当代财经 ›› 2025, Vol. 0 ›› Issue (3): 17-29.

• 理论经济 • 上一篇    下一篇

工业智能化发展如何成为中国吸引外资的“新引擎”

黄勇, 闫志俊, 刘震, 盛宇华   

  1. 南京师范大学 商学院,江苏 南京 210023
  • 收稿日期:2024-02-06 修回日期:2024-04-25 出版日期:2025-03-15 发布日期:2025-03-25
  • 通讯作者: 刘震,南京师范大学教授,经济学博士,主要从事环境经济研究,联系方式54194@njnu.edu.cn。
  • 作者简介:黄勇,南京师范大学博士研究生,主要从事国际贸易理论与政策研究;闫志俊,南京师范大学副教授,经济学博士,主要从事国际贸易理论与政策研究;盛宇华,南京师范大学教授,博士生导师,主要从事战略管理研究。
  • 基金资助:
    国家自然科学基金面上项目“气候变化视角下我国农村地区减排固碳政策影响评价及政策优化”(72273067); 江苏省研究生科研与实践创新计划项目“打造投资中国‘新引擎’:工业智能化发展研究”(KYCX24_1677)

How Industrial Intelligent Development Becomes China’s “New Engine” to Attract Foreign Investment

Huang Yong, Yan Zhi-jun, Liu Zhen, Sheng Yu-hua   

  1. Nanjing Normal University, Nanjing 210023, China
  • Received:2024-02-06 Revised:2024-04-25 Online:2025-03-15 Published:2025-03-25

摘要: 吸引外商直接投资(FDI)是中国实现高水平对外开放和经济高质量发展的重要举措。工业智能化发展可以提升城市劳动供给质量、促进产业结构调整、提高创新水平和形成集聚经济,从而成为中国吸引外资的“新引擎”。基于中国2008—2019年市级面板数据的实证研究表明,第一,工业智能化发展显著促进了FDI流入。第二,机制分析表明,人力资本优化效应、创新驱动效应、产业结构优化效应和产业集聚效应是工业智能化发展吸引FDI流入的重要渠道。第三,异质性分析发现,在贸易自由化程度较高和胡焕庸线以东的城市,工业智能化发展对FDI的吸引作用更强;此外,由于产业集聚效应,工业智能化发展在低行政等级城市吸引FDI的作用更为强劲。第四,进一步分析发现,工业智能化发展通过吸引FDI流入,推动了城市对外贸易的发展,促进了城市全要素生产率的提升。因此,应进一步推动城市智能化产业发展战略,注重差异化政策调整,充分发挥工业智能化作为中国吸引外资“新引擎”的重要作用。

关键词: 工业智能化, 外商直接投资, 人力资本, 创新水平, 产业结构优化

Abstract: Attracting foreign direct investment (FDI) is an important measure for China to realize high-level opening-up and high-quality economic development. The development of industrial intelligence can enhance the quality of urban labor supply, promote industrial restructuring, improve the level of innovation, and form agglomeration economies, thus becoming a“new engine”for China to attract foreign investments. The empirical study based on China’s 2008-2019 municipal panel data shows that, firstly, industrial intelligent development can significantly attract FDI inflows. Secondly, the mechanism analysis shows that the human capital optimization effect, the innovation-driven effect, the industrial structure optimization effect, and the industrial agglomeration effect are the important channels through which industrial intelligent development attracts FDI inflows. Thirdly, the heterogeneity analysis reveals that, in the cities with higher levels of trade liberalization and east of the Hu Huanyong Line, the development of industrial intelligence has a stronger attraction for FDI; in addition, due to the agglomeration effect of industries, the development of industrial intelligence has a stronger role in attracting FDI in the cities of lower administrative levels. Fourthly, further analysis finds that, by attracting the inflow of FDI, industrial intelligent development promotes the development of the city’s foreign trade and promotes the improvement of the city’s total factor productivity. Therefore, we should further promote the development strategy of urban intelligent industry, focus on differentiated policy adjustments, and give full play to the important role of industrial intelligence as a “new engine”for China to attract foreign investments.

Key words: industrial intelligence, foreign direct investment, human capital, innovation level, industrial structure optimization

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