互联网发展、流通专业化与居民消费扩张

探究居民消费扩张的影响因素对于理解“双循环”战略布局具有重要的理论意义和现实紧迫性。文章从供给侧视角出发，分析互联网发展对于居民消费的影响，并分析传统供需体系的中间环节--流通产业的发展水平对于二者关系的调节作用。研究结论表明，互联网对于居民消费具有显著的正向促进作用，其中，以“互联网通过增加商品供应的多样性推动居民消费”的直接效应最为明显，还存在“通过降低价格水平促进消费”的价格间接效应以及“通过增加企业吸引力从而推动当地消费水平提升”的收入间接效应。同时，研究发现本地流通业专业化水平对于互联网的居民消费扩张作用主要表现为负向调节效应，这一定程度上反映出传统产业与新兴产业在双向融合过程中的转型阵痛。研究进一步指出，互联网的发展显著降低了地区之间消费不平等的问题，互联网普及率提高对于中部地区和西部地区的经济拉动最为显著。因此，要重视互联网等现代信息技术因素在推动消费市场扩张中的作用，尤其是欠发达地区要充分把握“新基建”的发展机遇，弥补本地传统流通体系阻塞的劣势。

Internet Development,Distribution Specialization and Residents' Consumption Expansion

Exploring the influencing factors of residents' consumption expansion has important theoretical significance and practical urgency for understanding the strategy of “Dual Circulation”. At present, the focus of expanding domestic demand has shifted from the demand side to the supply side. From the perspective of the supply side, this study analyzes the influence of Internet development on residents' consumption, as well as the adjustment effect of circulation industry development on the relationship. The conclusion shows that the Internet has a significant positive effect on household consumption. Among these factors, the direct effect of increasing the diversity of commodity supply is the most obvious. In addition, the Internet can also expand consumption through price mechanisms and income mechanisms. Combined with the development of the circulation industry, this study finds that the current level of local circulation industry specialization has a negative moderating effect on the relationship of Internet and consumption, which reflects that integration of traditional industries and emerging industries are still insufficient. This study further points out that the development of the Internet has significantly reduced consumption inequality between regions, and that the increase in Internet penetration has been the most significant economic stimulus for the central and western regions. Therefore, we should pay attention to the role of modern information technology factors such as the Internet in promoting the expansion of the consumer market, especially in underdeveloped areas, we should fully grasp the development opportunity of “new infrastructure” and make up for the disadvantage of the blocked local traditional circulation system.