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数字化转型、人力资本结构调整与制造业企业价值链升级

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加快推动制造业企业数字化转型和智能化升级,是促进制造业企业向价值链高附加值环节攀升的重要路径.本文以2010-2020年制造业上市公司为研究样本,探究数字化转型对制造业企业价值链升级的影响,以及人力资本结构调整在其中的作用机制.研究发现:数字化转型有利于促进制造业企业价值链上游研发创新和下游服务运营,推动了制造业企业向"微笑曲线"两端高附加值环节攀升.机制检验表明,企业高技能人力资本相对需求结构与绝对需求结构优化是数字化转型促进制造业企业价值链升级的重要机制;细分岗位结构显示,数字化转型促使企业增加了技术研发和市场销售类员工需求,减少了生产操作和行政管理类员工需求;细分学历结构显示,数字化转型提高了研博学历和本专科学历员工需求,而降低了高中及以下学历员工需求.进一步地,数字化转型对国有企业价值链升级的促进效果明显优于非国有企业,中小型企业凭借"船小好调头"的优势在数字化转型中的价值链升级效应更明显,企业技术水平越高、行业竞争力越强则越有动力向高附加值环节攀升;且数字化转型对制造业企业价值链升级的推动作用能切实改善企业经营绩效.研究结论对数字化情境下加快推动制造业企业数字化转型、破解制造业企业价值链低端锁定困境具有重要理论与政策启示.
Digital Transformation,Human Capital Structure Adjustment and Value Chain Upgrading of Manufacturing Enterprises
At present,optimizing the position of manufacturing enterprises in the value chain division system is an important goal for China to move from"manufacturing power"to"manufacturing power".As the micro-main body that carries the manufacturing industry to participate in the division of labor in the value chain,more and more enterprises are joining the wave of digital transformation in the digital technology revolution,and these enterprises are using big data,artificial intelligence and other technologies to transform and upgrade the organizational structure and business model.Therefore,promoting the digital transformation in the manufacturing sector has important theoretical and practical significance for promoting manufacturing enterprises to climb to the high value-added links at both ends of the"smile curve".Based on a sample of listed manufacturing companies from 2010 to 2020,this paper examines how digital transformation affects the upgrading of manufacturing enterprises'value chains by improving their human capital structure.The findings are as follows:Digital transformation has promoted R&D innovation in the upstream value chain of manufacturing enterprises and service operation in the downstream value chain,which is conducive to promoting manufacturing enterprises to climb the high value-added link at both ends of the"smile curve".The mechanism test shows that the optimization of the relative and absolute demand structure of highly skilled human capital is an important mechanism for digital transformation to promote the upgrading of the value chain of manufacturing enterprises.The subdivision of the job structure shows that the digital transformation has increased the demand for technical research and development and marketing staff,and decreases the demand for production operations and administrative management staff.The subdivision education structure shows that the demand for employees with doctoral,master's degree and college degree is increased,while the demand for employees with high school education and below is reduced.Further research found that,the promotion effect of digital transformation on the value chain upgrading of state-owned enterprises is obviously better than that of non-state-owned enterprises;small and medium-sized enterprises have a more obvious response to digital transformation with the advantage of"small ship is easy to turn around";the higher the technical level and the stronger the industry competitiveness of the manufacturing enterprises,the more motivated they are to climb to high value-added links.Moreover,the promotion of digital transformation to the internal value chain of manufacturing enterprises can effectively improve the business performance of manufacturing enterprises.The research conclusions have important theoretical and policy implications for accelerating the digital transformation of manufacturing enterprises and solving the low-end lock-in dilemma of manufacturing enterprises'value chain under the digital context.Research contributions are reflected in the following aspects:Firstly,this paper constructs an evaluation index system from three dimensions of digital investment,digital technology application and business model transformation,enriching the quantitative evaluation indicators of enterprises'digital transformation.Secondly,the smile curve theory is introduced into the research system of digital transformation enabling manufacturing enterprises to upgrade the value chain,and its impact is revealed from two aspects of upstream R&D innovation and downstream service transformation.Thirdly,from the perspective of absolute demand structure and relative demand structure adjustment,this paper reveals and enrichis the mechanism of digital transformation affecting the upgrading of the value chain of manufacturing enterprises.

manufacturing enterprisesdigital transformationvalue chain upgradinghuman capital structure adjustmentsmiling curve

郭金花、朱承亮

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山西财经大学工商管理学院,山西 太原 030006

中国社会科学院数量经济与技术经济研究所,北京 100732

制造企业 数字化转型 价值链升级 人力资本结构调整 微笑曲线

国家自然科学基金青年项目教育部人文社会科学基金青年项目中国社会科学院经济大数据与政策评估实验室项目

7210213321YJC7900402024SYZH004

2024

经济管理
中国社会科学院工业经济研究所

经济管理

CSTPCDCSSCICHSSCD北大核心
影响因子:1.053
ISSN:1002-5766
年,卷(期):2024.46(1)
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