【摘要】 新质生产力是体现新发展理念的先进生产力质态，数字消费作为融合数字技术的新型消费模式重塑中国消费格局，对畅通国内循环堵点，推动内需扩容升级和新质生产力发展具有重要作用。本文基于2010—2022年280个城市的面板数据，以国家信息消费试点政策为准自然实验，兼论“有为政府”和“有效市场”，利用多时点DID模型全面考察了数字消费赋能新质生产力发展的经济效应和实现路径。研究发现：信息消费试点政策有助于新质生产力发展，指数值提升约10.6%，且随着时间推移，政策效应呈边际递增趋势。信息消费试点政策兼顾政府治理和市场效应，通过刺激消费需求、缓解资源错配、促进数字治理和推动产业升级等途径提升新质生产力水平。信息消费试点政策效应的发挥受地区特征和制度环境的影响，数字消费对东部地区城市、南方地区城市和经济规模较大城市的新质生产力水平提升作用更为显著，且创业积极性较高城市、高行政级别城市、高市场化城市与城市群城市实施信息消费试点政策更有利于促进新质生产力发展。本文研究结论为数字经济时代下继续实施扩大内需战略，培育新质生产力动力源，推动中国式现代化高质量发展提供了理论支撑和经验证据。更多还原

【Abstract】 New Quality Productive Forces is an advanced productivity quality that reflects the new development concept. Digital consumption, as a new consumption mode integrating digital technology, reshapes China’s consumption pattern and plays a crucial role in unblocking the domestic circulation, promoting the expansion and upgrading of domestic demand and the development of New Quality Productive Forces. Based on the panel data of 280 cities from 2010 to 2022, this paper takes the national information consumption pilot policy as the natural experiment, and discusses the promising government and efficient market, and uses the multi-time point DID model to comprehensively investigate the economic effect and realization path of the development of New Quality Productive Forces enabled by digital consumption. It is found that the pilot policy of information consumption contributes to the development of New Quality Productive Forces, and the index value increases by about 10.6%, and the policy effect shows a marginal increasing trend over time. The pilot policy of information consumption takes into account government governance and market effects, and improves the level of New Quality Productive Forces by stimulating consumption demand, alleviating resource mismatch, promoting digital governance and promoting industrial upgrading. The effect of information consumption pilot policies is influenced by regional characteristics and institutional environment, and digital consumption has a more significant effect on the improvement of the New Quality Productive Forces level of cities in the eastern region, cities in the southern region and cities with larger economic scale. Moreover, the implementation of information consumption pilot policies in high entrepreneurial enthusiasm cities, high administrative level cities, high marketization cities and urban agglomerations is more conducive to promoting the development of New Quality Productive Forces. The research conclusions of this paper provide theoretical support and empirical evidence for continuing to implement the strategy of expanding domestic demand in the era of digital economy, cultivating the power source of New Quality Productive Forces, and promoting the high-quality development of Chinese Path to Modernization.更多还原