«上一篇/Previous Article|本期目录/Table of Contents|下一篇/Next Article»

《长安大学学报（社科版）》[ISSN:1671-6248/CN:61-1391/C]

卷:

期数:

2024年02期

页码:

38-53

栏目:

经济学·“数据要素×”研究

出版日期:

2024-04-20

文章信息/Info

Title:

Connotation and implementation logic of the multiplier effect of data elements

文章编号:

1671-6248(2024)02-0038-16

作者:

任诗婷; 曾燕

(中山大学 岭南学院,广东 广州 510275)

Author(s):

REN Shiting;  ZENG Yan

(Lingnan College, Sun Yat-sen University, Guangzhou 510275, Guangdong, China)

关键词:

“数据要素×; ”;  乘数效应;  干中学;  正反馈循环;  数据流通

Keywords:

“data element ×; ”;  multiplier effect;  learning by doing;  positive feedback loop;  data circulation

分类号:

F49; F424

DOI:

-

文献标志码:

A

摘要:

数据是数字经济时代的关键生产要素,国家高度重视发挥数据要素乘数效应、赋能经济社会发展。基于凯恩斯主义经济学框架分析数据要素乘数效应的内涵,结合数据要素乘数效应的有利条件和制约因素分析其实现逻辑。研究发现,数据要素乘数效应的内涵包括溢出效应和反馈效应两方面,数据要素的开发利用可以提升投资水平、消费水平、供需匹配效率和政府调控能力等,从而实现溢出效应。研究还发现,数据要素开发利用过程中,可以通过干中学不断提高原始数据积累水平、畅通数据流通渠道、提高数据分析能力,从而实现反馈效应。数据要素乘数效应的实现逻辑包括:非竞争性可以使数据要素实现报酬递增和正反馈循环,是数据要素可以发挥乘数效应的根本原因; 规模经济、正外部性、干中学效应和生产力跃迁是数据要素发挥乘数效应的有利条件; 低数据质量、隐私负外部性、数据共享机会成本、数据安全保护成本等可能制约数据要素发挥乘数效应。研究表明,要促进企业数字化转型,构建跨界融合的数据要素应用生态; 加强数商生态体系培育,畅通数据要素流通渠道; 完善数据要素安全保护制度和公共服务,培育数据安全风险管理产业生态; 以效率和公平为目标,完善数据要素收益分配机制。

Abstract:

In the era of the digital economy, data stands as a pivotal production factor. Recognizing its significance, China prioritizes harnessing the multiplier effect of data elements to bolster economic and social progress.Drawing upon the Keynesian economic framework, this paper delves into the essence of the multiplier effect of data elements, and analyzes its operational logic by examining both the conducive conditions and constraints shaping this effect. The research found that,this multiplier effect reveals two primary facets: spillover effects and feedback effects. The development and utilization of data elements hold the potential to enhance investment, consumption, supply-demand equilibrium, and governmental regulatory capabilities, thus fostering spillover effects. Concurrently, the iterative development and utilization of data elements can elevate the level of original data accumulation, facilitate data circulation, and enhance analytical capabilities through learning by doing, thereby generating feedback effects. The realization logic behind the multiplier effect of data elements underscores the notion that non-competitiveness can drive increasing returns and positive feedback loops, constituting the bedrock for the multiplier effect of data elements. Conditions such as economies of scale, positive externalities, learning-by-doing effects, and productivity enhancements are conducive to unleashing the multiplier effect of data elements. Conversely, challenges such as low data quality, negative privacy externalities, opportunity costs associated with data sharing, and expenses related to data security may impede the realization of this multiplier effect. Hence, it is imperative to advance the digital transformation of enterprises, fostering cross-border integration in the application of data elements. Furthermore, efforts should focus on cultivating a robust digital business ecosystem, smoothing data circulation channels, fortifying data security systems and public services, and nurturing the data security risk management industry ecosystem. Emphasizing efficiency and equity, initiatives should aim to refine mechanisms for distributing income derived from data elements.

