摘要
随着全球供应链格局的改变,企业间的竞争已经转变为供应链间的竞争,供应链数字化作为制造业供应链变革的重要支撑,为我国制造业“大而不强”问题的破局带来了机遇。从供应链视角出发,借助供应链创新与应用试点工作,以2013-2022年沪深A股制造业上市公司面板数据为样本,建立双重差分模型,采用实证研究的方法系统考察供应链数字化对制造业高质量发展的影响与作用机制。研究发现:供应链数字化通过增强供应链韧性、优化供应链透明度两大核心机制,显著提升制造业全要素生产率。进一步分析显示,供应链数字化对制造业发展水平的影响存在股权性质、行业性质及企业规模的异质性:供应链数字化在国有企业、非高科技企业和小型企业中对制造业高质量发展的促进作用更明显,反映出数字化转型的“追赶效应”与“补短板”特性。因此,供应链数字化政策的实施应因企制宜:政府应重点加强对中型企业供应链数字化的财税支持,在政策实施后做好试点企业的帮扶指导工作,同时应注意扩大政策辐射范围,带动企业高质量发展,企业应合理把握供应链数字化的变革重点。
With the change of global supply chain pattern,the competition among enterprises has been transformed into the competition of supply chain.As an important support for the transformation of manufacturing supply chain,supply chain digitization has brought opportunities for the breaking of the big but not strong problem of China’s manufacturing industry.From the perspective of the supply chain,with the help of supply chain innovation and application pilot work,we take the panel data of A-share listed manufacturing companies in Shanghai and Shenzhen from 2013 to 2022 as samples,set up double-difference models,and adopt the method of empirical research to systematically investigate the impact and mechanism of supply chain digitization on the high-quality development of manufacturing industry.The study finds that supply chain digitization significantly improves the total factor productivity of the manufacturing industry through two core mechanisms:enhancing supply chain resilience and optimizing supply chain transparency.Further analysis shows that the impact of supply chain digitization on the development level of the manufacturing industry exists in equity,industry,and enterprise size heterogeneity:supply chain digitization in state-owned enterprises,non-high-tech enterprises,and small enterprises in the high-quality development of the manufacturing industry to promote the role of the more obvious,reflecting the digital transformation of the“catch-up effect”and“fill the shortcomings”.Reflecting the“catch-up effect”and“short board”characteristics of digital transformation.Therefore,the implementation of supply chain digitization policy should be tailored to the needs of enterprises:the government should focus on strengthening financial and tax support for supply chain digitization of medium-sized enterprises,and do a good job of helping and guiding pilot enterprises after the implementation of the policy,and at the same time pay attention to expanding the scope of radiation of the policy to drive the high-quality development of enterprises,and enterprises should reasonably grasp the focus of the supply chain digitization change.
作者
冯套柱
关赵瑜
党晓旭
FENG Taozhu;GUAN Zhaoyu;DANG Xiaoxu(School of Management,Xi’an University of Science and Technology,Xi’an 710600,China)
出处
《西安财经大学学报》
2025年第3期25-37,共13页
Journal of Xi’an University of Finance and Economics
基金
国家社会科学基金后期资助项目“碳中和背景下煤炭产业链供应链的风险防控与韧性治理”(22FGLB110)
陕西省教育厅科研计划专项“数字经济背景下环境规制对陕西制造业企业全球价值链地位的影响机制与应对策略研究”(23JK169)。
关键词
供应链数字化
制造业
高质量发展
双重差分模型
digitalization of supply chain
manufacturing
high-quality development
double difference model
作者简介
冯套柱(1963-),男,陕西渭南人,西安科技大学管理学院教授,硕士生导师,研究方向为生产运作管理、安全经济学;关赵瑜(2000-),女,山西运城人,西安科技大学管理学院硕士生,研究方向为数字化与供应链管理;通讯作者:党晓旭(1981-),男,陕西西安人,西安科技大学管理学院副教授,硕士生导师,研究方向为智能建造与国际工程管理。