工业机器人应用对劳动力结构的影响研究——来自中国制造业上市公司的证据

    The Impact of Industrial Robot Adoption on Labor Force Structure: Evidence from Listed Manufacturing Companies in China

    • 摘要: 为厘清工业机器人应用对我国劳动力结构的影响与作用机制,通过匹配2011—2019年工业机器人数据与制造业上市公司数据,实证研究发现:现阶段工业机器人应用的替代效应大于创造效应,且存在“就业极化”的偏向性特征,即对高技能劳动者和低技能劳动者更多表现为创造效应,对中技能劳动者则是替代效应更明显;工业机器人应用主要通过强化市场势力、提升全要素生产率及促进绿色创新等机制作用于劳动力结构;同时工业机器人应用的就业效应对不同任务属性劳动者、不同地区企业的影响各异。因此,通过布局战略性新兴产业和未来产业的同时加大高技能劳动者的培养,将成为实现我国高质量充分就业的政策着力点。

       

      Abstract: To clarify the impact and underlying mechanisms of industrial robot adoption on China's labor force structure, this study matches industrial robot data with listed manufacturing company data from 2011 to 2019 for empirical analysis.The findings reveal that the substitution effect of industrial robot adoption currently outweighs its creation effect, exhibiting skill-biased characteristics of “employment polarization.” Specifically, the creation effect is more pronounced for high-skilled and low-skilled workers, while the substitution effect is more evident for middle-skilled workers.Industrial robot adoption influences labor force structure primarily through three mechanisms: strengthening market power, enhancing total factor productivity, and promoting green innovation.Additionally, the employment effects of industrial robot adoption vary across workers with different task attributes and enterprises in different regions.These findings suggest that fostering strategic emerging industries and future industries while intensifying high-skilled worker training should be policy priorities for achieving high-quality full employment in China.

       

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