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服务贸易创新发展作为服务业开放的重要环节,探索其如何深度赋能协同创新,是当前关系到我国践行共享开放创新理念的重大议题。本文以服务贸易创新发展试点作为准自然实验,利用2010—2022年中国A股上市企业数据和双重机器学习模型,实证检验服务业开放对企业协同创新的政策效应及其影响渠道。实证结果表明:服务贸易创新发展试点的落地能有效激发企业协同创新活动。此结论在通过双重差分法、工具变量法和广义随机森林算法等检验后依旧成立。从作用机制角度来看,服务贸易创新发展试点能通过资源引导效应、互动成本松绑效应和服务业生态重构效应促进企业协同创新。进一步分析发现,服务贸易创新发展试点有效促进了各类创新主体的协同共享,这一政策效应对位于东北老工业基地、中部地区和东部地区以及信誉口碑更佳、制造业行业和创新能力较弱的企业影响更加显著,且服务贸易创新发展试点和服务业扩大开放综合试点的协同效应更加显著促进了企业协同创新。本文的研究结论具有明确的政策含义,为推动开放型经济新体制下形成协同、融合、顺畅的创新生态提供一定的经验支撑和参考价值。
Abstract：The innovation of service trade is an important part of the opening-up of the service industry.Exploring how it can deeply empower collaborative innovation is a major issue currently related to China's implementation of the concept of shared,open and innovative development.This article takes the service trade innovation pilot programs as a quasi-natural experiment,using the data of Chinese Ashare listed companies from 2010 to 2022 and the dual machine learning model to empirically test the policy effect of service trade innovation opening on enterprises' collaborative innovation and its influencing channels.The empirical results show that the implementation of service trade innovation pilot programs can effectively stimulate enterprises' collaborative innovation activities.This conclusion still holds after being tested through the difference-in-differences method,the instrumental variable method,and the generalized random forest algorithm.From the perspective of the mechanism of action,the service trade innovation pilot programs can promote enterprise collaborative innovation through resource guiding effects,interaction cost relief effects,and service industry ecosystem reconstruction effects.Further analysis reveals that the service trade innovation pilot programs effectively promote the collaborative sharing of various innovation entities.This policy effect has a more significant impact on enterprises located in the old industrial bases in the northeast,the central region,and the eastern region,as well as those with better reputation and a stronger manufacturing industry and lower innovation capabilities.Moreover,the synergy effect between the service trade innovation pilot programs and the comprehensive pilot programs for expanding the service industry has more significantly promoted enterprise collaborative innovation.The research conclusions of this article have clear policy implications and provide certain empirical support and reference value for promoting the formation of a collaborative,integrated and smooth innovation ecosystem under the new open economic system.
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(1)资料来源:https://www.gov.cn/zhengce/zhengceku/2016-02/25/content_5046212.htm.
(2)资料来源:https://www.gov.cn/zhengce/content/2018-06/08/content_5297239.htm.
(3)资料来源:https://www.gov.cn/zhengce/content/2020-08/11/content_5534081.htm.
(1)因篇幅限制,描述性统计结果留存备索
(1)因篇幅限制,回归结果留存备索。
(1)关于生产性服务业的分类参考《国民经济行业分类》(GB/T 4754—2017)为依据,主要包括仓储与邮政业、交通运输、计算机服务业与软件业、金融业、信息传输、租赁与商务服务业、科学研究、技术服务和地质勘查业。
(1)数据来源于《中国城市统计年鉴》和各城市统计年鉴。
(1)因篇幅限制,分类代码留存备索。
(1)2021年4月,《国务院关于同意在天津、上海、海南、重庆开展服务业扩大开放综合试点的批复》将试点扩围至5个省市。由于第三批服务业扩大开放综合试点批复设立时间为2022年12月,考虑到本文样本时间截至2022年,因此仅考虑前两批试点。
(1)资料来源:https://www.gov.cn/zhengce/zhengceku/2016-02/25/content_5046212.htm.
(2)资料来源:https://www.gov.cn/zhengce/content/2018-06/08/content_5297239.htm.
(3)资料来源:https://www.gov.cn/zhengce/content/2020-08/11/content_5534081.htm.
(1)阿森费尔特沉降是指一些个体由于某些可观测因素的暂时性下降而被选择进入处理组。
基本信息:
中图分类号:F752.68;F273.1
引用信息:
[1]刘杨,张祺晟.服务业开放与企业协同创新——来自服务贸易创新发展试点的证据[J].经济学报().
基金信息:
教育部基金青年项目（20YJC790030）; 上海市哲学社会科学规划课题（2023ZGL005）的资助
2026-04-22
2026-04-22
2026-04-22