首页|智能转型对企业出口规模的影响研究:基于"智能制造试点示范专项行动"的准自然实验

智能转型对企业出口规模的影响研究:基于"智能制造试点示范专项行动"的准自然实验

Research on the Influence of Intelligent Transformation on Export Scale of Enterprises:Evidence from a Quasi-natural Experiment based on the"Special Action of Intelligent Manufacturing Pilot Demonstration"

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推动企业智能转型对于制造强国建设和构建双循环新发展格局具有重要意义.文章基于全要素生产率效应、融资效应和公司治理效应视角构建理论框架综合解析了智能转型对企业出口规模的影响机制,采用2010~2022年A股上市公司数据,利用"智能制造试点示范专项行动"来构建准自然实验,实证考察智能转型对企业出口规模的实际影响及作用渠道.研究发现,智能转型显著促进了企业出口规模.机制检验表明,提高企业全要素生产率、缓解企业融资约束以及提升管理者能力是智能转型驱动企业出口规模提升的重要渠道.异质性分析揭示,智能转型对企业出口规模的影响表现出强烈的要素密集度、区位、企业所有制和行业异质性.具体来看,智能转型对资本密集型企业、东部地区企业、非国有企业和行业竞争程度较高企业的出口规模的促进作用更为强烈.企业实施智能转型产生了显著的行业内溢出效应,有效带动了行业内非试点企业出口规模.文章拓展了企业出口规模影响因素的研究视角,也为政府稳步推进智能转型来助力企业出口贸易高质量发展提供了重要政策含义.
The advancement of intelligent transformation in enterprises plays a critical role in establishing a bigger trading power and fostering new dual-circulation development pattern.From a perspective of total factor productivity effect,financing effect,and corporate governance effect,this paper develops a theoretical framework to comprehensively investigate the impact mechanism of intelligent transformation on export scale at the enterprise level.Using data from A-share listed companies from 2010 to 2022,the study constructs a quasi-natural experiment based on the"Intelligent Manu-facturing Pilot Demonstration Special Action"to empirically assess the impact of intelligent transformation on export scale and its channels of influ-ence.The result show that,intelligent transformation significantly promotes enterprise export scale.Mechanism analysis reveals that enhancing en-terprise total factor productivity,alleviating financing constraints and improving managerial capabilities serve as critical pathways through which in-telligent transformation drives export scale growth.Heterogeneity analysis highlights that the impact of intelligent transformation on export scale va-ries based on factors such as capital intensity,location,ownership,and industry.Specifically,the positive effect is more pronounced for capital-in-tensive enterprises,those in the eastern region,non-state-owned enterprises,and enterprises in highly.competitive industries.Furthermore,enter-prises implementing intelligent transformation generate significant intra-industry spillover effects,effectively driving export scale among non-pilot en-terprises within their industries.This study extends the understanding of factors influencing enterprise export scale and provides policy recommenda-tions for the government to promote intelligent transformation in support of high-quality export development.

辛大楞、季存睿、辛立国

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山东师范大学经济学院

山东大学管理学院

智能转型 企业出口 全要素生产率效应

国家社会科学基金一般项目

22BJL040

2024

世界经济研究
上海社科院世界经济研究所

世界经济研究

CSTPCDCSSCICHSSCD北大核心
影响因子:1.401
ISSN:1007-6964
年,卷(期):2024.(6)