新质生产力视角下关键节点数字供应链建设对上下游供应链韧性的影响

The Impact of Digital Supply Chain Construction at Key Nodes on Upstream and Downstream Supply Chain Resilience from the Perspective of New Quality Productivity Forces

  • 摘要: 基于2008—2022年沪深A股上市公司供应链网络,将供应链创新与应用试点工作视作自然实验,探讨关键节点数字供应链建设如何影响上下游供应链韧性,发现:关键节点的数字供应链建设通过促进上下游新质生产力发展和改善上下游供应链环境,提升了上下游供应链韧性。调节机制显示,关键节点数字供应链建设对上下游供应链韧性的影响会受到节点供应链网络依赖性、稳定性和连通性的调节。异质性分析表明,在高科技、数字空间位置较高、处于成熟阶段的企业中,以及那些地理位置靠近关键节点、位于虚拟集聚程度大和产业链上游的企业中,关键节点的数字化供应链建设对提升上下游供应链韧性的效果更好。进一步分析发现,数字化政策不仅能够通过扩散效应惠及更广泛的供应链网络,还能够通过优化供应链网络结构、提高信息传递的效率,增强整个供应链网络的韧性。由此,为增强整个供应链网络的韧性,应加强关键节点的数字供应链建设,以促进新质生产力的发展,并通过供应链网络惠及更广泛的企业群体。

     

    Abstract: Based on the supply chain networks of A-share listed companies in Shanghai and Shenzhen from 2008 to 2022, this study takes supply chain innovation and application pilot work as a natural experiment to explore how the construction of key nodes in digital supply chains affects the resilience of upstream and downstream supply chains. Research has found that the construction of digital supply chains at key nodes enhances the resilience of upstream and downstream supply chains by promoting the development of new quality productive forces and improving the supply chain environment. The regulatory mechanism shows that the dependence, stability, and connectivity of node supply chain networks will have an impact on the resilience of key node digital supply chain construction and upstream and downstream supply chains. Heterogeneity analysis shows that in high-tech industries, enterprises with high digital spatial positioning, and those in the mature stage, as well as in the sample of enterprises located near key nodes, in areas with low employment density, and upstream of the industrial chain, the digital supply chain construction of key node enterprises has a better effect on improving the resilience of the supply chain upstream and downstream. Further analysis shows that digital policies can not only benefit a wider supply chain network through diffusion effects, but also optimize the structure of the supply chain network, improve the efficiency of information transmission, and enhance the resilience of the entire supply chain network. Therefore, in order to enhance the resilience of the entire supply chain network, it is necessary to strengthen the digital supply chain construction of key nodes, promote the development of new quality productive forces, and benefit a wider range of enterprise groups through the supply chain network.

     

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