【摘要】 本文基于IFR机器人数据、全球投入产出数据与中国工业企业数据等，研究了工业机器人对中国企业参与国际循环的影响。结果显示，工业机器人显著降低了中国企业GVC关联度，国内中间品市场效应与贸易结构升级是其主要影响机制。异质性分析表明，工业机器人对企业GVC关联度的负向影响主要体现在劳动密集型行业与东部地区，这与自动化改变产业单向梯度转移的结论一致。进一步研究发现，工业机器人吸引了外资企业进入，这种现象表明中国正在形成一种以国内循环为主体、以高水平技术和市场容量为支撑的外向型开放模式。在“机器换人”背景下，本文为企业如何组织生产分工，以及优化布局国内、国际两个市场提供经验证据。更多还原

【Abstract】 Based on the IFR data,WIOD,and data from Chinese enterprises,this paper discusses the impact of industrial robots on enterprises’ international circulation. The research findings show that industrial robots significantly reduce the linkages between enterprises and GVCs,the domestic intermediate inputs market effect and trade structure upgrading are the main influence mechanisms. Heterogeneity analysis reveals that the negative impact of industrial robots on the linkages between enterprises and GVCs is obvious in labor-intensive industries and the eastern region,which is consistent with the conclusion that industrial robots change the industrial one-way gradient transfer mode. Furthermore,it finds that robot adoption attracts foreign-invested enterprises,suggesting that China is transitioning toward an outward-oriented development model supported by a robust domestic cycle,advanced technological capacity,and large market size. In the era of “Machine Replacement ”,this paper provides empirical evidence on how Chinese enterprises optimize the layout of domestic and international markets.更多还原