产品市场扭曲对居民消费潜力的影响研究——基于制造业数字化转型视角

随着统一大市场的加速构建,培育一个具有良好竞争环境的“内循环”消费市场是实现中国经济平稳复苏的有效途径。基于2001—2015年中国工业企业数据库,结合地区投入产出表匹配数据,以制造业数字化转型视角深入探究由区域市场势力引致的产品市场扭曲对居民消费潜力的影响。研究发现：(1)产品市场扭曲对居民消费潜力存在显著的抑制作用,主要通过加剧价格波动、降低产品质量、缩减供给规模、减少劳动收入四条途径抑制居民消费潜力;(2)数字化转型的调节效应显著弱化了产品市场扭曲对居民消费潜力的抑制作用,其中,产业互联网相对于其他维度的数字化转型表现出更强的调节效应;(3)考虑产品类别、行业及地区异质性发现,对于基础型和普通品质产品、资本密集和低竞争度行业、城镇和西部地区,数字化转型更能显著缓解产品市场扭曲对居民消费潜力的抑制作用。研究结论为优化市场供给环境,推进数字化转型,实现消费潜力有效释放提供了产业层面的证据和决策依据。

A study on the impact of product market distortions on the consumption potential of the population - based on the perspective of digital transformation in the manufacturing industry

With the accelerated construction of a unified market, fostering an "internal circulation" consumer market with a good competitive environment is an effective way to achieve a smooth recovery of China''s economy. Based on a database of Chinese industrial enterprises from 2001 to 2015, this paper examines the impact of product market distortions caused by market forces on residents'' consumption potential and the moderating effect of digital transformation from the perspective of digital transformation in manufacturing industries, using matched data from China''s regional input-output tables. The study finds that: (1) Product market distortions have a significant dampening effect on residents'' consumption potential, mainly through four channels: increased price volatility, reduced product quality, reduced scale of supply, and reduced labor income. (2) The moderating effect of digital transformation significantly weakens the negative effect of product market distortions on residents'' consumption potential, with the Industrial Internet showing a stronger moderating effect compared to other dimensions of digital transformation. (3) Controlling for product category, industry and regional heterogeneity, digital transformation significantly mitigates the dampening effect of product market distortions on residents'' consumption potential for basic and general quality products, capital-intensive and low-competitive industries, urban and western regions. The findings provide industry-level evidence and a basis for decision-making to optimize the market supply environment, promote digital transformation and realize the effective release of consumption potential.