企业数智化投资驱动关键核心技术突破研究——基于技术重组演进视角  

The Role of Corporate Digital and Intelligent Investments in Driving Breakthroughs in Critical Core Technologies——A study based on the perspective of technological reorganization and evolution

作　　者：吴福象[1] 王泽芸 WU Fu-xiang;WANG Ze-yun(School of Economics,Nanjing University,Nanjing,Jiangsu 210093,China)

机构地区：[1]南京大学经济学院,江苏南京210093

出　　处：《湘潭大学学报(哲学社会科学版)》2025年第1期41-50,共10页Journal of Xiangtan University:Philosophy And Social Sciences

基　　金：国家社科基金重大项目“中国深度参与全球创新链治理的机制、路径与政策研究”(20&ZD123);国家自然科学基金面上项目“中国制造业关键核心技术创新突破及实现路径研究”(72073061)。

摘　　要：当前,中国制造业正处在从数字化、信息化、智能化向数智化生态全面转型的关键阶段,而依托数智化转型攻克关键核心技术正是我国培育发展新质生产力的重大战略举措。从技术重组和演进视角出发,通过引入知识生产函数,剖析了制造业企业数智化资产投入对关键核心技术创新的影响机制和作用路径,并利用2010—2022年中国A股制造业上市公司数据进行实证检验。检验结果表明,企业数智化投资有助于促进关键核心技术创新能力的提升;而样本期内企业数智化硬件投资的促进效应更加明显,尤其是对于处在技术成熟期的企业、中小型企业和民营企业的影响更加显著。中介效应检验进一步显示,数智化投资通过提高知识生产函数中的知识重组能力、研发人员产出效率和组织投资效率,能够提升企业的关键核心技术创新能力。研究结论对于数字经济时代推动企业从智能制造向智能研发纵深化发展和促进关键核心技术间断点突破等具有一定的启示和借鉴意义。Currently,China’s manufacturing industry is undergoing a crucial phrase of comprehensive transformation from digitization,informatization,and intelligence to a fully digitized and intelligent ecosystem.Leveraging this transformation to overcome core technology in key fields is a significant strategic initiative aimed at fostering new forms of productive forces.From the perspective of technological reorganization and evolution,this study introduces the knowledge production function to analyze the impact mechanism and pathways by which manufacturing firms’investments in digital and intelligent assets influence the innovation in the core technologies in key fields.Empirical testing is conducted,using data from China’s A-share listed manufacturing companies between 2010 and 2022.The results indicate that corporate investments in digital and intelligent technologies facilitate the enhancement of critical core technology innovation capabilities.During the sample period,the promoting effect of investment in digital and intelligent hardware was particularly pronounced,especially for enterprises in the technology maturity stage,small-and medium-sized enterprises and private enterprises.Further mediation analysis shows that investments in digital and intelligence technologies enhance critical core technology innovation capabilities by improving knowledge recombination ability within the knowledge production function,increasing the efficiency of R&D personnel output,and,thereby boosting organizational investment efficiency.The conclusions of this study are of certain enlightenment and reference significance for advancing from smart manufacturing to deepening intelligent research and development during the digital economy era,as well as promoting breakthroughs at the discontinuity points in critical core technologies.

关 键 词：数智化投资 关键核心技术 技术重组 知识生产函数 技术生命周期 

分 类 号：F273.1[经济管理—企业管理]