管理评论

管理评论 ›› 2026, Vol. 38 ›› Issue (8): 3-17.

• 经济与金融管理 •    

产业数字化投入、电力依赖度与溢出效应分析

余兴锦1, 方颖1,2   

  1. 1. 厦门大学王亚南经济研究院, 厦门 361005;
    2. 厦门大学大数据金融交叉实验室, 厦门 361005
  • 收稿日期:2024-11-27 发布日期:2026-09-11
  • 作者简介:余兴锦，厦门大学王亚南经济研究院助理研究员，博士；方颖（通讯作者），厦门大学王亚南经济研究院、厦门大学大数据金融交叉实验室教授，博士生导师，博士。
  • 基金资助:
    国家社会科学基金重大项目（25&ZD128）。

Research on Industrial Digitalization Inputs, Electricity Dependence and Spillover Effects

Yu Xingjin1, Fang Ying1,2   

  1. 1. The Wang Yanan Institute for Studies in Economics, Xiamen University, Xiamen 361005;
    2. Laboratory of Digital Finance, Xiamen University, Xiamen 361005
  • Received:2024-11-27 Published:2026-09-11

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摘要： 数字化进程不仅推动了能源需求扩张，也深刻重塑了能源供给与消费格局，探究产业数字化转型对电力依赖度的影响具有重要意义。本文基于1993—2021年Eora提供的中国投入产出表，利用行业中间投入中来源于电力生产和供应业的完全投入占比衡量电力依赖度，探究产业数字化投入对电力依赖度的影响与作用路径。研究发现，产业数字化投入对电力依赖度有显著的正向影响，该结论在缓解内生性问题及一系列稳健性检验后仍成立。具体来看，产业数字化投入一方面通过提高行业直接电力依赖度和电气化率，强化内部电力需求；另一方面通过提升间接电力依赖度，并产生沿产业链上下游传导的溢出效应，进一步放大电力需求。此外，电力生产和供应业的数字化投入有助于优化其能源消费结构，清洁能源条件改善也有助于促进产业数字化转型；而且产业数字化投入对高能耗、高电气化率和高数字化投入强度行业的电力依赖度的促进作用更强，并在不同要素密集度行业中呈现异质性影响。本文为理解数字化转型背景下行业用能结构变化及制定差异化的产业与低碳转型政策提供了经验证据。

关键词: 产业数字化投入, 电力依赖度, 能源消费结构, 溢出效应

Abstract: Digitalization not only drives the expansion of energy demand but also profoundly reshapes the patterns of energy supply and consumption, so it is of great significance to explore the impact of industrial digital transformation on electricity dependence. Based on China’s input-output tables from 1993 to 2021 provided by Eora, this paper measures electricity dependence by the share of total inputs from the electricity production and supply sector in industry intermediate inputs, and investigates the impact of industrial digitalization inputs on electricity dependence as well as the mechanism underlying the impact. The findings indicate that industrial digitalization inputs have a significant positive effect on electricity dependence, which remains robust after addressing endogeneity concerns and a series of robustness checks. Specifically, industrial digitalization inputs strengthen internal electricity demand by increasing direct electricity dependence and electrification rates on the one hand, and further amplifies electricity demand by enhancing indirect electricity dependence and generating spillover effects that transmit along upstream and downstream supply chains on the other hand. Moreover, digitalization inputs in the electricity production and supply sector helps optimize its energy consumption structure, and improved access to clean energy also facilitates industrial digital transformation. Furthermore, the promoting effect of industrial digitalization inputs on electricity dependence is stronger in industries with high energy consumption, high electrification rates, and high digitalization intensity, exhibiting heterogeneous effects across industries with different factor intensities. This paper provides empirical evidence for understanding changes in industrial energy use structure amid digital transformation and for formulating differentiated industrial and low-carbon transition policies.

Key words: industry digitalization inputs, electricity dependence, energy consumption structure, spillover effects