数字化转型与企业绿色技术创新:基于大数据文本挖掘的研究  

Digital Transformation and Manufacturing Firms’Green Technological Innovation--A Study based on Big Data Mining

作　　者：尹西明 王朝晖 陈劲[3] 李纪珍[3] YIN Ximing;WANG Zhaohui;CHEN Jin;LI Jizhen(School of Management and Economics,Beijing Institute of Technology,Beijing 100081,China;HKU Business School,The University of Hong Kong,Hong Kong 999077,China;School of Economics and Management,Tsinghua University,Beijing 100084,China)

机构地区：[1]北京理工大学管理与经济学院,北京100081 [2]香港大学经济管理学院,中国香港999077 [3]清华大学经济管理学院,北京100084

出　　处：《北京理工大学学报（社会科学版）》2023年第5期159-170,共12页Journal of Beijing Institute of Technology：Social Sciences Edition

基　　金：国家自然科学基金青年项目“多层次系统视角下中国高校学术创业与成果转化促进机制研究”(72104027);工信部党的建设中心重大项目“习近平经济思想指引下我国数字经济发展理论范式研究”(GXZY2210)。

摘　　要：数字化转型是企业创新的新动能和引擎,与此同时碳达峰碳中和的国家战略也对制造业绿色化发展提出新目标与新要求,但鲜有研究关注数字化转型如何影响企业绿色创新。从“战略—资源—制度”的三维视角出发,探究数字化转型对中国制造业企业绿色技术创新的影响和作用机制,以及产权这一制度逻辑的异质性影响。以2011—2019年沪深A股1016家上市制造业企业为样本,基于大数据文本挖掘和负二项回归模型的实证研究发现:(1)数字化战略显著提升了企业绿色技术创新能力;(2)数字化资源投入部分中介数字化战略对企业绿色技术创新能力提升作用;(3)企业的产权性质在上述中介关系发挥有调节的中介作用,也即:与国有企业相比,民营企业在数字化战略促进绿色技术创新和数字化战略引导数字化资源投入阶段无显著差异,但在数字化资源投入向绿色技术创新转化阶段具有更高效率。稳健性检验发现,数字化战略与资源投入对企业绿色技术创新的显著影响在中期依然成立,存在持续赋能效应,且中长期来看国有企业与民营企业在数字化转型促进绿色技术创新方面并无显著差异。进一步引入关键词文本网络探究数字化战略的结构性影响,发现数字产品与制造战略是提升绿色技术创新能力的有效战略维度,数字金融战略与数字营销战略对企业绿色技术创新无直接促进效应。研究结果从战略、资源和制度的三重视角,打开了数字化加速制造业绿色化转型的过程机制和产权性质的异质性影响,为理清数字化对制造业企业绿色创新的作用机理及情境因素提供重要理论启示,也为激励制造业抓住产业数字化机遇、加快助力碳达峰碳中和提供科学决策支持。In the era of digital economy,digital transformation is becoming a new engine for firm innovation.At the same time,the national strategy of carbon peak and carbon neutrality puts forward new goals and new requirements for firms’green innovation.However,little research has investigated the dialectical relationship between digital transformation and corporate green transformation.From the perspectives of strategic management,resource-based view and institutional logic,this study employed a multi-sourced dataset covering 1016 public listed manufacturing firms from 2011 to 2019 and used big data mining and negative binomial regression model to explore the relationship and mechanism between firm digital transformation and green technological innovation,as well as the contingent role of the nature of property right.Empirical results show that:(1)Digital strategy significantly improved the level of green technology innovation of enterprises;(2)Digital resource investment mediated the effect of digital strategic transformation on promoting corporate green technological innovation;(3)Further analysis found that the state of equity had played a moderating mediation effect on the intermediary relationship:compared with state-owned enterprises,private enterprises had higher efficiency in the transformation stage of digital resource investment to green technology innovation.The robustness test finds that the significant impact of digital transformation strategy and resource input on corporate green technological innovation still existed in the medium term,with a continuous enabling effect.There was no difference between state-owned enterprises and private enterprises in terms of the relationship between digital transformation and green technological innovation in the medium and long term.Further,introducing keyword text networks to explore the structural impact of digital strategy,this study finds that digital product and manufacturing strategy were effective strategic dimensions to enhance green technology innovation capab

关 键 词：数字化转型 碳达峰碳中和 绿色技术创新 战略 资源基础观 

分 类 号：G301[文化科学] F425[经济管理—产业经济] F204