信息消费对服务业结构升级的影响研究——来自国家信息消费试点的证据Study on the Impact of Information Consumption on the Structural Upgrade of Service Industry: Evidence from the National Information Consumption Pilot
薛飞,刘家旗,付雅梅
摘要(Abstract):
信息消费作为重要的新兴消费领域,已成为引领产业升级、促进经济高质量发展的新引擎。本文以“国家信息消费试点”作为外生政策冲击,利用2011—2019年中国275个地级市面板数据,构建交错双重差分模型,评估信息消费试点对服务业结构升级的影响及作用机制。研究结果表明,信息消费试点能够显著提升生产性服务业和现代服务业水平,推动服务业结构升级。机制分析表明,信息消费试点主要通过提升资本效率和技术进步推动服务业结构升级,提高信息消费需求这一机制的作用并不显著。异质性分析显示,信息消费试点对信息传输、计算机服务和软件业、房地产业以及租赁和商务服务业具有显著的促进作用;信息消费试点对东部地区、信息基础设施完善城市的服务业结构升级促进作用更强,同时其边际效应会随着服务业结构的提高逐渐减弱。鉴于此,应探索实施有效的信息消费建设策略,发挥政府统筹引领作用,释放居民信息消费潜力,构建优质高效的服务业新体系。
关键词(KeyWords): 信息消费;服务业结构升级;国家信息消费试点;交错双重差分法
基金项目(Foundation): 国家自然科学基金青年项目“风险冲击下人工智能产业创新生态系统韧性的时空测度与强化机制研究”(项目批准号:72404224);; 陕西省社会科学基金年度项目“数智化赋能陕西省减污降碳协同治理效应及实现路径研究”(项目批准号:2024D028);陕西省社会科学基金年度项目“基于机器学习的陕西数字经济发展质量监测预警体系构建研究”(项目批准号:2023D042)的资助
作者(Author): 薛飞,刘家旗,付雅梅
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- (1)结合信息消费试点的实施背景,本文中信息消费是指以信息产品或服务为消费对象的消费活动。