经济与管理研究2025，Vol.46Issue(5)：107-124,18.DOI:10.13502/j.cnki.issn1000-7636.2025.05.007
数字化转型、供应链溢出与企业创新
Digital Transformation,Supply Chain Spillovers,and Enterprise Innovation
摘要
Abstract
With the continuous intensification of market competition,the increasing complexity of technological structure,and the accelerated replacement of emerging technologies,relying solely on enterprises to carry out innovation activities faces many limitations and uncertainties.Currently,supply chain cooperation and mutual benefit have become a strategic choice for enterprises.In this context,the focus of innovation research is shifting from individual enterprise innovation to overall supply chain innovation.With the rapid development of digital technology and the digital economy,digital transformation has continuously injected new vitality into overall supply chain innovation.The strong permeability and connectivity of digital technology have broadened access to technology,information,talent,capital,and other innovation factors,facilitated the sharing of ideas,resources,and knowledge among enterprises,and strengthened supply chain management and resource integration capabilities among enterprises.Thus,it can be inferred that enterprise digital transformation can act on the interconnection and integration among enterprises,having an impact on the innovation of the entire supply chain.However,existing studies mainly focus on the impact of enterprise digital transformation on its own innovation,paying less attention to the impact on the innovation of related entities in the supply chain. Taking A-share listed companies in China from 2010 to 2022 as samples,this paper systematically demonstrates and empirically tests the impact of enterprise digital transformation on the innovation of upstream and downstream enterprises in the supply chain and its mechanism from the perspective of supply chain spillovers by applying social network theory.The results show that enterprise digital transformation promotes the innovation of upstream and downstream enterprises.This effect is transmitted to upstream and downstream enterprises through commercial credit and knowledge spillovers.The absorptive capacity,supply chain concentration,regional intellectual property protection,and the level of the regional digital economy can strengthen this promotion. This paper provides important insights into how supply chain enterprises leverage digital transformation to accelerate innovation and maintain long-term competitive advantages,and it also offers useful references for relevant departments in policy formulation.Specifically,enterprises should grasp the historical opportunity of digital transformation,give full play to the resource diffusion effect resulting from the spillover of digital transformation along the supply chain,and provide a new source of motivation for the innovation of upstream and downstream enterprises.The government needs to strengthen the construction of new digital infrastructure,provide financial support or policy preferences for the research,development,promotion,and application of cutting-edge technologies in the digital supply chain,and focus on solving difficulties in the digital spillovers in the supply chain.关键词
数字化转型/供应链溢出/企业创新/商业信贷/知识溢出/供应链集中度Key words
digital transformation/supply chain spillover/enterprise innovation/commercial credit/knowledge spillover/supply chain concentration分类
管理科学引用本文复制引用
关鑫,李枫园..数字化转型、供应链溢出与企业创新[J].经济与管理研究,2025,46(5):107-124,18.基金项目
国家自然科学基金面上项目"企业数字能力的结构测量、组态前因及其对创新的影响"(72172097) （72172097）
