新时代、新征程、新气象!为全面贯彻落实党的二十大精神,更好服务于解决中国经济重大现实问题,构建有中国特色的社会主义理论体系,《南方经济》将在2024年进行栏目调整,开设"国家治理与经济发展"、"国民经济运行与管理"、"产业发展与企业提质"三大栏目,分别对应中国经济有关改革与发展、宏观与区域、产业与企业三个层面的现实问题与理论议题.
"Intelligent manufacturing"is an important feature of the current society and technological development in China.With the increasing investment of robots in enterprises,the impact of robots on the labor market is worthy of careful consider-ation.The existing literature mainly focuses on discussing the impact of robots on total employment,employment structure,wage,etc,while little attention is paid to the individual working hours that constitute an effective labor supply.The lack of re-search on the changes in the individual working hours of employees will undoubtedly hinder our comprehensive understand-ing of the employment effect of robots.Therefore,this article attempts to analyze the impact of robots on employees'working hours,make some reasonable explanations for the mechanisms and discuss other potential impacts of robots,to supplement ex-isting research and form close connections with them. At the theoretical level,the"robot-task"model is used to describe the impact of robots on the average individual work-ing hours of different tasks.It is found that the use of robots will lead to the shortening of the working time of non-rou-tine tasks and have an uncertain impact on the working hours of routine tasks.As for the specific direction of the total effect,it depends on the composition and scale of the actual work content of employees.Then,the"enterprise-worker"matching data of Guangdong Province in 2021 is used to test the working hour's effect of robots.The empirical results indicate that the use of robots has extended employees'daily and weekly working hours,and is mainly reflected in three relatively vulnerable em-ployee groups:first-line employees,low-education employees,and the new generation.The extension of working hours is mainly caused by the substitution effect of robots destroying original posts,the creation effect of creating new posts and the scale effect of production expansion.The pressure of job replacement and the demand of scale expansion caused by the three effects are greater than the efficiency improvement brought by robotics,which makes employees need to work longer hours.Further analysis of the impact of robots on wages shows that the introduction of robots has no significant impact on the average hourly wage,but it will increase personal monthly wages by increasing working hours and overtime wages and may lead to a larger wage gap within the enterprise. This paper makes a more comprehensive analysis of the employment impact of robot from the micro data in Guangdong region,and enriches the research on the employment effect of robot from the perspective of working hours.The research re-sults confirm the contribution of robot application to economic development,and draw attention to the problem of excessive la-bor and fair distribution,which is helpful to provide useful suggestions for adapting to the popularization of robots.
Accelerating the construction of a unified domestic market is of fundamental strategic significance for building a new development pattern of"double circulation".From the perspective of information friction、this paper clarifies the mecha-nism of digital infrastructure for domestic market integration、and empirically tests the impact and heterogeneity impact of the new digital infrastructure on the domestic market integration based on the provincial panel data of China from 2008 to 2020.The research finds that the construction of digital infrastructure can effectively promote the process of domestic market inte-gration;The enabling effect of new digital infrastructure on market integration is more prominent in coastal areas;The en-abling effect of digital infrastructure on market integration is different in stages.This paper also further explores the relevant factors that affect the effectiveness of digital infrastructure by establishing the regulatory effect model and spatial Doberman model.The adjustment effect analysis shows that the information dissemination based on the digital infrastructure highly de-pends on the support of digital talents and digital products,which are the preconditions for the new digital infrastructure to play its role;The positive effect of digital infrastructure on market integration will become more obvious;The analysis of spa-tial spillover effect shows that the digital infrastructure has a positive impact on the market integration level of neighboring re-gions.This paper aims to provide policy reference for building a unified domestic market in the digital economy era.
