Abstract: Under the new wave of technological revolution and industrial change, digital technologies and their products or services have become an effective means to improve the efficiency and effectiveness of industries. The driving mechanism of digital industry convergence is sorted out based on the supply and demand of digital inputs, and the paths and effects of digital industry convergence in China and the America are analyzed using the latest input-output tables of both countries. The study finds that China's digital industry (especially digital product manufacturing) is at the low end of the "smile curve" and the value-added rate of the industry is low. Path analysis based on the degree of convergence found that, China's digital industry mainly promotes the digital transformation of industry and agriculture with digital hardware and its delivery, and knowledge and technology-intensive manufacturing is the key of its convergence; while the America's digital industry mainly promotes the digital transformation of service industry with digital services, among which producer service is the key of its convergence. The analysis of convergence effects reveals that the core sectors that drive or induce value added in the digital industry in China and the America are knowledge- and technology-intensive manufacturing, construction, and social, producer, and distribution services, respectively, all from the key areas of digital convergence in both countries. And the penetration intensity of digital industry to traditional industries such as energy and resource-based industry is not high, and their value added is not strongly driven or induced by the latter, which is the area where the future convergence development of digital industries in both countries should focus on breaking through. In addition, the convergence of China's digital industry should also strengthen digital service input, explore new modes of application of digital and traditional factors, and expand the space of data valorization.

摘要： 新一轮科技革命和产业变革浪潮下，数字技术及其产品或服务已成为产业效率和效益改善的有效手段。基于数字化投入供求关系梳理数字产业融合的驱动机制，利用中美最新的多部门投入产出表分析两国数字产业融合的路径和效果。研究发现：中国数字产业（尤其是数字产品制造业）处于“微笑曲线”的低端、行业附加值率低。基于融合程度的路径分析发现，中国数字产业主要以数字化硬件及其交付推动工业、农业的数字化转型，知识和技术密集型制造业是其融合的重点；而美国数字产业主要以数字服务推动服务业的数字化转型，生产性服务业是其融合的重点。通过融合效果分析发现，带动或诱导中美数字产业增加值的核心部门分别是知识和技术密集型制造业、建筑业和社会性、生产性、流通性服务业，均来自两国数字产业融合的重点领域。数字产业对能源与资源型等传统产业的渗透强度不高，其增加值受后者的带动或诱导效应也不强，是两国数字产业未来融合发展应该重点突破的领域。此外，中国数字产业融合还应强化数字服务投入，发掘数字要素与传统要素组合应用新模式、拓展数据价值化空间。