新创企业对企业数字化转型水平的同行效应研究  

Peer Effect of Digital Transformation Level between Start-ups and Firms

作　　者：叶阳平 符正平[1] YE Yangping;FU Zhengping(School of Business,Sun Yat-sen University,Guangzhou 510275,China)

机构地区：[1]中山大学管理学院,广州510275

出　　处：《科学学与科学技术管理》2024年第11期133-147,共15页Science of Science and Management of S.& T.

摘　　要：数字经济的发展催生了新产品、新业态、新商业模式,极具数字化特性的新创企业作为数字化颠覆者,通过重构原有的市场利益格局,为企业带来数字转型的紧迫性。基于我国上市公司的数据,研究企业数字化转型是否受同行新创企业数字化转型的影响及两者之间同行效应的驱动机制。结果表明,同行新创企业数字化转型水平能够有效促进企业数字化转型水平的提高。机制检验的结果发现同行效应源自于竞争机制以及信息机制。竞争机制检验的结果表明,企业与同行新创企业之间的战略相似度较高、行业竞争程度越激烈,企业更容易受到同行新创企业的影响。信息机制检验的结果表明,在信息供给质量较高、信息需求较高的情境下,企业数字化转型水平受同行新创企业的影响更为明显。There is an endogenous interaction between corporate decisions.When making decisions,companies will learn,respond,and counterattack the decision-making behaviors of peers.To attain sustainable competitive advantages,firms must accurately grasp future market trends,understand the positions of competitors,and continuously cultivate and develop the firms'core capabilities based on a comprehensive assessment of its own resources.Digital transformation is accompanied by high technology costs and reconstruction costs of organizations,processes,and business models.Peer companies operate within similar market and institutional environments.Therefore,the digital transformation of peer companies can be used as a reference for firms'digital transformation decisions.New ventures,as digital disruptor,with a high level of digital transformation,will reconstruct the original market position and bring the digital transformation urgency to firms.Digital transformation provides a unique context for this article to explore more deeply the complex interactions between new ventures and existing firms.Based on the background presented above,this paper aims to investigate the influence and mechanisms of peer new ventures'digital transformation on firms'digital transformation.Taking Chinese A-share listed companies from 2009 to 2021 as samples,this paper uses the two-way fixed effect model to control both the firm-year fixed effect and industry-year fixed effect,so as to alleviate the inconsistency of estimation results caused by missing factors that do not change over time at the industry level.The key research motivation of this paper is to observe the impact of new ventures'digital transformation on the level of firms'digital transformation.The research contributions of this paper are as follows.Compared with the previous literature on peer effect,the biggest contribution is the selection of in the group sample.This article uses the potential digital disruption brought about by the digital transformation of new start-ups as a potenti

关 键 词：数字化转型 新创企业 信息机制 竞争机制 同行效应 

分 类 号：F273.1[经济管理—企业管理]