How Does Digitization Affect Value Capture of Chinese Manufacturing Industry? ——Analysis from the Perspective of Factor Combination
Zhang Xiaoyun1, Ling Dan1, Liu Huiling2, Jin Zehu3
1. School of Economics,Wuhan University of Technology,Wuhan 430070,China; 2. School of Economics,Zhengzhou University of Aeronautics,Zhengzhou 450046,China; 3. School of Economics,Anhui University,Hefei 230000,China
Abstract：Based on the WIOT database of 2016 edition,this paper analyzes the influence and mechanism of digitization on manufacturing value capture,and explores the moderating role of the matching degree of human capital and digitization in digitization affecting manufacturing value capture from the perspective of factor combination.The findings are as follows.①Overall,digitization can promote the value capture of manufacturing industry;② From the perspective of digitization sources,the positive effect of domestic digitization on manufacturing value capture is greater than that of foreign digitization;③ From the perspective of industry,digitization has a significantly positive effect on the value capture of low-tech industry,while the effect of digitization on the value capture of high-tech industry is not significant;④ How much human capital deviates from digitization of the industry plays a negative moderating role in digitization affecting the value capture of manufacturing industry.A series of policy implications are put forward accordingly.
张小云, 凌丹, 刘慧岭, 金泽虎. 数字化如何影响中国制造业价值捕获——基于要素组合视角分析[J]. 中国科技论坛, 2024(5): 87-96.
Zhang Xiaoyun, Ling Dan, Liu Huiling, Jin Zehu. How Does Digitization Affect Value Capture of Chinese Manufacturing Industry? ——Analysis from the Perspective of Factor Combination. , 2024(5): 87-96.
[1]向书坚,吴文君.OECD数字经济核算研究最新动态及其启示[J].统计研究,2018,35(12):3-15. [2]杨仲山,张美慧.数字经济卫星账户:国际经验及中国编制方案的设计[J].统计研究,2019,36(5):16-30. [3]刘家旗,茹少峰.数字经济如何影响经济高质量发展:基于国际比较视角[J].经济体制改革,2022(1):157-163. [4]齐俊妍,任奕达.数字经济渗透对全球价值链分工地位的影响:基于行业异质性的跨国经验研究[J].国际贸易问题,2021(9):105-121. [5]许欣,桑硕.数字化转型与制造业出口竞争力:来自各分行业的经验证据[J].工业技术经济,2023,42(7):68-73. [6]霍春辉,吕梦晓,许晓娜.数字技术与制造企业全球价值链地位攀升——打开数字技术赋能的“黑箱”[J].南方经济,2023(3):11-28. [7]孙文婷,许山晶.价值链嵌入、数字技术与制造业出口竞争力:基于全球和国家价值链双视角[J].当代经济管理,2023,45(5):34-42. [8]凌丹,张小云.技术创新与全球价值链升级[J].中国科技论坛,2018(10):53-61,100. [9]崔日明,宋换换,李丹.服务质量、技术创新与全球价值链地位攀升——来自中国的经验证据[J].经济问题探索,2023(3):175-190. [10]张宗斌,丁青雯.双向直接投资协同提升中国全球价值链地位的作用机制与实现路径研究[J].理论学刊,2022(4):89-99. [11]郭娟娟,冼国明,徐邦栋.外资进入与国内价值链地位提升[J].金融研究,2022(5):20-37. [12]葛新庭,谢建国.外资撤离与企业出口国内附加值率:基于工业企业微观数据的研究[J].国际贸易问题,2023(2):92-108. [13]高越,魏俊华.RCEP关税减让与制造业价值链地位变化:基于动态递归CGE模型的测算[J].世界经济研究,2023(6):43-59,135. [14]张慧智,孙茹峰.金融发展、科技创新与全球价值链地位[J].管理学刊,2022,35(5):1-18. [15]张天顶,魏丽霞.金融服务发展与制造业全球价值链升级[J].金融研究,2023(3):20-37. [16]BRYNJOLFSSON E,MCELHERAN K.The rapid adoption of data-driven decision-making[J].American Economic Review,2016,106(5):133-39. [17]SZALAVETZ A.Digitalisation,automation and upgrading in global value chains-factory economy actors versus lead companies[J].Post-Communist Economies,2019,31(5):646-670. [18]施炳展,李建桐.互联网是否促进了分工:来自中国制造业企业的证据[J].管理世界,2020,36(4):130-149. [19]吕越,谷玮,包群.人工智能与中国企业参与全球价值链分工[J].中国工业经济,2020(5):80-98. [20]张辽,王俊杰.信息化密度、信息技术能力与制造业全球价值链攀升[J].国际贸易问题,2020(6):111-126. [21]JEAN R J,KIM D,ZHOU K Z,et al.E-platform use and exporting in the context of Alibaba:a signaling theory perspective[J].Journal of International Business Studies,2021,52(8):1501-1528. [22]齐俊妍,强华俊.跨境数据流动限制、数字服务投入与制造业出口技术复杂度[J].产业经济研究,2022(1):114-128. [23]齐俊妍,任奕达.数字经济发展、制度质量与全球价值链上游度[J].