数字化转型与绿色技术创新——基于供应链溢出视角  

Digital Transformation and Green Technology Innovation:Based on the Perspective of Supply Chain Spillover

作　　者：王杰 刘刚[1] 周晓辉 WANG Jie;LIU Gang;ZHOU Xiaohui(Institute of Economics,School of Economics,Nankai University,Tianjin 300071;School of Economics,Shandong Technology and Business University,Yantai,Shandong 264003)

机构地区：[1]南开大学经济学院经济研究所,天津300071 [2]山东工商学院经济学院,山东烟台264003

出　　处：《长白学刊》2024年第6期108-127,共20页Changbai Journal

基　　金：国家社会科学基金一般项目“供给侧结构性改革背景下产业政策对产业升级的有效性研究”(18BJY100);中国工程院战略研究与咨询项目“场景创新驱动的人工智能技术升级和产业发展路径研究”(2023-HY-11);中国工程院高端智库专项研究项目“人工智能技术及相关产业发展研究”(2022-GDZK-05)。

摘　　要：基于供应链溢出视角,利用2006—2022年中国沪深两市A股上市公司的数据,研究客户数字化转型如何带动供应商绿色技术创新。研究表明:客户数字化转型能够显著提高供应商的绿色技术创新水平,并且这一结论通过了诸多稳健性检验;进一步检验发现,客户数字化转型主要通过竞争效应(绿色需求倒逼)和共谋效应(知识溢出)两种供应链溢出效应影响供应商绿色技术创新。此外,环境规制正向调节了客户数字化转型对绿色技术创新的促进作用。异质性分析发现:当客户话语权更大、供应商资源禀赋为技术密集型、供应商与客户相距更远、供应商从事制造业时,客户数字化转型的供应链溢出效应更显著。因此,从客户-供应商的关系出发,拓宽了企业数字化转型对绿色技术创新提升作用的研究视角,为数字经济时代企业数字化转型和绿色高质量发展提供了政策启示。Based on the perspective of supply chain spillover,this article uses data from A-share listed companies on China’s Shanghai and Shenzhen stock exchanges from 2006 to 2022 to study how customers’digital transformation drives suppliers’green technology innovation.Research shows that customer digital transformation can significantly improve suppliers’green technology innovation level,and this conclusion has passed many robustness tests.Further tests revealed that customer digital transformation mainly affects supplier green technology innovation through two supply chain spillover effects:competition effect(green demand forc‐ing)and conspiracy effect(knowledge spillover).In addition,environmental regulation positively regulates the promotion effect of customer digital transformation on green technology innovation.Heterogeneity analysis re‐search found that:when customers have greater say,suppliers’resource endowments are technology-intensive,suppliers are further away from customers,and suppliers are engaged in manufacturing,the supply chain spill‐over effect of customer digital transformation is more significant.Therefore,starting from the relationship be‐tween customers and suppliers,the research perspective on the role of enterprise digital transformation in en‐hancing green technology innovation has been expanded.This provides policy inspiration for the digital trans‐formation and green high-quality development of enterprises in the era of digital economy.

关 键 词：数字化转型 绿色技术创新 供应链 溢出效应 竞争效应 共谋效应 

分 类 号：F272[经济管理—企业管理]