The market can ensure efficiency,but it cannot ensure fairness.Many existing research believe that the result of the market economy will inevitably expand the gap between the rich and the poor.In fact,construction of a unified domestic mar-ket can largely eliminate industrial monopolies,regional barriers,market access restrictions,and other issues,provide more opportunities to get rich for more ordinary people without relying on contacts and local protection,which is an effective way to solve the problem of relative poverty.Based on the data of China's provincial panels from 2003-2020,from the perspective of resident income gap,this article uses multiple econometric analysis techniques such as dual fixed effect model,endogenous test model,and intermediary effect model to examine how construction of a unified domestic market empowers common pros-perity and draws the following conclusions:Firstly,construction of a unified domestic market can reduce the resident income gap,promote common prosperity,and the Gini coefficient will decrease by 0.1036 percentage points for every 1 percentage point increase in the integration degree of the domestic market.After considering a series of robustness tests,this promotion effect still holds;Secondly,the impact of the construction of a unified domestic market on common prosperity is characterized by significant regional differences.Compared with the eastern region,this promotion effect is more significant in the central and western regions;Thirdly,From the perspective of the source decomposition of common prosperity,construction of a uni-fied domestic market has a significant inhibitory effect on the income gap between urban and rural residents and the income gap between rural residents,but the impact on the urban income gap has not yet emerged.Fourth,the expansion analysis found that construction of a unified domestic market can promote common prosperity,and then unblock domestic circulation.In this process,common prosperity has produced some intermediary effects. The marginal contributions of this paper to the literature mainly include:First,research perspective.From the perspec-tive of resident income gap,this paper examines whether the construction of a unified domestic market can promote the real-ization of common prosperity.On the basis,the income gap is divided into income gap between urban and rural residents,the income gap between rural residents and the income gap between urban residents,and the impact of the unified market on com-mon prosperity is analyzed from a more subtle perspective,which provides a new perspective for relevant research.Second,ef-fectively supplemented relevant research literature on market-oriented development.Many existing studies believe that the re-sult of market economy must be a widening gap between rich and poor.This paper reveals theoretically and empirically that the construction of a unified domestic market can narrow the income gap of residents and promote common prosperity,and demonstrates the necessity and effectiveness of promoting common prosperity through the construction of a unified domestic market.Third,research inspiration.The promotion effect of the unified market on the domestic circulation is obvious,but the function path behind it is rarely involved.This study finds that the construction of a unified domestic market can promote the domestic circulation by promoting common prosperity.This provides path enlightenment for exploring how to further promote the domestic circulation.
In the post-poverty alleviation era,how to identify groups facing the potential risk of poverty returning and conduct in-depth exploration and systematic review of the causes behind the phenomenon is an important link to consolidate the achievements of poverty alleviation.At first,this paper clarifies the internal and external causes and mechanisms of poverty returning from the qualitative level,among which the internal factors can be divided into two categories:ability loss type and ideological concept type.Then,with the help of CFPS data from 2014 to 2018,we focus on relative poverty and expand the connotation of poverty returning at the empirical level.Based on identifying the object of poverty returning by stages,we intro-duce the Trible-Hurdle model for the first time to analyze the important factors affecting poverty alleviation,poverty returning and the degree of poverty returning of a poor household.The interactive effects of external and internal factors,such as natural disasters and education level,on the phenomenon of poverty returning are further investigated.The results show that the fac-tors affecting whether poor families can achieve poverty alleviation,and then whether they will experience poverty returning and the degree of poverty returning are heterogeneous;On the whole,the internal factors have greater impact on poverty allevi-ation and poverty returning than the external factors.Among the internal factors,the index of lack of ability plays a more obvi-ous role than the index of ideology.In addition to directly affecting family economic status,the impact of natural disasters will also inhibit the improvement of family members'education level,which will have an indirect impact on income,which also re-veals the interaction mechanism between internal and external causes of poverty returning.In view of the above conclusions,the article believes that we should continue to increase the investment in basic public services,while optimizing the expendi-ture structure of basic public services,focusing on ensuring the implementation of the policy of education"fostering intelli-gence",which will help consolidate the existing poverty alleviation achievements and solidly promote the common prosperity of all people.
