工业智能化会重塑企业地理格局吗

Abstract

While most of the literature has focused on artificial intelligence technology and its impact on labour employment, but generally ignores whether AI technology will change the spatial distribution of companies, i.e., the evolution of the economic geography of companies in an intelligent context. In this paper, we examine the spatial evolution of manufacturing companies' distribution in the context of industrial intelligence by using the micro-company data of Tian-Yancha, combined with web crawler technology and text crawling, and examine the effect of industrial intelligence on the reshaping of companies' geography and its influence mechanism. The results show that there is a selective bias of industrial intelligence on the distribution of manufacturing companies, which can stimulate the concentration of AI companies and disperse traditional companies, and the results are still robust after the robustness test and endogeneity treatment. The mechanism test shows that industrial intelligence reshapes the economic geography mainly by adjusting the factor allocation structure and improving productivity. The economic geography of companies in an intelligent environment is often dominated by large-scale companies, and industrial intelligence may make companies "the stronger the stronger, the weaker the weaker", i.e. forming a scale effect. The spatial distribution of AI companies evolves differently from the traditional gradient shift or flying geese mode, showing the characteristics of migration to Beijing-Tianjin-Hebei and the Yangtze River Delta areas; and the economic geography reshaping effect of industrial intelligence is more significant in the higher level of human capital and the degree of marketization.