统计研究 ›› 2020, Vol. 37 ›› Issue (1): 74-87.doi: 10.19343/j.cnki.11-1302/c.2020.01.006

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工业机器人使用与制造业就业:来自中国的证据

闫雪凌  朱博楷  马超   

  • 出版日期:2020-01-25 发布日期:2020-02-28

Employment under Robot Impact:Evidence from China Manufacturing

Yan Xueling  Zhu Bokai  Ma Chao   

  • Online:2020-01-25 Published:2020-02-28

摘要: 本文使用我国2006-2017年制造业分行业数据,实证研究了工业机器人使用对于制造业就业的影响。结果显示,工业机器人使用对制造业行业存在就业效应,其中对岗位数量有显著的负向冲击,工业机器人保有量每上升1%,就业岗位减少约4.6%;对工资水平的影响整体上不明显。在考虑了劳动力市场的动态调节后,工业机器人使用对就业岗位的负面影响仍然存在,并随着“工业4.0”概念的提出有所增强,对工资水平的影响则表现出时间异质性。进一步地,本文尝试使用工具变量解决潜在的内生性问题,结果稳健。最后,文章还探讨了工业机器人就业效应的行业异质性。本文的发现有助于正确认清“机器换人”对我国制造业就业市场的全面影响,并为引导人工智能技术的发展和确保就业稳定提供相应的政策建议。

关键词: 人工智能, 就业, 工资水平, 替代效应, 创造效应

Abstract: Using the data of manufacturing by industry in China from 2006 to 2017, this paper empirically studies the impact of using industrial robots on employment in manufacturing. The results show that the use of industrial robots has an employment effect on manufacturing industry, which has a significant negative impact on the number of jobs. For every 1% increase in the number of industrial robots, number of jobs decreases by about 4.6%, while the impact on wage level is not obvious. Considering the dynamic adjustment of labor market, the negative effect on number of jobs still exists, and has been strengthened with the development of "industry 4.0". The impact of robots on wage level also shows the time heterogeneity. Furthermore, this paper tries to solve the potential endogenous problems by using instrumental variables and the results remain robust. Finally, this paper discusses the industry heterogeneity of the employment effect of industrial robots. The findings of this paper will help us to correctly understand the overall impact of "machine replacing people" on China’s manufacturing employment market and provide corresponding policy recommendations for guiding the development of artificial intelligence technology and ensuring employment stability.

Key words: rtificial Intelligence, Employment, Wage Level, Substitution Effect, Creative Effect