国家信息消费试点政策如何影响产业结构优化？——基于供给侧和需求侧的双重视角

闫晨　蔡曦　张中华

（中南财经政法大学经济学院）

　　内容提要：在中国经济迈入新发展阶段的过程中，产业结构的转型升级决定了经济发展质量。在信息化时代，要想推动产业结构优化，需要充分发挥数字信息产业的关键性作用。本文基于2001—2019年地级市面板数据，运用多期双重差分模型分析国家信息消费试点政策对产业结构优化的作用。研究结果表明：国家信息消费试点政策促进了产业结构合理化。从供给侧来看，国家信息消费试点政策通过产业发展效应和创新效应两方面促进产业结构优化；在需求侧方面，国家信息消费试点政策通过优化信息需求结构促进产业结构优化。异质性分析发现，国家信息消费试点政策的产业结构优化效应在不同地区、市场环境、城市规模、行政等级、经济发展阶段和服务业发展阶段的城市中具有显著差异。研究结果表明国家信息消费试点政策具有明显的产业结构优化效应，合理制定和推行信息产业相关政策，有利于促进产业数字信息化转型，优化产业结构和供给质量，进而推动经济高质量发展。

　　

　　关键词：国家信息消费试点政策；产业结构优化；产业结构合理化；供给侧；需求侧

　　

　　作者简介：闫晨，中南财经政法大学经济学院博士研究生，武汉，430073；蔡曦，中南财经政法大学金融学院博士研究生，通信作者；张中华，中南财经政法大学金融学院教授、博士生导师。

　　

　　基金项目：国家自然科学基金面上项目“历史的轮回：中国近现代转型中贸易的历史作用”（71873114）；国家社会科学基金一般项目“发挥投资对优化供给结构的关键性作用研究”（18BJY005）

　　

　　引用格式：闫晨,蔡曦,张中华.国家信息消费试点政策如何影响产业结构优化?——基于供给侧和需求侧的双重视角[J].经济与管理研究,2023,44(7):40-58.DOI:10.13502/j.cnki.issn1000-7636.2023.07.003.

　　

　　

How does National Information Consumption Pilot Policy Affect Industrial Structure Optimization?

—A Dual Perspective of Supply Side and Demand Side

YAN Chen, CAI Xi, ZHANG Zhonghua

(Zhongnan University of Economics and Law, Wuhan 430073)

　　

　　Abstract: As China enters a new stage of economic growth, it is necessary to fully leverage the role of the digital information industry in industrial structure optimization. Based on the panel data of prefecture-level cities in China from 2001 to 2019, this paper analyzes the impact of the national information consumption pilot policy on industrial structure optimization using a multi-period difference-in-differences model.

　　The findings show that the national information consumption pilot policy promotes industrial structure rationalization. From the supply side, the information consumption policy promotes industrial structure optimization through industrial development and innovation effects. From the demand side, this promotion effect is achieved by optimizing the structure of information demand. The heterogeneity analysis reveals that the effect of the information consumption policy is stronger in cities in the eastern region, and those with a high degree of marketization, small population, low administrative level, limited economic development, and underdeveloped service industries.

　　The contributions of this paper lie in three aspects. First, this paper enriches the research on industrial structure optimization through the information industry policy and concentrates on the role of policy in shaping the structure of information consumption. Second, it identifies potential channels for the economic effects of the information consumption policy from both supply and demand sides. Furthermore, it comprehensively and systematically examines the channels, thus laying the foundation for understanding the internal mechanisms of industrial structure optimization and upgrading. Third, it extends the logical sequence of industrial structure optimization through the information consumption policy. On this basis, it provides a comprehensive and multi-dimensional analysis of the optimization effect of information consumption pilots on industrial structure, offering insights and guidance for future research on factors contributing to industrial structure optimization.

　　This paper provides the following implications. First, the information consumption policy promotes the upgrading of traditional information consumption from the demand side. It not only promotes the transformation and upgrading of the consumption structure, but also generates the optimization effect of the industrial structure from the demand side. Second, the information consumption policy enhances technological innovation and optimizes labor allocation in the information industry from the supply side. The allocation of new technologies and labor can enhance the production efficiency of the information industry, further advancing industrial structure optimization through its development. Third, the impact of the information consumption policy on industrial structure optimization is heterogeneous in different types of cities, highlighting the need for targeted and tailored implementation based on local conditions to promote the high-quality development of the regional economy.

　　Keywords: national information consumption pilot policy; industrial structure optimization; industrial structure rationalization; supply side; demand side