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数据交易对企业数字创新的影响研究
Research on the impact of data transactions on enterprise digital innovation
数字创新对强化企业竞争力、驱动价值链升级极为关键,数据交易则在加速数据高价值转化、助力数字创新突破中发挥重要作用。本文基于2010—2022年上市公司数据,使用爬虫技术、文本分析以及人工识别等方法识别数据交易企业,并构建双重机器学习模型实证分析数据交易对企业数字创新的影响,进一步拓展了数据交易影响数字创新的微观效应和作用机制。研究结果表明:数据交易对企业数字创新具有显著正向影响,且这种正向影响在非国有企业、大规模企业、知识产权保护程度高以及数字基础设施强的企业中更强。机制分析显示数据交易通过知识溢出效应、要素配置效应和公司治理效应促进了企业数字创新。此外,供应方数据交易、数据服务交易以及直接数据交易方式促进企业数字创新更明显,且数据交易能够提高企业数字创新的质量。本研究对激励企业参与数据交易、做大做强数据要素市场、利用数据市场化推动企业数字创新具有重要启示。
Digital innovation is extremely critical to strengthening corporate competitiveness and driving value chain. Data transactions play an important role in accelerating the high value conversion of data and helping digital innovation breakthroughs. Based on the data of listed companies from 2010 to 2022, this paper used crawler technology, text analysis and manual recognition to identify corporate data transactions, and constructed a dual machine learning model to empirically analyze the impact of data transactions on corporate digital innovation, further expanding the micro-effects and mechanisms of data transactions on digital innovation. The results of the study showed that data transactions have a significant positive impact on corporate digital innovation, and this positive effect is stronger among non-state-owned corporations, large corporations, corporations with high levels of intellectual property protection, and corporations with strong digital infrastructure. The mechanism analysis showed that data transactions have promoted corporate digital innovation through knowledge spillover effect, factor allocation effect, and corporate governance effect. In addition, the effect of the supply-side data transaction, data service transactions, and direct data transactions on promoting corporate digital innovation are more obvious, and data transactions can improve the quality of corporate digital innovation. This study has important implications for encouraging corporates to participate in data transactions, it will expand and strengthen the data factor market, and promote corporate digital innovation through data marketization.
数据交易 / 企业数字创新 / 知识溢出效应 / 要素配置效应 / 公司治理效应
data transaction / corporate digital innovation / knowledge spillover effect / resource allocation effect / corporate governance effect
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