当前供给侧结构性改革的关键在于如何缓解产能过剩矛盾。本研究以2012年世界银行提供的关于中国制造业企业营商环境质量调查数据,就信息通讯技术应用能否成为一个有效的战略手段化解产能过剩矛盾进行了检验。研究结果显示:信息通讯技术应用能够有效地提高企业的产能利用率,因此可将信息通讯技术应用视为化解产能过剩的有效途径。此外,本研究还揭示了信息通讯技术应用影响企业产能过剩的渠道机制和调节机制,渠道机制是信息通讯技术的应用可以通过提高生产率、推动企业创新和强化信息共享来有效发挥去产能效应;调节机制是政府管制弱化了信息通讯技术应用的去产能效应,而法治水平则强化了信息通讯技术应用的去产能效应。进一步地,稳健性检验结果表明,信息通讯技术应用的去产能效应在不同规模和不同产能利用率的企业上表现出差异性,对于大中型企业和产能利用率较高的企业而言,信息通讯技术应用所发挥的去产能效应会更加显著和强烈。 The key to structural reform on the supply side currently lies in how to ease the contradiction of overcapacity. Based on the survey data of the business environment quality of Chinese manufacturing enterprises provided by the World Bank in 2012, this study examines whether the application of ICT can be an effective strategic measure to resolve the contradiction between overcapacity. The results show that the application of ICTs can effectively improve the capacity utilization of enterprises, and therefore, the application of ICTs can be regarded as an effective way to resolve overcapacity. In addition, this study also reveals the channel mechanism and regulatory mechanism that ICT applications affect enterprise overcapacity. The channel mechanism is that the application of ICT can effectively exert de-capacity effects by increasing productivity, promoting enterprise innovation and enhancing information sharing. The mechanism is that government regulation weakens the de-capacity effect of ICT applications while the rule of law strengthens the de-capacity effect of ICT applications. Further, the robustness test results show that the de-capacity effect of ICT application shows differences in enterprises of different scales and different capacity utilization rates. For large and medium-sized enterprises and enterprises with higher capacity utilization rate, information and communication technology The de-capacity effect of the application can be more pronounced and intense.