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出口企业数字化转型、双重网络位置跃迁与国际竞争优势重塑

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在数字经济时代,出口企业面临日趋复杂的供应网络和贸易网络,如何借助数字技术充分利用双重网络资源有效重塑国际竞争优势已成为新发展格局下亟需解决的重要问题.本文基于异质性企业出口模型,构建了双重网络位置视角下企业数字化转型影响国际竞争优势的理论分析框架,并利用A股上市企业核心供应商、客户数据与中国海关产品匹配数据,探究了企业数字化转型如何赋能国际竞争优势提升及其内在作用机制.研究发现,企业数字化显著提升了国际竞争优势并呈现出结构异质性特征,在使用不完美工具变量法和加权双重差分法等一系列稳健性检验后基准回归结论依然成立.双重网络位置跃迁是数字化赋能国际竞争优势提升的重要渠道,相较于贸易网络,供应网络位置跃迁在促进国际竞争优势提升中发挥了更为重要的作用.异质性分析表明,企业数字化转型对国际竞争优势的提升在小微企业、沿海地区企业以及高管具有信息技术背景的企业中更加显著;进一步研究发现,企业数字化转型显著降低了企业对核心供应商的强依赖性,有助于实现供应风险的多元化分散.本文丰富了复杂网络视角下企业数字化转型的相关研究,为新发展格局下加快推进高水平对外开放与经济高质量发展提供了新的思路.
Export Enterprises Digital Transformation,Dual Network Centrality Promotion and International Competitive Advantage Reshaping
Against the backdrop of intensifying geopolitical conflicts and the rising momentum of anti-globalization,China's economic development is facing the challenges of increasing internal and external pressures and an increasingly complex international situation.Traditional export enterprises have gradually lost their original low-cost and scale advantages,and have generally fallen into the predicament of being captured in the process of deeply embedding themselves in the global production network system,and Chinese export enterprises are in urgent need of reshaping their international competitive advantages in exporting.In order to cope with the increasingly severe challenges at home and abroad,the Party Central Committee has put forward a new pattern of"double cycle"development.Under the new development pattern,the dual network embeddedness unique to export enterprises is of great significance,and the dual embeddedness of the enterprise's trade network and supply network plays an important role in the process of promoting the high-quality development of trade,but at the same time,it also faces the segmentation of the domestic market and trade barriers,which restricts the enterprises for the effective dual network resources utilization of dual-network resources.With the increasing penetration of digital technology into production and life,the unique network attributes of the digital economy continue to come to the fore,which makes it possible for export enterprises to take advantage of digital opportunities to effectively connect the two domestic and international markets and two kinds of resources in the dual network,and to realize the reshaping of their international competitive advantages.Based on the above background,this paper constructs a theoretical analysis framework of the impact of digital transformation on export international competitive advantage from the perspective of enhancing the centrality of enterprises'dual networks on the basis of the export model of heterogeneous enterprises,and matches the core supplier and customer data of Chinese A-share-listed enterprises with the export product data of the Chinese Customs,to theoretically analyze and empirically test the role of digital transformation in empowering enterprises'export international competitive advantage.The study finds that digitalization significantly enhances the international competitive advantage of enterprises in exporting,and at the same time,the impact of different digital technologies on the international competitive advantage of enterprises in exporting shows certain structural heterogeneity.The facilitating effect of digital transformation on firms'export international competitive advantage mainly stems from the fact that digitization enhances the dual network centrality of firms,while the enhancement of supply network centrality plays a more important role than trade networks.Further research finds that digitization significantly reduces firms'strong dependence on core suppliers and contributes to the effective reduction of supply risk.Heterogeneity analyses show that the contribution of digitization to international competitive advantage is more pronounced among small firms,coastal firms and firms with executives with an IT background.The main contributions of this paper are as follows:First,it innovatively explains the important path of digital transformation of enterprises to enhance international competitive advantage from the new perspective of dual network centrality promotion,and organically integrates the supply network and trade network with the new development pattern of"Dual Circulation",which expands the research boundary of digital transformation of enterprises and international competitive advantage reshaping.Second,it introduces the effect of enterprise network relationship into the theoretical framework,enriches and expands the research framework of the impact mechanism and economic consequences of enterprise digital transformation.Third,it provides an empirical analysis of how networks and dual network embedding affect international competitive advantage from a more microscopic perspective of network centrality promotion of enterprises,thus helping to provide new theoretical references and practical insights for exporters to make better use of dual network resources to reshape international competitive advantage.

pagerank centralitydual network centralitydigital transformationinternational competitive advantage

刘烨、王琦、班元浩

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北京邮电大学经济管理学院,北京 100876

北京邮电大学现代邮政学院(自动化学院),北京 100876

北京师范大学经济与工商管理学院,北京 100875

PageRank中心度 双重网络位置 企业数字化转型 国际竞争优势

国家社会科学基金重点项目科技创新2030-"新一代人工智能"重大项目

22AJL0122021ZD0114204

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(3)
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