工业智能化与产业升级:结构转型还是区位转移？

摘要基于技术水平将各行业划分为五类产业,利用省级面板数据,实证研究工业智能化对不同产业发展的异质性影响及动态演进趋势。结果表明:就整体而言,工业智能化促进了中技术和高技术工业规模扩张,低技术工业收缩,工业部门结构优化升级;从区域来看,工业智能化对东部地区中技术工业回流和高技术工业崛起的作用明显,中部地区的产业承接作用减弱。进一步研究发现,工业智能化对产业结构的影响并非线性且存在产业差异,工业比重均呈先升后降的倒U形趋势,服务业则截然相反,且各类产业具有明显的梯度调整特征。机制检验显示,工业智能化通过促进中低技术工业区位转移,并倒逼低技术工业向高技术工业及服务业转型,促进产业结构优化升级。

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	刘东升
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关键词：工业智能化产业升级结构转型区位转移动态演进

Abstract： According to the difference of technical level, the industry can be divided into five categories.Based on the provincial panel data, this paper empirically studies the heterogeneous impact and dynamic evolution trend of industrial intelligence on the development of different industries. The results show that on the whole, industrial intelligence promotes the expansion of medium-and high-tech industries, accelerates the contraction of low-tech industries, and optimizes and upgrades the structure of industrial sectors.From a regional point of view, industrial intelligence plays an obvious role in the return of high-tech industry and the rise of high-tech industry in the eastern region, while the industrial undertaking role in the central region is weakened. Further research has found that the impact of industrial intelligence on industrial structure is not linear and varies across industries. The industrial proportion indicates a inverted U-shaped trend, with an initial increase followed by a decrease, while the service sector exhibits the opposite trend. Additionally, various industries display distinct characteristics of gradient adjustment. In addition, the mechanism test manifests that industrial intelligence promotes the transfer of medium- and low-tech industrial locations and “forces” low-tech industries to transform into high-tech industries and the service sector, thereby promoting the optimization and upgrading of industrial structure.

Keywords： Industrial Intelligence Industrial Upgrading Structural Transformation Location Transfer Dynamic Evolution

收稿日期 2023-06-15; 接受日期 ;

基金资助:安徽省哲学社会科学基金项目(AHSKY2022D049)

作者简介: 刘东升(1996— ),男,安徽蚌埠人,博士研究生,主要从事国际贸易和人工智能研究;郑丽琳(1981— ),女,安徽合肥人,博士,教授,主要从事技术进步与产业政策研究。

引用本文:

刘东升, 郑丽琳.工业智能化与产业升级:结构转型还是区位转移？[J]. 经济经纬, 2024,2: 65-76

LIU Dongsheng, ZHENG Lilin.Industrial Intelligence and Industrial Upgrading: Structural Transformation or Location Transfer?[J] Economic Survey, 2024,V41(2): 65-76

链接本文:

http://www.jjjw.org.cn/CN/ 或 http://www.jjjw.org.cn/CN/Y2024/V41/I2/65

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