首页|国家级大数据综合试验区带来了普惠效应吗?——基于企业数字创新的微观证据

国家级大数据综合试验区带来了普惠效应吗?——基于企业数字创新的微观证据

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国家级大数据综合试验区的设立是推动大数据发展战略的重要举措,其对企业层面数字创新的影响效果以及是否带来普惠效应,现有研究尚未明确揭示.本文选取2011-2021年A股上市企业面板数据,采用基于倾向得分匹配的双重差分方法,以2016年为政策实施节点,研究试验区政策对企业数字创新水平的促进效果、影响机制以及对弱势企业的普惠效应.研究发现,试验区设立显著提升了企业数字创新水平.机制检验表明,试验区设立通过加速企业间知识流动和促使企业增加研发投入间接影响了企业数字创新;进一步对比检验发现,国家级大数据综合试验区产生了普惠效应,具体体现为数字创新过程跨越了技术背景以及创新能力的势差,数字化成果惠及了非信息技术企业和低创新能力企业.本文是大数据政策的企业微观视角补充,为大数据政策的优化及企业数字化战略的制定提供了理论依据,同时有利于国家数字化发展战略的进一步完善.
Does the National Big Data Comprehensive Pilot Zone Bring Inclusive Effects:Based on Micro Evidence of Enterprise Digital Innovation
In the era of digital economy,data has become a key element of the national innovation-driven development strategy.The establishment of the national big data comprehensive pilot zone is an important measure for the government to grasp the development opportunity of the digital economy and promote the implementation of the national big data development strategy through policy experiments.However,existing research has not yet given a response to the following questions.Whether the construction of pilot zones as a top-level design by the central government and autonomous exploration by local governments can lead to an increase in the digitalization level of micro and small enterprises.Whether the digital dividend is only concentrated in state-owned enterprises,information companies and strong companies with high innovation capacity,or whether it can also raise the level of digital innovation of disadvantaged companies,thus realizing the inclusive effect of the digital dividend.In this paper,the empirical test method,double difference based on propensity score matching,selects data of 618 A-share listed enterprises in 31 provinces in China from 2011 to 2021.2016 was set as the policy implementation node.According to the fact that the first and the second batch of big data pilot zones were approved and established in 2016,data of A-share listed enterprises for five years around 2016 was selected and the digital innovation level of enterprises was measured by the number of enterprise digital patents.To explore the promotion effect of the digital innovation level and the inclusive effect on vulnerable enterprises.Results show that the establishment of the pilot zone significantly improves the level of enterprise digital innovation;The mechanism test shows that the knowledge flow and R&D investment caused by the establishment of the pilot zone indirectly promote the digital innovation of enterprises;Further,comparison and inspection find that the national big data comprehensive pilot zone has had the inclusive effect,which is reflected in the fact that the digital innovation process has crossed the gap between technology and innovation capability and the digital achievements have benefited non-information technology enterprises and enterprises with low innovation capability.The possible contributions of this paper are as follows:Firstly,from the perspective of research and the dimension of enterprise digital innovation,it studies the"inclusive effect"of the national big data comprehensive pilot zone policy pilot and expands the micro-level effect evaluation of policy implementation.Secondly,in terms of research methods,in order to reduce possible errors associated with sample self-selection,this paper adopts the matching method based on propensity score(PSM)to obtain the control group and further adopts the double difference(DID)to improve the accuracy of estimation results.Thirdly,the transmission law of the"inclusive effect"is analyzed according to whether the firm is a state-owned enterprise,the firm's own level of innovation and the heterogeneity of the industry,so as to provide appropriate policy tools for different types of enterprises and maximize the benefits of digital policies.This paper is a supplement to big data policy from the micro perspective of enterprises,which provides a theoretical basis for the optimization of big data policy and the formulation of enterprise digital strategy.It is conducive to the further improvement of the national digital development strategy.

national big data comprehensive pilot zoneuniversal benefit effectdigital innovationdifferential method

张宝建、胡小雨、陈劲

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山西财经大学创新生态研究中心,山西 太原 030006

清华大学经济管理学院,北京 100084

山西财经大学工商管理学院,山西 太原 030006

国家级大数据综合试验区 普惠效应 数字创新 双重差分法

2024

经济管理
中国社会科学院工业经济研究所

经济管理

CSTPCDCSSCICHSSCD北大核心
影响因子:1.053
ISSN:1002-5766
年,卷(期):2024.46(8)