全国统一大市场建设何以驱动企业突破性创新？

徐保昌¹　丁忠贤¹　李思慧²

（1.青岛大学；2.江苏省社会科学院）

摘要：全国统一大市场建设旨在破除地方保护与要素流通梗阻，为企业突破性创新的实现提供制度支撑，助力企业核心竞争力跃迁。本文采用2010—2022年地级及以上城市与沪深A股上市公司数据，考察全国统一大市场建设对企业突破性创新的影响。研究发现，全国统一大市场建设能够促进企业突破性创新，而市场需求规模扩大、竞争环境优化和分工程度深化是其中的主要机制。此外，全国统一大市场建设的突破性创新驱动效果在大规模企业、低融资约束企业、资本密集型企业和位于创新试点城市的企业中尤为明显。本文的研究为充分释放全国统一大市场制度红利、推进企业突破性创新“破圈”提供了经验支持。

关键词：全国统一大市场；突破性创新；要素配置；市场需求规模；竞争环境；分工程度

作者简介：徐保昌，青岛大学经济学院/山东省世界经济研究基地副教授，通信作者，青岛，266061；丁忠贤，青岛大学经济学院硕士研究生；李思慧，江苏省社会科学院世界经济研究所研究员，南京，210004。

基金项目：中央社会主义学院统一战线高端智库课题“‘十五五’期间市场整合与人工智能双轮驱动下的亲清政商环境构建研究”（ZK0120250143）；泰山学者工程专项经费资助项目“国内市场整合对制造业高质量发展的影响效应及作用机制研究”（tsqn202306167）

引用格式：徐保昌,丁忠贤,李思慧.全国统一大市场建设何以驱动企业突破性创新?[J].经济与管理研究,2026,47(3):66-84.

How does the Building of a Unified National Market Drive Firms’ Breakthrough Innovation?

XU Baochang¹, DING Zhongxian¹, LI Sihui²

(1. Qingdao University, Qingdao 266061;

2. Jiangsu Provincial Academy of Social Sciences, Nanjing 210004)

Abstract: Breakthrough innovation constitutes the pivotal force propelling sustained corporate growth and enhancing core competitiveness. The building of a unified national market, as an institution-oriented strategic initiative, provides essential institutional support for facilitating such innovation and strengthening corporate core competitiveness. This paper empirically examines the impact of building a unified national market on firms’ breakthrough innovation, using matched data from prefecture-level and above cities and A-share listed companies in China from 2010 to 2022. The findings indicate that the building of a unified national market stimulates firms’ breakthrough innovation. This conclusion remains robust across various tests. Mechanism analyses reveal that the building of a unified national market drives innovation upgrading through expanding market demand, optimizing competitive environments, and deepening the division of labor. Heterogeneity analysis further demonstrates that the effect is more pronounced in larger firms, those facing lower financing constraints, capital-intensive firms, and firms located in innovation pilot cities.

The contributions of this paper are threefold. First, it enriches the research on the effects of a unified national market beyond economic efficiency and resource allocation by exploring its impact on firms’ breakthrough innovation, illustrating how reduced market segmentation and institutional transaction costs enhance firms’ innovation incentives. Second, it deepens the theoretical framework regarding the institutional environment and corporate behavior by examining how a unified national market shapes firms’ breakthrough innovation. The analysis proceeds through three pathways: market demand expansion, competitive environment optimization, and deepening division of labor, and from three lenses: stimulating innovation motivation, imposing innovation pressure, and enhancing innovation capability. Third, it provides micro-level evidence and offers policy implications for implementing an innovation-driven development strategy aimed at stimulating firms’ breakthrough innovation.

In conclusion, this paper systematically elucidates the effects of institutional innovation arising from the building of a unified national market through both theoretical and empirical lenses and uncovers the internal mechanisms underlying breakthrough innovation. This paper provides robust empirical evidence for understanding the micro-level impacts of the building of a unified national market on firms’ innovation and offers a decision-making basis for the government to further optimize market environment design and implement targeted innovation incentive policies. The findings suggest that advancing market integration and institutional opening up can enhance the momentum for breakthrough innovation among firms, offering important policy implications for fostering innovation-driven development and achieving high-quality economic growth.

Keywords: unified national market; breakthrough innovation; factor allocation; market demand; competitive environment; division of labor

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