经济与管理研究2024，Vol.45Issue(8)：81-102,22.DOI:10.13502/j.cnki.issn1000-7636.2024.08.005
数字化转型能够提升产业链韧性吗?
Can Digital Transformation Enhance Industrial Chain Resilience?
摘要
Abstract
With the intensification of competition among major countries,the global division of labor system is facing enormous challenges,and industrial chains are encountering heightened risks.Enhancing industrial chain resilience becomes an inevitable requirement for safeguarding industrial security and achieving high-quality economic development.In the era of the digital economy,enhancing industrial chain resilience through digital transformation is an important measure to promote the high-quality development of the manufacturing industry and strengthen its international competitiveness,and it is also a crucial path to ensure national industrial security. This paper analyzes the differentiated role mechanisms of digital transformation at different stages on industrial chain resilience and explores how to enhance resilience from two perspectives:factor marketization and reduction of transaction costs.Based on theoretical analysis and the DPSR model,it constructs a measurement index of industrial chain resilience using the panel data of China's manufacturing industries and micro data of enterprises from 2002 to 2020.Then,it empirically examines the mechanism and path through which digital transformation enhances industrial chain resilience. The results show that digital transformation is conducive to improving industrial chain resilience,with its impact varying slightly across different stages,and the relationship between the two shows a non-linear saddle shape.Moreover,the degree of factor marketization positively mediates this relationship and can help to break through the bottleneck period of resilience enhancement.The reduction of transaction costs is an important path for digital transformation to affect industrial chain resilience,and digital transformation can enhance industrial chain resilience by influencing transaction costs related to market channels and financing.However,the influence of supervisory transaction costs remains non-significant for the time being.Among the different factor-intensive industrial chains,only the technology-intensive industry chain shows a significant saddle-shaped relationship,with its bottleneck period occurring at a later stage,having a shorter duration,and being less pronounced.Among the dimensions of industrial chain resilience,the driving force and pressure dimensions are more likely to highlight the development difficulties,which contribute to the bottleneck period of industrial chain resilience. In response to the findings,it is imperative to expedite the digital transformation of the industrial chain to enhance the driving force in industrial chain resilience,reduce fluctuations caused by stress factors,strengthen the role of digital transformation in enhancing responsiveness,and maintain the stability and security of the industry and chain state.Through the digital transformation of industrial chains,transaction costs can be further reduced,thus alleviating constraints on industrial chain resilience,promoting the synergistic development of digital transformation and the degree of factor marketization,and advancing the marketization of data factors.关键词
数字化转型/制造业/产业链韧性/交易成本/要素市场化程度Key words
digital transformation/manufacturing/industrial chain resilience/transaction cost/degree of factor marketization分类
管理科学引用本文复制引用
余东华,黄念..数字化转型能够提升产业链韧性吗?[J].经济与管理研究,2024,45(8):81-102,22.基金项目
国家社会科学基金重点项目"现代化产业体系的评估指标、发展规律与路径选择研究"(23AZD027) （23AZD027）
中国科学技术协决策咨询重大招标课题"数字经济赋能黄河流域生态保护和高质量发展研究"(SK240040) （SK240040）
