关键词: 人工智能应用程度, 数字技术创新, 动态能力, 行业集中度, 机器学习

Abstract: Artificial intelligence is one of the key digital technologies driving the progress and development of enterprises, and has had a profound impact on their innovation models. Based on the “Technology-Organization-Environment”(TOE) framework, this paper explores in depth the synergistic effects of artificial intelligence application level, industry concentration, and dynamic capabilities on digital technology innovation in enterprises. By selecting the A-share manufacturing companies listed on the Shanghai and Shenzhen stock exchanges from 2020 to 2022 as research samples, this paper conducts a study with a data-driven approach. Through the cluster analysis, it is found that the sample enterprises can be divided into three types: strong adaptive enterprises, intelligent flexible enterprises, and weak capability enterprises. Among them, intelligent flexible enterprises have shown the most outstanding performance in promoting high-level digital technology innovation. The decision tree analysis results show that in highly adaptive enterprises, the degree of artificial intelligence application, industry concentration, innovation ability, and absorption ability all have a positive impact on digital technology innovation. Moderately improving the level of these factors can increase the probability of enterprises achieving high-level digital technology innovation. In intelligent flexible enterprises, the degree of application of artificial intelligence, industry concentration, and adaptability also have a positive impact on digital technology innovation, but in specific contexts, absorptive capacity may have a inhibitory effect on digital technology innovation. In weakly capable enterprises, there is an inverted U-shaped relationship between industry concentration and digital technology innovation. When industry concentration is at a moderate level, moderate adaptability can promote the improvement of digital technology innovation. Therefore, enterprises should comprehensively improve the application level of artificial intelligence and the government should actively create a favorable environment for the development of digital innovation and fully stimulate the digital innovation potential of enterprises.

Key words: artificial intelligence application degree, digital technology innovation, dynamic capability, industry concentration, machine learning