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制造业企业服务化何以影响企业竞争力?

李兰冰 薛泽帅 赵家未

经济与管理研究2025,Vol.46Issue(5):70-88,19.
经济与管理研究2025,Vol.46Issue(5):70-88,19.DOI:10.13502/j.cnki.issn1000-7636.2025.05.005

制造业企业服务化何以影响企业竞争力?

How does Servitization of Manufacturing Enterprises Affect Their Competitiveness?

李兰冰 1薛泽帅 2赵家未2

作者信息

  • 1. 南开大学经济与社会发展研究院经济行为与政策模拟实验室,天津,300071
  • 2. 南开大学经济与社会发展研究院
  • 折叠

摘要

Abstract

Accelerating the deep integration of the modern service industry and advanced manufacturing industry is an effective way to reshape the competitive advantages of the industrial chain and build a modern industrial system.From the perspective of the output servitization of manufacturing enterprises,this paper systematically examines how servitization affects their competitiveness,aiming to provide valuable policy insights for promoting the deep integration of manufacturing and service industries and building a strong manufacturing country. By analyzing the text data of annual reports of listed companies from 2014 to 2023,this paper quantitatively identifies the mechanism of the impact of output servitization on the competitiveness of enterprises.Then,it makes an expanded analysis of modern service business,with a focus on the economic effect of modern service business in advanced manufacturing enterprises.It is found that the development of servitization of manufacturing enterprises,characterized by the revenue from and the word frequency of service business,has a positive promoting effect on the competitiveness of enterprises.The main conclusions remain valid under the robustness test and the endogenous test.Furthermore,servitization affects the competitiveness of enterprises through cost-benefit mechanisms,resource allocation mechanisms,and innovation output mechanisms,respectively.Under different mechanism paths,customized,high-end,and intelligent service businesses form the core content of enterprise servitization.Heterogeneity analysis shows that the influence of servitization on the group of traditional manufacturing enterprises and the group of industries with low competition intensity is more prominent than that on the group of advanced manufacturing enterprises and the group of industries with high competition intensity.Meanwhile,the influence of servitization on industries with a high degree of digitalization and information service business carried out by enterprises is more significant.To some extent,it shows that servitization can be effectively combined with digitalization,thereby fostering a mutually reinforcing relationship between the two.Expansion analysis indicates that the development of modern service business by advanced manufacturing enterprises is conducive to promoting the intelligence of the manufacturing industry,improving total factor productivity,and promoting the high-quality development of the manufacturing industry from multiple dimensions. The main policy implications of this paper are as follows:first,actively promote the development of the modern service industry and advance the deep integration of manufacturing and service industries;second,give play to the enabling role of servitization in the transformation and upgrading of the manufacturing industry from both the quantity and quality perspectives;third,give full play to the supporting role of modern information technology in providing more diversified and efficient solutions and enhancing the competitiveness of enterprises.

关键词

先进制造业/产出服务化/企业竞争力/两业融合/成本收益/资源配置/创新产出

Key words

advanced manufacturing industry/output servitization/enterprise competitiveness/integration of manufacturing and service industries/cost-benefit/resource allocation/innovation output

分类

管理科学

引用本文复制引用

李兰冰,薛泽帅,赵家未..制造业企业服务化何以影响企业竞争力?[J].经济与管理研究,2025,46(5):70-88,19.

基金项目

教育部哲学社会科学研究重大课题攻关项目"新时代区域协调发展战略研究"(20JZD028) (20JZD028)

教育部哲学社会科学实验室专项基金项目"间接-区域重大战略实施对中国经济高质量发展的影响机制与提升路径研究"(ZXCZH0122711) (ZXCZH0122711)

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