| 王勇,吴双.工业企业平台化转型的动力机制与路径选择[J].数量经济技术经济研究,2026,(3):79-103 | | 工业企业平台化转型的动力机制与路径选择 | | The Dynamic Mechanism of Adopting Industrial IoT Platforms | | | | DOI： | | 中文关键词: 工业互联网 平台经济 双边市场 数据要素 新质生产力 | | 英文关键词: Industrial IoT Platform Economy Two-sided Market Data Endowment New Quality Productive Forces | | 基金项目: | | | 中文摘要: | | 平台化转型是工业企业由“单一制造商”转向“制造+服务商”的关键路径，亦为推进实体经济与数字经济深度融合、培育和发展新质生产力提供了现实支撑。本文在一个两期动态的局部均衡模型中较为完整地刻画了工业互联网平台的主要特征，并在此基础上分析了工业企业平台化转型的动力机制与路径选择。研究发现，若工业企业的信息规模越大、全要素生产率越高以及所在地区的信息基础设施越完善、所在行业的生产技术越符合内生于当地要素禀赋结构的比较优势时，进行平台化转型的动机就越强。若工业企业的信息规模越大，则进行平台化转型的时机越早。若所在地区的信息基础设施越完善，则工业企业越倾向于自建平台等。此外，企业数字化水平还会通过全要素生产率对工业企业平台化转型产生间接影响。进一步研究发现，不同类型的补贴政策对于工业企业平台化转型的影响具有异质性。利用独特的微观数据集，实证部分支持了上述发现，并证实了平台化转型能够促进工业企业增长和新质生产力发展。本文的研究发现有助于推动工业互联网创新发展，对于因地制宜发展新质生产力、加快建设现代化产业体系亦具有重要的现实意义。 | | 英文摘要: | | Platform-based transformation (PBT) is a critical pathway for industrial enterprises to evolve from “standalone manufacturers” into integrated “manufacturing-plus-service providers,” and it offers a promising avenue for fostering new quality productive forces through the deep integration of digital and real economies. Building on the canonical three-layer architecture of industrial internet platforms-infrastructure as a Service, Platform as a Service, and Software as a Service-this study develops a two-period dynamic partial equilibrium model that jointly examines platform adoption and firms’ production technology choices. The model explicitly incorporates multiple sources of heterogeneity, including firm-level information scale and total factor productivity (TFP), regional platformization costs and factor prices, and industry-level capital intensity. Based on this, we analyze the driving mechanisms and strategic pathways of industrial enterprises’ PBT, identifying key determinants of their adoption decisions, timing, and implementation modes (e.g., building proprietary platforms versus joining existing ones).The theoretical analysis generates several clear and testable predictions. First, industrial firms with a large information scale-reflecting richer data resources and stronger information-processing capabilities-exhibit stronger incentives to pursue PBT and are more likely to do so at an earlier stage. Second, firms in regions with lower platformization costs face fewer barriers to transformation, making them more likely to engage in platform-based activities and, in particular, more inclined to build proprietary platforms rather than rely solely on external platforms. Third, firms with higher TFP, as well as those operating in industries whose production technologies are better aligned with local comparative advantage, have a higher probability of undertaking PBT, as they are better positioned to internalize the productivity gains generated by platform technologies.A key contribution of the model lies in highlighting the central role of firms’ digitalization levels. The analysis indicates that digitalization fundamentally shapes the mechanisms through which productivity-related factors, such as TFP, affect firms’ transformation timing and modes. Thus, digitalization acts as a critical mediating factor that determines how effectively traditional productive forces can be converted into new quality productive forces. Firms with high digitalization levels are better able to leverage industrial Internet platforms to reorganize production processes, enhance efficiency, and generate new value-added services, thereby accelerating the transition toward high-quality growth.The study further extends the theoretical framework to examine the role of industrial policies in influencing PBT. By distinguishing among different types of policy interventions, the analysis yields nuanced insights. Subsidies for platform construction lower entry barriers and fixed costs, thereby encouraging a large number of industrial firms to engage in PBT and build proprietary platforms. Subsidies for platform operation or platform access tend to amplify competitive advantages in platform markets, particularly for firms with relatively high digitalization levels, as they are better equipped to exploit operational and network benefits. In contrast, subsidies for platform upgrading strengthen the incentives of firms with relatively low TFP to utilize industrial Internet platforms as a means of “leapfrogging,” enabling them to overcome existing productivity disadvantages and pursue alternative development trajectories.Building on three core hypotheses derived from the theoretical model-transformation choices, transformation timing, and transformation modes-this study constructs a unique firm-level dataset by compiling information on industrial Internet platform construction and application officially recognized by China’s Ministry of Industry and Information Technology up to 2022. This rich micro-level dataset allows for a rigorous empirical examination of theoretical predictions. The empirical results provide strong support for the model’s key implications and further demonstrate that PBT significantly promotes industrial firm growth and the development of new quality productive forces.This study contributes to a deeper understanding of the micro-foundations of industrial digital transformation. Its findings offer actionable insights for policymakers aiming to promote the large-scale deployment and effective utilization of industrial internet platforms, accelerate innovation in the industrial internet, and critically tailor the development of new quality productive forces to local conditions, thereby supporting the accelerated construction of a modern, resilient, and high-quality industrial system. | | 查看全文 相关附件： 下载数据代码附录 |
| | |
