科研管理

科研管理 ›› 2025, Vol. 46 ›› Issue (12): 33-44.DOI: 10.19571/j.cnki.1000-2995.2025.12.004

• 论文 • 上一篇    下一篇

人工智能对新能源汽车产业新质生产力的影响研究

刘洪伟, 谭敏   

  1. 湘潭大学商学院，湖南 湘潭411105
  • 收稿日期:2024-04-02 修回日期:2025-01-03 接受日期:2025-01-06 出版日期:2025-12-20 发布日期:2025-12-15
  • 通讯作者: 谭敏
  • 基金资助:
    国家社会科学基金重点项目：“技术创新成本分担机制及效应研究”（20AJY003，2020.09—2025.09）。

Research on the influence of artificial intelligence on the new quality productive forces of the NEV industry

Liu Hongwei, Tan Min   

  1. Business School, Xiangtan University, Xiangtan 411105, Hunan, China
  • Received:2024-04-02 Revised:2025-01-03 Accepted:2025-01-06 Online:2025-12-20 Published:2025-12-15

摘要：     在数智化技术广泛应用的背景下，厘清人工智能与新质生产力之间的关系及其作用机制，对经济转型升级和高质量发展具有重要意义。本文基于2011—2022年中国新能源汽车（NEV）产业上市公司的面板数据，采用双向固定效应、门槛效应模型及工具变量法，探讨了人工智能对新能源汽车产业新质生产力的影响及作用机制。结果表明：（1）人工智能不仅能直接促进产业新质生产力的提升，还能通过降低研发成本黏性和交易成本、提高创新质量和创新效率等方式，间接推动产业新质生产力的发展；（2）人工智能对产业新质生产力的促进作用存在明显的异质性特征和门槛效应：在非国有企业、东部地区和特斯拉在华设厂后，以及在成立时间较短、上市年龄适中和员工规模较大的企业中，促进作用更为明显；（3）产业链的传导效应分析表明，下游行业对上游行业的传导效应更强。本研究揭示了人工智能促进新质生产力的涌现机制，为新发展格局下更好地利用数智化技术赋能新质生产力提供了重要启示。

关键词: 人工智能, 新质生产力, 创新成本, 创新质量, 创新效率, 门槛效应, 产业链传导效应

Abstract:    In the context of the wide application of digital intelligence technology, it is of great significance to clarify the relationship between artificial intelligence and new quality productive forces and its action mechanism for economic transformation and upgrading, as well as high-quality development. Based on the panel data of listed companies in China′s new energy vehicle industry (NEV) from 2011 to 2022, this paper used the two-way fixed effect, threshold effect model and tool variable method to discuss the influence and action mechanism of artificial intelligence on the new quality productive forces of the new energy vehicle industry. The results showed that: (1) Artificial intelligence can not only directly promote the improvement of the industrial new quality productive forces, but also indirectly promote the development of industrial new quality productive forces by reducing the stickiness of R&D costs and transaction costs, improving the quality and efficiency of innovation; (2) The promotion effect of artificial intelligence on the industrial new quality productive forces has obvious heterogeneity characteristics and threshold effect. In the non-state-owned enterprises, eastern regions and after Tesla set up factories in China, as well as enterprises with short establishment time, moderate listing time and large number of employees, the promotion effect is more obvious; and (3) Analysis of the transmission effect within the industrial chain reveals that the downstream industry has a stronger transmission effect on the upstream industry. This research has revealed the emergence mechanism of artificial intelligence to promote new quality productive forces, and it will provide important inspiration for the better use of digital intelligence technology to empower new quality productive forces under the new development pattern.

Key words: artificial intelligence, new quality productive forces, innovation cost, innovation quality, innovation efficiency, threshold effect, industrial chain transmission effect