“两化融合”与企业出口产品多元化--基于中国制造业企业的微观证据  

The Integration of Informatization and Industrialization and the Diversification of Firms'Export Products-Evidence Based on Chinese Manufacturing

作　　者：赵家章[1] 王欣睿 展金泳 ZHAO Jiazhang;WANG Xinrui;ZHAN Jinyong

机构地区：[1]首都经济贸易大学经济学院

出　　处：《国际贸易问题》2025年第2期1-19,共19页Journal of International Trade

基　　金：北京市教育委员会社科计划一般项目“北京市企业对‘一带一路’沿线国家直接投资风险及防范研究”(SM202110038012);首都高端智库研究项目-重大项目“京津冀区域要素市场一体化研究”(GDZK20230107004)。

摘　　要：信息化与工业化融合是我国数字经济与实体经济融合发展的重要领域。本文基于中国制造业企业数据,以国家级信息化与工业化融合试验区的设立为政策冲击,实证检验了“两化融合”对我国制造业企业出口产品多元化的影响。研究发现,“两化融合”显著增加了企业出口产品种类,降低了企业出口集中度,这一结果在各类检验中均保持稳健。异质性检验发现,“两化融合”对出口产品质量高、所属行业资本密集度高、所在地区城镇化率高等企业的出口产品多元化作用更强。机制检验发现,“两化融合”对企业出口多元化的促进作用主要来源于技术融合和市场拓展两大渠道。拓展分析表明,“两化融合”对企业出口产品多元化的推动作用主要由新产品出口的增加来解释,且促进了出口产品的更新换代。本文基于产业融合视角,重点关注信息化与工业化融合发展的贸易促进效应,为中国制造业企业充分利用“两化融合”政策、培育外贸新动能提供了新的理论参考与经验证据。The integration of informatization and industrialization is crucial for the development of both China's digital and real economies.Based on data of Chinese manu-facturing firms,this paper uses the establishment of national-level pilot zones for the inte-gration of informatization and industrialization as an exogenous policy shock to empirically test the impact of this integration on the diversification of export products of Chinese manu-facturing firms.We find that the integration of informatization and industrialization signifi-cantly increases the variety of firms'export products and reduces their export concentra-tion.These results remain robust after various checks.Heterogeneity tests reveal that the integration has a stronger impact on the diversification of export products for firms with higher export product quality,those in industries with higher capital intensity,and firms in cities with higher urbanization rates.Mechanism tests indicate that the positive effect on firms'export diversification mainly stems from technological integration and market expan-sion channels.Further analysis shows that the promotion effect of the integration on the di-versification of firms'export products is primarily driven by an increase in new product ex-ports and facilitates export product upgrading.From the perspective of industrial integra-tion,this study focuses on the trade promotion effects of the integration of informatization and industrialization,and it provides new theoretical reference and empirical evidence for Chinese manufacturing firms to fully utilize the integration policy and foster new drivers of foreign trade.

关 键 词：“两化融合”试验区 出口产品多元化 双重差分模型 技术融合 市场拓展 

分 类 号：F752[经济管理—国际贸易]