战略性新兴产业政策与技术重叠——基于企业生态位视角  

Strategic Emerging Industry Policy and Technology Overlap:Based on the Perspective of the Enterprise Niche

作　　者：白景坤[1] 刘畅[1] BAI Jing‑kun;LIU Chang(Dongbei University of Finance and Economics,Dalian,Liaoning,116025,China)

机构地区：[1]东北财经大学工商管理学院,辽宁大连116025

出　　处：《经济管理》2024年第7期20-35,共16页Business and Management Journal ( BMJ )

基　　金：国家社会科学基金重大项目“创新驱动战略背景下风投规制化与系统环境构建研究”(19ZDA099);国家社会科学基金一般项目“平台依赖型中小企业专精特新发展风险及防御机制研究”(23BGL049)。

摘　　要：从企业生态层面考察战略性新兴产业政策的效果对实现高质量发展至关重要。本文将战略性新兴产业政策视作一项准自然实验,基于企业生态位理论,运用2007—2017年沪深A股制造业企业数据,通过双重差分法(DID)探究战略性新兴产业政策对技术生态位重叠度的影响效果。实证分析发现,战略性新兴产业政策对技术生态位重叠度增加具有促进效应,这源于产业政策激发了企业的策略性创新和对战略性新兴产业的行业进入。研究还发现,融资约束和数字化转型具有负向调节效应,成长期企业和技术密集型企业更容易受到政策效应的影响。本文有助于厘清当前战略性新兴产业政策与企业技术创新的关系,对优化战略性新兴产业高质量发展政策具有借鉴意义。Strategic Emerging Industries(SEI)nowadays assume a pivotal role in the global economy,exerting a profound influence on boosting international competitiveness and promoting industrial upgrading.The effective execution of the development strategy for SEI demands dynamic adjustment of industrial policies,which constitutes the key to achieving success.Industrial policies not only serve as the cornerstone for attaining this objective but also form the basis for guiding and supporting enterprises to sustain a competitive edge in global competition.The majority of existing studies focus on analyzing the direct impact of policies on the technological R&D of individual enterprises,yet they frequently overlook the perspective of enterprise ecosystems.Thus,there is an urgent necessity to supplement the present theoretical and empirical research in this domain.The Strategic Emerging Industry Policy(SEIP)is treated as a quasi‑natural experiment.Based on the theory of enterprise niche,we utilize the difference‑in‑difference method(DID)with data from manufacturing companies listed on the Shanghai and Shenzhen stock exchanges during 2007-2017.Our analysis examines the impact of the SEIP on technology niche overlap.The empirical findings demonstrate a positive influence of the SEIP on technology niche overlap,primarily driven by stimulating strategic innovation and industry entry,rather than substantial innovation.Moreover,we identify the negative moderating effects of financial constraints and digital transformation,along with stronger policy effects on growing enterprises and technology‑intensive enterprises.Our research elucidates the relationship between current industry policies and technology niche overlap,offering valuable guidance for the formulation of policies aimed at fostering SEI development.The marginal contribution is as follows:First,using the enterprise niche theory,the impact of industrial innovation on technology niche overlap is evaluated by the difference‑in‑difference method.The enterprise niche

关 键 词：战略性新兴产业政策 技术生态位重叠度 融资约束 数字化转型 

分 类 号：F424.3[经济管理—产业经济]