数字经济促进经济高质量发展:一个理论分析框架
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摘要
在经济增速放缓的大背景下,基于互联网及相应新兴技术产生的新型经济形态——数字经济,却表现出蓬勃发展的态势。本文在梳理我国数字经济发展特征的基础上,从微观、宏观两个层面探讨了数字经济与经济增长的关系及其促进经济高质量发展的内在机理。在微观层面,互联网、移动通信、大数据、云计算等新兴技术可以形成兼具规模经济、范围经济及长尾效应的经济环境,在此基础上更好地匹配供需,形成更完善的价格机制,由此提高经济的均衡水平。在宏观层面,数字经济可以通过三条路径促进经济增长,即新的投入要素、新的资源配置效率和新的全要素生产率,数字经济还具有一种类似斯密提出的自增长模式。最后,本文认为数字经济的快速发展可以为我国现代化经济体系建设提供更好的匹配机制与创新激励。
Under the background of slowing economic growth, the digital economy, which is a new economic form based on the Internet and corresponding emerging technologies, has shown a booming trend. On the basis of combing the development characteristics of China's digital economy, this paper explores the relationship between digital economy and economic growth and its internal mechanism to promote high-quality economic development from the micro and macro levels. At the micro level,emerging technologies such as the Internet, mobile communications, big data and cloud computing can form an economic environment with economies of scale, economies of scope and long tails. On this basis, it can better match the supply and demand and form a better price mechanism, thereby raising the level of economic equilibrium. At the macro level, it is proposed that the digital economy can promote economic growth through three paths, namely, new input factors, new resource allocation efficiency and new total factor productivity. It also points out that the digital economy has a self-growth model similar to what Smith proposed.Finally, this paper believes that the rapid development of the digital economy can provide a better matching mechanism and innovation incentives for the construction of China's modern economic system.
Under the background of slowing economic growth, the digital economy, which is a new economic form based on the Internet and corresponding emerging technologies, has shown a booming trend. On the basis of combing the development characteristics of China's digital economy, this paper explores the relationship between digital economy and economic growth and its internal mechanism to promote high-quality economic development from the micro and macro levels. At the micro level,emerging technologies such as the Internet, mobile communications, big data and cloud computing can form an economic environment with economies of scale, economies of scope and long tails. On this basis, it can better match the supply and demand and form a better price mechanism, thereby raising the level of economic equilibrium. At the macro level, it is proposed that the digital economy can promote economic growth through three paths, namely, new input factors, new resource allocation efficiency and new total factor productivity. It also points out that the digital economy has a self-growth model similar to what Smith proposed.Finally, this paper believes that the rapid development of the digital economy can provide a better matching mechanism and innovation incentives for the construction of China's modern economic system.
引文
[1]张德荣.“中等收入陷阱”发生机理与中国经济增长的阶段性动力[J].经济研究,2013,(9):17-29.
[2]赵昌文,许召元,朱鸿鸣.工业化后期的中国经济增长新动力[J].中国工业经济,2015,(6):44-54.
[3]郑志来.创新驱动发展战略下经济增长模式转型路径研究[J].当代经济管理,2018,(2):1-5.
[4]周晓波,王继源,陈璋.中国经济增长动力转换--基于技术进步的实证视角[J].经济问题探索,2018,(6):1-10.
[5]蔡昉,王德文.中国经济增长可持续性与劳动贡献[J].经济研究,1999,(10):62-68.
[6]王小鲁.中国经济增长的可持续性与制度变革[J].经济研究,2000,(7):3-15.
[7]沈坤荣,李子联.中国经济增长的动力与约束[J].经济学动态,2011,(1):26-32.
[8]刘伟.突破“中等收入陷阱”的关键在于转变发展方式[J].上海行政学院学报,2011,12(1):4-11.
[9]蔡昉.人口转变、人口红利与刘易斯转折点[J].经济研究,2010,(4):4-13.
[10]蔡昉.“中等收入陷阱”的理论、经验与针对性[J].经济学动态,2011,(12):4-9.
