上海财经大学期刊社
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供应链数字化与供应链韧性

Supply Chain Digitization and Supply Chain Resilience

张树山，谷城

2024 第 50 卷 第 07 期 页码 21-34

DOI: 10.16538/j.cnki.jfe.20231017.101

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摘要

提升供应链韧性是保障国民经济稳健循环的基础，而供应链数字化为提升供应链韧性和安全水平提供了新契机。文章基于供应链创新与应用试点工作，利用2012—2021年A股上市公司数据，探究了供应链数字化对供应链韧性的影响。研究发现，供应链数字化能够提升供应链韧性，信息渠道、产品竞争力渠道和内部控制渠道是供应链数字化提升供应链韧性的重要传导机制。异质性分析表明，供应链数字化对供应链韧性的影响主要存在于成熟期企业、产业链下游和营商环境优势地区。进一步研究发现，供应链数字化能够提高供应链抵抗力和恢复力，但对供应链恢复力的影响具有滞后性；同时，供应链韧性的提升伴随供应链管理效率的损失。文章的研究为打造数字供应链和畅通国民经济循环提供了政策启示。

The deep integration of new-generation information technology and the supply chain promotes the transformation and upgrading of traditional supply chains to digital supply chains with deep embedding of digital technology. Supply chain digitization not only achieves the visualization and sustainability of the supply chain, but more importantly, it enables the horizontal extension within the same value chain and the vertical interaction between different value chains, which helps to accelerate the process of modern supply chain construction in China and promote the smooth circulation of the national economy.

Based on the pilot of supply chain innovation and application, this paper empirically examines the impact of supply chain digitization on supply chain resilience using the data of A-share listed companies from 2012 to 2021. The study finds that supply chain digitization can promote supply chain resilience, and information channels, product competitiveness channels, and internal control channels are important mechanisms. Heterogeneity analysis shows that the impact of supply chain digitization on supply chain resilience mainly exists in mature-stage enterprises, downstream of the industrial chain, and advantageous areas of the business environment. Further research reveals that supply chain digitization can also enhance supply chain resistance and recovery capability, but the impact on recovery capability has a lag effect. At the same time, the improvement of supply chain resilience is accompanied by a loss of supply chain management efficiency.

The contributions of this paper are as follows: First, it provides direct empirical evidence for the promotion of supply chain resilience through supply chain digitization, aiming to address the academic debate on the relationship between supply chain digitization and supply chain resilience. Second, it overcomes the shortcomings of existing literature in measuring supply chain resilience. Third, it reveals the potential indirect mechanism and heterogeneity of the impact of supply chain digitization on supply chain resilience. Fourth, it examines the negative impact of enhancing supply chain resilience on supply chain management efficiency, providing valuable warnings for enterprises to strengthen supply chain management in the digitalization process of the supply chain.

关键词： 供应链数字化,供应链韧性,要素流动,企业生命周期,供应链管理效率

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