数字经济与双循环新发展格局——基于企业内外部市场选择的视角  

Digital Economy and New Development Pattern of Dual Circulation:From the Perspective of Enterprise Internal and External Market Selection

作　　者：洪小羽 谢建国[1] 任桐瑜 HONG Xiao-yu;XIE Jian-guo;REN Tong-yu(Yangtze River Delta Economics and Social Development Research Center/School of Business,Nanjing University,Nanjing 210093,China)

机构地区：[1]南京大学长江三角洲经济社会发展研究中心/商学院,江苏南京210093

出　　处：《山西财经大学学报》2024年第9期1-14,共14页Journal of Shanxi University of Finance and Economics

基　　金：国家自然科学基金项目(72073062);教育部人文社会科学基金项目(20YJA790074)。

摘　　要：利用2011—2015年工业企业数据库样本,从内外部市场选择的视角考察数字经济对双循环新发展格局的影响。研究发现,数字经济显著增加出口企业的国内市场份额,该效应只在非国有和东部出口企业中显著,在国有和中西部出口企业中不显著。分行业看,在出口竞争激烈、产业成熟度较高的行业中,数字经济的促内销效应更为明显。机制分析发现,数字经济有助于降低内贸中的信息搜寻成本和物流运输成本,促使出口企业的国内市场份额增加。进一步研究发现,出口企业扩大国内市场份额会产生“引致创新”效应,对地区的技术创新产生显著促进作用。Using a sample from the industrial enterprise database from 2011 to 2015,this study examined the influence of the digital economy on the new development pattern of dual circulation,with a focus on internal and external market selection.The results indicated that the digital economy has significantly increased the domestic market share of export-oriented enterprises.Notably,this effect was observed primarily in non-state-owned and eastern enterprises,but not in state-owned or central-western enterprises.When looking at different industries,the promotional effect of the digital economy on domestic sales was more pronounced in industries with intense export competition and higher levels of industry maturity.Mechanism analysis revealed that the digital economy has helped to reduce information search costs and logistics transportation costs within domestic trade,leading to an increase in the domestic market share of export enterprises.Further research found that expanding the domestic market share by export enterprises generated an“induced innovation”effect,significantly promoting regional technological innovation.

关 键 词：数字经济 市场选择 双循环 内贸成本 技术创新 

分 类 号：F752[经济管理—国际贸易]