国际经贸探索,2022,38(1):51-67. [24]刘斌,潘彤.人工智能对制造业价值链分工的影响效应研究[J].数量经济技术经济研究,2020,37(10):24-44. [25]陈开军,赵春明.贸易开放对我国人力资本积累的影响——动态面板数据模型的经验研究[J].国际贸易问题,2014(3):86-95. [26]BRYNJOLFSSON E,HITT L M.Beyond computation:information technology,organizational transformation and business performance[J].Journal of Economic Perspectives,2000,14(4):23-48. [27]ANDERSON J E,VAN WINCOOP E.Trade costs[J].Journal of Economic Literature,2004,42(3):691-751. [28]PORTES R,REY H.The determinants of cross-border equity flows[J].Journal of International Economics,2005,65(2):269-296. [29]RAUCH J E.Trade and search:social capital,Sogo Shosha,and spillovers[R].NBER Working Paper,1996. [30]LI H,FANG Y,WANG Y,et al.Are all signals equal? Investigating the differential effects of online signals on the sales performance of e-marketplace sellers[J].Information Technology & People,2015,28(3):699-723. [31]CANO-KOLLMANN M,CANTWELL J,HANNIGAN T J,et al.Knowledge connectivity:an agenda for innovation research in international business[J].Journal of International Business Studies,2016,47(3):255-262. [32]余菲菲,王丽婷.数字技术赋能我国制造企业技术创新路径研究[J].科研管理,2022,43(4):11-19. [33]BRUSH T H,ARTZ K W.Toward a contingent resource-based theory:the impact of information asymmetry on the value of capabilities in veterinary medicine[J].Strategic Management Journal,1999,20(3):223-250. [34]BARNEY J.Firm resources and sustained competitive advantage[J].Journal of Management,1991,17(1):99-120. [35]HOOPES D G,MADSEN T L,WALKER G.Guest editors' introduction to the special issue:why is there a resource-based view? Toward a theory of competitive heterogeneity[J].Strategic Management Journal,2003,24(10):889-902. [36]GRANT R M.Contemporary strategy analysis:concepts,techniques,applications[J].Long Range Planning,1996,3(29):431. [37]TEECE D J,PISANO G,SHUEN A.Dynamic capabilities and strategic management[J].Strategic Management Journal,1997,18(7):509-533. [38]戴翔,刘梦.人才何以成为红利——源于价值链攀升的证据[J].中国工业经济,2018(4):98-116. [39]张桂文,孙亚南.人力资本与产业结构演进耦合关系的实证研究[J].中国人口科学,2014(6):96-106,128. [40]PARAST M M.Toward a contingency perspective of organizational and supply chain resilience[J].International Journal of Production Economics,2022,250:108667. [41]OH L B,TEO H H,SAMBAMURTHY V.The effects of retail channel integration through the use of information technologies on firm performance[J].Journal of Operations Management,2012,30(5):368-381. [42]黎峰.全球生产网络下的贸易收益及核算:基于中国的实证[J].国际贸易问题,2014(6):14-22. [43]KOOPMAN R,POWERS W,WANG Z,et al.Give credit where credit is due:tracing value added in global production chains[R].NBER Working Paper,2010. [44]CALVINO F,CRISCUOLO C,MARCOLIN L,et al.A taxonomy of digital intensive sectors[R].OECD Science,Technology and Industry Working Papers,2018. [45]余珮,彭歌.中国制造业双向FDI是否提升了其全球价值链的分工地位[J].现代经济探讨,2020(2):64-74. [46]BHARADWAJ S,BHARADWAJ A,BENDOLY E.The performance effects of complementarities between information systems,marketing,manufacturing,and supply chain processes[J].Information Systems Research,2007,18(4):437-453. [47]黄群慧,余泳泽,张松林.互联网发展与制造业生产率提升:内在机制与中国经验[J].中国工业经济,2019(8):5-23. [48]NUNN N,QIAN N.US food aid and civil conflict[J].American Economic Review,2014,104(6):1630-66. [49]江艇.因果推断经验研究中的中介效应与调节效应[J].中国工业经济,2022(5):100-120. [50]CHEN N,NOVY D.Gravity,trade integration,and heterogeneity across industries[J].Journal of International Economics,2011,85(2):206-221. [51]李雯轩,李晓华.全球数字化转型的历程,趋势及中国的推进路径[J].经济学家,2022,5(5):36-47. [52]潘怡麟,朱凯,陈信元.决策权配置与公司价值:基于企业集团的经验证据[J].管理世界,2018,34(12):111-119.
2024, 
