专业化分工可以提高企业生产效率。现有研究主要关注中间产品分工,却忽视了服务分工。为考察宽带质量提升对制造业服务分工的影响,文章基于2007—2019年制造业上市公司数据,利用分批次推进的“宽带中国”示范城市政策,建立交错双重差分模型,通过二阶段双重差分估计发现:当企业所在城市入选示范城市后,企业内部执行服务任务的员工数量显著下降,其中科研技术人员表现尤为明显。与通常用信息技术替代劳动力假说来解释不同,文章认为对于难以用机器取代的知识密集型服务,服务职工减少的真正原因是宽带质量提升促进了企业用市场购买替代内部提供。具体机制是:城市入选后可以通过高质量宽带相互连接,实现了不同示范城市之间服务的远程传输,从而在缓解本地市场服务供应能力不足的同时提高了服务提供商的规模效率优势。这在实证上则表现为,对于本地服务市场规模越小、服务成本越高,以及更容易发挥出规模优势的同质化服务,政策带来的影响越显著。文章的研究为信息技术促进服务要素市场一体化和提高要素资源配置效率提供了经验证据。
宽带、远程服务与企业分工
摘要
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引用本文
王天尧, 杨晓维. 宽带、远程服务与企业分工[J]. 财经研究, 2023, 49(8): 109-123.
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