当代财经 ›› 2022, Vol. 0 ›› Issue (1): 16-28.

• 理论经济 • 上一篇    下一篇

新型信息基础设施对中国企业升级的影响

钞小静a,b, 薛志欣a   

  1. 西北大学 a.经济管理学院;
    b.中国西部经济发展研究院,陕西 西安 710127
  • 收稿日期:2021-03-20 出版日期:2022-01-15 发布日期:2022-02-23
  • 通讯作者: 薛志欣,西北大学博士研究生,主要从事新经济研究,联系方式xuezhixin0106@163.com。
  • 作者简介:钞小静,西北大学教授,博士生导师,经济学博士,主要从事新经济与经济高质量发展研究;

The Impact of New Information Infrastructure on the Upgrading of Chinese Enterprises

CHAO Xiao-jing, XUE Zhi-xin   

  1. Northwest University, Xi'an 710127, China
  • Received:2021-03-20 Online:2022-01-15 Published:2022-02-23

摘要: 新型信息基础设施正在成为我国巩固壮大实体经济根基、全面打造数字经济新优势的重要支撑。基于2010—2019年中国政府工作报告与上市公司匹配数据的研究表明,企业升级是生产效率、组织管理与企业价值链实现转型升级的动态过程。新型信息基础设施对企业升级具有显著的促进作用,这一结论在考虑内生性、样本自选择等问题进行稳健性检验后依然成立。作用机制的分析显示,新型信息基础设施建设与融合应用会通过创新能力提升、人力资本结构优化以及网络空间集聚共同推动企业升级。异质性检验结果表明,对于非国有企业、成熟期企业、市场化水平高的企业以及技术密集型企业,新型信息基础设施在生产效率与企业价值链层面具有更加显著的激励效应,而新型信息基础设施对技术密集型企业组织管理升级的促进作用尚未完全显现。

关键词: 新型信息基础设施, 生产效率, 组织管理, 企业价值链, 企业升级

Abstract: The new information infrastructure is becoming an important support for China to consolidate and strengthen its foundation of real economy and to build comprehensively a new advantage of digital economy. This study is based on the work reports of Chinese government from 2010 to 2019 and the matching data of listed companies. The findings show that enterprise upgrading is a dynamic process during which production efficiency, organizational management and enterprise value chain can achieve transformation and upgrading. And new information infrastructure has a significant positive promotion effect on enterprise upgrading. This conclusion still holds after the robustness testing which takes endogeneity, sample self-selection and other issues into consideration. The analysis of the mechanism of action shows that the construction of the new information infrastructure and the integrated application will jointly promote the upgrading of enterprises through their improvement of innovation capability, the optimization of human capital structure and the cyberspace agglomeration. The heterogeneity test reveals that for non-state owned enterprises, mature enterprises, enterprises with higher marketization level and technology-intensive enterprises, the new information infrastructures have more significant incentive effects at the level of production efficiency and enterprise value chain, while the promotion effect of new information infrastructures on the upgrading of organizational management of technology-intensive enterprises has not been fully revealed.

Key words: new information infrastructure, production efficiency, organization management, enterprise value chain, enterprise upgrading

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