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作 者:刘刚[1] 李彪 LIU Gang;LI Biao(School of Economics,Nankai University 300071)
机构地区:[1]南开大学经济学院,300071
出 处:《上海经济研究》2024年第12期57-72,共16页Shanghai Journal of Economics
基 金:中国工程院战略研究与咨询项目“中国人工智能发展的深科技创新模式研究”(批准号:2024-HZ-26)阶段性成果之一。
摘 要:落实信息消费扩大内需战略对实现经济高质量发展具有重要意义。文章以信息消费试点政策作为一项准自然实验,结合2009-2021年中国283个地级及以上城市平衡面板数据,采用双重差分法实证检验了信息消费试点政策对城市创业活跃度的影响、作用机制及空间效应。研究显示:信息消费试点政策对试点城市的创业活跃度提升产生显著的正向效应,这种提升作用主要由风险投资集聚效应、技术集聚效应和人才集聚效应三条渠道来实现。异质性分析表明,信息消费试点政策主要提升高市场化水平城市及区位优势明显城市的创业活跃度,且该创业提升效应对服务业尤其是非生产性服务业更为显著。拓展性分析发现,信息消费试点政策对城市创业活跃度产生较为明显的空间正溢出效应。研究结论为促进信息消费扩大内需,畅通国内经济大循环提供了政策启示。Implementing the strategy of expanding domestic demand through information consumption is of great significance for achieving high-quality economic development. According to balanced panel data from 283 prefecture level cities in China between 2009 and 2021, the article takes the pilot policy of information consumption as a quasi natural experiment to expand domestic demand. A multi period double difference model is constructed to empirically test the impact, mechanism, and spatial effects of the pilot policy of information consumption on urban entrepreneurial activity. Research finds that the pilot policy of information consumption has a significant positive effect on the increase of urban entrepreneurial activity, which is mainly achieved through three channels: venture capital agglomeration effect, technology agglomeration effect, and talent agglomeration effect.Heterogeneity analysis shows that the pilot policy of information consumption mainly enhances the entrepreneurial activity of cities with high marketization levels and obvious location advantages, and this entrepreneurial enhancement effect is more significant for the service industry, especially the non productive service industry. Expansion analysis finds that the pilot policy of information consumption has a significant spatial positive spillover effect on urban entrepreneurial activity. The research conclusion provides policy implications for promoting information consumption, expanding domestic demand, and smoothing the domestic economic cycle.
关 键 词:信息消费 城市创业活跃度 扩大内需 双重差分 空间溢出
分 类 号:F063.2[经济管理—政治经济学]
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