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政策驱动、数据要素集聚与企业关键数字技术创新

江平川 郑明波

当代经济科学2026,Vol.48Issue(2):58-71,14.
当代经济科学2026,Vol.48Issue(2):58-71,14.DOI:10.20069/j.cnki.DJKX.2026036

政策驱动、数据要素集聚与企业关键数字技术创新

Policy Incentives,Data Factor Agglomeration and Key Digital Technology Innovation in Enterprises

江平川 1郑明波2

作者信息

  • 1. 西安交通大学 经济与金融学院,陕西 西安 710049
  • 2. 长安大学 经济与管理学院,陕西 西安 710064
  • 折叠

摘要

Abstract

Against the backdrop of a new global technological revolution,breakthroughs in key digital technologies have become the driving force for high-quality economic development.As an important component of national competitiveness,innovation capabilities in key digital fields not only concern the security and stability of the industrial chain,but also serve as a strategic foundation for China to achieve technological self-reliance,strength,and the ability to respond to intense international competition.Unlike general technological innovation,key digital technology innovation depends on the extensive use of data factors,the combined development of computing power and algorithms,and the comprehensive support of digital infrastructure.While certain areas of key digital technologies have seen breakthroughs,significant challenges remain overall.Therefore,enhancing enterprises'innovation capabilities in key digital technologies has become a major practical issue of concern to the Chinese government. Data factors are the core resource driving innovation in key digital technologies.The accumulation of massive data drives the continuous optimization of algorithmic models,propelling artificial intelligence technology from laboratory research to market applications.For enterprises,the ability to efficiently obtain,store,and apply data is the core prerequisite for seizing data factor opportunities and achieving breakthroughs in key digital technologies.To leverage the multiplier effect of data,the Chinese government has introduced national big data comprehensive pilot zones to guide the agglomeration of data resources within specific regions,thereby promoting the circulation and application of data factors. Using data from Chinese listed companies between 2009 and 2022,the paper constructs an indicator for enterprise key digital technology innovation and employs a difference-in-differences(DID)model and a double machine learning(DML)approach to assess the impact of national big data comprehensive pilot zones on such innovation from the perspective of data factor agglomeration.The findings show that the pilot zones significantly enhance key digital technology innovation among enterprises within them.Heterogeneity analysis indicates that the policy has a significant positive effect on non-state-owned enterprises,those in eastern regions and those in highly competitive industries.Mechanism analysis reveals that the policy primarily facilitates key digital technology innovation through fiscal and tax support,basic research,data sharing and collaboration,and innovation factor allocation. This research provides a micro-level empirical foundation for the precise formulation of digital economy policies,offering significant insights into how data factor agglomeration can empower corporate innovation in key digital technologies.It recommends targeted policies to narrow the innovation gap between eastern and western regions,such as improving digital infrastructure in underdeveloped areas,promoting inter-regional cooperation and supporting the development of distinctive industries.To stimulate innovation across all enterprises,the study suggests providing research and development(R&D)support to small and medium-sized enterprises(SMEs),improving innovation evaluation mechanisms for state-owned enterprises and promoting data sharing among industries.Additionally,the study proposes establishing a four-dimensional collaborative mechanism integrating fiscal and tax support,basic research,data sharing and resource allocation to enhance the digital innovation ecosystem.

关键词

数据要素集聚/关键数字技术创新/大数据综合试验区/双重机器学习

Key words

data factor agglomeration/key digital technology innovation/big data comprehensive pilot zones/double machine learning

引用本文复制引用

江平川,郑明波..政策驱动、数据要素集聚与企业关键数字技术创新[J].当代经济科学,2026,48(2):58-71,14.

基金项目

国家自然科学基金青年项目(72304047). (72304047)

当代经济科学

OACHSSCD

1002-2848

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