智能制造与企业产业链关联——来自中国智能制造示范项目的准自然实验

摘要以智能制造试点示范专项行动作为准自然实验,运用2007—2023年中国A股制造业上市公司数据,使用多期双重差分模型研究智能制造试点示范项目对企业产业链关联程度的影响。研究结果表明:实施智能制造试点示范项目显著提升企业的产业链关联程度,使用多时点倾向得分匹配双重差分模型、工具变量法等稳健性检验进一步支持了基准估计结果。机制检验结果显示,智能制造试点示范项目通过提升产业链整合能力和创新投入增强企业产业链关联程度,产品供需匹配度、议价能力和专业化分工水平正向调节智能制造试点示范项目对企业产业链关联的促进效应。进一步分析结果表明,智能制造试点示范项目对产业链关联程度的提升效果在高新技术产业和非国有企业中更显著,对于供应商集中度低和客户集中度高的企业,实施智能制造试点示范项目更能显著提升企业产业链关联程度。同时从产业链关联角度评估智能制造试点示范项目的经济后果,揭示智能制造影响产业链关联的内在机理,为以智能制造为主攻方向增强产业链供应链韧性和安全水平提供了理论依据。

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	丁华
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关键词：智能制造制造业企业产业链关联产业链供应链

Abstract： Using the intelligent manufacturing pilot demonstration special action as a quasi-natural experiment, and employing data from Chinese A-share manufacturing listed companies from 2007 to 2023, this paper utilizes a multi-period difference-in-differences model to study the impact of intelligent manufacturing pilot demonstration projects on the degree of inter-industry linkage within enterprises. The results indicate that the implementation of intelligent manufacturing pilot demonstration projects significantly enhances the degree of inter-industry linkage within enterprises. Robustness checks, including the use of a multi-time-point propensity score matching difference-in-differences model and instrumental variable methods, further support the baseline estimation results. The findings of the mechanism test reveal that intelligent manufacturing pilot demonstration projects enhance the degree of inter-industry linkage within enterprises by improving the integration capabilities of the industrial chain and increasing investment in innovation. Additionally, the degree of product supply-demand matching, bargaining power, and the level of specialization in division of labor positively moderate the promotional effect of intelligent manufacturing pilot demonstration projects on the inter-industry linkage of enterprises. Further analysis results show that the effect of intelligent manufacturing pilot demonstration projects on improving the degree of connection between industrial chains is more significant in high-tech industries and non-state-owned enterprises. For enterprises with low concentration of suppliers and high concentration of customers, implementing intelligent manufacturing pilot demonstration projects can significantly enhance the degree of connection between enterprises industrial chains. This study evaluates the economic outcomes of smart manufacturing pilot demonstration projects from the perspective of industrial chain linkages, reveals the intrinsic mechanisms by which smart manufacturing impacts industrial chain linkages, and provides a theoretical basis for enhancing the resilience and security level of industrial and supply chains with smart manufacturing as the main direction.

Keywords： Intelligent Manufacturing Manufacturing Enterprise Industrial Chain Linkage Industrial Chain Supply Chain

收稿日期 2024-05-12; 接受日期 ;

基金资助:国家社会科学基金项目(23BJY194)

通讯作者 任滔(1997— ),男,土家族,贵州铜仁人,博士研究生,主要从事产业经济与企业组织研究。

作者简介: 丁华(1981— ),女,安徽安庆人,博士,副教授,主要从事科技创新与数字经济研究;丁宁(1979— ),男,安徽东至人,博士,教授,主要从事产业经济与数字经济研究;王雪峰(1973— ),男,河南虞城人,博士,副研究员,主要从事产业经济与数字经济研究。

引用本文:

丁华, 任滔, 丁宁, 王雪峰.智能制造与企业产业链关联——来自中国智能制造示范项目的准自然实验[J]. 经济经纬, 2024,6: 3-15

DING Hua, REN Tao, DING Ning, WANG XueFeng.Linkage between Intelligent Manufacturing and Enterprise Industrial Chains: Quasi-natural Experiments from China’s Intelligent Manufacturing Demonstration Projects——On a Quasi-natural Experiment of Chinese Intelligent Manufacturing Demonstration Project[J] Economic Survey, 2024,V41(6): 3-15

链接本文:

http://www.jjjw.org.cn/CN/ 或 http://www.jjjw.org.cn/CN/Y2024/V41/I6/3

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