新发展格局下中国集成电路产业政策特征挖掘与量化评价研究

Research on the Feature Mining and Quantitative Evaluation of China

摘要:

开展集成电路产业政策量化评价是保障产业政策科学制定与有效实施的前提，也是产业政策调整与完善的重要依据。为了解中国集成电路产业政策关注重点的演进以及当前存在的缺陷和不足，通过文本挖掘、社会网络分析和隐含狄利克雷分布（LDA）主题模型挖掘政策文本的内容特征、结构特征及主题特征，结合以往研究建立PMC-AE指数模型对新发展格局背景下中国集成电路产业中央和地方政策进行量化评价，最后提出产业政策的优化路径。研究发现：国家级和省级的政策文本等级均为Ⅰ级，地市级和区县级的政策文本等级集中于Ⅱ级和Ⅲ级，反映出国家级和省级政策文本注重规划引领作用的发挥，而地市级和区县级政策文本更为关注某一具体政策措施和方案的制定与落实。总体而言，各级集成电路产业政策总体合理，但也存在缺乏预测性与监督性、缺乏政策对象的协同联动、缺乏需求型政策工具的充分使用等问题。因此，健全产业政策体系、延伸政策涉及领域、强化政策对象协同、完善政策工具组合等是新发展格局下中国集成电路产业政策蝶变的重要路径。

关键词:集成电路;产业政策;文本挖掘;政策研究;政策文本;产业发展;量化评价

Abstract:

Carrying out quantitative evaluation of IC industrial policy is the premise of ensuring scientific formulation and effective implementation of industrial policy, and is also an important basis for industrial policy adjustment and improvement. To understand the evolution of China's IC industry policy focus and the current defects and deficiencies, this paper used text mining, social network analysis, and Latent Dirichlet Allocation (LDA) topic model to mine the content features, structure features, and topic features of China's IC industry policy. Combined with previous studies, the PMC-AE index model is established to quantitatively evaluate the central and local policies of China's IC industry under the background of the new development pattern, and finally, the optimization path of industrial policies is proposed. The results show that the policy texts at the national and provincial levels are all at level Ⅰ, and the policy texts at the municipal and district levels are concentrated at levels Ⅱ and Ⅲ, reflecting that the national and provincial policy texts pay more attention to the play of the planning leading role, while the policy texts at the municipal and district levels pay more attention to the formulation and implementation of a specific policy measure and program. In general, the integrated circuit industry policies at all levels are generally reasonable, but there are also problems such as lack of predictability and supervision, lack of coordination and linkage of policy objects, and lack of full use of demand-based policy tools. Therefore, improving the industrial policy system, extending the policy coverage, strengthening the coordination of policy objects, and improving the policy tool combination are important paths for China's integrated circuit industry policy transformation under the new development pattern.

Key words:Integrated circuit; Industrial policy; Text mining; Policy research; Policy text; Industrial development; Quantitative evaluation