摘要
文章基于2010～2022年中国167个地级市804个A股上市公司样本数据,应用文本分析构建跨境电商综合试验区设立的异质性指标,通过供应链抵抗能力、恢复能力和创造能力3个维度测度企业供应链韧性水平,从微观层面探讨跨境电商赋能企业供应链韧性提升的方向和机制.文章结果表明,跨境电商发展有助于企业供应链韧性的提升,企业竞争能力、企业创新能力和数字基础设施是赋能的3个重要机制,在不同分位数、产业和企业表现出明显异质性.进一步研究发现,中国跨境电商综合试验区在成渝、京津冀、长江中游、长三角和珠三角五大城市群的政策效应各具特色.文章的研究对于推动跨境电商良性发展、加强企业供应链韧性建设具有启示意义.
Abstract
Based on the sample data of 804 A-share listed companies in 167 prefecture-level cities in China from 2010 to 2022,this paper applies text a-nalysis to construct the heterogeneity index of the establishment of integrated pilot zones for cross-border e-commerce,measures the supply chain re-silience level of enterprises through three dimensions:supply chain resistance,recovery and creativity,discusses the direction and mechanism of cross-border e-commerce to empower enterprises to improve the resilience of their supply chains from the micro level.The results show that the de-velopment of cross-border e-commerce contributes to the improvement of enterprise supply chain resilience,and enterprise competitiveness,enter-prise innovation and digital infrastructure are the three important enabling mechanisms,showing obvious heterogeneity in different quantiles,indus-tries,cities and enterprises.Further research finds that China's comprehensive pilot zones for cross-border e-commerce have distinctive status quo performance and policy effects in each of the five major urban agglomerations:Chengdu-Chongqing,Beijing-Tianjin-Hebei,the middle reaches of the Yangtze River,the Yangtze River Delta,and the Pearl River Delta.The research of this paper has enlightening significance for promoting the benign development of cross-border e-commerce and strengthening the construction of enterprise supply chain resilience.
基金项目
教育部人文社会科学重点研究基地重大项目(22JJD790035)
NETL
NSTL
万方数据