人工智能对新质生产力发展的影响研究——来自中国微观企业层面的证据
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作者单位:

1.西南政法大学 商学院,重庆 400120;2.重庆大学 经济与工商管理学院,重庆 400044

作者简介:

陈余磊,西南政法大学商学院讲师,博士,Email:chenyulei@swupl.edu.cn。

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中图分类号:

F270.7;F061.1;F49;TP18

基金项目:

教育部人文社会科学研究青年基金(22XJC630004);重庆市教育委员会人文社会科学研究青年项目(23SKGH038);重庆市自然科学基金一般项目(2022NSCQ-MSX3019);国家自然科学基金重大项目(72032007)


A study of the impact of artificial intelligence on the development of new quality productivity: Evidence from Chinese micro firm level
Author:
Affiliation:

1.School of Business, Southwest University of Political Science and Law,Chongqing 400120, P. R. China;2.School of Economics and Business Administration,Chongqing University, Chongqing 400044, P. R. China

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    摘要:

    人工智能的快速发展正在掀起一场“生产力革命”,推动着传统生产力向新质生产力跃迁。在此背景下,文章依据社会—技术系统理论(STST理论),将人工智能划分为愿景与技术两个维度,构造出人工智能愿景与人工智能技术指标,采用2010—2022年中国上市公司A股数据,探讨人工智能与新质生产力发展的内在关联。实证结果表明:其一,人工智能显著促进了新质生产力的发展,控制内生性以及稳健性后检验结果与基准检验结果一致。此外,研究还证实了人工智能愿景相对于人工智能技术而言,前者可能存在夸大效应,即人工智能技术的正向效应要小于人工智能愿景,这意味着企业培育新质生产力不应该让人工智能仅停留在“口号”阶段,而应该努力促进人工智能技术落地落实,这样才能真正促进新质生产力的发展。其二,在传导机制方面,文章打开了人工智能驱动新质生产力发展的“黑箱”,从劳动力技能结构调整角度剖析人工智能对新质生产力发展的机制,研究发现无论是人工智能愿景还是人工智能技术都显著提高了劳动力技能水平,推动了劳动力技能结构从低技能向高技能转变,即人工智能可以赋能劳动力技能提升,进而对新质生产力产生积极影响。其三,进一步研究发现,企业的高科技行业特征更加有利于人工智能技术的落地与应用,且企业所处地区的数字技术设施越好,人工智能技术发挥的正向效应就越强,即上述两个方面均会加强人工智能对新质生产力的正向促进作用。研究结论对促进企业形成高科技、高效能、高质量的新质生产力,以及人工智能产业发展具有重要的政策启示:一是要坚定不移走科技发展之路,不断加大人工智能技术创新投入,以科技自主自强为新质生产力的形成和发展奠定坚实基础;二是要大力培养创新型复合型数字化人才,不断壮大新型劳动者队伍,为新质生产力发展提供有力的人才保障;三是要加快营造“软环境”与“硬环境”,为人工智能技术应用提供沃土,助力人工智能产业发展。

    Abstract:

    The rapid development of artificial intelligence is sparking a productivity revolution, promoting the transition of traditional productivity to new quality productivity. In this context, based on the social-technical systems theory (STST), this paper divides artificial intelligence into two dimensions: vision and technology, constructs indicators for artificial intelligence vision and artificial intelligence technology, and explores the intrinsic correlation between artificial intelligence and the development of new quality productive forces using data from China's A-share listed companies from 2010 to 2022. The empirical results show that: 1) Artificial intelligence significantly promotes the development of new quality productive forces, and the test results after controlling for endogeneity and robustness are consistent with the benchmark test results. In addition, this paper confirms that compared with artificial intelligence technology, artificial intelligence vision may have an exaggeration effect, that is, the positive effect of artificial intelligence technology is smaller than that of artificial intelligence vision, which means that enterprises should not let artificial intelligence stay at the slogan stage when cultivating new productive forces, but should promote the implementation of artificial intelligence technology, so as to truly promote the development of enterprises' new quality productive forces. 2) In terms of transmission mechanism, this paper opens the black box of artificial intelligence driving the development of new quality productive forces, and analyzes the mechanism of artificial intelligence on the development of new quality productive forces from the perspective of labor skill structure adjustment. The study finds that both artificial intelligence vision and artificial intelligence technology significantly improve labor skill level and promote the transformation of labor skill structure from low-skilled to high-skilled, that is, artificial intelligence can empower labor skill improvement, and then have a positive impact on new quality productive forces. 3) Further research shows that the characteristics of high-tech industries are more conducive to the landing and application of artificial intelligence technology, and the better the digital technology facilities in the area where the enterprise is located, the stronger the positive effect that artificial intelligence technology may exert, that is, both aspects will strengthen the positive role of artificial intelligence in promoting new quality productive forces. The research conclusions of this paper have important policy implications for promoting enterprises to form new quality productive forces with high technology, high efficiency, and high quality, as well as the development of the artificial intelligence industry, as follows: First, we must unswervingly follow the path of technological development, continuously increase investment in artificial intelligence technology innovation, and lay a solid foundation for the formation and development of new quality productive forces with independent and self-reliant technology; Second, we must vigorously cultivate innovative and compound digital talents, continuously expand the new labor force, and provide a strong talent guarantee for the development of new quality productive forces; Third, we must accelerate the creation of soft environment and hard environment to provide fertile soil for the application of artificial intelligence technology and help the development of the artificial intelligence industry.

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陈余磊,同小歌,冉茂盛,韩炜.人工智能对新质生产力发展的影响研究——来自中国微观企业层面的证据[J].重庆大学学报社会科学版,2025,31(3):75-89. DOI:10.11835/j. issn.1008-5831. jg.2024.11.001

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  • 在线发布日期: 2025-07-15
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