经济与管理研究2025,Vol.46Issue(9):56-73,18.DOI:10.13502/j.cnki.issn1000-7636.2025.09.004
跨境电商提升了中国企业供应链韧性吗?
Has Cross-border E-commerce Improved Supply Chain Resilience of Chinese Firms?
摘要
Abstract
Intensifying geopolitical tensions and structural shifts in global supply chains have raised the risk of decoupling and disruption for firms operating under the global division of labor.Ensuring secure and stable supply chains and building resilient,independent,and controllable systems have become vital for advancing China's new pattern of development and high-quality growth.Cross-border e-commerce(CBEC),a new trade model emerging from the integration of digital and real economies,exhibits strong momentum amid international uncertainty,improving supply chain management and resilience. This paper utilizes data from China's A-share listed companies from 2012 to 2022,applying a web crawler and text analysis to identify and measure firms'CBEC activities.Using a multi-period difference-in-differences(DID)model,it empirically examines the impact of CBEC on supply chain resilience from both safety and efficiency perspectives.The findings indicate that CBEC can enhance firms'resistance,recovery,and development capacities in the face of risk shocks,thereby improving supply chain resilience.From the safety perspective,it promotes supply chain diversification and relationship stability;from the efficiency perspective,it optimizes inventory management and reduces transaction costs.Driven by external environmental uncertainty,firms shift from prioritizing efficiency to balancing safety and efficiency in supply chain construction,which underlies the improvement in resilience.Moreover,CBEC effectively mitigates the adverse effects of systemic risks on supply chains.The enhancement is more pronounced among B2B firms,platform firms,firms with distant customer supply chains,firms in non-high-tech industries,and firms operating in regions with weaker business environments.Based on the above findings,the policy recommendations proposed in this paper include strengthening innovation and optimizing internal and external conditions,such as CBEC business models,resource integration,and business environments;accelerating the development of CBEC business entities;and establishing a high-standard digital trade infrastructure. This paper expands the research perspective on the relationship between CBEC and supply chain resilience.It enriches the identification of impact pathways through which CBEC enhances resilience and addresses the limited attention given to its role in mitigating systemic shocks.Overall,the conclusions offer empirical support and strategic insights to help firms maintain secure and stable global operations,as well as build supply chains that are smooth,efficient,and resilient amid rising external risks.关键词
跨境电商/供应链韧性/安全/效率/供应链策略转变/系统性风险Key words
cross-border e-commerce/supply chain resilience/security/efficiency/supply chain strategy transformation/systemic risk分类
管理科学引用本文复制引用
魏龙,闫晗,蔡培民,杨述明..跨境电商提升了中国企业供应链韧性吗?[J].经济与管理研究,2025,46(9):56-73,18.基金项目
国家社会科学基金重大项目"构建人类命运共同体进程中国际经济规则重建的理论逻辑及中国的战略选择"(19ZDA054) (19ZDA054)