工业机器人应用与供应链效率提升——基于供应链治理与营运效率的双重视角  

Application of Industrial Robots and Enhancement of Supply Chain Efficiency:Based on the Dual Perspective of Supply Chain Governance and Operational Efficiency

作　　者：孟庆伟 胡林杉 MENG Qingwei;HU Linshan(School of Economics and Management,Tongji University,Shanghai 200092,China)

机构地区：[1]同济大学经济与管理学院,上海200092

出　　处：《华东经济管理》2025年第1期117-128,共12页East China Economic Management

基　　金：国家社会科学基金重大项目“新形势下地方政府性债务风险管控的目标、难点与实现路径研究”(19ZDA073)。

摘　　要：文章基于2011—2019年中国A股上市企业财务数据,研究工业机器人应用对企业供应链效率的影响。研究发现:工业机器人应用显著提高了企业供应链效率,该结果在一系列稳健性检验中得到验证;机制分析表明,工业机器人应用通过供应链治理渠道和营运效率渠道来提高供应链效率,在中西部地区、传统行业、竞争性行业、高市场优势地位、高资产专用性和高职工薪酬企业中作用更明显;进一步研究表明,工业机器人应用存在正向的供应链溢出效应,并可以实现兼顾供应链安全的效率提升。本研究为进一步优化工业机器人应用的相关政策制定和构建高质量供应链体系提供了政策启示。This article analyzes the impact of the application of industrial robots on efficiency of corporate supply chains based on the financial data of Chinese A-share listed companies from 2011 to 2019.According to the research findings,the application of industrial robots significantly enhances the efficiency of corporate supply chains,which has been verified through a series of robustness tests.Mechanism analysis indicates that the application of industrial robots improves the supply chain efficiency through supply chain governance and operational efficiency channels,and this effect is more pronounced in the central and western regions,traditional industries,competitive industries,and companies with high market dominance,high asset specificity,and high employee compensation.Further research shows that the application of industrial robots has a positive supply chain spillover effect and can achieve efficiency improvement ensuring supply chain security.This research provides policy insights for further optimizing the formulation of policies related to the application of industrial robots and for building a high-quality supply chain system.

关 键 词：工业机器人应用 供应链效率 供应链治理 营运效率 关系理论 动态能力理论 

分 类 号：F274[经济管理—企业管理] TP242.2[经济管理—国民经济] F275[自动化与计算机技术—检测技术与自动化装置] F832.51[自动化与计算机技术—控制科学与工程]