数字经济核心产业空间集聚水平及其影响因素研究 ——基于新一代信息技术战略性新兴产业视角

Research on the Spatial Agglomeration Level and Influencing Factors of Core Industries of Digital Economy: Based on the New Generation Information Technology Strategic Emerging Industry

摘要:

新一代信息技术产业作为数字经济的核心产业，与传统产业的主要差异在于其指数级增长方式和具有边际收益递增特征，其空间集聚及其影响因素是否与传统产业发展一致？从政府与市场维度，运用2010-2019年全国29个省级的面板数据，构建Moran'I指数，选取空间杜宾模型进行空间计量分析。结果发现政府政策、人力资本、创新能力、关联产业以及城镇规模对新一代信息技术产业集聚起到了助推作用。空间自检验发现:市场对具有较高收益的金融业、城镇化与新一代信息技术产业相比更具有偏好性，存在对新兴产业发展的抑制效应。这为推进“数字中国”建设在产业政策制定过程中考虑市场与政府结合的方式和机制，遵循数字经济中心规划布局精准施策提供参考。

Abstract:

The main difference between the new generation of information technology industry and the traditional industry lies in its exponential growth mode and the characteristics of increasing marginal benefits. It is worth studying whether its spatial agglomeration and its factors are consistent with the development of traditional industries. This paper analyzes the formation mechanism of the new generation of information technology industry agglomeration from the two dimensions of government mechanism and market mechanism. Using the panel data of 29 provinces and cities across the country from 2010 to 2019, the Moran'I index is constructed, and the spatial data is selected. The Bin model conducts a spatial econometric analysis on the influencing factors of the new generation of information technology industry agglomeration. The results show that there is a positive spatial correlation in the agglomeration of the new generation of information technology industries, and government policies, human capital, innovation capabilities, related industries and town scale have played a role in promoting the agglomeration of the new generation of information technology industries. Through spatial self-examination, it is found that the financial industry and urbanization represented by higher returns have a crowding-out effect on the development of the new generation of information technology. The research conclusions provide a reference for the implementation of the "Digital China" strategy to fully consider the method and mechanism of the combination of the market and the government in the process of industrial policy formulation, and to follow the planning and layout of the digital economy center.