“一带一路”倡议提升了企业供应链效率吗?:基于2010-2022年上市公司数据的实证研究
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F270

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教育部哲学社会科学研究重大课题攻关项目“数字化转型视域下数据价值与数据创新研究”(22JZD018)。


Does the “Belt and Road” initiative affect the improvement of supply chain efficiency?:An empirical study based on the data of listed companies from 2010 to 2022
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    摘要:

    近年来地缘政治冲突、贸易摩擦和新冠疫情冲击等因素正在加速推动全球产业链供应链重构,而稳定、高效的产业链供应链能够助力全国产业高质量发展。企业是产业链供应链的微观主体,单个企业很难应对整个产业链供应链的系统性波动,而“一带一路”倡议的提出显然已对我国产业链供应链完善发挥了重大战略引导作用。本文基于2010—2022年我国A股上市公司数据,以“一带一路”倡议的提出作为准自然实验,构建双重差分模型检验“一带一路”倡议对企业供应链效率提升的影响及其作用路径。研究发现:“一带一路”倡议的提出显著提升了沿线核心城市上市企业的供应链效率;其影响路径主要基于提高企业投资水平和数字化转型程度。进一步分析表明,“一带一路”倡议的提出对国有企业、制造业企业和有海外业务的企业供应链效率提升作用更为明显。研究结果对宏观政策支持微观企业发展提供经验支撑,为我国政府优化宏观政策制定和提升供应链效率提供政策借鉴。

    Abstract:

    In recent years, factors such as geopolitical conflicts, trade frictions, and the impact of the COVID-19 pandemic have accelerated the restructuring of global industrial and supply chains. Stable and efficient industrial and supply chains can facilitate high-quality development of national industries. Enterprises, as the micro-entities of industrial and supply chains, are challenging to cope with the systemic fluctuations of the entire chain. The Belt and Road Initiative(BRI) has evidently played a strategically guiding role in improving China’s industrial and supply chains. Based on data from A-share listed companies in China from 2010 to 2022, this paper employs the introduction of the BRI as a quasi-natural experiment and constructs a difference-in-difference (DID) model to examine its impact on enhancing corporate supply chain efficiency and the underlying mechanisms.The study finds that the introduction of the BRI has significantly enhanced the supply chain efficiency of listed companies in core cities along the BRI route. The impact pathways primarily involve increasing corporate investment levels and advancing the degree of digital transformation. Further analysis indicates that the BRI has a more pronounced effect on improving supply chain efficiency for state-owned enterprises, manufacturing enterprises, and enterprises engaged in overseas operations. This paper provides empirical support for macro policies in fostering the development of micro-enterprises and offers policy insights for the Chinese government to optimize macro policy formulation and enhance supply chain efficiency.

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易靖韬,林欣怡,文熙安.“一带一路”倡议提升了企业供应链效率吗?:基于2010-2022年上市公司数据的实证研究[J].中国软科学,2024,(12):175-187

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  • 在线发布日期: 2026-06-17
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