数字经济、产业升级与居民消费

居民消费是推动国内大循环和经济高质量发展的重要支撑，在数字时代，探讨数字经济对居民消费的影响意义重大。本文首先分析了数字经济影响居民消费的内在机理，然后基于248个地级市2011—2019年的数据进行了实证研究。结果表明:（1）数字经济提升了居民消费水平，其中，产业升级是重要作用途径。（2）数字经济对城镇居民的消费提振作用大于农村；数字经济对居民消费的影响具有明显的区域差异和群体差异，对东中部地区居民与中等收入群体的消费提升更为显著。（3）数字经济对居民消费的影响存在明显的空间溢出效应。因此，为更好发挥数字经济对居民消费的积极作用，应大力发展数字经济，夯实消费基础；推进产业数字化转型与升级，激发消费潜力；深化数字经济协调发展，补齐消费短板。

Digital Economy,Industrial Upgrading and Household Consumption: Empirical Analysis Based on Data of 248 Prefecture-level Cities

Household consumption provides an important support of the promotion of the domestic economic cycle and the development of the high-quality economy. In the digital age, it is of great significance to explore the impact of digital economy on household consumption. This paper first analyzes the internal mechanism of the digital economy affecting residents’ consumption, and then conducts an empirical study based on a dataset of 248 prefecture-level cities from 2011 to 2019. Our results show that: (1) The digital economy has improved the level of household consumption, of which industrial upgrading is an important channel. (2) The boosting effect of the digital economy on the consumption of urban households is greater than that in rural areas; the impact of the digital economy on household consumption has obvious regional and group disparities that the consumption of households in the eastern and central regions and middle-income groups has increased more significantly. (3) The development of digital economy has obvious spatial spillover effect on residents' consumption. Therefore, to better utilize the effect of the digital economy on household consumption, we suggest that policymakers should vigorously develop the digital economy and consolidate the consumption foundation, promote the digital transformation and upgrade industries to stimulate consumption potential, deepen the coordinated development of the digital economy and make up for the shortcomings of household consumption.