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企业数字化转型、供应链溢出与劳动力技能偏向

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依托数字技术的深度应用,供应链上下游之间的纵向关联愈发凸显,上游企业数字化转型行为是否以及如何引起下游企业的决策响应值得深入研究.本文以A股上市公司为研究样本,从供应链上的纵向关联视角出发,系统考察了企业数字化转型前向溢出效应的存在性及其形成机制.研究发现,上游企业数字化转型增强了下游企业的劳动力技能偏向,该结论在经过多种稳健性检验后仍显著成立.异质性分析显示,当下游企业为非国有企业、供应链依赖性较高企业以及所在地区市场分割程度较低时,上游企业数字化转型对下游企业的劳动力技能偏向效应更显著.机制检验表明,下游企业主动学习的数字化转型效应和外部交易降低的成本节约效应是上游企业数字化转型影响下游企业高技能劳动力需求偏好的重要机制.进一步分析表明,上游企业数字化转型使下游企业劳动力技能结构表现出总体雇佣规模不变的双向极化特征,这虽然增加了下游企业的劳动力成本,但并未构成工资压力和经营负担,反而因高技能劳动力的助力提升了下游企业的经营业绩、生产率以及创新绩效.本文为深化供应链合作、推动企业人力资本升级乃至加快发展新质生产力提供了潜在参考.
Enterprise Digital Transformation,Supply Chain Spillover and Labor Skill Preference
With the deep application of digital technology,the vertical correlation between the upstream and downstream of the supply chain is becoming increasingly prominent.However,current research mainly focuses on the reverse effect of downstream enterprises on upstream enterprises,but pays less attention to the leading and driving role of upstream enterprises on downstream enterprises.It is worth conducting in-depth research on whether and how the digital transformation behavior of upstream enterprises can trigger the labor employment decision response of downstream enterprises.This article takes A-share listed companies as research samples,and systematically examines the impact and mechanism of digital transformation of upstream enterprises on labor skill preference of downstream enterprises.The results reveal that digital transformation of upstream enterprises enhances the labor skill preference of downstream enterprises.Heterogeneity analysis shows that when downstream enterprises are non-state-owned,have high supply chain dependence,and are located in a region with low market segmentation,the digital transformation of upstream enterprises has a more significant labor skill preference effect on downstream enterprises.Mechanism testing shows that the digital transformation effect of downstream enterprises actively learning and the cost saving effect of external transaction reduction are important mechanisms by which upstream digital transformation affects downstream enterprises'preference for high skilled labor.Further analysis shows that the digital transformation of upstream enterprises results in a bidirectional polarization of the overall employment scale of labor skill structure in downstream enterprises.Although this increases the labor cost of downstream enterprises,it does not constitute wage pressure and operational burden.On the contrary,the assistance of high-tech labor has improved the operational performance,productivity,and innovation performance of downstream enterprises.The marginal contribution of this article are as follows.First,unlike existing research that mainly focuses on the impact of digital transformation within enterprises,this article focuses on the impact of upstream enterprise digital transformation on downstream enterprise labor skill preference.This research perspective not only helps to deepen the understanding of the interactive behavior of upstream and downstream enterprises,but also supplements the empirical evidence that digital transformation of enterprises promotes the coordinated development of supply chains.Secondly,literature on the factors influencing changes in the employment structure of enterprises has been expanded.Similar studies have mostly discussed the application of artificial intelligence,development of information technology,and use of industrial robots,but there is a lack of exploration on the digital transformation of enterprises.This article is a useful supplement to the factors affecting changes in the employment structure of enterprises.Thirdly,the existing research on the spillover effects of enterprise digital transformation supply chain only reveals the contagion effects and mechanisms of customer company digital transformation.On the one hand,as the initial end of the entire industry chain,the upstream has strong bargaining power and monopoly power.How the behavior of upstream enterprises is transmitted to the downstream actually has more value in mining.On the other hand,the research focus of existing literature is still limited to the interaction between digital transformation of upstream and downstream enterprises,and has not expanded the examination of economic effects to the employment structure of enterprises.The conclusion drawn in this article clarifies the logic behind the forward spillover effects of digital transformation in upstream enterprises.This article provides useful insights for improving the supply chain collaboration mechanism and optimizing the labor employment structure of enterprises.First,optimizing the human capital structure of enterprises requires an organic combination of strengthening their own capacity building and deepening vertical cooperation in the supply chain,leveraging the combined effect of 1+1>2.Second,promote the transformation of enterprise digital transformation strategies from"solo"to"group heating",and leverage the advantages of upstream and downstream collaboration in the supply chain.Third,the digital linkage of upstream and downstream enterprises in the supply chain should be tailored to local conditions and strategies,avoiding rigid methods such as"one size fits all"and"one pot cooking".

Digital TransformationSupply Chain SpilloverCost SavingsSkill PreferenceEmployment Structure

李斌、杨冉、卢娟、贾真

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湖南大学经济与贸易学院

南京农业大学经济管理学院

南京农业大学资源环境与发展研究院

数字化转型 供应链溢出 成本节约 技能偏向 雇佣结构

教育部哲学社会科学研究重大项目湖南省社会科学基金青年项目长沙市哲学社会科学规划课题

22JZD04223YBQ1512024CSSKKT217

2024

数量经济技术经济研究
数量经济与技术经济研究所

数量经济技术经济研究

CSTPCDCSSCICHSSCD北大核心
影响因子:1.069
ISSN:1000-3894
年,卷(期):2024.41(8)
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