当代财经 ›› 2023, Vol. 0 ›› Issue (9): 123-134.

• 产业与贸易 • 上一篇    下一篇

工业机器人应用、要素流动与中国出口

谷均怡1, 赵春明2, 李震3   

  1. 1.国际关系学院 经济金融学院,北京 100091;
    2.北京师范大学 经济与工商管理学院,北京 100875;
    3.北京邮电大学 经济管理学院,北京 100876
  • 收稿日期:2022-12-30 修回日期:2023-07-10 出版日期:2023-09-15 发布日期:2023-09-15
  • 通讯作者: 李震,北京邮电大学讲师,博士,主要从事国际贸易与发展经济学研究,联系方式zhenlii2018@163.com。
  • 作者简介:谷均怡,国际关系学院讲师,博士,主要从事国际贸易与数字经济研究;赵春明,北京师范大学教授,博士生导师,博士,主要从事国际贸易与国际投资研究。
  • 基金资助:
    国际关系学院中央高校基本科研业务费专项资金资助项目“数字技术对中国企业供应链自主可控能力的影响研究”(3262023T40); 国家社会科学基金重点项目“工业智能化应用对我国贸易高质量发展的影响研究”(22AJL012); 北京邮电大学中央高校基本科研业务费专项资金资助项目“机器人智能技术对人力资本积累的影响研究”(2022RC60)

Application of Industrial Robots, Factor Mobility and China's Exports

GU Jun-yi1, ZHAO Chun-ming2, LI Zhen3   

  1. 1. University of International Relations, Beijing 100091;
    2. Beijing Normal University, Beijing 100875;
    3. Beijing University of Posts and Telecommunications, Beijing 100876, China
  • Received:2022-12-30 Revised:2023-07-10 Online:2023-09-15 Published:2023-09-15

摘要: 如何培育外贸竞争新优势、摆脱出口贸易低增长或负增长的困境是当前中国外贸工作的重点和难点。基于2006—2016年国际机器人联盟数据和中国海关数据,探讨了工业机器人应用对中国出口规模及出口结构的影响。研究结果表明:工业机器人应用显著促进了城市出口增长,这一促进效应主要表现在数量边际,价格边际和扩展边际无明显变化;机器人通过吸引高技能劳动力流入和促进资本跨区域转移间接作用于城市出口增长;机器人应用推动了我国加工贸易和一般贸易的出口增长,并通过大幅度提升高技术产品出口份额来实现出口产品技术结构优化,但在出口市场结构调整方面的作用仍有待激发;考虑到城市间生产要素的关联性,机器人应用在促进本地城市出口增长的同时,抑制了周边城市的出口扩张,存在虹吸效应,但总体上机器人应用显著推动了中国出口增长。研究结论意味着,机器人红利能够替代人口红利,为中国出口贸易创造新的增长点,但政府在出台相关政策时应更加注重区域外贸协调发展,谨防机器人应用进一步拉大外贸区域发展差距。

关键词: 工业机器人, 出口规模, 出口结构, 生产要素流动, 虹吸效应

Abstract: How to cultivate new competitive advantages in foreign trade and get rid of the dilemma of low or negative growth in export trade is the focus and difficult point of China's foreign trade work at present. Based on the data of the International Robotics Federation and data of Chinese customs from 2006 to 2016, this paper explores the impact of industrial robot applications on the scale and structure of China's exports. The findings show that industrial robot applications have significantly promoted urban export growth, and this promotion effect is mainly manifested in the quantity margin, while the price and expansion margins do not change significantly. Robots indirectly act on urban export growth by attracting the inflow of high-skilled labor and promoting the transfer of capital across regions. Robot applications promote the export growth of China's processing trade and general trade, and by significantly increasing the high-tech products export share to achieve technology structure optimization of export products; but its effect on export market structure adjustment still needs to be stimulated. Considering the inter-city correlation of production factors, robot applications have inhibited export expansion in the neighboring citieswhilepromoting the local urban export growth, so there is a siphon effect; however, in general, robot applications have significantly boosted China's export growth. The findings imply that the robot dividend can replace the demographic dividend and create new growth points for China's export trade, but the government should pay more attention to the coordinated development of regional foreign trade when introducing relevant policies, and beware of robot applications further widening the regional gap in the development of foreign trade.

Key words: industrial robots, export scale, export structure, flow of production factor, siphon effect

中图分类号: