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作 者:王墨林 宋渊洋[1] 阎海峰[1] 张晓玉 Wang Molin;Song Yuanyang;Yan Haifeng;Zhang Xiaoyu(School of Business,East China University of Science and Technology,Shanghai 200237,China)
出 处:《外国经济与管理》2022年第5期33-47,共15页Foreign Economics & Management
基 金:国家自然科学基金面上项目(71972072,71772062)。
摘 要:基于2009—2019年中国制造业上市企业数据,本研究采用文本挖掘技术构造企业层面的数字化转型指数,运用动态能力理论阐释和实证检验数字化转型对企业国际化广度的直接影响,以及动态能力的中介作用。研究发现:(1)数字化转型能促进企业感知和应对动态复杂的国际竞争环境,提升企业国际化广度。(2)数字化转型通过影响企业动态能力对国际化广度产生影响:数字化转型提高了企业在动态环境下感知机会、获取和重构内外部资源的动态能力;动态能力有助于企业洞察国际市场机会,更加积极和有效地提升企业国际化广度。(3)进一步的分析还表明数字化转型对企业国际化广度的影响强度与东道国制度特征和企业股权性质有关:数字化转型对国际化广度的正向影响在制度逆差、非“一带一路”国家以及民营企业,比在制度顺差、“一带一路”国家和国有企业更强。本研究丰富和拓展了数字化转型对企业国际化战略的影响研究,为制造企业的国际扩张提供了一条现实路径。In recent years, digital transformation is driving profound changes in the global economy. The wide application of information technologies such as big data, artificial intelligence, and cloud computing has reshaped firms’ resources and capabilities, and fundamentally changed the organizational structure, business model, and strategic decision-making. In practice, a large number of firms have relied on digital technology for international expansion, but the academic research on how digital transformation affects the internationalization behavior of firms is still very scarce.Based on the data of China’s manufacturing listed companies from 2009 to 2019, using text mining technology to construct the index of digital transformation at the firm level, and drawing on the dynamic capability theory, this paper explains and empirically tests the relationship between digital transformation and the international scope of multinational firms, and the mediating role of dynamic capability. The main conclusions are as follows: Firstly, digital transformation promotes firms to perceive and respond to the dynamic and complex international competitive environment, improving the scope of firm internationalization. Secondly, by affecting the dynamic capability, digital transformation has an impact on the scope of firm internationalization. That is, digital transformation improves the ability of firms to perceive opportunities, and obtain and reconstruct internal and external resources in a dynamic environment. Thirdly, firms with a stronger dynamic capability will actively and effectively promote international expansion, improving the scope of firm internationalization. Finally, the impact of digital transformation on the scope of firm internationalization is related to the institutional characteristics of the host country and the nature of firm equity. Specifically, the positive impact of digital transformation on the scope of firm internationalization is stronger in the case of institutional deficit, non-Belt-and-Road countri
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