当代财经 ›› 2025, Vol. 0 ›› Issue (1): 111-125.

• 产业与贸易 • 上一篇    下一篇

数字化消费与新质生产力发展:来自国家信息消费试点政策的证据

刘毛桃1, 方徐兵2, 应望江1   

  1. 1.上海财经大学 公共经济与管理学院,上海 200433;
    2.南京师范大学 商学院,江苏 南京 210023
  • 收稿日期:2024-06-25 修回日期:2024-10-09 出版日期:2025-01-15 发布日期:2025-02-12
  • 通讯作者: 应望江,上海财经大学教授,博士生导师,管理学博士,主要从事投资经济理论与政策研究,联系方式wjying@sufe.edu.cn。
  • 作者简介:刘毛桃,上海财经大学博士研究生,主要从事数字经济研究;方徐兵,南京师范大学博士研究生,主要从事数字经济研究。
  • 基金资助:
    国家自然科学基金面上项目“国际化经验是否提升了国际化绩效——一项多层次整合研究”(71972104); 上海财经大学研究生创新基金资助项目“政府环境关注推动企业绿色投资的机制、效应与实现路径”(CXJJ-2023-364)

Digital Consumption and New-Quality Productivity Development: Evidences from National Information Consumption Pilot Policies

Liu Mao-tao1, Fang Xu-bing2, Ying Wang-jiang1   

  1. 1. Shanghai University of Finance and Economics, Shanghai 200433;
    2. Nanjing Normal University, Nanjing 210023, China
  • Received:2024-06-25 Revised:2024-10-09 Online:2025-01-15 Published:2025-02-12

摘要: 在全球化和信息技术革命的推动下,数字化消费已成为促进经济增长和社会发展的关键动力。数字化消费转型对新质生产力的发展起到了推动作用,对扩大内需和深化供给侧结构性改革具有重要的理论意义和现实价值。利用国家信息消费试点政策提供的准自然实验情景,构建交叠双重差分模型进行的研究结果表明,数字化消费对企业新质生产力的发展具有积极影响,其作用机制主要包括推动数字化人才的聚集、激发企业家创业精神、增加政府数字补贴以及促进企业数字化转型。异质性检验显示,国家信息消费试点政策对企业新质生产力的推动作用在数字基础设施水平高的地区、高技术制造业以及数据要素利用水平高的样本企业更为显著。因此,政府应继续坚持和完善国家信息消费试点政策,为企业新质生产力的发展创造有利的制度环境;同时,系统规划和分类施策,优化政策布局,实现国家信息消费试点政策的精准定位。企业也应密切关注试点政策,把握政策机遇,制定发展战略。

关键词: 国家信息消费试点政策, 数字化消费, 新质生产力, 企业家创业精神

Abstract: Driven by globalization and the information technology revolution, digital consumption has become a key driver of economic growth and social development. Promoting the development of new quality productivity through digital consumption transformation has important theoretical significance and practical value for expanding domestic demand and deepening supply-side structural reform. This paper takes the national information consumption pilot policy as a quasi-natural experiment of digital consumption, and constructs an overlapping difference-in-difference model to conduct the study. The findings show that digital consumption has a positive impact on the development of new quality productivity in enterprises, and its mechanism mainly includes promoting the gathering of digital talents, stimulating entrepreneurial spirit, increasing government digital subsidies, and promoting digital transformation of enterprises. The heterogeneity test reveals that the promotion effect of the national information consumption pilot policy on the new quality productivity of enterprises is more significant in the regions with high levels of digital infrastructure, in the high-tech manufacturing industries, and in the sample enterprises with high levels of data element utilization. Therefore, the government needs to persist with and refine the national information consumption pilot policy, creating a favorable institutional environment for promoting the development of new productive forces in enterprises. Additionally, it should systematically plan and categorize measures, optimize policy layout, and achieve precise positioning of the information consumption pilot policy. Enterprises should closely monitor pilot policies, seize policy opportunities, and formulate development strategies accordingly.

Key words: national information consumption pilot policies, digital consumption, new quality productivity, entrepreneurship

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