劳动力成本上升与制造业服务化——机制识别与经济政策不确定背景下的效应差异

当代财经 ›› 2021, Vol. 0 ›› Issue (2): 100-112.

劳动力成本上升与制造业服务化——机制识别与经济政策不确定背景下的效应差异

李焕杰, 张远

南开大学经济学院,天津 300071

收稿日期:2020-11-17 修回日期:2021-01-20 出版日期:2021-02-15 发布日期:2021-03-16
通讯作者: 张远,南开大学博士研究生,主要从事产业经济研究,联系方式845722449@qq.com。
作者简介:李焕杰,南开大学博士研究生,主要从事产业经济研究。
基金资助:
国家社会科学基金重大项目“提高京津冀中心城市和城市群综合承载及资源优化配置能力研究”（20ZDA041）

Labor Cost Rising and Manufacturing Industry Servicizing: Mechanism Identification and Effect Difference under the Background of Economic Policy Uncertainty

LI Huan-jie, ZHANG Yuan

Nankai University, Tianjin 300071, China

Received:2020-11-17 Revised:2021-01-20 Online:2021-02-15 Published:2021-03-16

摘要/Abstract

摘要： 作为驱动制造业创新的重要因素,劳动力成本上升对制造业企业服务化转型的“倒逼”作用日益凸显。基于手工整理的2013—2018年A股制造业上市公司服务化数据,从嵌入式服务化和混入式服务化两个视角系统考察了劳动力成本上升对制造业企业服务化转型的影响和作用机制。结果表明：劳动力成本上升能够“倒逼”制造业企业进行服务化转型,主要表现为其对嵌入式服务化具有显著的正向影响,对混入式服务化的影响不显著;特别地,这种“倒逼”效应在一个较长时期内具有显著的持续性,且呈现先下降后上升的U型动态变化特征。机制分析表明,尽管劳动力成本上升难以通过信息技术投资间接驱动制造业总体服务化水平的提升,但能够通过该途径促进嵌入式服务化和抑制混入式服务化。进一步的分析表明,在动荡的经济环境下,经济政策不确定性显著提升了劳动力成本上升对制造业服务化的“倒逼”效应。

关键词: 劳动力成本, 信息技术投资, 经济政策不确定性, 制造业服务化

Abstract: As an important factor driving the innovation of the manufacturing industry, the rising labor cost is playing an increasingly forceful role in the transformation of service-oriented manufacturing enterprises. Based on the hand-collected data of service-oriented A-share manufacturing listed companies from 2013 to 2018, this paper systematically investigates the impact and action mechanism of labor cost rise on the service-oriented transformation of manufacturing industry from the perspectives of embedded service-orientation and mixed service-orientation. The results show that the rise of labor cost can “force” the manufacturing enterprises to carry out service-oriented transformation, which is mainly reflected in its significant positive impact on the embedded servitization, but the impact on the mixed servictization is not significant. In particular, this “reverse forcing” effect has a significant persistence over a longer period of time, and presents U-shaped dynamic change characteristics of decline first and then rise. The result of a mechanism analysis shows that although the increase of labor cost is difficult to indirectly drive the improvement of the overall service-oriented level of manufacturing industry through information technology investment, it can promote the embedded servitization and inhibit the mixed servitization through this way. Further analysis shows that in the context of turbulent economic environment, the economic policy uncertainty has significantly increased the “forcing” effect of labor cost rise on the servitization of the manufacturing industry.

Key words: labor cost, information technology investment, economic policy uncertainty, manufacturing industry servicizing

中图分类号:

F425

李焕杰, 张远. 劳动力成本上升与制造业服务化——机制识别与经济政策不确定背景下的效应差异[J]. 当代财经, 2021, 0(2): 100-112.

LI Huan-jie, ZHANG Yuan. Labor Cost Rising and Manufacturing Industry Servicizing: Mechanism Identification and Effect Difference under the Background of Economic Policy Uncertainty[J]. Contemporary Finance & Economics, 2021, 0(2): 100-112.

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