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基于2015—2023年中国A股制造业上市公司的数据,对工业互联网平台、虚拟集聚与制造业转型升级三者间的内在联系进行了实证检验。构建了相应的理论模型,提出工业互联网平台可通过整合与优化资源配置、提升生产与决策效率、促进商业模式创新三条路径推动制造业转型升级的理论假设。进一步通过机制检验发现,虚拟集聚在工业互联网平台促进制造业转型升级的过程中具有显著的部分中介作用,即平台不仅直接推动转型,还通过促进企业间的虚拟集聚间接发挥作用。实证结果表明,工业互联网平台对制造业转型升级具有显著正向影响,且虚拟集聚在这一关系中扮演关键中介角色。研究发现工业互联网平台的促进效应随时间递减,至第三年已不显著,表明其影响具有明确的中期时效边界。通过研究,从理论上深化了对三者作用机制的理解,并为政策制定提供了依据,即重点加强工业互联网平台建设、优化虚拟集聚环境、促进企业间协同创新,从而有效推动制造业转型升级与高质量发展。

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