摘要
Abstract
Artificial Intelligence(AI)technology is becoming a core driver of innovation for enterprises.Based on data from Chinese A-share listed companies and their top five customers and suppliers between 2010 and 2023,this study explores the impact of a core firm's AI application on the innovation of upstream and downstream partners from a supply chain spillover perspective.The findings reveal that,first,the application of AI by core firms not only enhances their own efficiency but also generates significant knowledge spillover effects,promoting the innovation performance of supply chain partners.Second,the impact of different types of AI technologies varies.Industry-specific AI demonstrates the most pronounced effect due to its close integration with business scenarios,while methodological AI has a relatively moderate influence.Third,AI technologies exhibit a clear combinatorial synergy,with the combination of methodological,system-software,and industry-specific AI yielding the strongest impact,surpassing any single or pairwise combination.This underscores the importance of building an integrated AI ecosystem to fully unleash supply chain innovation potential.Fourth,supply chain enterprises' agility plays a partial mediating role in the process of AI-driven innovation,meaning AI indirectly fosters innovation by enhancing information processing capabilities and market adaptability of supply chain partners.Fifth,heterogeneity analysis indicates that the innovation-promoting effect of AI is more pronounced in non-state-owned enterprises,high-tech firms,and supply chain partners with smaller innovation gaps,suggesting that absorptive capacity and innovation foundation are critical factors influencing AI spillover effects.Sixth,compared to downstream customers,core firms' AI exerts a stronger innovation-promoting effect on upstream suppliers,likely because suppliers are more reliant on the technological standards and collaboration requirements of core enterprises.关键词
人工智能/企业创新/供应链/敏捷响应度Key words
artificial intelligence/corporate innovation/supply chain/agile responsiveness分类
管理科学