[11]任保平,李梦欣.中国经济新阶段质量型增长的动力转换难点与破解思路[J].经济纵横,2016,(9):33-40.
[12]刘长庚,张磊.中国经济增长的动力:研究新进展和转换路径[J].财经科学,2017,(1):123-132.
[13]CHOI C,YI M H.The Effect of the Internet on Economic Growth:Evidence from Cross-country Panel Data[J].Economics Letters,2009,105(1):39-41.
[14]CZERNICH N,FALCK O,KRETSCHMER T,Broadband Infrastructure and Economic Growth[J].The Economic Journal,2009,121(552):505-532.
[15]刘宇.互联网对国民经济影响的定量分析[J].中央财经大学学报,2010,(12):44-49.
[16]张媛媛.我国互联网发展现状及对国民经济推动作用研究[J].现代电信科技,2011,41(11):22-28.
[17]张勇.互联网发展对中国经济增长的影响研究[D].合肥:安徽大学,2014.
[18]张越,李琪.互联网对我国各省区经济发展的影响[J].山西财经大学学报,2008,30(6):38-44.
[19]孙中伟等.互联网资源与我国省域经济发展的关系研究[J].地理与地理信息科学,2010,26(3):44-48.
[20]DOLATA U.Technological Innovations and Sectoral Change:Transformative Capacity,Adaptability,Patterns of Change:An Analytical Framework[J].Research Policy,2009,38(6):1066-1076.
[21]EAPEN A.Social Structure and Technology Spillovers from Foreign to Domestic Firms[J].Journal of International Business Studies,2012,43(3):244-263.
[22]付宏,毛蕴诗,宋来胜.创新对产业结构高级化影响的实证研究--基于2000-2011年的省际面板数据[J].中国工业经济,2013,(9):56-68.
[23]龚轶等.技术创新推动下的中国产业结构进化[J].科学学研究,2013,31(8):1253-1259.
[24]CORREDOIRA R A,MCDERMOTT G A.Adaptation,Bridging and Firm Upgrading:How Non-market Institutions and MNCs Facilitate Knowledge Recombination in Emerging Markets[J].Journal of International Business Studies,2014,45(6):699-722.
[25]张银银,黄彬.创新驱动产业结构升级的路径研究[J].经济问题探索,2015,(3):107-112.
[26]BRIDGES E,FLORSHEIM R.Hedonic and Utilitarian Shopping goals:The Online Experience[J].Journal of Business Research,2008,61(4):309-314.
[27]陈林芬,王重鸣.网络消费者行为与电子商务服务质量的关系[J].消费经济,2005,21(3):78-81.
[28]张磊,张鹏.中国互联网经济发展与经济增长动力重构[J].南京社会科学,2016,(12):7-14.
[29]单凤儒.论大数据时代企业经营者社会资本培育机制创新--以生活为媒介的“双网”渗透培育机制探究[J].中国软科学,2014,(6):81-97.
[30]杨新铭.数字经济:传统经济深度转型的经济学逻辑[J].深圳大学学报(人文社会科学版),2017,34(4):101-104.
[31]杨汝岱.大数据与经济增长[J].财经问题研究,2018,(2):10-13.
[32]黄群慧.浅论建设现代化经济体系[J].经济与管理,2018,(1):1-5.
(1)当前对于数字经济并无统一的定义。本文认为,数字经济是基于互联网及相应新兴技术(如移动互联网、大数据、云计算、人工智能等)所产生的经济活动的总和,既包括电子商务、互联网金融等互联网产业,也包括传统产业的数字化转型。
[2]赵昌文,许召元,朱鸿鸣.工业化后期的中国经济增长新动力[J].中国工业经济,2015,(6):44-54.
[3]郑志来.创新驱动发展战略下经济增长模式转型路径研究[J].当代经济管理,2018,(2):1-5.
[4]周晓波,王继源,陈璋.中国经济增长动力转换--基于技术进步的实证视角[J].经济问题探索,2018,(6):1-10.
[5]蔡昉,王德文.中国经济增长可持续性与劳动贡献[J].经济研究,1999,(10):62-68.
[6]王小鲁.中国经济增长的可持续性与制度变革[J].经济研究,2000,(7):3-15.
