企业规模、市场竞争与企业数字化转型——熊彼特假说的再考察  

Enterprise Size,Market Competition and Enterprise Digital Transformation——A Re-examination of Schumpeter's Hypothesis

作　　者：韩超 郭庆[1] Han Chao;Guo Qing(School of Economics,Shandong University of Finance and Economics,Jinan 250014,China)

机构地区：[1]山东财经大学经济学院,济南250014

出　　处：《工业技术经济》2024年第7期33-41,共9页Journal of Industrial Technological Economics

基　　金：山东省重点研发计划(软科学)项目“山东省工业互联网产业链创新链融合升级研究”(项目编号:2023RZA02027)。

摘　　要：在数字技术快速发展的背景下,数字化转型成为企业提高竞争力、实现高质量发展的必然要求。本文基于熊彼特假说视角,利用2011~2022年我国沪深A股上市公司数据,分析企业规模和市场竞争对企业数字化转型的影响。研究发现:企业规模对企业数字化转型具有非线性促进作用,且边际效应递减;市场竞争和企业数字化转型之间呈“倒U型”关系,即在某一市场竞争程度下,企业数字化转型意愿达到峰值,超过这一阀值,企业的数字化转型意愿逐渐降低。异质性检验表明,若企业是国有企业或制造业企业,企业规模对数字化转型的推动效应具有稳定性。进一步分析发现,企业规模与市场竞争的交互作用会抑制企业数字化转型。据此,本文提出促进企业数字化转型的对策建议。Against the background of rapid development of digital technology,digital transformation has become an inevita⁃ble requirement for enterprises to enhance their competitiveness and realize high-quality development.Based on the perspective of Schumpeter's hypothesis,this paper analyzes the impact of enterprise size and market competition on enterprise digital transforma⁃tion by using the data of China's A-share listed companies in Shanghai and Shenzhen from 2011 to 2022.The study finds that:en⁃terprise size has a non-linear promotion effect on enterprise digital transformation,and the marginal effect is diminishing;market competition and enterprise digital transformation is an“inverted U”type relationship,that is,in a certain degree of market com⁃petition,the enterprise digital transformation willingness to reach the peak,more than this threshold,the enterprise digital trans⁃formation willingness gradually decreased.The heterogeneity test shows that if the enterprise is a state-owned enterprise or a manu⁃facturing enterprise,the driving effect of enterprise size on digital transformation is stable.Further analysis finds that the interaction between enterprise size and market competition inhibits enterprise digital transformation.Accordingly,this paper proposes counter⁃measures to promote the digital transformation of enterprises.

关 键 词：企业规模 市场竞争 数字化 边际效应 熊彼特假说 异质性 倒U型 交互作用 

分 类 号：F062.9[经济管理—政治经济学] F49