扩大内需视角下信息消费对企业数字化转型的影响研究
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作者:
作者单位:

1.南开大学 经济学院,天津 300071;2.上海财经大学 财税投资学院,上海 200433

作者简介:

韩 律(1995—),男,博士研究生,研究方向为应用微观计量、城市经济理论与应用,17862911930@163.com。

通讯作者:

吴丽芳(1997—),女,博士研究生,研究方向为发展经济学、公共经济学、宏观经济学,wlf17853130363@163.com。

中图分类号:

F49;F272

基金项目:

国家社会科学基金重大项目“中心城市科技创新带动城市群协同创新与高质量发展研究”(22&ZD129);浙江省软科学研究计划项目“浙江省信息资本与经济增长贡献:核算、比较与政策效应评估”(2025C35018)。


Impact of Information Consumption on Enterprise Digital Transformation from the Perspective of Expanding Domestic Demand
Author:
Affiliation:

1.School of Economics, Nankai University, Tianjin 300071, China;2.College of Public Finance and Investment, Shanghai University of Finance and Economics, Shanghai 200433, China

Fund Project:

Major Project of National Social Science Fund of China

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    摘要:

    企业数字化转型是改造提升传统动能、培育发展新动能的重要手段,是企业高质量发展的重要引擎。基于2009—2021年上市公司数据,以国家信息消费试点城市作为内需的外生冲击,使用双重差分方法评估信息消费对企业数字化转型的影响。研究结果表明:信息消费试点政策实施有助于推动企业数字化转型;信息消费试点政策通过助力企业数字化设备投资、人力资本升级和技术支撑效应,赋能企业数字化转型;信息消费试点政策赋能数字化转型需要良好的市场环境和信息基础设施建设水平,更有利于促进小规模企业和非国有企业的数字化转型;信息消费试点政策赋能企业数字化转型有利于促进企业高质量发展。研究结论为扩大内需相关的政策制定以及企业有效进行数字化转型提供了相关的证据参考,对推动经济高质量发展具有一定的现实意义。

    Abstract:

    Enterprise digital transformation is an important means to transform and enhance traditional driving forces, cultivate new driving forces for development, and is an important engine for high-quality development of enterprises. Based on the listed companies data from 2009 to 2021, it took national information consumption pilot cities as exogenous shocks to domestic demand, and used the double difference method to evaluate the impact of information consumption on enterprise digital transformation. The research results indicate that the implementation of the information consumption pilot policy helps to promote enterprise digital transformation. The information consumption pilot policy empowers enterprise digital transformation by assisting in digital equipment investment, upgrading human capital, and technological support effect. Heterogeneity analysis shows that enabling digital transformation through pilot policies on information consumption requires a good market environment and a high level of information infrastructure construction, more conducive to promoting digital transformation of small-scale enterprises and non-state-owned enterprises. Further analysis reveals that information consumption empowers enterprises to undergo digital transformation, which is beneficial for promoting high-quality development of enterprises. The conclusions provide relevant evidence reference for policy formulation related to expanding domestic demand and effective enterprise digital transformation, and has certain practical significance for promoting high-quality economic development.

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韩律,吴丽芳.扩大内需视角下信息消费对企业数字化转型的影响研究[J].研究与发展管理,2025,37(5):1~14

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  • 收稿日期:2024-08-09
  • 最后修改日期:2025-03-03
  • 录用日期:2025-03-31
  • 在线发布日期: 2025-11-06
  • 出版日期: 2025-11-06
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