【作者】 赵旭；

【导师】 崔日明；

【作者基本信息】 辽宁大学 ， 国际商务（专业学位）， 2025， 硕士

【摘要】 在形成以内循环为主导、国内国际双循环相互赋能的新发展模式框架下,跨境电商扮演着连接国内外市场的关键角色,具有举足轻重的地位。特别是在消费升级的大背景下,跨境电商通过引入更多元化、高品质的国际商品,不仅满足了国内消费者日益增长的个性化需求,也推动了国内产业的升级和转型。同时,跨境电商的发展也推动了国内产业的升级。在与国际市场的接轨过程中,国内企业不断提升产品质量和服务水平,以更好地满足国际市场需求。此外,跨境电商还推动了国际贸易的数字化转型,提高了贸易效率。研究我国跨境电商成长与居民消费层次提升之间的关联,在理论与实践层面均展现出重要性。探讨如何借由跨境电子商务的发展推动居民消费结构的优化升级,旨在构建一个既能有效激励又能持续运作的消费升级机制。此举对于驱动我国经济可持续发展、回应民众对高品质生活的追求,不仅蕴含着深刻的理论贡献,而且具有极为迫切的实际意义。本文致力于探讨跨境电商发展与我国消费升级之间的内在联系。首先,梳理了国内外学者对双循环新发展格局、跨境电商、消费升级现有理论与实证研究成果,并结合相关理论阐述双循环背景下跨境电商对消费升级的影响机制。其次,对跨境电商与消费升级的现状及发展趋势进行了系统梳理,并介绍了物流智慧化水平的测算方法。再次,对跨境电商与消费升级的现状及发展趋势及物流智慧化水平的测算方法。然后本文基于2012-2022年全国30个省、市、自治区的面板数据,采用双向固定效应模型进行实证分析。模型设定中,以居民消费升级作为被解释变量,跨境电商发展程度作为核心解释变量,同时引入互联网普及率、经济发展水平、科技研发投入、对外开放度、产业结构优化指数及居民消费价格指数等控制变量。为增强研究结论的可靠性,通过工具变量法处理内生性问题,并采用替换变量法进行稳健性检验。此外,引入物流智慧化水平作为中介变量,系统探究跨境电商对消费升级的作用路径与传导机制。最后,对上述内容进行概括总结,并针对研究结论及现状提出具体有针对性的政策建议。研究结果显示:跨境电商的迅猛发展对我国居民消费结构优化具有显著的驱动效应。研究表明,我国跨境电商发展呈现显著的区域非均衡特征,其对消费升级的促进作用存在地域异质性,具体表现为西部地区的作用强度明显优于中东部地区。跨境电商发展促进我国消费升级的提升,这一作用是随着物流业智慧化水平的提升来实现的。基于上述研究发现,结合我国现实情况,本文提出以下政策建议:强化跨境电商政策支持,稳固价值链基础。促进居民消费扩容,激发内生动力。坚持创新驱动,推进跨境电商产业带建设。推动数字化发展,形成数字生态体系。优化清单管理,完善监管机制。更多还原

【Abstract】 Within the framework of a new development paradigm centered on internal circulation and supported by the synergistic interaction of domestic and international dual circulation,cross-border e-commerce serves as a crucial link between domestic and foreign markets,holding a pivotal position.Especially in the context of consumption upgrading,cross-border e-commerce not only meets the growing individualized needs of domestic consumers by introducing more diversified and high-quality international goods,but also promotes the upgrading and transformation of domestic industries.Simultaneously,the growth of cross-border e-commerce has also driven the transformation and upgrading of domestic industries.In the process of integrating with the international market,domestic enterprises have continuously improved product quality and service levels to better meet the needs of the international market.In addition,cross-border e-commerce has also promoted the digital transformation of international trade and improved trade efficiency.This suggests that examining the connection between the growth of cross-border e-commerce and the enhancement of household consumption in China,from both theoretical and practical viewpoints,identifying pathways to advance cross-border e-commerce development that can drive household consumption upgrading,and creating a sustainable mechanism to support consumption improvement,hold significant theoretical importance and immediate practical relevance for fostering the sustainable and healthy growth of our nation and fulfilling the population’s aspirations for a better quality of life.This study seeks to investigate the connection between the advancement of cross-border e-commerce and the enhancement of consumption patterns in China.Firstly,it consolidates the existing theoretical and empirical research findings from domestic and international scholars on the dual circulation development pattern,cross-border e-commerce,and consumption upgrading,integrating relevant theories to elucidate the impact mechanism of cross-border e-commerce on consumption upgrading within the dual circulation context.Secondly,it defines pertinent concepts and presents the theoretical foundation and mechanism analysis of the study.Thirdly,it outlines the current status and development trends of cross-border e-commerce and consumption upgrading,along with the methodology for measuring logistics intelligence levels.Subsequently,this article utilizes annual panel data from 30 provinces,municipalities,and autonomous regions across the country from 2012 to 2022,designating the upgrading of residents’consumption as the dependent variable and the development level of cross-border e-commerce as the independent variable.It also included multiple control variables such as the degree of Internet use,economic development level,technology research and development level,degree of opening up to the outside world,industrial structure upgrading,and residents’consumer price index.A two-way fixed effect model was constructed.In order to ensure the robustness of the regression results,endogenous and robustness tests were conducted.To investigate the mechanism through which cross-border e-commerce influences consumption upgrading,the level of logistics intelligence was employed as a mediating variable for the analysis.Finally,summarize the above content and propose specific and targeted policy recommendations based on the research conclusions and current situation.The findings indicate that the robust growth of cross-border e-commerce has significantly contributed to the enhancement of China’s consumption structure.There is a notable regional disparity in the development level of cross-border e-commerce across China.It is observed that the impact of cross-border e-commerce on the upgrading of household consumption is more pronounced in the western region compared to the central and eastern regions.The advancement of cross-border e-commerce drives the upgrading of consumption in China,a process facilitated by the increasing intelligence level of the logistics industry.Based on the above research conclusions and combined with the actual situation in China,this article proposes the following policy recommendations:strengthening cross-border e-commerce policy support and stabilizing the foundation of the value chain.Promote the expansion of residents’consumption and stimulate endogenous power.We should adhere to innovation-driven development and promote the construction of cross-border e-commerce industrial belt.Promote digital development and form a digital ecosystem.Optimize inventory management and improve the supervision mechanism.更多还原