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数字化转型与产业链韧性:来自中国制造业"三维"面板数据的证据

黎绍凯 高玉英

重庆理工大学学报2024,Vol.38Issue(24):95-113,19.
重庆理工大学学报2024,Vol.38Issue(24):95-113,19.DOI:10.3969/j.issn.1674-8425(s).2024.12.008

数字化转型与产业链韧性:来自中国制造业"三维"面板数据的证据

Digital transformation and industrial chain resilience:Evidence based on"Three Dimensional"panel data of China's manufacturing industry

黎绍凯 1高玉英2

作者信息

  • 1. 江西财经大学 应用经济学院(数字经济学院),江西 南昌 330013
  • 2. 江西财经大学 金融学院,江西 南昌 330013
  • 折叠

摘要

Abstract

In recent years,due to the COVID-19 raging around the world,the Sino US economic and trade frictions continue,the global industrial chain has been hit unprecedentedly,and the risk of"chain breaking"of the industrial chain has increased.At the same time,issues such as bottleneck in key technological fields and shortage of local product supply are becoming increasingly prominent,and the stability of domestic industrial and supply chains is also facing unprecedented challenges.A resilient industrial and supply chain is the key to building a new development pattern.Under the background that the report of the 20th National Congress of the Communist Party of China clearly proposed to improve the Supply chain resilience resilience and security level of the industrial chain,improving the industrial chain resilience through digital transformation has gradually become the focus of academic attention.Although existing research has explored the inherent logical relationship between digital transformation and industrial chain resilience,there are still some shortcomings.Firstly,there are various methods for measuring the resilience indicators of industrial and supply chains,and some measurement methods are relatively rough,failing to construct a relatively reliable comprehensive indicator based on the connotation of industrial chain resilience.The second issue is that the exploration of the impact path of digital transformation on the resilience of the industrial chain is not in-depth and focused enough.Some studies only theoretically sort out the path of how digital transformation affects the improvement of industrial chain resilience,and its inherent credibility still needs to be discussed.Based on this,this article uses the entropy weight method to measure the overall level of industrial chain resilience in China's manufacturing industry,and systematically examines the impact of digital transformation on industrial chain resilience,further clarifying the internal mechanism of action,aiming to provide important reference for digital empowerment of high-quality economic development. This article measures the industry chain resilience index of China's manufacturing industry from three dimensions:resilience,adaptability,and updating leading ability.Based on the data of A-share listed companies and segmented industries in Shenzhen and Shanghai from 2007 to 2019,it empirically examines the impact and mechanism of digital transformation on industry chain resilience.The main conclusion is that digital transformation of enterprises can significantly enhance the resilience of the industrial chain in China's manufacturing industry segments,and strengthen the industry's risk resistance ability in a market environment with increasing uncertainty.After considering endogeneity issues and robustness testing,the benchmark results remain robust.Mechanism testing shows that digital transformation mainly reduces the production and operation costs of the industrial chain,forming a synergistic effect in the supply chain network,improving the efficiency of industrial chain factor allocation,and thereby improving the resilience level of the manufacturing industry's segmented industries.Heterogeneity testing found that there are significant differences in the direction and degree of the impact of digital transformation on industry chain resilience among different segmented industries.At the same time,the effect of enhancing the resilience of the industrial chain driven by digital transformation of enterprises is more evident in non growth stage enterprises,intermediate product supplier enterprises,and highly competitive industries.This study not only reveals the effect and mechanism of the degree of digitalization on the resilience of the industrial chain,but also provides an objective basis for policies related to digital transformation,which has important policy implications for economic transformation and upgrading and high-quality development. Based on the research findings of this article,the following policy implications are provided:firstly,adapt to the needs of the times and the laws of technological evolution,and focus on actively exploring the application scenarios of digital technology in traditional manufacturing processes through digital platform construction and internal digital management;secondly,strengthen the linkage effect between upstream and downstream enterprises in the manufacturing supply network,and leverage the collaborative innovation effect of digital transformation on upstream and downstream enterprises in the supply chain;thirdly,implement a gradual digital transformation based on the characteristics of industry differentiation,with the digital leading industries driving traditional manufacturing industries,thereby achieving a good digital ecology in the manufacturing industry;fourthly,formulate appropriate policies to support and strengthen the construction of digital supporting facilities.

关键词

数字化转型/产业链韧性/降本效应/协同创新/要素配置

Key words

digital transformation/industry chain resilience/cost reduction effect/collaborative innovation/element configuration

分类

管理科学

引用本文复制引用

黎绍凯,高玉英..数字化转型与产业链韧性:来自中国制造业"三维"面板数据的证据[J].重庆理工大学学报,2024,38(24):95-113,19.

基金项目

江西省高校人文社会科学青年项目"后疫情时代进口竞争与中国制造业去产能效应:理论逻辑、微观机制与经验证据"(JJ21218) (JJ21218)

江西省社会科学规划项目"数字化转型背景下'隐形冠军'企业动态演化、培育机制及对策研究"(22YJ41) (22YJ41)

江西省教育厅科技青年项目"数字赋能视域下'隐形冠军'企业培育对企业价值跃迁的影响机制及对策研究"(GJJ2200547) (GJJ2200547)

重庆理工大学学报

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