间接数字化转型、供应链外溢与企业出口贸易  

Indirect Digital Transformation,Supply Chain Spillover and Corporate Export Trade

作　　者：金祥义 张文菲 Jin Xiangyi;Zhang Wenfei

机构地区：[1]兰州大学经济学院,甘肃省兰州市730000

出　　处：《世界经济》2024年第10期3-30,共28页The Journal of World Economy

基　　金：国家自然科学基金(72203083);甘肃省基础研究计划-软科学专项(23JRZA373);教育部人文社会科学研究青年基金项目(23XJC790008)的资助。

摘　　要：数字技术应用是推动出口贸易发展的核心模块,供应链生产模式与数字技术应用的结合,为难以实现数字化转型的企业提供了间接数字化转型的机遇,进而对企业出口贸易产生了深远的影响。本文结合中国海关数据库和企业供应链数据,对供应链上企业间接数字化转型与出口间的关系进行了深入剖析。研究表明,间接数字化转型能提高企业的出口规模,改善企业出口二元边际。机制检验显示,搜寻匹配改善效应、供应链效率提升效应、知识创新促进效应是间接数字化转型促进企业出口增长的重要渠道。拓展分析表明,供应链技术溢出带来的贸易增长效应存在明显的链内链外传递现象,由此进一步推动了企业出口贸易的发展。本文研究意味着,深化供应链生产模式是借助国内生产内循环促进对外贸易外循环融合发展的现实路径。The application of digital technology is the central driving force behind the development of export trade.The combination of supply chain production and digital technology implementation provides indirect digital transformation opportunities for firms that may find this hard to achieve,having a profound impact on their export trade.In this context,this paper combines Chinese customs data and corporate supply chain data to conduct an in-depth analysis of the relationship between firms’indirect digital transformation and exports in the supply chain.The findings of the study indicate that indirect digital transformation can increase the export scale of firms and optimise their export binary margin.Testing of the mechanism reveals that the enhancement effect on search matching,the improvement effect on supply chain efficiency,and the innovation-promoting effect on knowledge are important channels through which indirect digital transformation promotes corporate export growth.A closer analysis illustrates that the trade growth effect caused by the spillover of supply chain technology presents an obvious phenomenon of internal and external transmission in the chain,which further promotes the development of corporate export trade.The deepening of the supply chain production mode is a realistic promotion path aimed at facilitating the integrated development of foreign trade with the support of the national production cycle.

关 键 词：间接数字化转型 供应链生产关系 技术外溢 企业出口 数字技术 

分 类 号：F752.62[经济管理—国际贸易] F49[经济管理—产业经济] F274