数字化转型对服务型制造的影响探究——基于嵌入和混入视角  

The Impact of Digital Transformation on Service-oriented Manufacturing:Based on the Embedding and Blending Perspective

作　　者：田洪刚 杨蕙馨[2] 孙芹 李诗琦 Tian Honggang;Yang Huixin;Sun Qin;Li Shiqi(Economics and Trade School,Shandong Management University,Jinan250357,China;School of Management Shandong University,Jinan 250100,China)

机构地区：[1]山东管理学院经贸学院,250357 [2]山东大学管理学院,250100

出　　处：《南开经济研究》2025年第2期206-224,共19页Nankai Economic Studies

基　　金：国家社科基金重大招标项目“‘两业’融合推动中国制造业高质量发展研究”(20&ZD083);国家社科基金年度项目“高端装备制造业产业链融通创新的机制、模式与路径研究”(24BJY017);山东省自然科学基金面上项目“数字技术促进生产性服务业和制造业融合的机理与实证研究”(ZR2023MG014);山东省社科规划重点项目“现代服务业与先进制造业深度融合的模式及山东路径研究”(24BGLJ01);山东省社科规划研究项目“产业转型升级与能源效率优化协同推动的山东工业深度脱碳路径研究”(21CJJJ33)的资助。

摘　　要：服务型制造是制造企业发展的一种战略导向,而数字化转型为该战略实现提供了强有力的保障。基于“嵌入-混入”二分视角,本文采用沪深两市先进制造业2154家上市公司2013—2022年数据,运用双向固定效应模型,深入探究企业数字化转型对服务型制造的影响机理并进行实证检验。研究结果表明,企业数字化转型和嵌入式服务、混入式服务间均存在显著的正向线性关系,相较于混入式服务,数字化转型对嵌入式服务的边际效应更大;服务可得性、生产成本和交易成本发挥显著的中介作用,相较于混入式服务,三个中介变量对嵌入式服务的中介效应更大;数字化转型与嵌入式服务间关系在不同知识产权保护度省份、不同要素密集型产业和不同所有制企业间均存在明显异质性,而数字化转型与混入式服务间关系则仅在不同要素密集型产业和不同所有制企业中存在明显异质性。综上所述,应以数字化转型为抓手,精准把握地区、产业和企业异质性,提高服务可获得性,降低生产成本和交易费用,促进服务型制造高质量发展。Service-oriented manufacturing is a kind of strategic direction for the development of manufacturing enterprises,and digital transformation provides a strong and favorable guarantee for the realization of this strategy.Based on the dichotomy perspective of"embedded-blending",this paper uses 2013—2022 data of 2,154 listed advanced manufacturing companies in Shanghai and Shenzhen,and uses the two-way fixed effect model to deeply explore the impact mechanism of enterprise digital transformation on service-oriented manufacturing and empirically test it.The results show that:there is a significant positive linear relationship between enterprise digital transformation,embedded services and blended services,and the marginal effect of digital transformation on embedded services is greater than that of blended services;Service availability,production cost and transaction cost play a significant mediating role,but compared with blended services,the three mediation variables have greater mediating effect on embedded services;The relationship between digital transformation and embedded services has obvious heterogeneity in different IP protection regions,different factor-intensive industries and enterprises with different owner-ship,while the relationship between digital transformation and blended services only has obvious heterogeneity in different factor-intensive industries and enterprises with different ownership.To sum up,we should take digital transformation as the starting point,accurately grasp the heterogeneity of regions,industries and enterprises,improve the availability of services,reduce production costs and transaction costs,and promote the highquality development of service-oriented manufacturing.

关 键 词：数字化转型 服务型制造 服务可得性 生产成本 交易成本 

分 类 号：R28[医药卫生—中药学]