[7]沈坤荣,李子联.中国经济增长的动力与约束[J].经济学动态,2011,(1):26-32.
[8]刘伟.突破“中等收入陷阱”的关键在于转变发展方式[J].上海行政学院学报,2011,12(1):4-11.
[9]蔡昉.人口转变、人口红利与刘易斯转折点[J].经济研究,2010,(4):4-13.
[10]蔡昉.“中等收入陷阱”的理论、经验与针对性[J].经济学动态,2011,(12):4-9.
[11]任保平,李梦欣.中国经济新阶段质量型增长的动力转换难点与破解思路[J].经济纵横,2016,(9):33-40.
[12]刘长庚,张磊.中国经济增长的动力:研究新进展和转换路径[J].财经科学,2017,(1):123-132.
[13]CHOI C,YI M H.The Effect of the Internet on Economic Growth:Evidence from Cross-country Panel Data[J].Economics Letters,2009,105(1):39-41.
[14]CZERNICH N,FALCK O,KRETSCHMER T,Broadband Infrastructure and Economic Growth[J].The Economic Journal,2009,121(552):505-532.
[15]刘宇.互联网对国民经济影响的定量分析[J].中央财经大学学报,2010,(12):44-49.
[16]张媛媛.我国互联网发展现状及对国民经济推动作用研究[J].现代电信科技,2011,41(11):22-28.
[17]张勇.互联网发展对中国经济增长的影响研究[D].合肥:安徽大学,2014.
[18]张越,李琪.互联网对我国各省区经济发展的影响[J].山西财经大学学报,2008,30(6):38-44.
[19]孙中伟等.互联网资源与我国省域经济发展的关系研究[J].地理与地理信息科学,2010,26(3):44-48.
[20]DOLATA U.Technological Innovations and Sectoral Change:Transformative Capacity,Adaptability,Patterns of Change:An Analytical Framework[J].Research Policy,2009,38(6):1066-1076.
[21]EAPEN A.Social Structure and Technology Spillovers from Foreign to Domestic Firms[J].Journal of International Business Studies,2012,43(3):244-263.
[22]付宏,毛蕴诗,宋来胜.创新对产业结构高级化影响的实证研究--基于2000-2011年的省际面板数据[J].中国工业经济,2013,(9):56-68.
[23]龚轶等.技术创新推动下的中国产业结构进化[J].科学学研究,2013,31(8):1253-1259.
[24]CORREDOIRA R A,MCDERMOTT G A.Adaptation,Bridging and Firm Upgrading:How Non-market Institutions and MNCs Facilitate Knowledge Recombination in Emerging Markets[J].Journal of International Business Studies,2014,45(6):699-722.
[25]张银银,黄彬.创新驱动产业结构升级的路径研究[J].经济问题探索,2015,(3):107-112.
[26]BRIDGES E,FLORSHEIM R.Hedonic and Utilitarian Shopping goals:The Online Experience[J].Journal of Business Research,2008,61(4):309-314.
[27]陈林芬,王重鸣.网络消费者行为与电子商务服务质量的关系[J].消费经济,2005,21(3):78-81.
[28]张磊,张鹏.中国互联网经济发展与经济增长动力重构[J].南京社会科学,2016,(12):7-14.
[29]单凤儒.论大数据时代企业经营者社会资本培育机制创新--以生活为媒介的“双网”渗透培育机制探究[J].中国软科学,2014,(6):81-97.
[30]杨新铭.数字经济:传统经济深度转型的经济学逻辑[J].深圳大学学报(人文社会科学版),2017,34(4):101-104.
[31]杨汝岱.大数据与经济增长[J].财经问题研究,2018,(2):10-13.
[32]黄群慧.浅论建设现代化经济体系[J].经济与管理,2018,(1):1-5.
(1)当前对于数字经济并无统一的定义。本文认为,数字经济是基于互联网及相应新兴技术(如移动互联网、大数据、云计算、人工智能等)所产生的经济活动的总和,既包括电子商务、互联网金融等互联网产业,也包括传统产业的数字化转型。