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人工智能、岗位结构变迁与服务型制造

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近年来,中国制造业内部生产岗位就业比重下降、服务岗位就业比重上升,呈现服务型制造快速发展的岗位结构变迁趋势,是制造业高端化、智能化、绿色化发展的重要动力和典型表现.本文认为,岗位结构变迁是全球主要经济体在人均国内生产总值稳定增长过程中普遍经历的共性规律,为中国推进新型工业化和建设制造强国增添新的动能,而作为推动新一轮科技革命和产业变革的战略性通用技术,人工智能将成为中国加快岗位结构变迁和服务型制造发展的新的基础性力量.本文建立了一个包含人工智能技术和岗位异质性的动态一般均衡模型,刻画了岗位结构变迁的内生过程.本文发现,在人工智能技术偏向生产岗位且生产岗位和服务岗位的替代弹性较低时,人工智能技术会在制造业内部推动由生产转向服务的岗位结构变迁,提高服务型制造比重,由此提升制造业相对劳动生产率、稳定制造业实际产出比重.促进产业内不同岗位深度融合、加大人工智能技术研发力度、降低岗位之间劳动力流动壁垒,可以有效推动岗位结构变迁和产业结构转型升级.本文从宏观经济结构层面展示了人工智能技术影响岗位结构变迁和产业结构转型的理论机制,针对如何以人工智能技术创新促进服务型制造发展和现代化产业体系建设提出了政策建议.
Artificial Intelligence,Occupational Structural Transformation and Service-oriented Manufacturing
Occupational structural transformation is a common pattern during the steady growth of GDP per capita in major economies worldwide.In recent years,there has been a decline in the employment share of production occupation and an increase in service occupation within the Chinese manufacturing industry,presenting a trend of occupational structural transformation with rapid development of service-oriented manufacturing.It is an important driving force and typical performance of the high-end,intelligent,and green development of the manufacturing industry.As a strategic general technology leading the new round of technological revolution and industrial transformation,artificial intelligence(AI)has become a fundamental force in accelerating the occupational structural transformation and service-oriented manufacturing development in China.This paper establishes a dynamic general equilibrium model with AI technology and occupational heterogeneity,showing the endogenous mechanism of occupational structural transformation.This paper finds that when AI technology is biased towards production occupation,and the elasticity of substitution between production occupation and service occupation is less than 1,then AI will drive the transformation of occupational structure from production to service within the manufacturing sector,increase the proportion of service-oriented manufacturing,improve relative labor productivity of manufacturing and stabilize the real output share of manufacturing.If AI has an increasing influence on service occupation,the occupation-biased gap of AI will be narrowed and the relative labor productivity of service will be improved,which will alleviate Baumol's cost disease to some extent.Promoting deeper integration of different occupations,intensifying R&D in AI technology and reducing labor mobility barriers between occupations can effectively accelerate the occupational structural transformation and industrial structural upgrading.This paper contributes to literature on AI and industrial structural transformation.This paper uses theoretical analysis and numerical simulation methods to show the theoretical mechanism by which AI affects occupational structural transformation and industrial structural transformation from a macroeconomic perspective,and puts forward policy implications on how to promote the service-oriented manufacturing development and accelerate the construction of modem industrial systems through AI innovation.First,we should devote more to supporting R&D in general AI technology,and comprehensively strengthen digital infrastructure construction.Second,we should continue to deepen the reform of labor marketization,and effectively relieve structural employment contradictions.Third,we should press ahead with cloud-based big data and AI initiatives,and promote deeper integration of occupations through digital transformation.Last,we should increase policy support for service-oriented manufacturing enterprises,and promote deeper integration of the digital economy and the real economy.

artificial intelligenceoccupational structural transformationservice-oriented manufacturingindustrial structural transformation

潘珊、郭凯明

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暨南大学产业经济研究院

中山大学岭南学院

人工智能 岗位结构变迁 服务型制造 产业结构转型

国家社会科学基金后期资助项目国家自然科学基金青年基金国家自然科学基金面上项目

22FJLB0097170305672373166

2024

中国工业经济
中国社会科学院工业经济研究所

中国工业经济

CSTPCDCSSCICHSSCD北大核心
影响因子:2.932
ISSN:1006-480X
年,卷(期):2024.(4)
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