政府数字采购与企业数字关键核心技术突破

习明明¹　郑对²　李婷¹

（1.江西财经大学；2.厦门大学）

摘要：数字关键核心技术是实现产业创新与提升竞争力的关键支撑，政府数字采购作为数字化市场交易的制度型引导，为企业的数字关键核心技术突破及其应用转化提供了重要的外部驱动力。本文选取2013—2023年沪深A股上市公司的数据，实证检验政府数字采购对企业数字关键核心技术突破的影响及作用机制。研究结果显示，政府数字采购促进了企业数字关键核心技术突破。机制检验结果表明，政府数字采购能够通过提升企业市场预期、增加企业数字化投入和强化企业市场竞争三条途径推动企业数字关键核心技术突破。异质性分析发现，政府数字采购的推动作用在民营企业、省会城市企业以及市场范围广阔的企业中更为明显。本文的研究结论为政府需求侧政策与企业创新行为的互动提供了实践参考，也为政府优化数字采购政策设计、赋能数字关键核心技术自主突破提供了经验证据。

关键词：政府数字采购；数字关键核心技术突破；协同创新；数字化投入；市场竞争

作者简介：习明明，江西财经大学数字经济学院教授、博士生导师，南昌，330013；郑对，厦门大学邹至庄经济研究院博士研究生，通信作者，厦门，361005；李婷，江西财经大学数字经济学院博士研究生。

基金项目：国家社会科学基金重大项目“‘十五五’时期我国制造业重点投资方向和领域研究”（25&ZD172）；国家自然科学基金地区项目“基于两区制空间Durbin固定效应模型的地区资本结构对经济增长影响研究”（72264011）

引用格式：习明明,郑对,李婷.政府数字采购与企业数字关键核心技术突破[J].经济与管理研究,2026,47(4):64-80.

Government Digital Procurement and Firms’ Breakthroughs in Digital Core Technologies in Key Fields

XI Mingming¹, ZHENG Dui², LI Ting¹

(1. Jiangxi University of Finance and Economics, Nanchang 330013;

2. Xiamen University, Xiamen 361005)

Abstract: Digital core technologies in key fields underpin industrial innovation and the enhancement of competitive advantage. Government digital procurement provides an external impetus for firms to achieve breakthroughs in these core technologies and facilitate their application and commercialization. Based on panel data from A-share listed companies in China from 2013 to 2023, this paper empirically investigates the impact of government digital procurement on firms’ breakthroughs in digital core technologies in key fields and elucidates the underlying mechanisms.

The findings reveal that government digital procurement can promote firms’ breakthroughs in digital core technologies in key fields. This conclusion remains valid after addressing potential endogeneity concerns and conducting a series of robustness checks. Mechanism analysis identifies three primary pathways through which government digital procurement exerts its influence: boosting market expectations and R&D confidence, stimulating dedicated digital investments in infrastructure, and intensifying competitive pressure for innovation. Heterogeneity analysis further uncovers that this promoting effect is more pronounced in certain types of firms. Specifically, the effect is stronger for private enterprises, due to their greater flexibility, sharper market sensitivity, and stronger reliance on government contracts for market access and legitimacy. The effect is also more substantial for firms located in provincial capitals, which may benefit from superior digital infrastructure, denser innovation networks, and more efficient policy implementation. Additionally, firms operating in broader markets experience a greater boost, as their larger scale potentially allows for better absorption of procurement-driven demand and spreading of innovation costs.

This paper contributes to the literature in several ways. It extends the understanding of demand-side innovation policy by empirically validating the role of government procurement, specifically in its digital form, as a powerful tool for stimulating breakthroughs in digital core technologies in key fields. It moves beyond an input-output perspective by systematically unpacking the micro-mechanisms—market expectation, digital investment, and competitive pressure—through which procurement influences corporate innovation behavior. Furthermore, the heterogeneous findings offer nuanced insights for targeted policy design. The conclusions provide practical implications for the interaction between government demand-side policies and corporate innovation strategies. They also offer empirical evidence to inform the government on how to optimize the design of digital procurement policies, such as tailoring support mechanisms for different firm types and regions, to more effectively empower and accelerate the autonomous breakthroughs in digital core technologies in key fields, thereby fostering national digital competitiveness and industrial upgrading.

Keywords: government digital procurement; breakthroughs in digital core technologies in key fields; collaborative innovation; digital investment; market competition

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