我国互联网产业转型升级的动因、路径和方向
Motivation, Path and Direction of Transformation and Upgrading of China’s Internet Industry

对之前如火如荼发展、但凛冬瞬至的互联网产业而言，正面临穿越其周期性变化而引致的困境。本文基于产业生命周期理论结合我国互联网发展特征，认为我国互联网产业正处于转型升级的关键期，并探索了驱动互联网产业转型升级的国家战略、数智化技术、消费与供给需求三个驱动因素。我国互联网产业未来将形成“消费互联网和工业互联网双轮驱动”的发展格局，同时提出了其转型升级的三条路径，对我国互联网产业结构性调整穿越周期具有启发意义。
For the Internet industry, it is facing difficulties caused by its cyclical changes. Based on the industry life cycle theory and the characteristics of China’s Internet development, this paper considers that China’s Internet industry is in a critical period of transformation and upgrading, and explores three driving factors that drive the transformation and upgrading of Internet industry: national strategy, digital intelligence technology, demand of consumption and supply. China’s Internet industry will form a development pattern of “Consumer Internet and Industrial Internet dual-wheel drive” in the future, and put forward three paths for its transformation and upgrading, which has enlightening significance for the structural adjustment of China’s Internet industry through the cycle.