王健麟;蔡佳颖

基金项目(Foundation): 福建省财政厅项目“从ECFA到RCEP：两岸经贸合作10年来的逻辑演进与发展战略研究”; 福建省社会科学基金青年项目“创新价值链下数字福建赋能高技术产业创新效率测度与机制研究”（FJ2024C026）

摘要：

数字经济与高技术产业的跨界融合是重塑区域经济结构的核心动能。立足“数字福建”建设的现实语境，运用文本挖掘技术构建福建省地级市层面人工智能政策强度指标，系统考察宏观政策干预对数字经济与高技术产业协同发展水平的影响及其作用机制。研究发现：福建省地级市人工智能政策显著提升了两大产业系统的协同发展水平，该结论在经历解释变量滞后一期、Bartik工具变量等系列稳健性检验后依然成立；机制分析表明，人工智能政策与实质性技术创新存在显著的边际替代效应，即在技术基础较弱的地区，通过政策赋能的要素引导与拉动作用更为强烈；异质性分析进一步印证，在非核心能级城市及内陆地区，政策引导可以发挥显著的信号作用，呈现出明显的后发追赶特征。应推动政策补贴向实质性创新倾斜，实施差异化区域数字治理战略，破除跨界数据要素流转壁垒。

Abstract：

The cross-border integration of the digital economy and high-tech industries is the core driving force reshaping regional economic structure. Based on the practical context of the construction of “Digital Fujian”, this paper uses text mining technology to construct an AI policy intensity index at the prefecture-level city level in Fujian Province, systematically examining the impact of macro policy interventions on the coordinated development level of the digital economy and high-tech industries and its mechanism of action. The study finds that AI policies in Fujian prefecture-level cities significantly enhance the coordinated development level of the two industrial systems. This conclusion remains valid after a series of robustness tests, including lagging the explanatory variable by one period and using the Bartik instrumental variable; mechanism analysis shows a significant marginal substitution effect between AI policies and substantive technological innovation, that is, in regions with weaker technological bases, the guiding and driving effects of policy-empowered factors are stronger; heterogeneity analysis further confirms that in noncore energy-level cities and inland regions, policy guidance can play a significant signaling role, showing a clear characteristic of latecomer catching up. Accordingly, it is necessary to divert policy subsidies toward substantive innovation, adopt differentiated regional digital governance strategies, and break down barriers to the cross-regional flow of data factors.