标题： 数据经济分析理论：数据化、技术进步与动态一般均衡 显示英文标题

标题： Analysis Theory of Data Economy: Dataization, Technological Progress and Dynamic General Equilibrium

摘要： 本文从宏观经济学的角度构建了一个清洁且高效的代表性代理人模型，以分析数据化和技术进步对“消费-资本”动态一般均衡的影响，以及数据化对技术进步的催化作用。我们首先设定生产中的数据来源于社会总产出的数据化，并与技术呈指数函数关系。其次，利用数据生产函数求解企业和家庭的优化问题，并基于通过最大化企业收益求得的内生利率构建“消费-资本”的动态一般均衡。最后，通过数值模拟和相图分析，我们发现增加数据化和鼓励技术进步对均衡资本和均衡消费的影响表现出不同的非线性特征，因此得出结论，数据化使技术进步对经济发展的积极影响更加迅速和持久。我们选取两种中国关于数据开放的政策来代表数据化的作用，并通过设立双重差分（DID）实验，证明了数据化对数字经济发展的催化作用，这为本文的理论解释提供了有说服力的证据。 显示英文摘要

摘要： This paper constructs a clean and efficient representative agent model of the data economy from a macroeconomics perspective, in order to analyze the impact of dataization and technological progress on the dynamic general equilibrium of 'consumption-capital', and the catalysis effect of dataization on technological progress. We first set the data in production comes from dataization of the total output of the society and is exponentially functionally related to the technology. Secondly, the data production function is used to solve the optimization problem for firms and households and to construct a dynamic general equilibrium of 'consumption-capital' based on the endogenous interest rate solved by maximizing the returns of firms. Finally, by using numerical simulation and phase diagram analysis, we find that the effects of increasing dataization and encouraging technological progress each exhibit different nonlinear characteristics for equilibrium capital and equilibrium consumption, we thus conclude that dataization enables the positive effects of technological progress on economic development to be more rapid and persistent. We select two types of Chinese policies regarding data openness to represent the role of dataization, and demonstrate the catalysis role of datatization for the development of the digital economy by setting up difference in difference (DID) experiments, which provide persuasive evidence for the theoretical interpretation of the paper.