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国内供应商稳定与企业"稳出口"

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在当前全球政治经济不确定性加剧的背景下,稳定的国内供应商关系是提升出口供应链韧性、提高企业出口稳定性的一条破局路径.文章采用生存分析模型,从供应链关联视角出发,重点考察了国内供应商稳定度对企业"稳出口"的影响和作用机制.研究发现,国内供应商稳定度提升了企业的出口稳定性.机制检验表明,与国内供应商保持稳定关系能够畅通企业的资金链、创新链和产品链,企业通过融资约束缓解效应、创新能力提升效应以及存货管理效率提高效应提升企业出口稳定性.异质性分析发现,国内供应商稳定对企业"稳出口"的作用效果因企业所处竞争环境、企业供应链控制力以及企业供应商资源优势而异;此外,这种稳定的关系不但有助于"稳出口",也有提升出口韧性和推动出口"稳中求进""稳中提质"的作用.文章证实了国内供应商稳定对实现"稳出口"的关键作用,体现了国内供应链作为企业资源获取渠道的重要性和价值,为进一步畅通国内循环,提升国际循环稳定性提供了有益的理论创见和政策启示.
Domestic Supplier Stability and Firms'"Export Stability"
In the current context of heightened global economic and political uncertainty,stable domestic supplier relationship is a pivotal strategy to enhance the resilience of export supply chains and improve the export stability of enterprises.This paper adopts a survival analysis model and focuses on the impact and mechanism of domestic supplier stability on enterprise export stability from the perspective of supply chain linkage.The study finds that domestic supplier stability enhances enterprise export stability.Mechanism tests show that maintaining stable relationships with domestic suppliers can streamline the financial,innovation and product chains of enterprises,thereby enhancing export stability through the alleviation of financing constraints,the enhancement of innovation ability and the improvement of inventory management efficiency.Fur-thermore,the analysis of heterogeneity reveals that the stability of domestic suppliers has a significant impact on the"stable exports"of enter-prises,with a positive effect on achieving"stable export"outcomes.Heterogeneity analysis reveals that the effect of domestic supplier stabili-ty on enterprise"stable exports"varies according to the competitive environment in which enterprises operate,their control over supply chains,and the resource advantages of their suppliers.Furthermore,a stable relationship not only helps to"stabilize exports",but also en-hances export resilience and fosters the principles of"seeking progress while stabilizing"and"improving quality while stabilizing".This stud-y confirms the key role of domestic supplier stability in achieving"stable exports",underscores the significance and value of supply chains as conduits for enterprises to secure resources,and offers valuable theoretical insights and policy implications for further smoothing domestic cir-culation and enhancing the stability of international circulation.

苏杭、卢笑同、刘佳雯

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东北财经大学辽宁(大连)自贸区研究院

东北财经大学国际经济贸易学院

国内供应商稳定 稳出口 融资约束 创新能力 存货管理效率

2024

世界经济研究
上海社科院世界经济研究所

世界经济研究

CSTPCDCSSCICHSSCD北大核心
影响因子:1.401
ISSN:1007-6964
年,卷(期):2024.(12)