数字化转型、进口中间品内嵌技术与新能源汽车产业链韧性  

Digital Transformation,Embedded Technology of Imported Intermediate Goods and Industrial Chain Resilience of the New Energy Vehicle

作　　者：张兵[1] 宋超凡 ZHANG Bing;SONG Chaofan

机构地区：[1]南开大学经济学院

出　　处：《国际经贸探索》2024年第9期73-88,共16页International Economics and Trade Research

基　　金：中央高校双一流引导专项资金项目(96176403)。

摘　　要：在欧美加强贸易保护、与中国脱钩断链的背景下,中国新能源汽车产业链韧性关乎汽车行业的健康可持续发展。文章基于全球生产外包模型,应用中国新能源汽车产业链相关A股上市公司数据库和海关数据库,使用神经网络分析法、DEA法测度了企业数字化转型指标和进口中间品内嵌技术指标,实证检验了企业数字化转型对产业链韧性的影响机制。研究发现,企业数字化转型正向影响新能源汽车产业链韧性,正向促进效应具有异质性。机制检验发现,企业数字化转型可以通过影响进口中间品内嵌技术促进产业链韧性增强,产业链上下游的供需匹配关系是调节效应发挥作用的关键。研究结论为促进新能源汽车产业链的稳定与发展提供了政策启示。Against the backdrop of strengthening trade protection and decoupling from China in Europe and the United States,the industrial chain resilience of China's new energy vehicle is crucial for the healthy and sustainable development of the vehicle industry.Based on the global production outsourcing model,this paper uses the database of A-share listed companies and customs database related to the industry chain of China's new energy vehicle to measure the digital transformation indicator of the enterprises and the embedded technology indicator of imported intermediate goods with neural network analysis method and DEA method,and empirically tests the influencing mechanism of digital transformation of the enterprises on the industrial chain resilience.The research shows that digital transformation of the enterprises has a positive impact on the industrial chain resilience of the new energy vehicle,and the positive promotion effect is heterogeneous.The mechanism test reveals that digital transformation of the enterprises can enhance the industrial chain resilience by affecting the embedded technology of imported intermediate goods,and the supply-demand matching relationship between the upstream and the downstream of the industrial chain is the key to the regulatory effect.The research conclusions provide policy implications for promoting the stability and development of the industrial chain of the new energy vehicle.

关 键 词：新能源汽车 数字化转型 产业链韧性 进口中间品内嵌技术 

分 类 号：F746[经济管理—国际贸易]