构建中国人工智能经济学自主知识体系的思考与建议——基于国内外人工智能经济主题文献的考察与评论

Thoughts and Suggestions on Constructing an Indigenous Knowledge System of China’s AI Economics: A Review and Evaluation of Domestic and Foreign Literature on the Theme of AI Economy

胡晓鹏,王鹏宇,高洪民

2026 第 28 卷 第 04 期 页码 3-18

DOI: 10.16538/j.cnki.jsufe.2026.04.001

PDF全文下载 HTML全文

摘要

近年来,人工智能对经济社会的影响已经引发国内外学者的广泛关注,而西方学者基于其本国价值取向与实践所形成的人工智能经济理论,对促进中国经济发展的局限性日益凸显。人工智能作为引领新质生产力的核心引擎,是完全不同于传统工业技术的新型要素。文章认为,中国人工智能经济学的基本定位应保持理论自立,完成根植中国国情与回应全球发展的双重使命,研究内容上应融入中国特色的效率提升与公平挑战双重效应、场景驱动创新路径以及人机共生动态平衡三大因素,提出应建构符合国情的中国人工智能经济学“技术—制度—社会”协同的分析框架。通过梳理人工智能经济学研究范式的变化,结合我国人工智能发展和应用目标,阐明当前研究的局限以及理论上必须回应的AI 技术影响机制、AI 技术综合评估体系与目标平衡、AI 国家治理范式与全球治理架构、AI 技术对平台经济与产业转型的影响、AI 技术与创新体系的关系五个关键问题,以期推动中国人工智能经济学理论研究,提高中国人工智能学术话语权。

In recent years, the socioeconomic impacts of artificial intelligence (AI) have attracted extensive attention from scholars at home and abroad. The AI economic theories developed by Western scholars based on their national value orientations and practical experiences have shown growing limitations in driving China’s economic development. As a core engine leading the development of new quality productive forces, AI represents a new type of factor that is fundamentally different from traditional industrial technologies. The fundamental positioning of China’s independent AI economics lies in upholding theoretical self-reliance and fulfilling the dual mission of being rooted in China’s national conditions and responding to global development needs. In terms of research content, it is necessary to integrate three major elements: the dual effects of efficiency improvement and equity challenges with Chinese characteristics, scenario-driven innovation pathways, and the dynamic balance of man-computer symbiosis. It is proposed that an analytical framework featuring the coordination of “technology-institution-society” should be constructed for China’s independent AI economics tailored to national conditions. By sorting out the evolution of research paradigms in AI economics and aligning with China’s goals for AI development and application, this paper clarifies the limitations of current research. It also identifies five key theoretical issues that need to be addressed: the impact mechanism of AI technology, the comprehensive evaluation system and goal balance of AI technology, the national governance paradigm and global governance architecture of AI, the impact of AI technology on the platform economy and industrial transformation, and the relationship between AI technology and the innovation system. This paper aims to advance theoretical research on China’s independent AI economics and enhance China’s academic discourse power in the field of AI.

