数字经济重塑产业布局:理论机制与中国实践  

Digital Economy Reshaping Industrial Layout:Theoretical Mechanism and Practice in China

作　　者：段巍 王兵[2] 韩婕 Duan Wei;Wang Bing;Han Jie

机构地区：[1]南京大学商学院,南京210093 [2]南京大学长江产业发展研究院,南京210093 [3]中国移动研究院,北京100053

出　　处：《南京社会科学》2025年第3期46-57,共12页Nanjing Journal of Social Sciences

基　　金：国家自然科学基金面上项目“能源结构转型重塑中国经济地理的机制及其经济效应评估”(72473065);南京大学—中国移动联合研究院2023年度联合研究课题“数字基建对长三角产业创新升级的赋能研究”的阶段性成果。

摘　　要：数字经济时代,数据、算力、算法结合形成数字新质生产力,并驱动“技术—经济”范式加速转换。遵循空间经济学理论,数字经济范式下,可再生资源禀赋优势凸显、集聚的专业化外部性向多样化外部性转变、区域一体化的内涵向数据要素市场一体化和算力布局一体化拓展,此三大基础机制的演变作用于数字产业化和产业数字化过程,并推动产业布局重塑。从数字产业化方面看,数据产业链中游的算力产业倾向布局在与经济集聚区具有较好网络连接且可再生资源成本较低的地区,算法类产业倾向布局在国家或区域中心城市。产业数字化对应的则主要是数字化赋能的传统产业。其中,传统制造业多元化、区域化布局及服务业的分散化、虚拟化布局在数字经济范式下成为可能。从“东数西算”工程的实践看,数字产业化与产业数字化的协同集聚有助于重塑中国以功能分工为导向的大国雁阵式产业布局。为此,需要统筹推进数字产业链、数字新基建、数字产业集群建设,优化数字产业布局模式。In the digital economy era,the combination of data,computility,and algorithms forms digital new quality productive forces,and that drives the accelerated transformation of the“technology-economy”paradigm.According to the theory of spatial economics,in the digital economy paradigm,the comparative advantage of renewable resources becomes more prominent,the specialization-based externalities of concentration shift to diversification-based externalities,and the connotation of regional integration expands to the integration of data factor markets and computility layouts.The evolution of these three basic mechanisms acts on the process of digital industrialization and industrial digitalization,and drives the reshaping of industrial layout.From the perspective of digital industrialization,the computility industry,which is located in the middle of the data value chain,tends to be located in areas with good network connections and low costs of renewable resources that are close to economic agglomeration areas.The algorithms-related industries tend to be located in national or regional center cities.And the digitalization of traditional industries mainly corresponds to the digital empowerment of traditional industries.In the digital economy paradigm,the diversification and regionalization of traditional manufacturing industries layout and the decentralization and virtualization of service industries layout become possible.From the practice of the“channel computing resources from the east to the west”project,the synergistic clustering of digital industrialization and industrial digitalization can help reshape China's flying geese industrial layout oriented towards functional division.Therefore,it is necessary to coordinate the promotion of digital industrial chains,new digital infrastructure,and digital industrial clusters,and optimize the mode of digital industrial layout.

关 键 词：数字经济 产业布局 空间经济 “东数西算” 

分 类 号：F129.9[经济管理—世界经济]