公共数据开放对数字经济企业集聚的影响研究
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The Impact of Public Data Openness on the Agglomeration of Digital Economy Enterprises
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    公共数据开放优化了区域数据要素供给,能够吸引数据驱动的数字经济企业进入,进而以数字经济企业集聚推动数字产业集聚。基于我国297个城市2009—2022年的市面板数据,以政府数据开放平台上线为准自然实验,构建多期双重差分模型,运用BERT模型识别数字经济企业,研究发现:城市公共数据开放显著提升了数字经济企业集聚水平,其中,社会民生类、经济类和数字产业类公共数据开放的促进作用依次增强,而公共服务类公共数据开放对数字经济企业集聚具有负向影响;公共数据开放能够通过扩大数字产品需求、优化数字创新生态、加快数字人力资本积累3条渠道促进数字经济企业集聚;公共数据开放显著促进了营商环境较好、居民消费水平较高城市的数字经济企业集聚,而对营商环境较差、居民消费水平较低城市的数字经济企业集聚影响不显著。因此,应提高公共数据开放质量,改善数字创新生态和营商环境,加快数字人才培育,提升居民消费水平,促进数字经济企业高质量集聚。

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    The agglomeration of digital enterprises serves as a crucial foundation for building a modern industrial system and acts as the core engine driving high-quality economic development in China. Public data openness has emerged as a critical institutional arrangement for unlocking the value of data and advancing the development of the digital industry. However, existing research rarely integrates public data openness and digital enterprise agglomeration into a unified analytical framework to systematically examine how public data openness drives the agglomeration of digital enterprises at the micro level. Using panel data from 297 prefecture-level cities in China from 2009 to 2022, this study takes the launch of government data platforms as a quasi-natural experiment, constructs a multi-period difference-in-differences (DID) model, and empirically tests the impact of public data openness on the agglomeration of digital enterprises and its mechanisms after identifying digital enterprises using the BERT model. The results show that: (1) Public data openness significantly enhances the level of digital enterprise agglomeration, and this conclusion remains robust after a series of tests. (2) Heterogeneity analysis indicates that the promoting effect of public data openness on digital enterprise agglomeration is more pronounced in cities with a better business environment and higher household consumption levels. Regarding public data categories, the opening of social livelihood data, economic data, and digital industry data significantly improves digital enterprise agglomeration, whereas the opening of public service data has a negative effect. (3) Mechanism analysis reveals that public data openness enhances digital enterprise agglomeration through three channels: expanding market demand for digital products, fostering the development of the digital innovation ecosystem, and accelerating the accumulation of digital human capital. Compared with existing studies, this paper makes three main contributions. First, this paper examines the impact of public data openness on digital enterprise agglomeration from both government and market perspectives, complementing the evaluation of public data openness policies at the micro-enterprise level. Second, it systematically clarifies three transmission mechanisms through which public data openness affects digital enterprise agglomeration and identifies the boundary conditions of this effect, thereby enriching industrial agglomeration theory in the context of the digital economy. Third, it improves the measurement framework by optimizing the identification of digital enterprises using the BERT model and by refining the measurement of digital product market demand using Baidu Index data, thereby correcting the biases inherent in traditional measurement approaches. The findings of this study reveal the underlying logic of how public data openness drives the agglomeration of digital enterprises at the micro level. These findings provide empirical evidence for deepening market-oriented reforms of data factors and improving the public data openness system in China. They also offer decision-making references for local governments to formulate differentiated support policies for the digital industry and cultivate characteristic digital industry clusters under the “Data Element ×” Action Plan.

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杨仁发,江灿.公共数据开放对数字经济企业集聚的影响研究[J].西部论坛,2026,36(3):21-36

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  • 在线发布日期: 2026-07-25