我国产业升级的赋能机制研究:新经济时代的“动态革新”
Southwest Securities·2026-01-12 10:45

Group 1: Economic Framework - The concept of "new economy" emphasizes technology and intellectual property, first introduced in China's 2016 government work report, advocating for the development of high-tech industries and modern services[3] - The Solow model suggests that long-term per capita output growth is driven solely by exogenous technological progress, while endogenous growth theory posits that knowledge and innovation can lead to sustained internal growth[3][14] Group 2: Empirical Evidence - A multiple linear regression model using quarterly data from September 2016 to September 2025 indicates that technological innovation, digital economy, and high-quality openness significantly drive industrial upgrading[3][33] - The model's R-squared value is 0.8181, indicating a high degree of fit, with significant F-statistics (F=28.78, p=0.0000) confirming the joint significance of the explanatory variables[38][46] Group 3: Core Mechanisms - The core mechanisms of industrial upgrading include technological integration, factor innovation, and organizational change, with "creative destruction" facilitating structural optimization through new technologies and industries[3][49] - The importance of new production factors such as knowledge, data, and computing power is increasing, leading to transformations in traditional factors like labor and capital[3][49] Group 4: Empowerment Pathways - High-end, intelligent, green, and global pathways are identified as key empowerment routes for industrial upgrading, with high-tech manufacturing and equipment manufacturing showing strong growth, maintaining over 6% year-on-year growth since 2024[3][49] - The digital economy is projected to see data transaction volumes exceed 160 billion yuan in 2024, with a year-on-year growth of over 30%[3][49] Group 5: International Comparisons - The report draws lessons from the U.S. "technology-industry-finance" collaborative system, Germany's "Industry 4.0" concept, and Japan's lean manufacturing model, emphasizing the importance of small and medium enterprises and continuous R&D investment[3][49]

我国产业升级的赋能机制研究:新经济时代的“动态革新” - Reportify