当代财经 ›› 2026, Vol. 0 ›› Issue (7): 114-126.

• 产业与贸易 • 上一篇    下一篇

人工智能、产业融合与产业链韧性

刘进1,2, 李晓红1   

  1. 1.湖南科技学院 旅游与文化产业学院,湖南 永州 425199;
    2.中国旅游研究院(文化和旅游部数据中心),北京 100005
  • 收稿日期:2025-09-16 修回日期:2026-06-29 出版日期:2026-07-15 发布日期:2026-09-14
  • 通讯作者: 李晓红,湖南科技学院副教授,博士,主要从事旅游经济政策与产业发展研究,联系方式26172904@qq.com。
  • 作者简介:刘进,湖南科技学院副教授,中国旅游研究院博士后研究人员,主要从事区域经济发展与产业融合研究。
  • 基金资助:
    湖南省哲学社会科学评审委员会重大课题(XSP2025WT021); 国家社会科学基金项目(24BMZ027); 湖南省教育厅科学研究重点项目(25A0583)

Artificial Intelligence, Industrial Integration, and Industrial Chain Resilience

Liu Jin1,2, Li Xiao-hong1   

  1. 1.College of Tourism and Cultural Industry, Hunan University of Science and Engineering, Yongzhou 425199, China;
    2. China Tourism Academy (Data Center of the Ministry of Culture and Tourism), Beijing 100005, China
  • Received:2025-09-16 Revised:2026-06-29 Online:2026-07-15 Published:2026-09-14

摘要: 人工智能作为新一代通用目的技术,在智能制造、供应链管理、风险预警等领域的应用场景不断拓展,推动生产要素的优化重组,重塑产业分工格局,其创新发展成为摆脱产业链韧性困境的重要驱动力,也正成为推动新一轮科技革命和产业变革的核心引擎。基于2011—2023年中国281个城市的面板数据,运用双重机器学习模型系统考察人工智能对产业链韧性的影响。研究发现:人工智能对产业链韧性水平提升具有促进作用,该效应在设立数据交易平台、金融科技水平高和数字基础设施完善的数字生态优势城市,以及非资源型、非老工业基地城市中更为突出;人工智能通过深化产业融合增强产业链韧性;人工智能对产业链韧性的影响存在非线性门槛特征,科技投入力度表现为单一门槛效应,跨越临界值才能激活其赋能作用;数字人才水平则呈现双重门槛效应,当数字人才水平跨越第二个门槛值后,人工智能对产业链韧性水平提升的促进作用大大增强。因此,应进一步强化人工智能与产业链的深度融合,夯实产业链韧性水平提升基础;构建产业融合综合性支撑政策体系,形成系统推进路径;强化关键支撑要素的阈值管理,实施分阶段投入与培育计划,尤其要加大对人工智能共性技术研发平台、算力基础设施等具有公共品属性领域的投入。

关键词: 人工智能, 产业融合, 产业链韧性, 双重机器学习, 门槛效应

Abstract: Artificial intelligence, as a new generation of general-purpose technology, has been applied in various fields such as intelligent manufacturing, supply chain management, and risk warning, continuously expanding its application scenarios. It promotes the optimization and reorganization of production factors, reshapes the industrial division of labor pattern, and enhances the efficiency of resource allocation. Its innovative development has become an important driving force to overcome the resilience dilemma of the industrial chain and is also becoming the core engine for the new round of technological revolution and industrial transformation. Based on the panel data of 281 cities in China from 2011 to 2023, a dual machine learning model was used to systematically examine the impact of artificial intelligence on the resilience of industrial chains. The findings are as follows: First, AI promotes industrial chain resilience. This effect is more pronounced in cities with digital ecological advantages, such as those possessing data trading platforms, high levels of financial technology development, and well-established digital infrastructure, as well as in non-resource-based and non-old industrial base cities. Second, AI enhances the resilience of industrial chains through deepening industrial integration. Third, the impact of artificial intelligence on the resilience of industrial chains has a nonlinear threshold characteristic. The effect of technological investment is a single threshold effect, and it can only activate its enabling role by crossing the critical value; digital talents show a dual threshold, and their reserves need to successively break through two critical points to enable the gradual and stepwise rise of the promoting effect of artificial intelligence. Therefore, it is necessary to further strengthen the deep integration of artificial intelligence and industrial chains, consolidate the foundation for resilience improvement; build a comprehensive supporting policy system for industrial integration, form a coordinated promotion path; strengthen the threshold management of key supporting elements, implement phased investment and cultivation plans, and especially increase investment in common technology research and development platforms for artificial intelligence, computing infrastructure, and other fields with public goods attributes.

Key words: artificial intelligence, industrial integration, industrial chain resilience, double machine learning, threshold effect

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