经济与管理研究2025，Vol.46Issue(2)：96-118,23.DOI:10.13502/j.cnki.issn1000-7636.2025.02.006
"赋能"还是"负能":供应链数字化与企业ESG表现
Empowerment or Disempowerment:Supply Chain Digitization and Corporate ESG Performance
摘要
Abstract
The frequent occurrence of climate risks,wealth inequality,and major public health crises have gradually evolved into important constraints on the sustainable and high-quality development of the global economy.To realize Chinese modernization,it is necessary to take sustainable development as the main line and adhere to the three-pronged development concept of ecological conservation,cultural-ethical advancement,and material advancement.ESG,as an extension of the corporate social responsibility concept,encompasses three elements of environmental governance(E),social responsibility(S),and corporate governance(G),which is an important practice for achieving sustainable development goals.The digitalization of the supply chain gives ESG a new endogenous growth logic.Enterprises,as an important microeconomic entity,face an inevitable choice of strengthening ESG governance to achieve sustainable development goals at the current historical intersection. This paper uses A-share listed enterprises in Shanghai and Shenzhen from 2013 to 2022 as research samples and takes the 2018 supply chain innovation and application pilot projects as the starting point to explore the impact of supply chain digitization on corporate ESG performance.It reveals that supply chain digitization can improve corporate ESG performance.Mechanism analysis indicates that supply chain digitization can enhance corporate ESG performance by leveraging psychological empowerment,knowledge empowerment,and resource empowerment.Heterogeneity analysis shows that this positive driving effect is more significant when regional digital technologies are well-developed,enterprises are in their growth or mature stages,management is short-sighted,and the management's shareholding ratio is low.Therefore,the government and enterprises should give full play to the ESG governance role of supply chain.Moreover,enterprises,the government and the capital market should form a joint effort to explore the path to improve ESG performance and release the potential of ESG governance.Additionally,supply chain digitalization should be promoted according to local conditions and enterprises. The contributions of this paper are threefold.First,it extends the relevant research on the economic consequences of supply chain digitization from the self-interest perspective to the mutual benefit perspective.Second,it expands the research on ESG influencing factors from a single internal or external perspective to a dual internal-external perspective.Third,it provides practical guidance and policy directions for the government and enterprises to achieve sustainable development goals.Specifically,this paper offers practical insights for guiding enterprises to explore sustainable development pathways through digital technologies.Additionally,it constructs a heterogeneous macro-meso-micro analysis framework,providing more precise policy targets for the government to utilize digital capabilities to advance Chinese modernization with local-and enterprise-specific measures.关键词
供应链数字化/企业ESG表现/心理赋能/知识赋能/资源赋能Key words
supply chain digitization/corporate ESG performance/psychological empowerment/knowledge empowerment/resource empowerment分类
管理科学引用本文复制引用
何瑛,郝晓露.."赋能"还是"负能":供应链数字化与企业ESG表现[J].经济与管理研究,2025,46(2):96-118,23.基金项目
国家社会科学基金重大项目"数字化变革推动中小企业高质量发展研究"(22&ZD148) （22&ZD148）
北京邮电大学优秀博士生创新基金资助项目"数字化变革推动战略性新兴产业中小企业创新发展研究"(CX20241045) （CX20241045）
