摘要
Abstract
Currently,China's manufacturing sector faces the pressing contradiction of being large but not strong:scale advantages do not align with quality and efficiency,whilst breakthroughs in core technologies in key fields lag behind the complete industrial chain.Against the backdrop of external technological blockades,entity list restrictions,and the normalization of trade frictions,the traditional development model reliant on factor inputs and scale expansion is no longer sustainable.Enhancing export technological sophistication(ETS)and accelerating industrial upgrading have become imperative.Simultaneously,with the rapid development of the digital economy and the continuous improvement of the computing power ecosystem,computing power has transformed from its past role as basic infrastructure into a crucial engine driving China's medium-to long-term economic growth.Continuously empowered by computing power,enterprises are gradually building a virtuous cycle ecosystem that spans technological research and development,product upgrades,and export breakthroughs.This not only helps cope with external technological pressures but also provides key support for China's manufacturing sector to climb to the higher end of the global value chain.
Based on data from China's A-share listed manufacturing enterprises from 2017 to 2023,this paper empirically investigates the causal effect between enterprise computing power deployment and ETS.The findings proves that computing power deployment enhances the ETS of manufacturing enterprises by providing foundational support,strengthening computational power,and creating developmental momentum.Mechanism analysis reveals that this positive effect operates through three paths:optimizing labor factors and attracting patient capital;broadening the scope of innovation and achieving breakthroughs in core technologies;and reducing information distortion and precisely matching demands.Heterogeneity analysis shows that the positive effect is more pronounced in joint ventures and private enterprises,as well as enterprises in competitive industries and regions with open public data.
The marginal contributions are as follows.First,this paper shifts focus from the macro-level digital economy and artificial intelligence to enterprise-level computing power deployment and reveals its micro-level mechanism in export upgrading,thereby filling the gap regarding the deconstruction of the foundational dimension.Second,this paper moves beyond the singular logic that technological application solely enhances efficiency.By integrating the characteristics of the computing power industry chain,it constructs mechanisms of foundational support,computational power enhancement,and developmental momentum,systematically explaining the complete transmission path through which computing power deployment enhances ETS.关键词
算力部署/出口技术复杂度/制造企业/耐心资本/核心技术/创新能力Key words
computing power deployment/export technological sophistication/manufacturing enterprise/patient capital/core technology/innovation capability分类
管理科学
