首都经济贸易大学学报2025,Vol.27Issue(3):85-97,13.DOI:10.13504/j.cnki.issn1008-2700.2025.03.006
制造业服务化与企业创新质量:效应及作用机制
Manufacturing Service Transformation and Corporate Innovation Quality:Effects and Mechanisms
摘要
Abstract
China's manufacturing sector is currently caught in a"double squeeze"in the global value chain(GVC),necessitating accelerated upgrading and the pursuit of a manufacturing powerhouse strategy.Against this backdrop,manufacturing service transformation has been identified as a key strategy to enhance China's manufac-turing competitiveness and innovation quality.This paper investigates the impact of manufacturing service transfor-mation on corporate innovation quality and explores the underlying mechanisms using a dataset of 19,767 valid ob-servations from 2852 listed manufacturing companies in China from 2010 to 2022. The empirical analysis reveals that manufacturing service transformation significantly enhances corporate inno-vation quality.Specifically,service transformation optimizes the structure of human capital and increases invest-ment in technological R&D,both of which contribute to improving innovation quality.The findings highlight hetero-geneity across different types of enterprises:state-owned enterprises,technology-intensive industries,and compa-nies receiving higher R&D subsidies exhibit a more pronounced positive effect of service transformation on innova-tion quality.This suggests that the benefits of service transformation may vary depending on the ownership struc-ture,industry characteristics,and policy support received by enterprises. The paper employs a fixed-effects model to control for unobserved firm-specific and time-varying factors that may bias the results.To address potential endogeneity concerns,this paper conducts robustness tests using lagged variables,propensity score matching,and instrumental variable techniques.The results remain consistent across these tests,confirming the reliability of the findings.The mechanisms through which manufacturing service transfor-mation affects innovation quality are further examined.The analysis shows that service transformation attracts high-quality human capital and enhances the efficiency of R&D activities.These changes in human capital and R&D in-vestment act as critical pathways through which service transformation boosts innovation quality.The findings imply that the integration of manufacturing and service industries can create synergies that drive technological innovation and improve the overall quality of corporate innovation. This paper proposes several policy implications.First,the government should encourage the integration of manufacturing and service industries through supportive policies,such as fiscal subsidies and tax incentives,to re-duce the costs of service transformation for enterprises.Second,tailored strategies should be developed for different types of enterprises,considering their ownership type,industry characteristics,and access to government support.Third,enterprises should be encouraged to invest in human capital development and R&D activities to fully leverage the benefits of service transformation.These measures can help enhance the innovation quality of Chinese manufac-turing enterprises and support the long-term goal of building a manufacturing powerhouse.关键词
制造业服务化/创新质量/上市企业/人力资本结构/研发投入Key words
manufacturing service transformation/innovation quality/listed companies/human capital struc-ture/R&D分类
管理科学引用本文复制引用
张航燕,杨卓茵..制造业服务化与企业创新质量:效应及作用机制[J].首都经济贸易大学学报,2025,27(3):85-97,13.基金项目
中国社会科学院工业经济研究所"产业经济学登峰计划"(DF2023XXJC04) (DF2023XXJC04)
中国社会科学院智库基础项目"创新发展、新旧动能转换,是我们能否过坎的关键"(ZKJC240717) (ZKJC240717)
中国社会科学院工业经济研究所项目"加快推进数字经济与实体经济深度融合研究"(GJSZY2024023) (GJSZY2024023)