Answering the logical relationship between digital economy and unified domestic market is the key link to imple-ment China's major strategic tasks at this stage.Based on the provincial data from 2011 to 2021,this paper empirically tests the causal relationship and mechanism between digital economy and unified domestic market. This paper finds that the digital economy can significantly promote the construction of a unified domestic market.After considering the robustness tests such as changing the calculation method of core variables and investigating the nonlinear and heterogeneous effects,the conclusion of this paper is still valid.Based on the spatial Dobbin model and SYS-GMM method,this paper finds that the digital economy has spatial spillover effect and dynamic lag effect in promoting the construction of a unified domestic market,which deepens the causal relationship between the digital economy and the national unified domes-tic market.In order to further identify the causal effect of digital economy empowerment and unified market construction,based on the international price fluctuation of raw materials in digital economy,the natural distribution of copper reserves and the historical flow share of employees,this paper constructs the shift-share tool variable.Under the estimation of instrumental variable method,this paper finds that the role of digital economy in promoting the construction of a unified domestic market is still remarkable.Exogenous cost fluctuation,which is determined by the fluctuation of international prices of raw materials and the natural distribution of local mineral resources,may lead to inter-provincial migration of digital economy practitioners according to historical mobile shares.The increase of factor mobility will promote the development of digital economy,and then promote the construction of a unified domestic market.A series of test results of shift-share instrumental variables show that the causal relationship between digital economy and unified domestic market is reliable. In the aspect of mechanism test,this paper uses the modified gravity model to calculate the regional mobility intensity of capital,labor and technology to represent the degree of factor mobility barriers,and uses the stochastic frontier model to calcu-late the inefficiency of public expenditure,and then uses the inefficiency of public expenditure,local protection index and household registration management system to construct the intensity of local administrative barriers.The results of the inter-mediary model show that giving full play to the effective market power,realizing the free flow of factors between regions,pro-moting the establishment of a promising government and breaking administrative barriers are the potential paths for the digital economy to move towards a unified domestic market.Moreover,compared with promoting the construction of a promising gov-ernment,the digital economy can make full use of effective market means. Therefore,to build a high-standard domestic market system,it is necessary to make overall planning,develop high-qual-ity digital economy and deepen various system reforms in parallel,and realize the organic combination of market and govern-ment.
Artificial intelligence(AI)technology is not neutrally and equally applied in different sectors of production,and the existing literature has not pay much attention to which industries AI will bias,and what kind of biased impact will it have on the employment structures.This paper constructs an industry-level AI index based on the"TianYanCha"enterprise infor-mation database,combined with AI patent industry data crawled from china Patent Database,to examine the existence and constraints of the labor employment screening effects of AI technology at the listed company level.The research shows that the application of AI exhibits selective bias in terms of jobs and skills preferences,and the gap in the application of AI tech-nology in manufacturing industries is mainly due to the output of intelligent innovation.This,in turn,induces a structural bias towards employment in different jobs and skills,especially a significant increase in the proportion of labor in non-routine cog-nitive jobs,leading to a tendency towards"polarization"in employment structures.The results remain robust after conducting various robustness tests and employing instrumental variables techniques.Simultaneously,there is an asymmetric impact of AI on employment across different technological and ownership-based enterprises.It tends to enhance high-skill labor em-ployment in companies that more"intelligent"and"technological",while reducing low-skill labor employment,promoting skill upgrading in AI-related firms.State-owned enterprise demonstrates a protective stance towards low-level and mid-level skilled labor employment compared to private enterprises.Finally,there is a significant ripple effect of AI technology across industries,further reinforcing the screening effect in the benchmark regression.The COVID-19 pandemic exacerbates the im-pact of AI on mid-level skilled labor.
