摘要
供应链韧性和安全对国家经济发展与社会稳定运行具有重要意义,而供应商配置是企业供应链韧性和安全的重要表现形式。在全球气候变化的深刻影响下,企业面临的气候风险如何影响供应商配置值得研究。本文利用2016—2023年中国A股上市公司的数据,实证检验了企业气候风险对供应商配置的影响。研究发现,企业气候风险推动企业增强与供应商合作关系的稳定性,表现为集中的供应商配置。该作用主要通过促使企业采取提升商业信用需求和加快库存周转速度的应对决策来实现。异质性分析表明,企业气候风险对供应商合作关系稳定性的推动作用,在规模较大、位于较强环境规制地区、行业竞争度较低,以及与供应商距离较远或供应商分布较为多样化的企业中更明显。本文的研究为企业在气候风险冲击下的战略调整与长期稳定发展提供了理论支持和实践参考。
Supply chain resilience and security are of great significance to national economic development and social stability,and supplier allocation is an important manifestation of enterprise supply chain resilience and security.Under the profound impact of global climate change,it is worth studying how the climate risks faced by enterprises affect supplier allocation.Based on the data of China's A-share listed companies from 2016 to 2023,this paper empirically examines the impact of corporate climate risk on supplier allocation.The results show that corporate climate risk promotes the stability of cooperative relationships with suppliers,which is manifested in centralized supplier allocation.This role is mainly achieved by prompting enterprises to adopt response decisions to increase commercial credit demand and accelerate inventory turnover.Heterogeneity analysis shows that the driving effect of corporate climate risk on the stability of supplier partnerships is more obvious in enterprises with large scale,strong environmental regulations,low industry competition,and distant or diversified supplier distribution.The research in this paper provides theoretical support and practical reference for the strategic adjustment and long-term stable development of enterprises under the impact of climate risks.
作者
李姝蓓
何理
冯科
LI Shubei;HE Li;FENG Ke(Faculty of Applied Economics,University of Chinese Academy of Social Sciences,Beijing 102488,China;School of Economics,Peking University,Beijing 100871,China)
出处
《中南财经政法大学学报》
北大核心
2025年第3期148-160,共13页
Journal of Zhongnan University of Economics and Law
基金
国家社会科学基金一般项目“数字化赋能企业供应链高质量发展研究”(23BJY072)
中国社会科学院数据库专项资助项目“企业数字化与供应链数据库”(2024SJK022)
中国社会科学院大学研究生“科研创新支持计划”科研项目“制度环境对城市人工智能水平的影响研究”(2025-KY-045)。
关键词
气候风险
供应链韧性
供应链安全
供应商配置
Climate Risk
Supply Chain Resilience
Supply Chain Security
Supplier Allocation
作者简介
李姝蓓(1994-),女,辽宁沈阳人,中国社会科学院大学应用经济学院博士生;通讯作者:何理(1985-),男,湖北恩施人,中国社会科学院大学应用经济学院副教授;冯科(1971-),男,广东河源人,北京大学经济学院教授。