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数实融合提升关键核心技术领域企业创新效率的研究——基于中国A股上市公司的数据检验
Research on innovation efficiency in key core technology sectors enhanced through digital-real integration: An examination of the data from Chinese A-share listed companies
数字经济与实体经济融合已成为解决企业关键核心技术创新瓶颈问题的重要选择,本文利用文本分析法提取发明专利引用信息以及上市公司年报关键核心技术信息,构建数实融合与关键核心技术领域企业的创新效率指标,并将2008—2022年中国A股上市公司作为研究样本,采用双向固定效应模型研究数实融合对关键核心技术领域企业创新效率(下文简称为企业创新效率)的影响及作用机制。研究结果表明:(1)数实融合能显著提升企业创新效率;(2)数实融合能够促进消费升级、优化资源配置、降低企业融资成本、提高供应链效率以及提高战略决策稳健性,从需求、供给、技术和战略端四个维度全面提升企业创新效率;(3)从数实融合内外部特征出发,检验其对企业创新效率的异质性影响;(4)从地方政府政策环境和企业经营内部环境的两个视角检验数实融合对创新效率提升效果的调节效应。本文的研究结论为推进数实融合,提升关键核心技术领域企业创新效率方面提供了理论支撑以及政策启示。
The integration of digital economy with real economy has become an important option for addressing the innovation bottleneck of enterprises in key core technology sectors. This paper utilized the text mining method to extract the citation information from invention patents and key core technology information from the annual reports of listed companies. We constructed the indicators for innovation efficiency in enterprises within the fields of digital-real integration and key core technologies. Using a sample of A-share listed companies in China from 2008 to 2022, we employed a two-way fixed effects model to study the impact of digital-real integration on enterprise innovation efficiency (hereafter referred to as enterprise innovation efficiency) and its mechanisms. The research findings indicated that: (1) Digital-real integration significantly enhances enterprise innovation efficiency; (2) It promotes consumption upgrading, optimizes resource allocation, reduces enterprise financing costs, improves supply chain efficiency, and enhances the robustness of strategic decision-making, thereby comprehensively improving enterprise innovation efficiency from the perspectives of demand, supply, technology and strategy; (3) We examined the heterogeneous effects of digital-real integration on enterprise innovation efficiency based on its internal and external characteristics; (4) We analysed the moderating effects of the local government policy environment and the internal operational environment of enterprises on the improvement of innovation efficiency due to digital-real integration. The conclusions of this study will provide theoretical support and policy insights for promoting digital-real integration and enhancing innovation efficiency in key core technology enterprises.
数实融合 / 关键核心技术领域企业 / 创新效率 / 文本挖掘法
digital-real integration / enterprise in key technology sectors / innovation efficiency / text mining method
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