In the process of promoting the green and high-quality development of the manufacturing industry,whether digital technology embedded in the manufacturing production chain can empower the structural transformation of the manufacturing industry?If so,what are the channels of influence?Does it need certain conditions to play its role?All these problems have important practical significance.This article answers these questions and enriches the research scope on the digital economy and industrial transformation,and provides a reference for how digital technology can better empower green transformation in the manufacturing industry. This article uses input-output tables to identify the degree of penetration of digital technology into China's manufactur-ing industry,and empirically tests the impact and mechanism of digital technology on the structural transformation of the man-ufacturing industry.The research findings are as follows:(1)Digital technology can promote the upgrading of the manufactur-ing industry structure,but it has no significant impact on the greening of the manufacturing industry structure.Further distin-guishing the sources of digital investment,it was found that the promotion effect of digital technology from foreign sources is more significant.(2)Mechanism testing shows that digital technology reduces transaction costs,expands market scale,and exacerbates the technological gap between high and low value-added industries,enabling existing high value-added indus-tries and enterprises to obtain more market share,and attracting high value-added industries to enter the market,improving the efficiency of resource allocation across industries and enterprises,thereby promoting the upgrading of the manufacturing industry.(3)Heterogeneity analysis shows that optimizing the structure of digital talents,improving the development of factor markets,and increasing the degree of industrial agglomeration can help digital technology better empower the upgrading.By constructing the upgrading of urban—2-digit manufacturing structure,it can be concluded that industries with higher techno-logical complexity and key industries can better absorb and present digital dividends.(4)Based on the expansion analysis,it is found that the interaction between environmental regulations and digital technology can guide the transfer of resources from polluting industries to clean industries,accelerate the exit of polluting enterprises,drive the transformation of manufacturing structure towards green direction,and thus achieve dual optimization of efficiency improvement and green transformation. The possible contributions of this study are as follows.Firstly,this article focuses for the first time on the empowering role and impact mechanism of digital technology on the dual optimization of the internal structure of the manufacturing indus-try.Unlike previous literature that focuses on industrial structure changes,this article focuses on structural adjustments be-tween different industries within the manufacturing industry in urban units.Secondly,in terms of research content,the inher-ent logic of the impact of digital technology on the structural transformation was deeply explored,and the dynamic OP decom-position method was further used to verify that digital technology achieves transformation through resource reallocation effects between industries and enterprises.Thirdly,in terms of indicator construction,4-digit manufacturing value-added rate,pollu-tion intensity,and urban internal production structure data were combined to construct transformation indicators of manufac-turing structure under urban level,providing new ideas for empirical consideration of industrial transformation.
The household sector in China faces economic risks resulting from uncertainties in the internal and external envi-ronment and urgently needs a measure to provide early warning of them.In contrast to the approach of measurement methods that start from the sources of risk,this study focuses on illustrating the outcomes generated by economic risks.Indeed,the study constructs a model to measure economic vulnerability that reflects changes in the living standards of heterogeneous households.Combining the data collected by the CHFS over the three survey in the period from 2015 to 2019,a picture of the economic vulnerability of Chinese households is obtained,which ultimately provides a general direction for the prevention and mitigation of economic risks at the regional and household levels. The measurements revealed the following:(1)From the national perspective,households in China were generally eco-nomically vulnerable after 2015,among which the proportion of households with poverty vulnerability decreased from period to period,while the proportion of economically vulnerable households with high living standards increased rapidly;(2)From the regional perspective,the horizontal gap between regions in the proportion of economically vulnerable households was evi-dent in 2015,and then the gap decreased from period to period.Meanwhile,households'vertical economic vulnerability sta-tus in most regions was comparable to the national level.Different levels of economic development resulted in different direc-tions in preventing and eliminating economic risks in different regions;(3)Regarding household composition characteristics,the impact of gender of the household head on household economic vulnerability gradually decreased.However,as the house-holder's education,financial literacy and health increased,there was a trend towards a mitigated general economic vulnerabil-ity.Thus,the study proposes some essential factors in preventing and mitigating household economic risks at the household level,include reducing the urban-rural divide,improving household members'education and financial literacy,improving the medical insurance system,guiding households to make moderate investments,and adequately maintaining social relation-ships.
