未来产业政策与人工智能发展OACHSSCD
Future Industrial Policy and Artificial Intelligence Development
未来产业是培育新质生产力的重要载体,也是建设现代化产业体系的关键依托.人工智能是未来产业的重要组成部分,评估未来产业政策对人工智能发展的影响具有重要的现实意义.基于中国城市层面2009-2023年数据,收集整理地方政府实施未来产业相关政策文本数据,利用多期双重差分模型,考察实施未来产业政策对人工智能发展的影响,并对创新活动、创业活动和政府财政科技支出的作用机制进行检验.研究发现:第一,实施未来产业政策对人工智能发展具有显著的推动作用;第二,实施未来产业政策通过激发创新、创业活动和增加政府财政科技支出渠道推动人工智能发展;第三,实施未来产业政策对东部地区城市、非资源型城市、消费—投资比例较低城市和人工智能发展水平较低城市的人工智能发展具有更显著的推动作用.据此提出制定差异化未来产业政策、构建人工智能发展政策生态、强化未来产业政策对数字经济发展的战略引导作用等政策建议.
Future industrial are an important vehicle for fostering new quality productive forces and a key support for building a modern industrial system.As an important component of future industries,artificial intelligence(AI)makes it of great practical significance to assess the impact of future industrial policy on AI development.Based on city-level data in China from 2009 to 2023,this paper manually collects and organizes textual data on future industry-related policies implemented by local governments,and uses a multi-period DID model to examine the impact of the implementation of future industrial policies on the development of AI.It also tests the mechanisms of innovation activities,entrepreneurial activities,and government fiscal expenditure on science and technology. The results show that the implementation of future industrial policies significantly promotes the AI development,and this conclusion remains robust across multiple tests.The implementation of future industrial policy promotes the development of AI by stimulating innovation and entrepreneurial activities and increasing government fiscal expenditure on science and technology.The implementation of future industrial policy has a significant driving effect on AI development in eastern cities,non-resource-based cities,cities with lower consumption-investment ratios,and cities with lower levels of AI development. The marginal contributions of this paper are as follows:(1)It evaluates the economic effects of future industry policy.While existing research has explored the development of future industries from various perspectives,most of this research mainly remains at the theoretical level,with empirical analysis being relatively scarce.This paper innovatively evaluates the economic effects of future industry policies from the perspective of policies implemented by local governments,providing a framework for subsequent research on future industry-related issues.(2)It approaches AI development from the perspective of future industry policies.Existing studies primarily focus on the economic effects of AI development,with few exploring the influencing factors.Even fewer studies consider the issue from the standpoint of future industry policies.Future industry policies can provide systematic and forward-looking institutional support for AI development,ensuring that technological evolution aligns with economic and social development goals.This paper attempts to fill this gap.(3)It constructs the mechanism through which future industry policies influence AI development through three channels:innovation activities,entrepreneurial activities,and government fiscal expenditure on science and technology.These three channels form a relatively complete support system,where innovation activities provide the technological foundation and knowledge reserves for AI,entrepreneurial activities facilitate the market transformation and commercialization of technological achievements,and government fiscal expenditure on science and technology offers financial support and policy guidance for AI development. Based on these findings,this paper proposes the following policy recommendations:(1)Formulating differentiated future industry policies.Future industry policy exerts a significant driving effect on AI development,but their impacts vary across contexts.In non-resource-based cities,regions with a low consumption-investment ratio,or areas where AI development is still at an early stage,local governments should prioritize the formulation and implementation of future industry policies to fully leverage their role in promoting AI development.(2)Building a policy ecosystem for AI development.Innovation,entrepreneurship,and fiscal science and technology expenditure constitute the key mechanisms through which future industry policies affect AI development.However,reliance on a single channel tends to weaken policy effectiveness.Therefore,local governments should establish a comprehensive policy ecosystem for AI development,which should include not only industrial policies represented by future industrial policy,but also innovation and entrepreneurship strategies as well as structural reforms in government fiscal expenditure.(3)Strengthening the strategic guidance of future industry policies for digital economy development.Given that future industry policies can significantly promote AI development,policymakers should fully acknowledge their strategic role in advancing the digital economy when designing industrial policy frameworks.
李言;孙献贞
浙江工商大学经济学院,浙江 杭州 310018浙江财经大学经济学院,浙江 杭州 310018
未来产业政策人工智能发展新质生产力创新活动创业活动政府财政科技支出
future industrial policyAI developmentnew quality productivityinnovation activitiesentrepreneurial activitiesgovernment fiscal expenditure on science and technology
《当代经济科学》 2026 (3)
71-84,14
浙江省哲学社会科学规划课题(24NDQN054YB).
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