参考文献/References:

[1] 蔡跃洲,马文君.数据要素对高质量发展影响与数据流动制约[J].数量经济技术经济研究,2021(3):64-83.
[2]黄阳华.基于多场景的数字经济微观理论及其应用[J].中国社会科学,2023(2):4-24.
[3]杨俊,李小明,黄守军.大数据、技术进步与经济增长——大数据作为生产要素的一个内生增长理论[J].经济研究,2022(4):103-119.
[4]JONES C I,TONETTI C.Nonrivalry and the economics of data[J].American economic review,2020(9):2819-2858.
[5]蔡继明,刘媛,高宏,等.数据要素参与价值创造的途径——基于广义价值论的一般均衡分析[J].管理世界,2022(7):108-121.
[6]KEYNES J.The general theory of employment,interest and money[M].London:Macmillan,1936.
[7]潘文卿,李子奈.中国沿海与内陆间经济影响的反馈与溢出效应[J].经济研究,2007(5):68-77.
[8]ROMER P M.Endogenous technological change[J].Journal of political economy,1990(5):71-102.
[9]李海舰,赵丽.数据价值理论研究[J].财贸经济,2023(6):5-20.
[10]CONG L W,XIE D,ZHANG L.Knowledge accumulation,privacy,and growth in a data economy[J].Management science,2021(10):6480-6492.
[11]CHANG Q,CONG L W,WANG L,et al.Production,trade,and cross-border data flows[EB/OL].(2023-06-01)[2024-01-28].https://www.nber.org/system/files/working_papers/w31416/w31416.pdf.
[12]徐翔,赵墨非,李涛,等.数据要素与企业创新:基于研发竞争的视角[J].经济研究,2023(2):39-56.
[13]FARBOODI M,VELDKAMP L.A model of the data economy[EB/OL].(2022-06-01)[2024-01-28].https://www.nber.org/system/files/working_papers/w28427/w28427.pdf.
[14]焦豪,杨季枫,王培暖,等.数据驱动的企业动态能力作用机制研究——基于数据全生命周期管理的数字化转型过程分析[J].中国工业经济,2021(11):174-192.
[15]TANG H.Peer-to-peer lenders versus banks:substitutes or complements?[J].Review of financial studies,2019(5):1900-1938.
[16]HAU H,HUANG Y,SHAN H,et al.How FinTech enters China's credit market[J].AEA papers and proceedings,2019,109:60-64.
[17]王诗桪,高廷帆,杨利宏.创新激励还是创新封杀?——基于大科技平台股权投资市场的微观证据[J].管理世界,2023(9):176-197.
[18]AGRAWAL A,CATALINI C,GOLDFARB A.Crowdfunding:geography,social networks,and the timing of investment decisions[J].Journal of economics and management strategy,2015(2):253-274.
[19]HE Z,HUANG J,ZHOU J.Open banking:credit market competition when borrowers own the data[J].Journal of financial economics,2023(2):449-474.
[20]ZHANG L.Intellectual property strategy and the long tail:evidence from the recorded music industry[J].Management science,2018(1):24-42.
[21]ORLOV E.How does the internet influence price dispersion? evidence from the airline industry[J].Journal of industrial economics,2011(1):21-37.
[22]BAKOS Y,DELLAROCAS C.Cooperation without enforcement? a comparative analysis of litigation and online reputation as quality assurance mechanisms[J].Management science,2011(11):1944-1962.
[23]AHNERT T,ASSENMACHER K,HOFFMANN P,et al.The economics of central bank digital currency[EB/OL].(2022-08-01)[2024-01-28].https://www.ecb.europa.eu/pub/pdf/scpwps/ecb.wp2713～91ddff9e7c.en.pdf.
[24]BONATTI A,CISTERNAS G.Consumer scores and price discrimination[J].Review of economic studies,2020(2):750-791.
[25]MITCHELL T,BRYNJOLFSSON E.Track how technology is transforming work[J].Nature,2017(7650):290-292.
[26]FARBOODI M,MIHET R,PHILIPPON T,et al.Big data and firm dynamics[J].AEA papers and proceedings,2019,109:38-42.
[27]TAMBE P,HITT L,ROCK D,et al.Digital capital and superstar firms[EB/OL].(2020-12-01)[2024-01-28].https://www.nber.org/system/files/working_papers/w28285/w28285.pdf.
[28]周文,韩文龙.数字财富的创造、分配与共同富裕[J].中国社会科学,2023(10):4-23.
[29]GOLDFARB A,TUCKER C.Digital economics[J].Journal of economic literature,2019(1):3-43.
[30]李树,于文超.幸福的社会网络效应——基于中国居民消费的经验研究[J].经济研究,2020(6):172-188.
[31]张虎,高子桓,韩爱华.企业数字化转型赋能产业链关联:理论与经验证据[J].数量经济技术经济研究,2023(5):46-67.
[32]BERTOT J C,GORHAM U,JAEGER P T,et al.Big data,open government and e-government:issues,policies and recommendations[J].Information polity,2014(1/2):5-16.
