数字经济核心产业空间集聚水平及其影响因素研究 ——基于新一代信息技术战略性新兴产业视角

在考虑空间外溢性的基础上,从政府维度与市场维度出发,运用2010—2019年我国29个省级的面板数据,构建莫兰指数,同时选取空间杜宾模型进行空间计量分析,考察新一代信息技术产业的空间集聚水平及其影响因素。结果发现：我国新一代信息技术产业具有显著的空间集聚效应,不同地区之间的发展程度存在明显的不均衡现象,其中北京、广东、上海、江苏的产业集聚水平和程度明显高于全国平均水平;新一代信息技术产业集聚具有一定的空间关联性,能够产生一定的空间外溢效应;政府政策、人力资本、创新能力、关联产业以及城镇规模对新一代信息技术产业集聚有助推作用;比起新一代信息技术产业,市场对具有较高收益的金融业、城镇化更具有偏好性,因而对新兴产业发展存在抑制效应。为此,应转变城镇化进程中政府对土地财政的偏好,增加对新一代信息技术产业等新兴产业的财政扶持力度。

Research on the Spatial Agglomeration Level and Influencing Factors of Core Industries of Digital Economy: Based on the New Generation Information Technology Strategic Emerging Industry

The main difference between the new generation of information technology industry and the traditional industry lies in its exponential growth mode and the characteristics of increasing marginal benefits. It is worth studying whether its spatial agglomeration and its factors are consistent with the development of traditional industries. This paper analyzes the formation mechanism of the new generation of information technology industry agglomeration from the two dimensions of government mechanism and market mechanism. Using the panel data of 29 provinces and cities across the country from 2010 to 2019, the Moran''I index is constructed, and the spatial data is selected. The Bin model conducts a spatial econometric analysis on the influencing factors of the new generation of information technology industry agglomeration. The results show that there is a positive spatial correlation in the agglomeration of the new generation of information technology industries, and government policies, human capital, innovation capabilities, related industries and town scale have played a role in promoting the agglomeration of the new generation of information technology industries. Through spatial self-examination, it is found that the financial industry and urbanization represented by higher returns have a crowding-out effect on the development of the new generation of information technology. The research conclusions provide a reference for the implementation of the "Digital China" strategy to fully consider the method and mechanism of the combination of the market and the government in the process of industrial policy formulation, and to follow the planning and layout of the digital economy center.