反垄断法与科技企业进入——基于双重机器学习的因果推断  

Antitrust and the entry of technology start-ups:Causal inference based on double machine learning

作　　者：蒋墨冰 李莹 徐晓慧 JIANG Mo-bing;LI Ying;XU Xiao-hui(School of Economics and Management,Zhejiang Sci-Tech University,Hangzhou 310018,China)

机构地区：[1]浙江理工大学经济管理学院,浙江杭州310018

出　　处：《科学学研究》2025年第4期864-875,共12页Studies in Science of Science

基　　金：国家社会科学基金资助项目(21CJL024)。

摘　　要：科技企业是经济高质量发展的重要推动力。本文基于2004-2020年全国工商企业注册信息数据库与城市层面匹配数据,以2008年《反垄断法》实施为准自然实验,使用双重机器学习模型识别反垄断对科技企业进入的影响及内在机制。研究发现:《反垄断法》的实施显著促进了城市科技企业进入,且上述促进效应在城市等级高、东部以及交通基础设施水平高的样本中更为显著。机制分析表明,《反垄断法》通过改善创新生态、优化营商环境以及提升风险投资水平促进科技企业进入。进一步分析发现,《反垄断法》实施带来的科技企业进入能够推动城市经济高质量发展。上述结论可为城市科技企业培引和经济高质量发展的政策指导提供启示。Technological innovation is a crucial support for achieving high-quality economic development,with technology enterprises being the main agents of such innovation.Encouraging the entry of technology start-ups is a vital measure to stimulate technological innovation and complete the transformation of the economic dynamics from old to new energy.Therefore,in the current situation where external technological blockades are becoming increasingly severe,how to promote the entry of technology start-ups has become key to China's breakthrough in overcoming the critical core technology"botleneck"dilemma.Based on the matching data of the national industrial and commercial enterprise registration information database and the city level data from 2004 to 2020,this paper takes the implementation of Antitrust Law in 2008 as a quasi-natural experiment,and uses the double machine learning model to identify the impact of antitrust on the entry of technology start-ups and its internal mechanism.This paper finds that the implementation of Antitrust Law significantly promotes the entry of technology start-ups,and the above promotion effect is more significant in east cities,developed cities and cities with better transportation infrastructure.Mechanism analyses show that Antitrust Law promotes the entry of technology start-ups by improving the innovation ecosystem,optimizing the business environment and boosting the level of venture capital.Further analyses show that the entry of technology start-ups brought about by the implementation of Antitrust Law can drive high-quality economic development in cities.The above conclusions can provide enlightenment for policy guidance on cultivating technology start-ups and achieving high-quality economic development.The marginal contributions of this paper are as follows:First,this study enriches the research on the microeconomic consequences of the Antitrust Law.The economic consequences of competition policy have always been a hot topic in academia.Existing literature has mostly focused on th

关 键 词：反垄断法 科技企业进入 双重机器学习 创新 

分 类 号：F276.44[经济管理—企业管理] F124.3[经济管理—国民经济]