企业数字创新的产业链溢出效应:帮带还是挤出?  

Industrial Chain Spillover Effects of Corporate Digital Innovation:Help or Squeeze-out?

作　　者：张梦婷[1,2] 鲍子文 Zhang Mengting;Bao Ziwen(CEEC Economic and Trade Cooperation Institute,Ningbo University,Ningbo 315211,China;Business School,Ningbo University,Ningbo 315211,China)

机构地区：[1]宁波大学中东欧经贸合作研究院,宁波315211 [2]宁波大学商学院,宁波315211

出　　处：《技术经济》2024年第12期60-70,共11页Journal of Technology Economics

基　　金：国家自然科学基金“‘一带一路’倡议下交通基础设施的国际贸易促进效应评估及优化研究”(72103107);浙江省哲学社会科学规划之江青年专项课题“垂直化专业分工对共同富裕的影响机制与政策优化研究”(24ZJQN031YB);国家社会科学基金重大项目“新基建促进区域协调发展的长效机制研究”(22&ZD111);浙江省自然科学基金“中国高铁网络对港口腹地经济一体化的影响与区域整合政策研究”(LQ21G030002)。

摘　　要：数字经济时代,数字创新已成为驱动中国经济发展的核心要素。本文基于2009—2022年中国A股上市公司数据与上市公司前五大供销商名单数据,结合国际专利分类号(IPC)与文本分析方法,识别数字创新专利,实证考察了产业链上下游企业数字创新对中游企业数字创新的影响及作用机制。研究发现:上下游企业数字创新水平提升显著地促进了中游企业数字创新,即存在显著的正向产业链溢出效应;这种效应在上游企业、位于同一行业的企业和相同所有制类型的企业中更为显著;技术知识扩散与市场绩效激励是溢出效应的两个作用渠道。本文揭示了产业链上中下游企业间溢出效应的微观机制,为推动企业数字创新与关键技术突破,促进数字经济与产业链实体经济融合提供了理论参考与实践启示。In the era of digital economy,digital technology innovation has become a core factor driving China s economic development.Based on the data of China s A-share listed companies and the list of the top five suppliers and distributors of listed companies from 2009 to 2022,the impact and mechanism of digital innovation in upstream and downstream enterprises of the industrial chain on digital innovation in midstream enterprises.By combining international patent classification with text analysis method,digital innovation patents was empirically investigated to characterize the level of digital innovation.The results show that the improvement of digital innovation levels in upstream and downstream enterprises significantly promotes digital innovation in midstream enterprises,indicating a significant positive spillover effect in the industrial chain.This effect is more significant in upstream enterprises,enterprises in the same industry,and enterprises with the same ownership type.Technological knowledge diffusion and market performance incentives are the two channels for the spillover effect.The micro-mechanisms of spillover effects among upstream,midstream,and downstream enterprises within industrial chains are revealed.Theoretical references and practical insights are provided for promoting digital innovation and key technological breakthroughs in enterprises,as well as facilitating the integration of the digital economy with real economy along industrial chains.

关 键 词：数字创新 产业链溢出效应 技术知识扩散 市场绩效激励 

分 类 号：F270[经济管理—企业管理] F272[经济管理—国民经济]