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新质生产力与企业分工——来自中国A股上市公司的证据

New Quality Productive Forces and Enterprise Specialization: Evidence from China’s A-Share Listed Companies

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【作者】 李杨伍慧敏

【Author】 LI Yang;WU Huimin;China Institute for WTO Studies, University of International Business and Economics;

【机构】 对外经济贸易大学中国世界贸易组织研究院

【摘要】 根据习近平总书记提出的新质生产力基本内涵,创新性构建多维评价指标体系,对2011—2022年间中国A股上市企业新质生产力水平进行测度。通过实证检验揭示新质生产力对企业分工模式的重塑效应及其作用机制,结果表明,新质生产力发展显著提升企业分工水平,其内在机理呈现双向特征:一方面,新质生产力发展通过降低企业外部交易成本来促进企业专业化分工;另一方面,新质生产力发展通过降低企业内部管理费用来驱动企业垂直化整合,但最终表现出促进企业专业化分工的作用。异质性分析发现,在制造业领域及竞争性企业中,新质生产力发展对企业专业化分工水平的提升效果更显著。这一研究不仅拓展了新质生产力的微观作用机制,更为产业政策制定和企业分工模式优化提供了科学依据和政策启示。

【Abstract】 Based on the theoretical framework of new quality productive forces proposed by General Secretary XI Jinping, a multi-dimensional evaluation index system is innovatively constructed to measure the new quality productive forces development level of China’s A-share listed enterprises from 2011 to 2022. Through empirical analysis, the reshaping effect of new quality productive forces on enterprise specialization patterns and its underlying mechanisms are revealed. The findings demonstrate that the development of new quality productive forces significantly enhances enterprise specialization levels, with its intrinsic mechanism exhibiting a bidirectional feature, that is, on the one hand, the development of new quality productive forces reduces external transaction costs to promote vertical specialization; one the other hand, it lowers internal management expenses to drive vertical integration, ultimately manifesting as strengthened vertical specialization. Heterogeneity analysis further indicates that this effect is more pronounced in manufacturing sectors and competitive industries. This research not only extends the theoretical understanding of micro-level mechanisms of new quality productive forces but also provides scientific evidence and policy insights for the formulation of industrial policies and the optimization of enterprise specialization.

【基金】 国家社科基金项目“高标准自由贸易区网络构建研究”(23BGJ032);对外经济贸易大学中央高校基本科研业务费专项资金资助项目“中国FTA经济效益及高标准自贸区网络构建路径”(22YB06);对外经济贸易大学研究生科研创新基金资助“行政边界与供应链稳定性”(202541)
  • 【文献出处】 山西大学学报(哲学社会科学版) ,Journal of Shanxi University(Philosophy and Social Science Edition) , 编辑部邮箱 ,2025年06期
  • 【分类号】F832.51;F279.2
  • 【下载频次】235
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