制造业投入数字化与生产链长度  

Digitalization of Manufacturing Inputs and Production Chain Length

作　　者：周宏伟 庞素勤 刘曙光[3] 张露文 ZHOU Hongwei;PANG Suqin;LIU Shuguang;ZHANG Luwen(School of Economics,Nankai University,Tianjin 300071,China;School of Economics,Huazhong University of Science and Technology,Wuhan 430074,China;School of Economics,Ocean University of China,Qingdao 266100,China)

机构地区：[1]南开大学经济学院,天津300071 [2]华中科技大学经济学院,湖北武汉430074 [3]中国海洋大学经济学院,山东青岛266100

出　　处：《经济经纬》2024年第3期94-107,共14页Economic Survey

基　　金：国家社会科学基金重大项目(18VSJ067);中国工程科技发展战略山东研究院咨询研究项目(202002SDZD02)。

摘　　要：利用1995—2018年OECD世界投入产出与跨国—行业面板数据,实证检验了制造业投入数字化对生产链长度的影响。研究发现:第一,制造业投入数字化显著延长了生产链长度;第二,异质性检验显示,制造业投入数字化对发展中国家、资本密集型行业和全球价值链上游行业以及纯国内生产活动的影响更为明显,并且国外投入数字化对生产链长度的正向影响要小于国内投入数字化;第三,机制检验显示,制造业投入数字化主要通过扩大中间品进口数量和提高中间品进口质量延长生产链长度;第四,进一步分析表明,消费需求潜力规模能够增强制造业投入数字化对生产链长度的正向影响,而消费需求潜力结构无明显影响,制造业投入数字化在延长生产链长度的过程中存在显著的“行业扩散效应”。研究结论对构建内循环为主、外循环赋能的新发展格局具有重要启示。Based on the OECD world input-output and multinational-industry panel data from 1995 to 2018,this paper empirically examines the impact of manufacturing input digitization on the length of production chain.There are following findings:Firstly,digitalization of manufacturing investment has significantly extended the length of the production chain;Secondly,heterogeneity testing shows that digitalization of manufacturing inputs has a more significant impact on developing countries,capital intensive industries,upstream industries in the global value chain,and pure domestic production activities.Moreover,the positive impact of digitalization of foreign inputs on production chain length is smaller than that of domestic inputs;Thirdly,the mechanism test shows that the digitization of manufacturing input extends the length of the production chain mainly by expanding the import quantity and improving the import quality of intermediate goods;Fourthly,further analysis indicates that the scale of consumer demand potential can enhance the positive impact of digitalization of manufacturing inputs on production chain length,while the structure of consumer demand potential has no significant impact.The digitalization of manufacturing investment has a significant“industry diffusion effect”in the process of extending the length of the production chain.The research conclusion has important implications for building a new development pattern with internal circulation as the main focus and external circulation as the empowerment.

关 键 词：投入数字化 生产链长度 中间品进口 消费需求潜力 行业扩散效应 

分 类 号：F426[经济管理—产业经济]