结构 

分 类 号：F49[经济管理—产业经济] F126.1