[33]KAPLAN A M,HAENLEIN M.Users of the world,unite! the challenges and opportunities of social media[J].Business horizons,2010(1):59-68.
[34]赵云辉,张哲,冯泰文,等.大数据发展、制度环境与政府治理效率[J].管理世界,2019(11):119-132.
[35]孟元,杨蓉.大数据时代的政府治理:数字政府与企业研发操纵[J].世界经济,2024(1):118-149.
[36]BERAJA M,YANG D Y,YUCHTMAN N.Data-intensive innovation and the state:evidence from AI firms in China[J].Review of economic studies,2023(4):1701-1723.
[37]何雨可,牛耕,逯建,等.数字治理与城市创业活力——来自“信息惠民国家试点”政策的证据[J].数量经济技术经济研究,2024(1):47-66.
[38]方锦程,刘颖,高昊宇,等.公共数据开放能否促进区域协调发展?——来自政府数据平台上线的准自然实验[J].管理世界,2023(9):124-142.
[39]BAJARI P,CHERNOZHUKOV V,HORTAÇSU A,et al.The impact of big data on firm performance:an empirical investigation[J].American economic association,2019,109:33-37.
[40]刘涛雄,戎珂,张亚迪.数据资本估算及对中国经济增长的贡献——基于数据价值链的视角[J].中国社会科学,2023(10):44-64.
[41]VELDKAMP L,CHUNG C.Data and the aggregate economy[EB/OL].(2022-06-28)[2024-01-28].https://www.aeaweb.org/content/file?id=17049.
[42]KIRPALANI R,PHILIPPON T.Data sharing and market power with two-sided platforms[EB/OL].(2020-12-01)[2024-01-28].https://www.nber.org/system/files/working_papers/w28023/w28023.pdf.
[43]王超贤,张伟东,颜蒙.数据越多越好吗——对数据要素报酬性质的跨学科分析[J].中国工业经济,2022(7):44-64.
[44]CARRIERE-SWALLOW M Y,HAKSAR M V.The economics and implications of data:an integrated perspective[M].Washington D. C.:International Monetary Fund,2019.
[45]蔡宏波,汤城建,韩金镕.减税激励、供应链溢出与数字化转型[J].经济研究,2023(7):156-173.
[46]HAGIU A,WRIGHT J.Data-enabled learning,network effects,and competitive advantage[J].RAND journal of economics,2023(4):638-667.
[47]JONES B F.The burden of knowledge and the “death of the renaissance man”:is innovation getting harder?[J].Review of economic studies,2009(1):283-317.
[48]AGRAWAL A,GANS J,GOLDFARB A.Prediction machines,updated and expanded:the simple economics of artificial intelligence[M].Massachusetts:Harvard Business Press,2022.
[49]GHASEMAGHAEI M,CALIC G.Can big data improve firm decision quality? the role of data quality and data diagnosticity[J].Decision support systems,2019,120:38-49.
[50]ROGERS A.Changing the world by changing the data[EB/OL].(2021-05-28)[2024-01-28].https://arxiv.org/pdf/2105.13947.pdf.
[51]VALAVI E,HESTNESS J,ARDALANI N,et al.Time and the value of data[EB/OL].(2022-03-17)[2024-01-28].https://arxiv.org/pdf/2203.09118.pdf.
[52]CALZOLARI G,CHEYSSON A,ROVATTI R.Machine data: market and analytics[EB/OL].(2023-01-23)[2024-01-28].https://cepr.org/publications/dp17842.
[53]BERGEMANN D,BONATTI A,GAN T.The economics of social data[J].Rand journal of economics,2022(2):263-296.
[54]ACEMOGLU D,MAKHDOUMI A,MALEKIAN A,et al.Too much data:prices and inefficiencies in data markets[J].American economic journal:microeconomics,2022(4):218-256.
[55]BERGEMANN D,BONATTI A.Selling cookies[J].American economic journal:microeconomics,2015(3):259-294.
[56]BESSEN J,IMPINK S M,REICHENSPERGER L,et al.The role of data for AI startup growth[J].Research policy,2022(5):104513.
[57]GAL-OR E,GHOSE A.The economic incentives for sharing security information[J].Information systems research,2005(2):186-208.
[58]龚强,班铭媛,刘冲.数据交易之悖论与突破:不完全契约视角[J].经济研究,2022(7):172-188.
[59]DWORK C.Differential privacy[M]//International colloquium on automata,languages,and programming.Berlin:Springer Berlin Heidelberg,2006:1-12.
[60]王申,许恒,吴汉洪.数据互操作与知识产权保护竞合关系研究[J].中国工业经济,2022(9):24-42.
[61]蒋为,陈星达,彭淼,等.数字规制政策、外部性治理与技术创新——基于数字投入与契约不完全的双重视角[J].中国工业经济,2023(7):66-83.

