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Currently,enterprises in certain emerging industries collaborate along the value chain,creating localized “value concentration”.This phenomenon urgently requires a theoretical explanation regarding its underlying drivers and determinants.Drawing on 2015-2023 firm-level data from Shanghai and Shenzhen A-share listed companies and the New Third Board,this study calculates a city-level value chain agglomeration index for the digital industry and employs a two-way fixed-effects model to examine how emerging determinants and general factors impact the agglomeration of value chain segments in the digital industry,alongside their heterogeneous effects across cities.The results indicate that:(1)China's digital industry exhibits a prominent division of labor along the value chain and distinct characteristics of the agglomeration of value chain segments.(2)The industry demonstrates a transitional trend from the“geographic clustering of industrial activities” to the “agglomeration of value chain segments”.(3)The value economy and virtual economy have become core drivers of this agglomeration.Emerging determinants,particularly technological innovation,have replaced general factors as the key variables driving the agglomeration of value chain segments in the digital industry.(4)The promoting effect of emerging determinants on this agglomeration is more pronounced in urban agglomerations,large cities,and cities with superior digital environments.As the forms,drivers,and determinants of China's digital industry agglomeration have undergone transformation,localities must innovate agglomeration management models,tailor digital development to local conditions,and enhance digital infrastructure and technological innovation capabilities.
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(1)本文构建的数字产业分类体系由23个大类产业、62个中类产业和215个小类产业组成,分类过程和分类体系详见郑林昌等的研究。
(2)从上市公司的年报中提取营业收入、应交税费等经营数据,注册资本、员工人数等采用企业注册时提供的数据。
(3)因篇幅所限,未提供具体筛选过程和筛选结果,留存备索。
(4)图2反映了测算结果,篇幅所限,不再详细分析申万行业分类、新三板行业分类下的数字产业价值系数。
(5)因篇幅所限,数字产业价值集聚的事实与特征部分未列示样本城市的数字产业专业化集聚指数、数量集中度指数、规模集中度指数、行业集中度指数和价值集聚指数评价值,留存备索,下同。
(6)各项控制变量的稳健性检验结果与基准回归结果保持一致,因此表3中不再详细列示控制变量经济发展水平(RGDP)、居民收入水平(INC)、从业人员规模(PRA)、传统基础设施(INFR)的检验结果。列(7)～(9)的控制变量不包括经济发展水平(RGDP)。
Basic Information:
DOI：10.20207/j.cnki.1007-3116.20260515.003
China Classification Code:F832.51;F49
Citation Information:
[1]ZHENG Linchang,XUE Binghua,CHEN Ge.Value Chain Agglomeration in the Digital Industry: Evolutionary Patterns and Shifting Drivers[J].Journal of Statistics and Information,2026,41(05):27-40.DOI:10.20207/j.cnki.1007-3116.20260515.003.
Fund Information:
国家社会科学基金重大项目“协同推进降碳、减污、扩绿、增长的体制机制研究”（23ZDA106）;国家社会科学基金重点项目“数字产业价值空间集聚及其对区域经济发展影响的统计测度研究”（20ATJ004）
2026-05-18
2026-05-18
2026-05-18