产业链融入与企业创新——基于微观企业数据的产业链测度新方法  

Integration into the Industrial Chain and Enterprise Innovation:Novel Approach to Industrial Chain Measurement Using Firm Data

作　　者：陈林 陈臻[4,5] 张玺文 龙菲 CHEN Lin;CHEN Zhen;ZHANG Xiwen;LONG Fei(Institute of Industrial Economics,Jinan University;Institutes of Science and Development,Chinese Academy of Sciences;Research Center of New Modern Industrial System,Jinan University;School of Public Administration and Emergency Management,Jinan University)

机构地区：[1]暨南大学产业经济研究院,510632 [2]暨南大学现代产业新体系研究基地,510632 [3]暨南大学公共管理学院,510632 [4]中国科学院科技战略咨询研究院,100190 [5]中国科学院大学公共政策与管理学院,100190

出　　处：《经济研究》2024年第10期56-74,共19页Economic Research Journal

基　　金：国家自然科学基金项目(72473053、72303045);国家社会科学基金项目(23CJL033);教育部哲学社会科学研究重大课题攻关项目(22JZD007)资助。

摘　　要：“创新链产业链资金链人才链深度融合”是当前国家的重大战略,不同链之间如何实现深度融合富含理论与实践价值。已有研究中产业链的量化框架较为缺乏,本文尝试使用人工智能技术分布式抓取爱企查、商商查、各地区招投标公告及上市公司年报中的企业关联信息,依托Acemoglu等以有向图数学理论改良投入产出表的思路,采用深度优先搜索算法构建全产业链图谱数据库,测算产业链的内部关联度、质心度等指标,并测出每个链上企业的产业链融入度,最终构建出一个产业链测度的理论框架与新方法。结果表明,融入产业链能有效激励企业创新绩效,并通过知识溢出、规模经济等产生积极作用。该效应会因链主企业性质、产权性质等呈现出显著异质性,更充分的行业竞争亦能强化产业链的创新效应。本产业链量化框架,可为国家现阶段实施的提高产业链韧性、创新链产业链融合、创新驱动发展等战略提供分析范式与决策参考,具有实践指导意义。The industrial chain is a crucial component of China's modern industrial system,and integrating it with the innovation chain is the essential route for implementing an innovation-driven development strategy.Although the industrial chain has become a buzzword in various development plans and industrial policies in China,empirical frameworks and measurement methods for quantitatively analyzing the industrial chain are still lacking.This study seeks to bridge this gap by adopting the methodology of Acemoglu et al.(2010,2012),which employs the theory of directed graphs in mathematical sciences to analyze input-output tables,and by drawing on the evaluation methods of intra-group industrial chains from Lemelin(1982),Fan&Lang(2000),and Acemoglu et al.(2009),utilizing China's enterprise big data to construct a theoretical framework and measurement methods for quantitative analysis of the industrial chain.Using artificial intelligence(AI),this study gathers related transaction and equity investment data from AiQiCha,ShangShangCha,regional tendering and bidding public service platforms,and annual reports of listed firms,and employs a depth-first search algorithm to parse the industrial chain positions of enterprises.On this basis,combining data from input-output tables and the theory of directed graphs,this study calculates the industrial chain linkage,and further integrates the industrial chain centroid to measure the degree of industrial chain integration.We attempt to answer the question:“Have the local industrial chain in which an enterprise is located and its degree of integration into the industrial chain affected the enterprise's innovation behavior,thereby driving innovation-driven development of the national economy from the bottom up,and from enterprises to the supply side?”The empirical results demonstrate that enterprises'integration into the industrial chain significantly improves their innovation performance via knowledge spillover and scale effects,and the improvement exhibits significant heterogeneity

关 键 词：产业链 企业创新 产业链融入度 产业链关联度 创新链产业链融合 

分 类 号：O31[理学—一般力学与力学基础] R15[理学—力学]