首页|期刊导航|工业技术经济|隐私监管治理视角下人工智能技术应用赋能企业创新的影响机制研究

隐私监管治理视角下人工智能技术应用赋能企业创新的影响机制研究OACHSSCD

The Impact Mechanism of Artificial Intelligence Technology Adoption on Firm Innovation From the Perspective of Privacy Regulatory Governance

中文摘要英文摘要

人工智能技术与经济社会各行业各领域的深度融合,是加快发展新质生产力、促进创新成果高效转化的重要路径,但其对高频数据采集及深度用户画像的高度依赖加剧了隐私安全泄露风险,致使监管行为不断增强进而抑制企业创新.本文基于 2015~2024 年中国沪深A股上市企业数据,实证检验人工智能技术应用、隐私监管对企业创新的影响.研究结果表明:(1)人工智能技术应用对企业创新存在显著正向影响,主要通过推动企业技术变革、提高管理效率、优化劳动力结构 3 个作用机制提高企业创新产出;(2)隐私监管会削弱人工智能技术应用对企业创新的正向激励作用,即当企业隐私监管支出越高,同等幅度人工智能技术应用对企业创新产出增量越小;(3)人工智能技术应用赋能企业创新存在负向空间溢出效应;(4)异质性分析结果表明,隐私规制更完善的行业人工智能技术应用对企业创新产出正向激励效果更强.同时,人工智能技术提升作用主要聚焦劳动密集型与技术密集型行业.相较于非国有企业,人工智能技术应用对国有企业创新产出激励效果更强,隐私监管负向调节作用仅对国有企业有效.本文为探究人工智能技术应用如何在隐私规制下平衡数据利用与隐私保护以引导企业创新决策提供了新的经验证据.

The comprehensive advancement of artificial intelligence as a strategic technology for leading innovation and im⁃proving its regulatory framework is of significant importance.This paper utilizes machine learning methods to generate an artificial intelligence lexicon based on data from Chinese A-share listed companies from 2015 to 2024.It conducts text analysis on annual re⁃ports to measure artificial intelligence technology application levels and empirically examines the effects of artificial intelligence ap⁃plication and privacy regulation on corporate innovation.The findings indicate that artificial intelligence technology positively impacts corporate innovation mainly through three mechanisms:promoting technological transformation,enhancing management efficiency,and optimizing labor structure.However,higher spending on privacy regulation reduces the positive impact of artificial intelligence on innovation output.Heterogeneity analysis shows that stronger privacy regulations enhance the positive effect of artificial intelli⁃gence application on innovation in certain industries.Additionally,the benefits of artificial intelligence are more pronounced in la⁃bor-intensive and technology-intensive sectors,with a stronger impact observed in labor-intensive firms.State-owned enterprises also experience a greater positive effect on innovation output from artificial intelligence application,with the negative moderating effect of privacy regulation applying only to state-owned firms.This paper provides new empirical evidence on the relationship be⁃tween artificial intelligence application,privacy regulation,and corporate innovation.

谢卫红;关千浩;李忠顺;王忠;郑迪文

广东工业大学经济学院,广州 510520||广东工业大学数字经济与数据治理重点实验室,广州 510520广东工业大学经济学院,广州 510520广东工业大学经济学院,广州 510520||广东工业大学数字经济与数据治理重点实验室,广州 510520广东工业大学经济学院,广州 510520||广东工业大学数字经济与数据治理重点实验室,广州 510520广东工业大学经济学院,广州 510520

管理科学

人工智能技术应用企业创新隐私监管新质生产力文本分析空间溢出效应智能制造劳动力结构优化

AI adoptionfirm innovationprivacy regulationnew quality productivitytextual analysisspatial spillover effectsintelligent manufacturinglabor structure optimization

《工业技术经济》 2026 (4)

75-88,14

国家社会科学基金重大项目"人工智能对制造业转型升级的影响与治理体系研究"(项目编号:23&ZD090).

10.3969/j.issn.1004-910X.2026.04.006

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