实数融合对企业供应链韧性的影响——兼论企业外部环境的调节效应
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The Impact of the Integration of the Real Economy and the Digital Economy on Enterprise Supply Chain Resilience: On the Moderating Effect of Enterprise External Environment
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    摘要:

    实体经济和数字经济深度融合是把握新一轮科技革命和产业变革大趋势、推进高质量发展和中国式现代化的必然要求。在当前全球化遭遇逆流,部分国家“脱钩断链”威胁增大的背景下,有必要深入探究实数融合对供应链韧性的影响。本文基于复杂网络模型,运用最强关系路径方法测度行业实数融合程度,利用1 701家上市公司2016—2020年的数据分析发现:行业实数融合与企业供应链韧性之间呈现倒U型关系,且主要表现为提升作用;该倒U型关系受到企业外部环境的调节,市场不确定性提高会强化行业实数融合的影响(倒U型曲线更陡峭、曲线拐点左移),而企业市场地位和经济政策不确定性提高会弱化行业实数融合的影响(倒U型曲线更平缓、曲线拐点右移);规模较小和高科技行业企业供应链韧性受行业实数融合的影响较大,行业实数融合与东部企业供应链韧性之间存在倒U型关系,但与非东部企业供应链韧性不存在倒U型关系。应基于企业特点制定实数融合推进策略,并优化企业外部环境,促进实数融合的区域协调发展。

    Abstract:

    The deep integration of real economy and digital economy is an inevitable requirement for grasping the major trend of the new round of scientific and technological revolution and industrial change, and for promoting high-quality development and Chinese-style modernization. In the context of the current globalization backlash and the increasing threat of “decoupling and chain breakage” in some countries, can the integration of real economy and digital economy help to improve the resilience of China’s supply chain? Based on a complex network model, this paper uses the strongest-relationship path method to quantitatively measure the degree of industrial integration of real economy and digital economy. It also constructs a measurement system for supply-chain resilience using data from 1,701 Chinese listed enterprises from 2016 to 2020. Empirical tests have revealed that there is an inverted U-shaped relationship between the degree of industrial real-digital integration and enterprise supply chain resilience. At present, this integration mainly plays a role in enhancing supply chain resilience. This inverted U-shaped relationship is regulated by the characteristics of the external environment of the enterprise, and is enhanced or weakened with the changes in different attributes and different levels of the environment. The relationship between real-digital integration and supply chain resilience is heterogeneously influenced by firm size, industry characteristics, and the regions where enterprises are located. The above research conclusions provide new evidence for exploring the impact of the degree of integration of the real economy and the digital economy on supply chain resilience. The conclusions suggest that at the policy level, strategies for promoting the integration of the real economy and the digital economy should be formulated based on enterprise characteristics, the enterprise external environment should be optimized, and coordinated development among the eastern, central, and western regions should be promoted. The findings suggest that policies should be formulated based on enterprise characteristics, with the aim of promoting real-digital integration, thereby optimizing the external business environment and ultimately fostering coordinated development across the eastern, central, and western regions.

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沈洁,张可云,费敏.实数融合对企业供应链韧性的影响——兼论企业外部环境的调节效应[J].西部论坛,2025,(6):25-40

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  • 在线发布日期: 2026-01-14