绿色技术创新是实现绿色低碳发展模式的关键力量,是协调经济增长与环境保护的关键因素,而在绿色转型过程中各地发展不均衡不一致现象逐渐显现.文章将低碳城市试点政策作为一项准自然实验,基于2005-2018年中国沪深股市A股上市公司的绿色专利数据,采用空间双重差分模型检验了该试点政策对绿色技术创新的邻里效应及内在机制.研究发现,试点政策在促进本地绿色技术创新的同时,遏制了邻地绿色技术创新水平,且遏制作用主要体现在绿色发明专利申请上;城市创新能力越强、绿色发展程度越高,试点政策对邻地绿色技术创新的遏制作用越突出,这就造成了"以邻为壑"的不平衡局面.传导机制上,试点政策通过推动产业结构升级和吸引外商直接投资促进了本地绿色技术创新,通过抑制邻地产业结构升级并挤出邻地外商直接投资遏制了邻地绿色技术创新.邻里效应分解进一步表明,试点政策对邻近控制组城市绿色技术创新具有显著遏制作用,而处理组城市之间表现出正向溢出效应.文章对进一步完善相关低碳政策、促进地区绿色技术创新平衡发展提出了可行建议.
采用沪深A股上市公司和中国综合社会调查数据构建信任的客观指标,实证分析省际信任对构建全国统一大市场的影响.研究发现:(1)省际信任涉及省份可信性和省际交互关系,可信性体现在省份能力、诚实和制度方面的信用特征上,交互关系则表现为省份间熟悉程度和省份群体的社会认同意识.(2)省际交互关系所形成的信任能够显著作用于地方市场整合;可信性特征尽管不能直接作用于市场整合,但可以成为省份群体社会比较的对象,可信性差距缩小能够缓和省份间的市场分割.(3)地方政府所实施的本地保护会导致省份间不信任,阻碍省份间统一市场的形成.最后提出了建立异地商会、跨省仲裁机构,统一省份间执法标准等促进省际信任形成的政策建议.
中欧班列的开通提高了中国与沿线国家间的市场可达性,大幅降低了国家间的贸易成本,促进了我国经济的外循环,为中国经济的发展注入了新的动力与活力.文章基于中欧班列开通所构成的准自然实验,使用2000-2018年270个地级市面板数据,采用渐进式的双重差分模型,实证检验了国际间市场可达性的提升对中国制造业技术创新的影响.实证检验结果表明:国际间市场可达性的提升促进了制造业技术创新的数量与质量改善;异质性检验发现,国际间市场可达性的提升推动了区位禀赋劣势地区制造业专利数量与质量改善,但是国际间市场可达性的提升仅推动了交通禀赋优势地区制造业专利数量提高,即国际间市场可达性的提升对区位禀赋劣势地区的边际效用更大;国际间市场可达性的提升对大城市的技术创新数量与质量改善的促进作用更为显著.由技术密集度异质性检验结果可知,中欧班列的开通推动了低技术密集度与高技术密集度制造业的技术创新水平提升,但相较于低技术密集度制造业而言,该政策对高技术密集度制造业的技术创新数量提高的促进作用相对较小;作用机制检验发现,中欧班列通过市场竞争效应、资源配置效应以及产业结构效应等渠道推动区域制造业的技术创新水平提升.基于以上结论,文章认为我国应进一步扩大对外开放水平并深化"一带一路"倡议,积极促进我国欠发达地区中欧班列建设以及推动我国制造业由低端向中高端攀升.
