摘要
数字经济作为赋能高质量发展的新动力,正在引发知识扩散方式和企业创新模式的深刻变革。利用2011-2020年中国A股上市公司专利数量和被引数据,探讨数字经济对企业创新的影响效应及作用机制。结果表明:整体看,数字经济促进了企业创新;分行业看,数字经济对企业创新的影响效应差异明显,对高技术制造业及技术型服务业具有显著促进作用,对低技术制造业及其他行业的影响较弱甚至有负向影响。数字经济影响创新过程中,企业创新积累发挥重要作用,较之高积累和低积累企业,数字经济对中等创新积累企业创新增长的提升作用更大。进一步研究发现,知识溢出是数字经济影响创新的重要机制,并且流向竞争对手的知识溢出同样有利于企业创新,但其溢出份额对创新的影响呈先升后降的倒“U”型。最后,采用面板门槛模型,发现数字经济的创新效应面临下行压力,而企业数据管理能力具有正向调节作用,能进一步释放数字经济的创新红利,促进其边际效应非线性递增。
As a new driving force for high-quality development,the digital economy is triggering profound changes in the way of knowledge diffusion and the innovation model of enterprises.Using the number of patents and cited data of China’s A-share listed companies from 2011 to 2020,this paper explores the impact of digital economy on enterprise innovation,and examines its mechanism from the perspective of knowledge spillover.The results show that the digital economy is conducive to enterprise innovation as a whole,and it still holds after a series of robustness tests.In terms of different industries,the impact of the digital economy on enterprise innovation is obviously different.It is mainly manifested in the fact that the digital economy has a significant role in promoting high-tech manufacturing and technology-based service industries,and has a weak possitive or even negative impact on low-tech manufacturing and other industries.In the process of digital economy affecting enterprise innovation,enterprise innovation accumulation plays an important role,and compared with high accumulation and low accumulation enterprises,the digital economy plays a greater role in improving the innovation growth of medium innovation accumulation enterprises,which means that the digital economy is conducive to narrowing the innovation gap between medium accumulation and high accumulation enterprises and has the characteristics of inclusiveness.Further research finds that promoting knowledge spillover is an important mechanism for the digital economy to affect enterprise innovation,and the knowledge spillover flowing to competitors is also conducive to enterprise innovation,but the impact of its spillover share on innovation is an inverted“U”shape.In addition,although the digital economy promotes the flow of knowledge to competitors,the share of knowledge flowing to competitors is still small and has not reached the inflection point of the inverted“U”curve.In the extended research of the paper,using the panel threshold model,it is found that the promotion effect of digital economy on enterprise innovation faces strong downward pressure,while enterprise data management capability has a positive regulating effect,which can further release the innovation dividend of digital economy and promote its marginal effect nonlinear increase.Based on the conclusions,the following suggestions are put forward:Firstly,the government needs to further consolidate the city’s technology digital foundation through policy tools,so that the development environment of the digital economy can be deeply integrated with the innovation capabilities of real enterprises,to help traditional enterprises achieve digital transformation and inject impetus into enterprise innovation.Secondly,enterprises need to abandon the zero-sum game mindset and use digital technology to strengthen communication with other enterprises,so as to obtain more common and complementary knowledge and accelerate the iterative upgrading of enterprise technology.Finally,enterprise managers need to pay attention to the company’s ability to manage data,because good data management capabilities are conducive to enterprises making full use of the development environment of the digital economy and obtaining more innovation dividends.All in all,the conclusions are of enlightening significance for understanding the innovation pathways of enterprises and guiding enterprises to use digital technology to stimulate their innovation capabilities.
作者
郑丽琳
刘东升
ZHENG Lilin;LIU Dongsheng(School of Management Science and Engineering,Anhui University of Finance and Economics,Bengbu 233030,China;School of International Political Economics,University of Chinese Academy of Social Sciences,Beijing 102488,China)
出处
《统计与信息论坛》
CSSCI
北大核心
2024年第10期42-55,共14页
Journal of Statistics and Information
基金
国家社会科学基金一般项目“我国数字化绿色化协同转型发展评价及推进策略研究”(22BJY262)
安徽省哲学社会科学规划项目“数字经济背景下人工智能应用驱动安徽省制造业就业数量及结构变动研究”(AHSKY 2022D049)
安徽省高校人文社会科学基金重点项目“数字经济背景下农民合作社转型行为及其激励政策研究”(2022AH050548)。
关键词
数字经济
知识溢出
企业创新
企业创新积累
数据管理能力
digital economy
knowledge spillover
enterprise innovation
enterprise innovation accumulation
data management ability