Toward Sustainable Workforce Development: How AI Reshapes Skill Demand Structure—Evidence from 67 Million Job Postings in China

How artificial intelligence (AI) reshapes the internal structure of firm-level skill demand remains largely uncharted. Using approximately 67 million online job postings from two major Chinese recruitment platforms (2019–2024), we construct firm-by-year potential AI exposure via semantic matching between AI patent texts and detailed occupation task descriptions, decompose exposure into displacement and augmentation components based on task routineness, and measure four skill-category demand shares and their within-category importance from job-description text, with identification from within-firm variation under firm and city-by-year fixed effects. Displacement and augmentation exposure exhibit opposing relationships with skill demand: displacement is negatively associated with the routine cognitive share, while augmentation is positively associated with the nonroutine analytical share. Both forms of exposure are associated with a de-coring pattern, a shallower and more dispersed skill portfolio with within-category importance diverging from share movements, concentrated among low entry-threshold, small firms. Reskilling policy should therefore emphasize portfolio breadth and portable competency frameworks rather than deeper single-track specialization, particularly for workers in small, lower-threshold firms.