党的二十大报告提出,巩固和完善农村基本经营制度,发展新型农村集体经济.然而,新型农村集体经济到底新在哪里?它与传统农村集体经济存在怎样的制度关联和制度差异?文章通过对农村集体产权制度改革的回溯,并基于演化与比较制度视角,援引修正的"制度结构—行为努力—经济绩效"的分析框架,探究了新型农村集体经济与传统农村集体经济在内涵、功能和成员属性及其资格获得,组织属性及其法人特征,产权特点及其实现形式,外部对接机制及其治理体系建设等方面的制度差异.文章认为,新型农村集体经济实现由成员同质性向成员异质性,由政经合一组织向单纯经济主体,由"一大二公"、产权固化向产权明晰、产权开放,由村社法人地位缺失向特别法人地位等制度方向演进,同时新型农村集体经济实现形式多元化、外部连接机制和治理机制呈现市场化等多维特征.新时代,以集体产权为纽带,新型农村集体经济日益丰富其实现机制,日益拓展其"集体经济+"的经济连接机制,为乡村组织振兴和能力提升带来新的契机.新型农村集体经济治理取向,需要兼顾集体产权逐利性和社区公共服务集体供给要求,确立其社会企业组织属性,支持产权开放性探索以促进经营创新,推行集体经济环境优化和内生能力建设双轮驱动,建立规范的混合所有制经营机制,完善新型农村集体经济开放式经营"双重委托代理"机制,推动建立市场经营潜在风险的隔离机制.
新时代、新征程、新气象!为全面贯彻落实党的二十大精神,更好服务于解决中国经济重大现实问题,构建有中国特色的社会主义理论体系,《南方经济》将在2024年进行栏目调整,开设"国家治理与经济发展"、"国民经济运行与管理"、"产业发展与企业提质"三大栏目,分别对应中国经济有关改革与发展、宏观与区域、产业与企业三个层面的现实问题与理论议题.
文章通过对"内卷-竞争"的量化识别分析数字经济如何影响中国同龄群体的收入分配效应.研究发现,数字经济发展通过拓宽竞争方式与竞争范围营造了更加公平的竞争环境,缓解了"内卷"带来的努力收益回报下降的不利影响,使同龄收入差距总体上呈逐年收敛趋势且对不同年龄群体的影响具有异质性:数字经济的发展有效降低了40岁以下群体的同龄收入差距,但对40岁以上同龄群体的作用却相反.数字经济通过互联网的工作用途和机会型创业两条竞争路径更加强化了对同龄收入差距的收敛调节作用.进一步研究发现,同龄群体中,相比中等技能水平群体,低技能和高技能水平群体从数字经济发展中获益更多;数字经济对农村群体的收入促进效应更大;同时,女性受益于数字经济的收入溢价更高.因此,加快数字化进程,使同龄人不同群体充分享受数字经济红利,对缩小同龄收入差距进而迈向共同富裕提供了新的解释.
立足于畅通国内市场大循环,优化地区创新路径和提升创新能力具有重要意义.文章基于技术结构范式界定了地区创新路径的方式,考察了国内市场整合对地区创新路径的影响.采用2000-2015年中国专利数据和区域市场整合数据,实证检验了国内市场整合对中国地区技术多样化创新路径的影响.研究发现:国内市场整合程度显著提升,地区创新路径呈现技术多样化的不同形式,从相关技术多样化向不相关技术多样化的创新多样性逐步转变,国内市场整合对地区创新路径存在显著的影响,国内市场整合程度的提升更明显地激励地区实行不相关技术多样化的创新模式,促进地区创新路径向不相关技术多样化的方向收敛,主要从提升国内需求、优化要素配置和增强区域间技术关联三个渠道影响地区创新路径的变化.进一步分析发现,出口规模会有利于地区选择相关技术多样化创新,但会抑制生产率水平的提升,而国内市场整合可以缓解出口的消极作用.(因此通过整合国内市场,加快建设统一的国内市场环境,打破地方形成壁垒,是提升地区创新能力和优化创新路径,推动国家创新体系建设的重要举措.)
