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数字基础设施政策赋能企业数字化转型:演进逻辑和政策取向

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数字化转型是企业高质量发展的重要路径,发挥中国数字基础设施政策的战略性、基础性、先导性作用,厘清其在赋能企业数字化转型的演进过程和微观机理,并进一步明确政策优化调整方向,对激发数字经济发展动能的持续性具有重要意义.本文基于"供给侧改革"视角,采用文本分析方法总结各阶段数字基础设施政策的演进过程.研究发现:数字基础设施政策经历了硬件建设期、要素建设期和规制建设期三个阶段;数字基础设施政策在三个阶段分别通过提高企业生产效率、价值增值能力和集群的超额收益,持续深化企业数字化转型.微观机理方面,数字基础设施政策通过培育企业数字技术能力、提高要素配置效率,解决企业数字化面临的市场失灵问题.最后,本文从数据共享机制建设、多层次平台支撑和政策均衡投入三个方面提出未来政策取向.
Digital Infrastructure Policies Empower Digital Transformation of Enterprises:Evolutionary Logic and Policy Orientation
Digital transformation is an important path for the high-quality development of enterprises.Giving play to the strategic,basic and leading role of digital infrastructure policy,clarifying its evolution process and micro-mechanism in empowering digital transformation of enterprises,and further being clear about the direc-tion of policy adjustment are of great significance for stimulating the continuity of the kinetic energy for the development of the digital economy.Based on the perspective of"supply-side reform",this article adopts tex-tual analysis to summarise the evolution process of digital infrastructure policies at various stages.The find-ings show that digital infrastructure policies have gone through three phases,hardware construction,factor con-struction and regulation construction.Besides,the digital infrastructure policy continues to deepen the digital transformation of enterprises in three stages,respectively,by improving the productivity of enterprises,the value-adding ability and the excess returns of clusters.In terms of micro-mechanism,digital infrastructure policy solves the market failure problem faced by enterprise digitisation by cultivating enterprises'digital technology capability and improving factor allocation efficiency.Finally,this article proposes future policy ori-entation from three aspects:data sharing mechanism construction,multi-level platform support and balanced policy input.

Digital infrastructure policyenterprise digital transformationtext analysisevolutionary logicpolicy orientation

汤蕴懿、李方卓

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上海社会科学院应用经济研究所(上海 200000)

上海社会科学院经济研究所(上海 200000)

数字基础设施政策 企业数字化转型 文本分析 演进逻辑 政策取向

上海市软科学研究计划

23692100200

2024

求是学刊
黑龙江大学

求是学刊

CSSCICHSSCD北大核心
影响因子:0.582
ISSN:1000-7504
年,卷(期):2024.51(2)
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