人工智能技术对制造业全球价值链地位的影响研究——基于人工智能专利数据的实证分析

Abstract
Figure/Table
References
Related Citation (15)

Download: PDF (8096 KB) HTML (1 KB)
Export: BibTeX | EndNote (RIS)

Abstract The development of artificial intelligence can bring new competitive advantages to the global value chain position of China's manufacturing industry.Using panel data from Chinese provincial manufacturing industries from 2010 to 2022,this study empirically examines the impact of AI technology advancement on the global value chain position of China's manufacturing sector.The research finds that AI technology significantly enhances the global value chain position of manufacturing during the sample period,and this conclusion remains valid after addressing endogeneity and conducting robustness checks.The effect of AI technology on the global value chain position of manufacturing shows notable regional heterogeneity,with more significant effects in China's eastern regions and provinces with higher levels of openness.Mechanism analysis reveals that AI technology indirectly improves the global value chain position of manufacturing by promoting technological innovation and industrial upgrading.Spatial effect analysis indicates that AI technology has a significant spatial spillover effect on the global value chain position of manufacturing.

Key words： Artificial intelligence Manufacturing industry Global value chain Mediation effect Spatial spillover effect.

Received: 29 March 2024

PACS:

F424.3

	Service

	E-mail this article
	Add to my bookshelf
	Add to citation manager
	E-mail Alert
	RSS
	Articles by authors
	Tu Niansong
	Xiao Tao

Cite this article:

Tu Niansong,Xiao Tao. Research on the Impact of Artificial Intelligence Technology on the Global Value Chain Position of the Manufacturing Industry:An Empirical Analysis Based on AI Patent Data[J]. , 2025, 6(2): 95-106.

URL:

http://www.zgkjlt.org.cn/EN/ OR http://www.zgkjlt.org.cn/EN/Y2025/V6/I2/95

[1]田云华,周燕萍,邹浩,等.人工智能技术变革对国际贸易的影响[J].国际贸易,2020(2):24-31.
[2]GRAETZ G,MICHAELS G.Robots at work:The impact on productivity and jobs[R].Centre for Economic Performance,2015.
[3]FREY B,OSBORNE M A.The future of employment:How susceptible are jobs to computerization[J].Technological Forecasting and Social Change,2017,114:254-280.
[4]温湖炜,钟启明.智能化发展对企业全要素生产率的影响:来自制造业上市公司的证据[J].中国科技论坛,2021(1):84-94.
[5]杨光,侯钰.工业机器人的使用、技术升级与经济增长[J].中国工业经济,2020(10):138-156.
[6]陈东,秦子洋.人工智能与包容性增长:来自全球工业机器人使用的证据[J].经济研究,2022,57(4):85-102.
[7]HAUSMANN R,JASON H,DANI R.What you export matters[J].Journal of Economic Growth,2007(12):1-25.
[8]KOOPMAN R,POWERS W,WANG Z,et al.Give credit where credit is due:Tracing value added in global production chains[R].National Bureau of Economic Research,2010.
[9]UPWARD R,WANG Z,ZHENG J.Weighing China's export basket:The domestic content and technology intensity of Chinese exports[J].Journal of Comparative Economics,2013,41(2):527-543.
[10]杜新建.制造业服务化对全球价值链升级的影响[J].中国科技论坛,2019(12):75-82,90.
[11]余海燕,沈桂龙.对外直接投资对母国全球价值链地位影响的实证研究[J].世界经济研究,2020(3):107-120,137.
[12]张玉兰,崔日明,郭广珍.产业政策、贸易政策与产业升级:基于全球价值链视角[J].国际贸易问题,2020(7):111-128.
[13]吕越,谷玮,包群.人工智能与中国企业参与全球价值链分工[J].中国工业经济,2020(5):80-98.
[14]刘斌,潘彤.人工智能对制造业价值链分工的影响效应研究[J].数量经济技术经济研究,2020,37(10):24-44.
[15]陈楠,蔡跃洲.人工智能技术创新与区域经济协调发展:基于专利数据的技术发展状况及区域影响分析[J].经济与管理研究,2023,44(3):16-40.
[16]李廉水,石喜爱,刘军.中国制造业40年:智能化进程与展望[J].中国软科学,2019(1):1-9,30.
[17]李廉水,鲍怡发,刘军.智能化对中国制造业全要素生产率的影响研究[J].科学学研究,2020,38(4):609-618,722.
[18]AGHION P,JONES B F,JOENS C I.Artificial intelligence and economic growth[R].Cambridge,MA:National Bureau of Economic Research,2017.
[19]HALLAK J C,SIVADASAN J.Productivity,quality and exporting behavior under minimum quality constraints[R].Munich:University Library of Munich,2008.
[20]张兵兵,陈静,朱晶,等.人工智能与企业出口技术复杂度提升[J].国际贸易问题,2023(8):143-157.
[21]米晋宏,江凌文,李正图.人工智能技术应用推进中国制造业升级研究[J].人文杂志,2020(9):46-55.
[22]韦东明,顾乃华,韩永辉.人工智能推动了产业结构转型升级吗:基于中国工业机器人数据的实证检验[J].财经科学,2021(10):70-83.
[23]张万里,刘婕.人工智能对产业结构升级的影响机制研究:基于资本-技能互补的理论分析[J].经济经纬,2023,40(2):99-110.
[24]刘志彪,张杰.从融入全球价值链到构建国家价值链:中国产业升级的战略思考[J].学术月刊,2009,41(9):59-68.
[25]潘文卿.中国的区域关联与经济增长的空间溢出效应[J].经济研究,2012,47(1):54-65.
[26]姜伟,李萍.人工智能与全要素生产率:“技术红利”还是“技术鸿沟”[J].统计与信息论坛,2022,37(5):26-35.
[27]DAMIOLI G,WAN ROY V,VERTESY.The impact of artificial intelligence on labor productivity[J].Eurasian Business Review,2021,11(1):1-25.
[28]原毅军,郭然.生产性服务业集聚、制造业集聚与技术创新:基于省级面板数据的实证研究[J].经济学家,2018(5):23-31.
[29]江艇.因果推断经验研究中的中介效应与调节效应[J].中国工业经济,2022(5):100-120.
[30]黄群慧,余泳泽,张松林.互联网发展与制造业生产率提升:内在机制与中国经验[J].中国工业经济,2019(8):5-23.
[31]孔静,傅元海.科技自立自强与制造业全球价值链高端:嵌入机制与路径[J].经济学家,2023(8):65-75.
[32]刘鑫鑫,韩先锋.人工智能与制造业韧性:内在机制与实证检验[J].经济管理,2023,45(11):48-67.
[33]魏新颖,王宏伟,徐海龙.高技术产业技术创新的空间关联与溢出效应[J].经济问题探索,2019(10):155-164.