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数字领域的政府采购能以可观的数字公共需求规模促进企业的数字化转型和跨区域经营,在提振企业主业绩效和建设全国统一大市场中发挥着重要作用。本文以2015—2021年中国沪深A股上市企业为研究样本,采用文本分析和机器学习方法,从近65万条常规政府采购文本信息中识别出政府数字公共品采购指标,考察其对企业主业绩效的影响效果和作用机理。实证结果表明,政府数字公共品采购通过“数字驱动”和“资源拓宽”效应显著提升企业主业绩效。异质性分析表明,这一效应在高金融化程度企业、非战略性新兴产业以及高数字金融发展水平地区更为显著。进一步分析表明,异地政府数字公共品采购能激励企业主营业务的跨区域经营,助力全国统一大市场建设。然而,政府数字公共品采购也会加剧中心城市和外围城市企业主业绩效表现方面的马太效应。从政策合力的角度来看,先数字采购后数字补贴的政策实施顺序能更好地改善企业主业绩效。本文从采购供应商视角验证了数字领域公共需求扩张对实体经济发展的积极作用,为政府采购在数字经济时代支持企业发展和推动市场整合提供了经验参考。
Abstract：The government procurement in the digital sector can promote firms' digital transformation and cross-regional operations by leveraging the substantial scale of digital public demand, playing a crucial role in enhancing firms' main business performance and building a unified national market.This paper uses a research sample of Chinese A-share listed companies from 2015 to 2021 and employs text analysis and machine learning methods to identify government digital public goods procurement indicators from nearly650000 conventional government procurement texts.It examines their impact on firms' main business performance and the underlying mechanisms.The empirical results show that government digital public goods procurement significantly boosts firms' main business performance through "digital-driven" and“resource-expansion" effects.Heterogeneity analysis reveals that this effect is more pronounced among firms with higher financialization,non-strategic emerging industries,and those located in regions with higher levels of digital financial development.Further analysis shows that cross-regional government digital public goods procurement can incentivize firms' main business operations across regions,contributing to the construction of a unified national market.However,government digital public goods procurement also intensifies the "Matthew effect" in the main business performance between firms in central cities and peripheral cities.From the perspective of policy synergy,the sequence of implementing digital procurement first,followed by digital subsidies,better improves firms' main business performance.This paper verifies the positive role of expanding public demand in the digital sector on the development of the real economy from the perspective of procurement suppliers,providing empirical reference for government procurement to support firm development and promote market integration in the digital economy era.
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(1)国家互联网信息办公室:《数字中国发展报告(2022年)》。
(2)智研瞻发布报告:《中国政务云行业现状深度分析发展战略研究报告》。
(1)例如原先主要生产机房制冷设备的佳力图,就在逐渐积累数据中心建设经验后开始尝试将主营业务延伸至数据中心中游服务领域。
基本信息:
中图分类号:F49;F812.45;F275;F123.9
引用信息:
[1]申明浩,刘奕岍,谭伟杰.政府数字公共品采购与企业主业绩效——兼论全国统一大市场建设[J].经济学报,2026(02):187-202.
基金信息:
国家社会科学基金重大项目“粤港澳大湾区数据要素跨境流动路径研究(21&ZD123)”的资助
2026-07-29
2026-07-29
2026-07-29