数字产业集聚与制造业新质生产力

汪晓文¹　朱国瑞¹　张子豪²

（1.兰州大学；2.国新保理（海南）有限公司）

内容提要：新质生产力是当前的热点议题，制造业是国民经济中的重要产业。本文以2011—2022年A股制造业上市公司为研究对象，探究数字产业集聚对加快形成制造业新质生产力的影响。研究发现，数字产业集聚能够提升制造业企业的新质生产力发展水平。机制检验结果表明，实数产业技术融合、专业化分工、供应链协同和产业链效能优化是数字产业集聚加快制造业企业形成新质生产力的重要机制。异质性分析结果显示，数字产业集聚更有助于促进高数据要素利用水平企业和非战略性新兴产业企业的新质生产力发展。门槛效应检验发现，随着数字产业集聚水平的上升，其对加快制造业形成新质生产力的推动作用先增强后减弱。本文的研究为政府通过培育数字产业集群促进制造业高质量发展提供了理论依据与经验参考。

关键词：数字产业集聚；新质生产力；实数产业技术融合；产业链效能；数据要素利用水平

作者简介：汪晓文，兰州大学经济学院教授、博士生导师，兰州，730000；朱国瑞，兰州大学经济学院硕士研究生，通信作者；张子豪，国新保理（海南）有限公司中级经济师，海口，570100。

基金项目：国家社会科学基金后期资助项目“中间产品创新赋能传统制造业低碳转型研究”（23FJLB017）；兰州大学人工智能+哲学社会科学专项课题“人工智能促进先进制造业和现代服务业深度融合发展研究”（LZUAIYJZD03）；甘肃省科技计划项目“加快甘肃推动河西走廊新能源产业提质增效的路径选择”（24JRZA144）

引用格式：汪晓文,朱国瑞,张子豪.数字产业集聚与制造业新质生产力[J].经济与管理研究,2025,46(11):59-77.

Digital Industry Agglomeration and New Quality Productive Forces in the Manufacturing Sector

WANG Xiaowen¹, ZHU Guorui¹, ZHANG Zihao²

(1. Lanzhou University, Lanzhou 730000;

2. China Reform Commercial Factoring (Hainan) Co., Ltd., Haikou 570100)

Abstract: In the era of the digital economy, digital industry agglomeration has emerged as a significant regional economic phenomenon, while the cultivation of new quality productive forces (NQPF) is pivotal for achieving innovation-driven growth. This paper investigates the impact of digital industry agglomeration on accelerating the cultivation of NQPF in the manufacturing sector and its underlying mechanisms by utilizing a panel dataset of A-share listed manufacturing firms in China from 2011 to 2022.

The findings demonstrate that digital industry agglomeration can enhance the development of NQPF in manufacturing firms. To ensure the robustness of the results, this paper conducts a series of tests to address potential endogeneity, including an instrumental variable approach and dynamic panel GMM estimation. The results remain consistent after replacing the measurement methods for variables. Mechanism analysis reveals that digital industry agglomeration facilitates the development of NQPF through the four key channels: (1) promoting technology convergence of real and digital economy industries, which enables manufacturing firms to actively adopt and integrate advanced digital technologies; (2) encouraging specialized division of labor by reducing external transaction costs, which allows firms to focus on their core competencies; (3) enhancing supply chain coordination through improved information sharing, stable partner relationships, and deepened technical exchanges, which leads to better inventory management and demand responsiveness; and (4) optimizing overall industrial chain efficiency. Further heterogeneity analysis indicates that the positive effect of digital industry agglomeration on NQPF is more pronounced in manufacturing firms with higher levels of data element utilization and in non-strategic emerging industries. This suggests that firms better equipped to leverage data and those with greater potential for catch-up benefit more substantially. Moreover, threshold effect tests uncover a non-linear relationship. As the level of digital industry agglomeration increases, its marginal effect on NQPF in the manufacturing sector first increases and then decreases, suggesting optimal agglomeration intervals where benefits are maximized before potential congestion effects might attenuate the positive impact.

This paper examines how digital industry agglomeration accelerates the cultivation of NQPF in manufacturing firms, thereby enriching the relevant literature on NQPF. The findings offer valuable policy implications, suggesting that the government should foster digital industry clusters appropriately, deepen real-digital technology integration, encourage specialized division of labor and supply chain collaboration, and support enhanced utilization of data elements to effectively empower the high-quality development of the manufacturing sector.

Keywords: digital industry agglomeration; new quality productive forces; technology convergence of real and digital economy industries; industrial chain efficiency; data element utilization level

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