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产业链供应链视角下企业数字化转型的传递效应研究

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基于2007-2021 年沪深A股上市公司样本,结合公司年报中数字化战略及供应商与客户名单,构建产业链供应链上下游企业数字化转型指数,实证分析上游企业数字化转型对其产业链供应链下游企业数字化转型的传递效应及作用机制.研究发现:上游企业数字化转型对其产业链供应链关联的下游企业数字化转型具有显著的促进作用;异质性分析发现,该传递效应在大数据、云计算、数字技术应用以及物联信息系统四种数字化类型上更为明显,且当上游企业属于技术密集型行业、大规模企业、竞争激烈行业以及处于创新政策阶段时,该促进效应更显著.进一步分析发现,上游企业的数字化转型可通过产业链供应链关联渠道和产业链供应链外溢渠道,对其下游企业的数字化转型产生传递效应.
Research on the Transmission Effect of Enterprises'Digital Transformation from the Perspective of Industrial and Supply Chain
Based on the samples of Shanghai and Shenzhen A-share listed companies from 2007 to 2021,combined with the digital strategy in the company's annual report and the list of suppliers and customers,this paper constructed the digital transformation index of upstream and downstream enterprises in the industrial and supply chain,and empirically analyzed the transmission effect and mechanism of upstream enterprises'digital trans-formation on the downstream enterprises'digital transformation in the industrial and supply chain.The results show that the digital transformation of upstream enterprises has a significant promoting effect on the digital transformation of downstream enterprises related to the industrial and supply chain,and this conclusion is still valid after a series of robustness tests.In terms of heterogeneity,the transmission effect is more obvious in the four digitalization types of big data,cloud computing,digital technology application and internet of things information system,and when the upstream en-terprises belong to technology-intensive industries,large-scale enterprises,competitive industries and when they are in the innovation policy stage,the promotion effect is more significant.Furthermore,the digital transformation of upstream enterprises can have a positive impact on the digital transformation of downstream enterprises through the industrial and supply chain connection channels and the industrial and supply chain spillover channels.

digital transformationindustrial and supply chainupstream and downstream enterprisestransmission effect

龚静、秦姚、袁佳研

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成都大学 商学院,成都 610106

数字化转型 产业链供应链 上下游企业 传递效应

2024

哈尔滨商业大学学报(社会科学版)
哈尔滨商业大学

哈尔滨商业大学学报(社会科学版)

CHSSCD
影响因子:0.698
ISSN:1671-7112
年,卷(期):2024.(6)