参考文献

3 程承坪, 彭欢. 人工智能影响就业的机理及中国对策[J]. 中国软科学, 2018, (10). DOI:10.3969/j.issn.1002-9753.2018.10.008
4 冯静. 人工智能财务决策支持系统研究[J]. 上海会计, 1999, (4).
5 郭凯明. 人工智能发展、产业结构转型升级与劳动收入份额变动[J]. 管理世界, 2019, (7). DOI:10.3969/j.issn.1002-5502.2019.07.007
6 韩永辉, 刘洋, 王贤彬. 人工智能对区域经济增长的异质性影响与机制识别——基于中国“机器换人”的实证检验[J]. 学术研究, 2023, (2).
7 何大安. 人工智能经济学的思想端倪及建构路径[J]. 商业经济与管理, 2021, (9). DOI:10.14134/j.cnki.cn33-1336/f.2021.09.001
9 陆铭. 经济学研究“过度模型化”的误区及其纠正[J]. 中国社会科学, 2026, (2).
10 潘珊, 李剑培, 顾乃华. 人工智能、产业融合与产业结构转型升级[J]. 中国工业经济, 2025, (2).
11 宋晓兵, 何夏楠. 人工智能定价对消费者价格公平感知的影响[J]. 管理科学, 2020, (5).
12 王林辉, 钱圆圆, 赵贺. 人工智能技术、个体能力与劳动工资: 来自认知和非认知能力视角的经验证据[J]. 东南大学学报(哲学社会科学版), 2022, (4).
13 吴建卫. 论商业医疗保险的风险管控[J]. 保险研究, 2003, (3).
14 谢冰, 戴盛, 蔡洋萍. 我国房地产市场景气状况的宏观影响因素研究[J]. 财经理论与实践, 2011, (1).
15 Acemoglu D, Restrepo P. The race between man and machine: Implications of technology for growth, factor shares, and employment [J]. American Economic Review, 2018, 108(6): 1488–1542. DOI:10.1257/aer.20160696
16 Acemoglu D, Restrepo P. Artificial intelligence, automation, and work: Daron Acemoglu and Pascual restrepo[A]. Agrawal A, Gans J, Goldfarb A. The economics of artificial intelligence: An agenda[M]. Chicago: The University of Chicago Press, 2019: 197-236.
17 Acemoglu D, Restrepo P. Tasks, automation, and the rise in U. S. wage inequality [J]. Econometrica, 2022, 90(5): 1973–2016. DOI:10.3982/ECTA19815
18 Aghion P, Jones B F, Jones C I. Artificial intelligence and economic growth[R]. Working Paper 23928, 2017.
19 Agrawal A, Gans J S, Goldfarb A. Artificial intelligence: The ambiguous labor market impact of automating prediction [J]. Journal of Economic Perspectives, 2019, 33(2): 31–50. DOI:10.1257/jep.33.2.31
20 Asker J, Fershtman C, Pakes A. The impact of artificial intelligence design on pricing [J]. Journal of Economics & Management Strategy, 2024, 33(2): 276–304. DOI:10.3386/w28535
21 Benaroch M. Artificial intelligence in economics Truth and dare [J]. Journal of Economic Dynamics and Control, 1996, 20(4): 601–605. DOI:10.1016/0165-1889(95)00866-7
22 Bresnahan T F, Trajtenberg M. General purpose technologies ‘engines of growth’? [J]. Journal of Econometrics, 1995, 65(1): 83–108. DOI:10.1016/0304-4076(94)01598-T
23 Brynjolfsson E, Li D, Raymond L. Generative AI at work [J]. The Quarterly Journal of Economics, 2025, 140(2): 889–942. DOI:10.1093/qje/qjae044
24 Brynjolfsson E, Rock D, Syverson C. The productivity j-curve: How intangibles complement general purpose technologies [J]. American Economic Journal: Macroeconomics, 2021, 3(1): 333–372. DOI:10.3386/w25148
25 Calvano E, Calzolari G, Denicolò V, et al. Artificial intelligence, algorithmic pricing, and collusion [J]. American Economic Review, 2020, 110(10): 3267–3297. DOI:10.1257/aer.20190623
26 Hémous D, Olsen M. The rise of the machines: Automation, horizontal innovation, and income inequality [J]. American Economic Journal: Macroeconomics, 2022, 14(1): 179–223. DOI:10.1257/mac.20160164
27 Kopka A, Fornahl D. Artificial intelligence and firm growth—catch-up processes of SMEs through integrating AI into their knowledge bases [J]. Small Business Economics, 2024, 62(1): 63–85. DOI:10.1007/s11187-023-00754-6
28 Paliés O, Mayer J. Economics reasoning by econometrics or artificial intelligence [J]. Theory and Decision, 1989, 27(1-2): 135–146. DOI:10.1007/BF00133992
29 Perez C. Structural change and assimilation of new technologies in the economic and social systems [J]. Futures, 1983, 15(5): 357–375. DOI:10.1016/0016-3287(83)90050-2
30 Varetto F. Genetic algorithms applications in the analysis of insolvency risk [J]. Journal of Banking & Finance, 1998, 22(10-11): 1421–1439.