供应商数字化转型、生产网络与企业出口韧性
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F272

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国家社会科学基金一般项目“‘丝绸之路经济带’沿线国家基础设施建设与贸易便利化的经济增长效应研究”(17BJL060)。


Supplier digital transformation, production networks and export resilience
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    摘要:

    随着分工细化和国内生产网络的日益复杂,供应商数字化转型能够通过供应链关联效应,对下游企业出口业务的稳定性和韧性产生影响。基于2000—2024年A股上市公司数据,从生产网络关联视角系统分析了供应商数字化转型对下游企业出口韧性的影响,并对其传导机制进行理论分析与实证检验。研究发现:供应商数字化转型降低了企业出口韧性,该结果在经过一系列稳健性检验和内生性处理后依然成立;机制检验表明,供应商数字化转型主要通过降低出口企业供应链稳定性和供应链话语权进而对其出口韧性产生负向影响。异质性分析发现,出口企业的国有产权属性、研发创新能力提高以及数字化转型程度提高均有助于弱化上述负向影响。进一步分析发现,供应商数字化转型还减缓了出口企业的恢复速度,但能够通过溢出效应促进出口企业的数字化转型,同时供应商数字化转型对企业出口韧性的抑制作用还存在跨链传递现象。研究结果有助于丰富企业出口韧性影响因素的相关研究,并为出口企业在复杂多变的国内外形势下增强出口业务的稳定性和韧性提供有益参考。

    Abstract:

    With the refinement of the division of labor and the increasing complexity of domestic production networks, supplier digital transformation can have an impact on the stability and resilience of downstream enterprises’ export business through supply chain correlation effects. Based on the data of A-share listed companies from 2000 to 2024, this paper systematically analyzes the impact of supplier digital transformation on downstream enterprises’ export resilience from the perspective of production network correlation, and conducts theoretical analysis and empirical test on its transmission mechanism. The results show that supplier digital transformation reduces the export resilience of enterprises, and this result is still valid after a series of robustness tests and endogeneity processing; Mechanism test shows that supplier digital transformation has a negative impact on export resilience mainly by reducing supply chain stability and supply chain discourse power of export enterprises. Heterogeneity analysis found that the attributes of state-owned property rights, the improvement of R&D and innovation ability and the improvement of digital transformation of export enterprises all contributed to weakening the above negative effects. Further analysis shows that supplier digital transformation also slows down the recovery speed of export enterprises, but it can promote the digital transformation of export enterprises through spillover effect, and the inhibition effect of supplier digital transformation on the export resilience of enterprises still exists cross-chain transmission phenomenon. The research in this paper will help to enrich the relevant research on the factors affecting the export resilience of enterprises, and provide useful reference for export enterprises to enhance the stability and resilience of export business under the complex and changeable situation at home and abroad.

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赵亚娟,郭浩,孙玉琴.供应商数字化转型、生产网络与企业出口韧性[J].中国软科学,2025,(6):143-153

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  • 在线发布日期: 2026-06-03
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