当代财经 ›› 2023, Vol. 0 ›› Issue (8): 122-133.

• 产业与贸易 • 上一篇    下一篇

企业数字赋能与全球价值链嵌入

耿景珠, 杜明威, 刘文革   

  1. 辽宁大学 国际经济政治学院,辽宁 沈阳 110036
  • 收稿日期:2022-12-13 修回日期:2023-06-08 发布日期:2023-09-14
  • 通讯作者: 杜明威,辽宁大学副教授,博士,主要从事数字经济和全球价值链研究,联系方式lnudmw@163.com;
  • 作者简介:耿景珠,辽宁大学博士研究生,主要从事数字经济和全球价值链研究;刘文革,辽宁大学教授,博士生导师,主要从事国际贸易和地缘政治经济学研究。
  • 基金资助:
    国家社会科学基金重大专项课题“完善社会主义市场经济体制研究” (18VSJ024); 辽宁省兴辽英才计划项目 “新国际政治经济学建设” (XLYC2002042)

Enterprise Digital Empowerment and Global Value Chain Embedding

GENG Jing-zhu, DU Ming-wei, LIU Wen-ge   

  1. Liaoning University, Shenyang 110036, China
  • Received:2022-12-13 Revised:2023-06-08 Published:2023-09-14

摘要: 在数字革命蓬勃发展及全球价值链面临重塑的趋势下,数字技术应用已经成为企业深度参与全球价值链分工的全新动力。借助机器学习方法,利用中国上市公司年报文本大数据测度了2001—2016年中国企业的数字化转型指数,在此基础上实证检验了企业数字赋能对自身全球价值链嵌入的影响。研究发现,数字赋能对企业嵌入全球价值链分工体系存在显著的促进作用。机制检验表明,数字赋能通过提升生产效率和供应链效率共同推动企业全球价值链嵌入。异质性分析表明,企业数字赋能因企业所有制、企业规模、出口贸易方式的不同而对价值链嵌入产生差异化影响。拓展分析表明,企业数字赋能与全球价值链位置两者间存在U型的非线性关系。基于上述研究结论,政府应加速推进数字技术与外贸企业深度融合,对各类企业给予差异化政策扶持,并进一步提高数字基础设施供给质量,为数字经济时代中国外贸企业实现全球价值链地位攀升奠定良好基础。

关键词: 企业数字赋能, 全球价值链嵌入, 机器学习, 全球价值链位置

Abstract: Following the trend of the booming digital revolution and the reshaping of the global value chain, digital technology application has become an important power for Chinese enterprises to deeply engage in the global value chain. With the help of machine learning method, this paper makes use of the big data of the annual reports of Chinese listed companies from 2001 to 2016 to measure the digital transformation index of Chinese enterprises. Then on this basis, it empirically tests the impact of digital technology empowerment on the enterprises' embedding in the global value chain. The results show that digital empowerment can effectively promote enterprises to be embedded in the global value chain. The mechanism test reveals that digital technology empowerment can promote enterprise global value chain embedding through the two channels of the improvement of production efficiency and the improvement of supply chain efficiency. The heterogeneity analysis shows that digital technology empowerment has different effects on the value chain embedding due to the differences in enterprise ownership, enterprise scale, and export trade patterns. The expanded analysis shows there is a“U”-shaped non-linear relationship between the digital empowerment of enterprises and the global value chain position. According to the above conclusions, the government should accelerate the deep integration of digital technology and foreign trade enterprises, provide differentiated policy support to various types of enterprises, and further improve the quality of digital infrastructure, so as to lay a good foundation for Chinese foreign trade enterprises to achieve global value chain upgrade in the era of digital economy.

Key words: enterprise digital empowerment, global value chain embedding, machine learning, global value chain position

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