公平竞争审查、新质生产力与企业数字化转型  

Fair Competition Review,New Quality Productive Forces and Digital Transformation of Enterprises

作　　者：师博[1] 郭思琪 SHI Bo;GUO Si-qi(School of Digital Economy and Management,Nanjing University,Suzhou 215163,China;School of Economy and Management,Northwest University,Xi’an 710127,China)

机构地区：[1]南京大学数字经济与管理学院,江苏苏州215163 [2]西北大学经济管理学院,陕西西安710127

出　　处：《经济问题》2025年第1期1-14,共14页On Economic Problems

基　　金：国家社会科学基金后期资助项目“中国经济高质量发展的机理与路径研究”(20FJLB026);教育部人文社科重点研究基地重大项目“数字经济赋能西部城市经济高质量发展的机制与政策研究”(22JJD790065)。

摘　　要：数字经济是新质生产力的综合质态。公平竞争审查制度作为高水平社会主义市场经济体制的重要组成部分,能够激发企业创新活力和数字化转型动力,从而推动新质生产力发展。采用双重差分法评估公平竞争审查制度对上市公司数字化转型的影响。研究发现,该制度能够显著提升行政垄断程度高地区的企业数字化转型水平,并且以促进“底层技术运用”为支点撬动了企业数字化转型,凸显了竞争政策的基础性作用。机制检验表明,公平竞争审查制度能够通过促进创新要素流动、优化信贷资源配给、完善数字发展制度环境打通束缚新质生产力发展的“堵点”和“卡点”,从而驱动企业数字化转型。围绕公平竞争审查标准、方式和目标的异质性分析发现,政策呈现出对民营企业、较小规模企业的所有制和规模“偏好”,并且对于制度性交易成本较高的企业作用更加明显;地区自我审查与外部监督机制较为完善时,政策能够更好发挥作用。最后产业政策的叠加效果检验显示,中央与省级产业政策均与公平竞争审查形成了制度合力,有效市场和有为政府协同推进了企业数字化进程。研究结论能够为公平竞争审查制度促进各类先进生产要素向发展新质生产力集聚提供理论支撑和实证依据。The digital economy is a combined form of new quality productive forces.As an important component of a high level socialist market economy system,fair competition review system can stimulate enterprises'innovation vitality and motivation of digital transformation,thus promoting the development of new quality productive forces.This paper explores the policy effect of the fair competition review system on the digital transformation of enterprises by using difference-in-differences model.The study finds that the system can significantly increase the level of enterprise digital transformation in regions with higher administrative monopoly,and that it is the promotion of underlying technology using that drives enterprise digital transformation,highlighting the fundamental role of competition policy.Mechanism tests show that fair competition review system can drive the digital transformation of enterprises by facilitating the flow of innovation factors,optimizing the allocation of credit resources and improving the institutional environment for digital development,meanwhile removing the impediments that hamper the development of new quality productive forces.Analyses of heterogeneity around fair competition review criteria,patterns and objectives find that the policy shows ownership and size preferences for private and smaller firms,and has a greater impact on firms with higher systemic transaction costs.When a region has better self-censorship and external supervision mechanisms,policy effects work better.Finally,the test of the collaborative effect between competition policy and industrial policy shows that both central and provincial industrial policy have formed a cooperation power with the fair competition review system.It indicates that an efficient market and a well-functioning government promote the digital transformation process of enterprises together.The conclusion of this article can provide theoretical support and empirical evidence for the fair competition review system to promote the agglomeration of var

关 键 词：高质量发展 高水平社会主义市场经济体制 数字经济 行政性垄断 

分 类 号：F273.1[经济管理—企业管理]