相似文献/References:

[1]欧阳日辉.发挥“数据要素×”效应的逻辑与路径[J].长安大学学报(社科版),2024,(02):19.
　OUYANG Rihui.Logic and pathways to harness the “data element ” effect[J].Journal of Chang＇an University(Social Science Edition),2024,(02):19.
[2]李勇坚.“数据要素×”赋能制造业:理论逻辑与实现路径[J].长安大学学报(社科版),2024,(02):54.
　LI Yongjian.“Data element ” empowers manufacturing industry:theoretical logic and implementation path[J].Journal of Chang＇an University(Social Science Edition),2024,(02):54.
[3]王磊.从“数据要素×”看中国数智化的法治路径[J].长安大学学报(社科版),2024,(02):71.
　WANG Lei.Looking at China's rule of law path to digital intelligence from the perspective of “data element ”[J].Journal of Chang＇an University(Social Science Edition),2024,(02):71.
[4]徐亮,文婧,朱禹臣,等.“数据要素×”背景下大宗商品价格风险监管[J].长安大学学报(社科版),2024,(02):82.
　XU Liang,WEN Jing,ZHU Yuchen,et al.Commodity price risk supervision in the context of “data element ”[J].Journal of Chang＇an University(Social Science Edition),2024,(02):82.
[5]欧国立,王俊伟.“数据要素×”背景下交通领域新基建投融资分析[J].长安大学学报(社科版),2024,(02):98.
　OU Guoli,WANG Junwei.Analysis of new infrastructure investment and financing in the transportation field in the context of “data element ”[J].Journal of Chang＇an University(Social Science Edition),2024,(02):98.

备注/Memo

备注/Memo:

收稿日期:2024-02-18
基金项目:国家自然科学基金项目(72371256); 广东省自然科学基金卓越青年团队项目(2023B1515040001); 广东省哲学社会科学规划项目(GD22CYJ17); 广东省自然科学基金项目(2022A1515011472)
作者简介:任诗婷(1999-),女,河南安阳人,经济学博士研究生。
通讯作者:曾燕(1984-),男,江西吉安人,教授,博士研究生导师,理学博士。

常用功能

更新日期/Last Update: 2024-04-20