基本公共服务均等化是实现共同富裕的着力点,作为解决收入分配不公、实现社会公平的一种主要的再分配方式,如何影响家庭收入分配流动性,仍是需要深入探讨的问题.文章从理论上分析了基本公共服务均等化对收入流动的影响,并利用中国家庭追踪调查(CFPS)数据,从微观家庭需求侧出发,构建了家庭基本公共服务综合指标体系,进而使用基尼系数法测度了县级城市的基本公共服务均等化指数,实证检验了基本公共服务均等化对家庭收入分配流动性的影响.研究发现:第一,基本公共服务均等化能显著促进家庭收入水平向更高收入组别流动,在经过内生性处理和多种稳健性检验后此结果依然成立.第二,基本公共服务均等化一方面通过促进家庭参与雇佣型就业进而实现家庭收入向上流动,这一机制在低收入家庭更加显著,即推动中等收入群体"扩容";另一方面基本公共服务均等化亦可以通过促进中等收入家庭获取基本公共服务,稳定家庭收入,进而避免重新陷入低收入群体之中,即推动中等收入群体"提质".第三,基本公共服务均等化对农业家庭收入流动性的提升作用要大于非农家庭,并且基本公共服务均等化的影响在东部地区和大城市更加显著.文章的研究发现对准确认识基本公共服务均等化在共同富裕中的作用具有重要的政策参考意义.
积极扩大进口对助推我国内需扩大和消费升级、促进贸易平衡、保障产业链供应链稳定具有重要战略意义.文章通过整合2007-2016年中国海关数据库和沪深A股制造业上市公司数据,并将其与利用机器学习方法提取上市公司年报文本构建的企业数字化转型指标进行合并,系统考察了数字化转型对企业进口规模的影响效应及其作用机制.研究发现,企业数字化转型显著促进了企业进口规模扩张,且这一影响效应呈现边际递减特征,对进口规模较小的企业最为明显.机制分析表明,数字化转型通过降低外部交易成本、推动企业生产技术升级和生产规模扩张三个途径来促进企业进口,从进口构成上来看,数字化转型对企业进口额的促进作用主要源于国家层面和产品层面的进口集约边际和进口产品种类的增加.异质性分析表明,数字化转型对不同类型企业和产品的影响存在显著差异,主要推动了出口企业、民营企业、加工贸易企业以及中间品的进口扩张.进一步研究发现,数字化还有助于提升企业进口概率、延长进口持续时间以及提高进口产品质量和技术类产品进口份额.文章为数字经济背景下主动扩大进口研究提供了新的视角,对于进一步加快推进数字经济高质量发展和实现高水平对外开放具有重要的政策启示.
推动劳动收入份额的增长是实现共同富裕的重要保障.文章立足于数据已经成为中国经济发展最重要的生产要素之一这一基本事实,以大数据作为研究切入,基于2011-2020年中国A股上市公司数据,利用国家级大数据综合试验区建立这一外生事件,采用多期双重差分方法系统考察了大数据与劳动收入份额的关系.研究结果显示,大数据能够显著提升企业劳动收入份额,且在经过平行趋势检验、安慰剂检验等一系列稳健性检验后,该结论依然成立.机制分析表明,大数据可以通过直接效应和间接效应影响企业劳动收入份额.其中,直接效应表现为新任务创造和自动化扩张效应,且新任务创造效应有助于企业劳动收入份额的增加,而自动化扩张效应会导致企业劳动收入份额降低.间接效应表现为自动化加深和融资约束缓解效应,且两种间接效应均能有效提升企业劳动收入份额.进一步分析发现,大数据的劳动收入份额提升效应仅存在于东部地区和高市场化水平地区的企业、资本密集型企业、非国有企业以及小规模企业.此外,大数据主要通过缓解企业间的工资收入差距,而非企业内部的工资收入差距来改善劳动收入内部分配结构.文章的研究有助于理解数据要素如何改变要素收入分配结构,为政府部门强化大数据在改善收入差距的作用提供了决策参考.
为进一步推动深入学习贯彻党的二十大会议精神，《南方经济》编辑部特邀请广东经济学界各大高校和科研院所的知名专家与优秀中青年学者，围绕“二十大”报告中涉及经济建设的重要部署，以系列笔谈形式，开展研究阐释。本期为系列笔谈的第三期，邀请来自广东外语外贸大学何传添、韩永辉、陈伟光，广东财经大学黄晓凤、黄瑜，广东金融学院李文秀、张呈磊、项后军共八位专家学者，分别就超大规模市场优势、新发展格局、新安全格局等主题，畅谈各自的观点与体会。
