科研管理 ›› 2025, Vol. 46 ›› Issue (12): 0-0-0.DOI: 10.19571/j.cnki.1000-2995.2025.12.004

• 论文 •    下一篇

人工智能如何提升新质生产力--来自新能源汽车产业上市公司的证据

刘洪伟, 谭敏   

  • 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:
    技术创新成本分担机制及效应研究(20AJY003)

How AI boosts productivity of new quality--evidence from listed companies in the new energy vehicle industry

  • Received:2024-04-02 Revised:2025-01-03 Accepted:2025-01-06 Online:2025-12-20 Published:2025-12-15

摘要: 随着数智化技术的广泛应用,人工智能已经成为新质生产力提升的重要推动力量。本文基于2011-2022年中国新能源汽车产业上市公司的面板数据,探讨人工智能对新能源汽车产业新质生产力的影响及其作用机制。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粘性和交易成本、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)人工智能对新能源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、东部地区和特斯拉进入中国市场以后,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。本研究为新发展格局下政府和企业更好地利用人工智能赋能红利及提升新能源汽车产业的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: With the wide application of digital intelligence technology, artificial intelligence has become an important driving force for the improvement of new quality productivity.Based on the panel data of listed companies in China's new energy vehicle industry in 2011-2022, this paper discusses the influence of artificial intelligence on the new quality productivity of the new energy vehicle industry.The results show that: (1) artificial intelligence can not only directly promote the improvement of industrial new quality productivity, but also indirectly promote the development of industrial new quality productivity 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 in promoting the new quality productivity of the new energy industry has obvious heterogeneous characteristics and threshold effect.In non-state-owned enterprises and eastern regions, after Tesla enter the Chinese market, as well as in enterprises with a short established time, moderate listing age and large scale of employees, the promotion effect is more obvious;(3) The conduction effect analysis of the industrial chain shows that the downstream industry has a stronger transmission effect on the upstream industry. This study provides important inspiration for the government and enterprises to make better use of the AI empower dividend and improve the new quality productivity of the new energy vehicle industry in the new development pattern.

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