企业数字化的产业链联动效应研究  

Research on the Industrial Chain Linkage Effect of Enterprise Digitalization

作　　者：范合君[1] 吴婷 何思锦 FAN He-jun;WU Ting;HE Si-jin(College of Business Administration,Capital University of Economics and Business)

机构地区：[1]首都经济贸易大学工商管理学院

出　　处：《中国工业经济》2023年第3期115-132,共18页China Industrial Economics

基　　金：国家社会科学基金一般项目“平台企业无序扩张中数字排斥行为的监管与治理研究”(批准号21BJY207);首都经济贸易大学研究生学术新人计划项目“产业链企业数字化联动研究:作用机制、行为识别与协同效应”的支持。

摘　　要：产业链联动效应是理解企业数字化转型的重要视角。本文利用2011—2020年沪深A股上市公司样本数据,实证探究产业链上下游企业数字化联动效应的内在机理,并细分产业链数字化联动类型,识别产业链数字化联动行为模式。研究发现:企业数字化转型在产业链群体中存在上下游联动效应,产业链上企业间的数字化协同有助于进一步提升焦点企业数字化转型;产业链依赖度越强、行业竞争强度越大、环境不确定性水平越高、距离上下游企业越远的焦点企业,其上下游产业链数字化联动效应越显著。进一步地,通过界定焦点企业与上游供应商企业、下游客户企业的联动类型与行为特征发现,企业数字化的产业链联动效应主要表现为下游客户拉动型。同时,焦点企业的数字化转型更多是一种主动学习而非被动模仿行为。本文揭示了焦点企业及其产业链上下游企业间数字化联动效应的微观机制,为推动企业数字化转型提供了理论参考与实践启示。The digital transformation of enterprises is the focus of today's academic circles.Most of the existing studies start from a single enterprise,analyzing its transformation motivation,mode,and effect.However,there are still some research gaps,and the overall linkage characteristics of upstream and downstream enterprises in the industrial chain have not been considered.Therefore,this paper focuses on the linkage mechanism between the digitalization of upstream and downstream enterprises in the industrial chain and the digitalization of focus enterprises.Based on the sample data of listed companies in China from 2011 to 2020,this paper empirically explores the digital linkage effect between upstream and downstream enterprises.The research findings of this paper include the following aspects.Firstly,there is a linkage effect in the digital transformation of upstream and downstream enterprises in the industrial chain.That is to say,the digital transformation of upstream and downstream enterprises in the industrial chain has a significant positive impact on the digital transformation of focus enterprises.Digital collaboration between upstream and downstream enterprises in the industrial chain also helps to promote the digital transformation of focus enterprises.Secondly,the stronger the dependence of focus enterprises on the industrial chain is,the stronger the industry competition is,the higher the level of environmental uncertainty is,and the farther the geographical distance is,the stronger the linkage effect of the digital transformation among upstream and downstream enterprises in the industrial chain will be.Thirdly,according to the nature of the transaction,the sample is divided into upstream supplier enterprises and downstream customer enterprises.Grouping regression shows that this linkage effect is mainly driven by downstream customers.When focus enterprises and upstream and downstream enterprises belong to the same industry,the stronger the linkage effect of the enterprise digitalization industry chain will

关 键 词：企业数字化 产业链联动效应 上游推动型 下游拉动型 主动学习 

分 类 号：F272[经济管理—企业管理]