供应链数字化会影响供应商竞争吗?——基于文本分析的经验证据  

Does Supply Chain Digitalization Affect Supplier Competition?Empirical Evidence Based on Text Analysis

作　　者：刘颍 侯丹阳 王生年[1] LIU Ying;HOU Danyang;WANG Shengnian(School of Economics and Management,Shihezi University,Shihezi 832000,China)

机构地区：[1]石河子大学经济与管理学院,新疆石河子832000

出　　处：《华东经济管理》2024年第11期106-118,共13页East China Economic Management

基　　金：国家自然科学基金项目“企业数字化转型与审计师风险决策:影响、机制与后果”(72262028)。

摘　　要：在数字经济与现代化产业体系建设背景下,供应链数字化通过数字技术改变了供应链管理方式,对供应商之间的互动行为产生了深远影响。文章以2010—2022年中国沪深A股上市公司为样本,利用文本分析构建了供应链数字化测度指标,探究供应链数字化对供应商竞争的影响及作用机制。研究发现:供应链数字化水平越高,供应商竞争越强,产业链整合和成本效应是其重要的传导机制;异质性检验发现,在供应链关系不良、供应商地理邻近时,供应链数字化对供应商竞争的影响更为凸显;经济后果检验表明,供应链数字化通过增强供应商竞争,显著提升企业绩效。研究结论为理解供应链数字化实施效果提供崭新思路,并对企业选择差异化供应商提供重要参考。In the context of the digital economy and the development of modern industrial systems,supply chain digitalization has revolutionized supply chain management through the application of digital technologies,thereby significantly influencing the interactions among suppliers.The essay utilizes a sample of Chinese A-share listed companies from 2010 to 2022 on the Shanghai and Shenzhen stock exchanges.By employing text analysis,it constructs a measurement index for supply chain digitalization and investigates its impact on supplier competition,as well as the underlying mechanisms.Research indicates that elevated levels of supply chain digitalization intensify supplier competition,with industrial chain integration and cost effects being key transmission mechanisms.Heterogeneity tests reveal that the impact of supply chain digitalization on supplier competition is more pronounced in contexts where supply chain relationships are suboptimal or suppliers are geographically proximate.Economic outcome tests demonstrate that by augmenting supplier competition,supply chain digitalization substantially enhances corporate performance.The research findings present a novel perspective on understanding the impact of supply chain digitalization and provide crucial insights for the selection of differentiated suppliers.

关 键 词：供应链数字化 供应商竞争 产业链整合 成本效应 企业绩效 

分 类 号：F274[经济管理—企业管理] F49[经济管理—国民经济] F271