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人工智能驱动的制造业区位重构OACHSSCD

Manufacturing Location Restructuring Driven by Artificial Intelligence

中文摘要英文摘要

传统空间经济理论难以充分解释人工智能等新兴要素驱动下的空间经济格局演变新特征.本文以新空间经济学理论为基础,将人工智能外生技术冲击与空间品质共同纳入制造业区位选择分析框架,系统厘清人工智能重构制造业空间布局的内在机理.研究发现:直接机制方面,人工智能的交易成本节约机制通过收入效应的正反馈循环与工业品价格指数效应驱动制造业集聚,而知识溢出强化机制则推动临界贸易自由度上升,延缓集聚进程;中介机制方面,空间品质治理路径的作用方向则取决于其对核心-边缘品质差距的影响,区际治理通过缩小差距延缓集聚,区内治理则通过放大差距加速集聚.研究表明,人工智能对制造业区位的最终影响取决于上述集聚驱动与分散抑制的力量对比.研究结论为差异化布局人工智能、优化空间品质治理,实现制造业高质量集聚与区域协调发展提供了重要的理论依据与政策启示.

The traditional spatial economic theory is difficult to fully explain the new characteristics of the evolution of spatial economic pattern driven by emerging factors such as intelligent technology.Based on the theoretical framework of New Spatial Eco-nomics,this paper systematically explains the influence mechanism of intelligent technology on manufacturing location through theo-retical analysis and numerical simulation.The results show that:in terms of direct mechanism,the transaction cost saving mecha-nism of intelligent technology drives agglomeration through the positive feedback cycle of income effect and the effect of industrial product price index,while the strengthening mechanism of knowledge spillover promotes the rise of critical trade freedom and delays the process of agglomeration.In terms of indirect mechanism,the direction of the qualities of space governance mechanism depends on its impact on the core-periphery quality gap.Inter-regional governance delays agglomeration by narrowing the gap,while intra-regional governance accelerates agglomeration by widening the gap.The research shows that the net effect of intelligent technology on the location decision of manufacturing industry depends on the balance of power between the above agglomeration drive and disper-sion inhibition.The research conclusion provides an important theoretical basis and policy enlightenment for the differentiated layout of intelligent technology,the optimization of qualities of space governance,and the realization of high-quality manufacturing ag-glomeration and regional coordinated development.

刘威;杨开忠;董亚宁

北京大学政府管理学院,北京 100871中国社会科学院大学应用经济学院,北京 102488||中国社会科学院生态文明研究所,北京 100710中国社会科学院生态文明研究所,北京 100710

管理科学

人工智能空间品质制造业区位选择新空间经济学制造业集聚贸易自由度区域协调发展

artificial intelligentqualities of spacemanufacturing industrylocational choicenew spatial economicsmanufacturing agglomerationtrade freenesscoordinated regional development

《工业技术经济》 2026 (10)

107-119,13

学部委员工作室和中国社会科学院智库基础研究项目"绿智化背景下区域经济布局与国土空间优化规律研究"(项目编号:ZKJC20261303)国家社会科学基金后期资助项目"生态文明时代国土空间发展理论与应用研究"(项目编号:22FJLB025).

10.3969/j.issn.1004-910X.2026.10.009

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