供应链数字化能促进链上企业间的融通创新吗——基于智慧供应链政策的准自然实验

当代财经 ›› 2023, Vol. 0 ›› Issue (8): 145-156.

供应链数字化能促进链上企业间的融通创新吗——基于智慧供应链政策的准自然实验

黄宏斌, 张玥杨, 许晨辉

天津财经大学会计学院,天津 300222

收稿日期:2023-03-09 修回日期:2023-06-20 发布日期:2023-09-14
通讯作者: 黄宏斌,天津财经大学教授,博士生导师,博士,主要从事行为财务、资本市场财务与会计研究,联系方式olivehhb@126.com;
作者简介:张玥杨,天津财经大学硕博连读研究生,主要从事行为财务、资本市场财务与会计研究;许晨辉,天津财经大学博士研究生,主要从事行为财务、资本市场财务与会计研究。
基金资助:
国家自然科学基金面上项目“上市公司自媒体信息披露及互动的影响因素及经济后果：基于微博、微信的研究”（批准号71872121）; 2021年天津市研究生科研创新项目“数字经济背景下上市公司自媒体平台互动对用户-企业协同创新的影响研究”（2021YJSB359）; 2022年天津市研究生科研创新项目“数字化转型对企业协同创新的影响研究：驱动机制与经济后果”（2022BKY233）

Can Supply Chain Digitization Promote Integration and Innovation among Enterprises on the Chain? A Quasi Natural Experiment Basedon Smart Supply Chain Policy

HUANG Hong-bin, ZHANG Yue-yang, XU Chen-hui

Tianjin University of Finance and Economics, Tianjin 300222, China

Received:2023-03-09 Revised:2023-06-20 Published:2023-09-14

摘要/Abstract

摘要： 融通创新是新形势下数字化、网络化、智能化与实体企业相融合的一种新型创新方式。当前,融通创新已成为产业转型升级和经济高质量发展的重要驱动力。基于2013—2021年A股上市公司的数据,将2018年商务部等八部门开展供应链创新与应用试点工作作为一项准自然实验,利用PSM-DID方法考察了供应链数字化对链上企业间融通创新的影响及其影响机制。研究发现,供应链数字化可降低协作成本和强化知识流动而促进供应链企业间的融通创新。异质性分析表明,供应链上企业之间的关系紧密度越高、企业数字化转型力度越大,供应链数字化对链上企业间融通创新的促进越显著;地区知识产权保护力度越大,供应链数字化对链上企业间融通创新的促进作用越显著。因此,要加大对新型基础设施的投入,充分发挥试点企业的示范引领作用;企业应加强物联网、大数据等数字技术在供应链各个环节的集成应用,以更好地提升供应链上企业间的融通创新水平。

关键词: 供应链数字化, 融通创新, 智慧供应链政策, 协作成本, 知识流动

Abstract: Integrated innovation is a new innovative approach that integrates digitization, networking, intelligence, and physical enterprises in the new situation. Currently, integration and innovation have become an important driving force for industrial transformation and upgrading, as well as high-quality economic development. Based on the data of A-share listed companies from 2013 to 2021, taking the supply chain innovation and application pilot work carried out by eight departments including the Ministry of Commerce in 2018 as a quasi natural experiment, this paper uses the PSM-DID method to investigate the impact of supply chain digitalization on the integration and innovation of the enterprises on the chain and its impact mechanism. The findings show that digitalization of the supply chain can reduce collaboration costs and strengthen knowledge flow, thereby promoting the integration and innovation among the supply chain enterprises. The heterogeneity analysis reveals that the higher the close relationship between the enterprises in the supply chain, the greater the strength of digital transformation of the enterprises, and the more significant the promotion of supply chain digitalization on the integration and innovation between enterprises on the chain will be.And the greater the protection of regional intellectual property rights, the more significant the promoting effect of supply chain digitization on the integration and innovation of enterprises on the chain will be. Therefore, it is necessary to increase the investment in the new infrastructures and fully leverage the demonstration and leading role of the pilot enterprises.The enterprises should strengthen the integrated application of digital technologies, such as the Internet of Things and Big data, in all the links of the supply chain, so as to better improve the level of integration and innovation between the enterprises on the supply chain.

Key words: supply chain digitization, integration and innovation, smart supply chain policy, collaboration costs, knowledge flow

中图分类号:

F272.3

黄宏斌, 张玥杨, 许晨辉. 供应链数字化能促进链上企业间的融通创新吗——基于智慧供应链政策的准自然实验[J]. 当代财经, 2023, 0(8): 145-156.

HUANG Hong-bin, ZHANG Yue-yang, XU Chen-hui. Can Supply Chain Digitization Promote Integration and Innovation among Enterprises on the Chain? A Quasi Natural Experiment Basedon Smart Supply Chain Policy[J]. Contemporary Finance & Economics, 2023, 0(8): 145-156.

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