| 摘要: |
| 摘要：人工智能正在重塑技术创新范式与要素组合方式，成为培育新质生产力的关键引擎。选取2010－2023年中国A股上市公司为研究样本，利用自然语言处理领域的BERT模型深度挖掘年报文本，构建微观企业人工智能指标，并引入随机前沿分析（SFA），深入探讨人工智能技术对企业创新效率的影响及其机制。研究发现：人工智能技术显著驱动了企业创新效率的提升，该结论在经过工具变量法及一系列稳健性检验后依然成立；中介机制分析表明，人工智能技术通过降低研发过程中的技术无效率项提升知识搜索效率，进而提升企业创新效率；异质性检验表明，人工智能技术的创新促进作用在国有企业与非高科技行业中边际增益更强；在区域层面，该效应呈现显著的“后发赶超”特征，西部地区企业边际增益更强。从知识搜索效率的全新视角揭示人工智能技术的微观赋能逻辑，为企业智能化转型提供经验证据。 |
| 关键词: 关键词：人工智能技术；企业创新效率；BERT模型；随机前沿分析；知识搜索效率 |
| DOI： |
| 分类号:F273.1 |
| 基金项目:基金项目：国家社会科学基金一般项目“人工智能＋金融”发展与监管的包容审慎机制及政策研究（25BJY024）。 |
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| Artificial Intelligence Technology and Corporate Innovation Efficiency——From the Perspective of Knowledge Search Efficiency |
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BU Ya，ZHOU Xing-lang
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（Economy and Management School,JiangSu University of Science and Technology）
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| Abstract: |
| Abstract：Artificial intelligence is reshaping the paradigm of technological innovation and factor combination,acting as a key engine for fostering new quality productive forces.Using Chinese A-share listed firms from 2010 to 2023 as research samples,this paper adopts the BERT model in natural language processing to deeply mine annual report texts and construct micro enterprise artificial intelligence indicators.It further introduces Stochastic Frontier Analysis (SFA) to explore the impact and mechanism of artificial intelligence technology on corporate innovation efficiency.The findings indicate that artificial intelligence technology significantly drives the improvement of corporate innovation efficiency,and this conclusion remains valid after the instrumental variable method and a series of robustness tests.Mediating mechanism analysis shows that artificial intelligence technology enhances knowledge search efficiency by reducing technical inefficiency in the R&D process,thereby further improving corporate innovation efficiency.Heterogeneity tests demonstrate that the innovation-promoting effect of artificial intelligence technology presents stronger marginal gains in state-owned enterprises and non-high-tech industries.At the regional level,this effect shows a significant “latecomer catch-up” feature,with enterprises in the western region achieving greater marginal benefits.This paper reveals the micro-empowerment logic of artificial intelligence technology from a new perspective of knowledge search efficiency,and provides empirical evidence for the intelligent transformation of enterprises. |
| Key words: Key words：Artificial Intelligence Technology；Corporate Innovation Efficiency；BERT Model；Stochastic Frontier Analysis；Knowledge Search Efficiency |
