中国经济问题 ›› 2025›› Issue (06): 66-.

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大数据应用对新质生产力发展的影响研究来自上市公司年报文本分析的证据

  

  • 出版日期:2025-12-15 发布日期:2026-01-24

  • Online:2025-12-15 Published:2026-01-24

摘要:

随着新一轮科技革命和产业变革的深入发展,企业大数据应用日益成为提升新质生产力的重要驱动力。本文基于2011—2023年中国上市公司数据 ,系统探讨了企业大数据应用对新质生产力的影响及其内在作用机制。实证结果表明,大数据应用对企业新质生产力的提升具有显著的正向促进作用,这一影响主要通过优化资源配置、促进创新与技术升级以及提升生产效率得以实现。此外,异质性分析发现, 大数据应用对新质生产力的促进作用在不同市场环境和行业特征下存在显著差异 。其中,在市场环境较好、技术密集型及高竞争行业中, 大数据的赋能效应更加突出。本研究为理解大数据应用如何推动企业新质生产力提升提供了新的分析视角, 并为政策制定者在优化产业结构、推动企业数字化转型及提升新质生产力方面提供了重要的实证依据。

关键词:

新质生产力, 大数据应用, 数字经济, 企业竞争力

Abstract: With the deepening of the new round of technological revolution and industrial transformation, corporate big data applications have increasingly become an important driving force for enhancing new quality productive forces. Based on data from Chinese listed companies from 2011 to 2023, this study systematically explores the impact of corporate big data applications on new quality productive forces and its underlying mechanisms. The empirical results indicate that big data applications have a significant positive effect on improving new quality productive forces. This impact is primarily achieved through optimizing resource allocation, promoting innovation and technological upgrades, and enhancing production efficiency. Furthermore, the heterogeneity analysis reveals that the role of big data in promoting new quality productive forces varies significantly across different market environments and industry characteristics. Specifically, in regions with better market conditions, technology-intensive industries, and highly competitive sectors, the enabling effect of big data is more pronounced. This study provides a new analytical perspective for understanding how big data applications contribute to the enhancement of new quality productive forces. Additionally, it offers empirical evidence for policymakers in optimizing industrial structures, promoting corporate digital transformation, and advancing new quality productive forces.

Key words:

new quality productive forces, big data application, digital economy, enterprise competitiveness

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