摘要
推动企业数字化转型是落实数字中国战略、支撑经济高质量发展的重要举措,但企业在数字化转型中往往陷入自身资源与能力不足的困境,而客户公司数字化转型资源扩散能否助力企业走出这一困境,值得深入探究。本文从供应链扩散视角出发,以中国A股上市公司供应链关系数据为研究对象,考察客户公司数字化转型对上游公司数字化转型的影响。研究发现:客户公司数字化转型能够沿供应链扩散并显著驱动上游公司数字化转型;客户公司数字化转型的供应链扩散效果在上游公司融资约束较低、高素质技术人才占比较高及供应链公司间“数字鸿沟”较小等条件下更显著。机制研究发现,供应链公司间治理联结与企业学习是客户公司数字化转型向供应链上游公司扩散的重要机制。进一步研究发现,客户公司数字化转型沿供应链扩散还将推动上游公司生产率提升。研究结果表明,客户公司数字化转型沿供应链扩散是促进上游公司数字化转型的重要动力,上游公司的财务、人力及数字化水平等是影响扩散效果的重要因素。加强客户公司与上游公司之间的治理联结及促进企业学习,有助于上游公司利用客户公司数字化转型资源,提升转型能力,从而驱动客户公司数字化转型向上游公司扩散。
Promoting corporate digital transformation is an important action to speed up the development of the digital economy and to implement the digital China strategy,which would support high-quality economic development.However,companies are usually trapped by insufficient resources and abilities in the process of digital transformation.As the shaping effect of corporate customers’digital transformation on their operation and value creation diffuses along the supply chain,it is worth investigating whether the diffusion of corporate customers’digital transformation can help companies to get rid of such a trap.Using supply chain data of China’s listed companies,this study employs a perspective of supply chain diffusion,to empirically investigate the impacts of corporate customers’digital transformation on their upstream companies’digital transformation.Results show that corporate customers’digital transformation could diffuse along the supply chain and significantly promote the digital transformation of their upstream companies.Results also show that such diffusion effects would be significant for upstream companies with lower financial constraints,high-quality technical employees,and a narrow digital divide with their corporate customers.Further,results indicate that governance linkage between supply chain companies and corporate learning is the main diffusion mechanism.Finally,results indicate that the diffusion of corporate customers’digital transformation along the supply chain could promote upstream companies’total factor productivity.These results suggest that the diffusion of corporate customers’digital transformation is an important driver for upstream companies’digital transformation,which is also affected by upstream companies’financial constraints,human capital of employees,and digital transformation level.Strengthening the governance linkage among supply chain companies and boosting corporate learning will help the upstream companies to take advantage of the digital transformation resources from corporate customers and drive the diffusion of corporate customers’digital transformation along the supply chain.This study contributes to literature at least in the following three ways.First,by studying the external driving force of corporate digital transformation from the diffusion of corporate customers’digital transformation along the supply chain,this paper provides a new perspective for solving the problem of corporate insufficient resources and capabilities in their digital transformation,which extends and enriches the literature of the influence factors of corporate digital transformation.Second,by integrating the theories of the stakeholder theory and the dynamic capability theory into the unified framework of the innovation diffusion theory,this paper is the first to reveal the two-way co-triggering mechanism between suppliers and corporate customers in the corporate customers’digital transformation along the supply chain,expanding and deepening the innovation diffusion literature.Third,this paper has opened the“black box”for upstream companies to obtain the digital transformation diffusion resources and capability improvement from corporate customers,by identifying the governance linkage mechanism and corporate learning mechanism of corporate customers’digital transformation along the supply chain,which enriches the literature on the diffusion mechanism along the supply chain.This paper also has some practical implications.First,companies should pay attention to and take advantage of the digital transformation resources from corporate customers in the process of their digital transformation.Second,companies can facilitate to introduce the digital transformation resources from corporate customers by governance linkage such as common stockholders and interlocking directors,and by keeping stable cooperative relationships with corporate customers.Third,creating a learning organization and improving the digital transformation level is important for companies to make use of digital transformation resources from corporate customers and improve their digital transformation capabilities.For governments,setting up funds for digital transformation,advocating the cultivation of digital technology talents,and promoting the flow of human resources,could promote the diffusion performance of corporate customers’digital transformation along the supply chain.
作者
李云鹤
蓝齐芳
吴文锋
LI Yun-he;LAN Qi-fang;WU Wen-feng(School of Economics,East China Normal University;Antai College of Economics and Management,Shanghai Jiao Tong University)
出处
《中国工业经济》
CSSCI
北大核心
2022年第12期146-165,共20页
China Industrial Economics
基金
国家社会科学基金重大项目“新发展格局下金融有效支持实体经济的体制机制研究”(批准号21ZDA047)
上海市哲学社会科学规划项目“数字化转型下弥合企业数字鸿沟的公司治理机制研究”(批准号2022ZJB006)。
关键词
数字化转型
客户公司
供应链扩散
公司治理
企业学习
digital transformation
corporate customer
diffusion along the supply chain
corporate governance
corporate learning
