客户数字化转型能促进上游企业数字技术创新吗?——基于供应链视角的研究  

Can customer digital transformation promote upstream enterprises digital technology innovation?A study based on a supply chain perspective

作　　者：邢天才[1,2] 陈玉杭 XING Tiancai;CHEN Yuhang(School of Finance,Dongbei University of Finance&Economics,Dalian 116025,China;Qingdao Financial Research Institute,Dongbei University of Finance&Economics,Qingdao 266105,China)

机构地区：[1]东北财经大学金融学院,辽宁大连116025 [2]东北财经大学青岛金融研究院,山东青岛266105

出　　处：《产业经济研究》2025年第1期129-142,共14页Industrial Economics Research

基　　金：国家自然科学基金面上项目(71273042);辽宁省社会科学规划基金重大委托项目(L21ZD024)。

摘　　要：客户的数字化转型,不仅对其自身发展起到了积极的推动作用,也通过供应链的传导机制,对上游企业产生了深远的影响。而客户在进行数字化转型的过程中,是否能够激发上游企业进行数字技术创新呢?基于供应链这一独特研究视角,深入探讨2010—2022年间,中国沪深A股市场上客户数字化转型对上游企业数字技术创新产生的重要影响。研究发现,客户数字化转型能够显著提高上游企业数字技术创新水平。机制检验表明,客户数字化转型通过降低供应链上的供需波动偏离、提升上游企业存货管理水平、加大上游企业研发强度等渠道,促进上游企业数字技术创新。异质性检验显示,在非国有、小规模、劳动密集度高以及处于低市场分割程度地区的上游企业样本中,客户数字化转型促进上游企业数字技术创新的影响效果更为显著。最后,提出政策建议以帮助企业深入理解数字化转型所带来的溢出效应,从而为企业在数字技术创新方面提供更多的支撑点和参考依据,使企业能够更好地适应数字化转型带来的挑战和机遇。The digital transformation of customer enterprises plays a positive role in promoting their development and has far-reaching implications for upstream enterprises through the supply chain transmission mechanism.Then,in the process of digital transformation,can customers inspire upstream enterprises to carry out digital innovation?This paper s focus on the supply chain offers a unique research perspective to explore the impact of customers digital transformation on the digital technology innovation of upstream enterprises in China s Shanghai and Shenzhen A-share markets from 2010 to 2022.The study finds that customers digital transformation can significantly promote the innovation of upstream enterprises.The mechanism tests show that this digital transformation promotes upstream enterprises digital technology innovation by reducing the deviation of supply and demand fluctuations in the supply chain,enhancing the inventory management and R&D intensity of upstream enterprises.The heterogeneity test shows that the effect is more significant for enterprises that are non-state-owned,small-scale,highly labor-intensive,and located in regions with a low degree of market segmentation.Finally,the study offers policy recommendations to help enterprises understand the spillover effects of digital transformation,provide additional support and points of reference for enterprises in digital technological innovation,and enable them to better adapt to the challenges and opportunities of digital transformation.

关 键 词：数字技术创新 客户数字化转型 上游企业 供应链 数实产业融合 

分 类 号：F062.9[经济管理—政治经济学]