大数据发展何以提升企业组织韧性——来自国家大数据综合试验区的经验证据
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How does big data development improve organizational resilience of enterprises: Empirical evidence from the National Big Data Comprehensive Pilot Zones
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    摘要:

    由大数据政策驱动的区域大数据发展通过完善数字基础设施、促进数据要素集聚共享应用、深化实数技术融合和制度创新,能够有效促进数据要素的价值释放,显著改善企业组织韧性提升的资源与制度环境。将国家大数据综合试验区建设作为准自然实验,以2012—2023年沪深A股上市企业为样本,分析发现:区域大数据发展显著促进了企业组织韧性提升,并可以通过促进数字化转型和提高敏捷响应能力两条路径提升企业组织韧性;环境不确定性增强会弱化大数据发展的企业组织韧性提升效应,而高管创新意识增强、行业集中度和企业市场势力提高会强化大数据发展的企业组织韧性提升效应;大数据发展显著提升了非国有企业、高新技术产业企业和技术密集型企业的组织韧性,但对国有企业、非高新技术产业企业和非技术密集型企业的影响不显著。因此,应以国家大数据综合试验区建设为示范,大力推进区域大数据发展,有效激励企业数字化转型与敏捷响应能力提升,并精准施策,持续提升企业组织韧性。

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    Against the backdrop of the accelerating global digitalization process, a new round of technological revolution and industrial transformation is reshaping the competitive landscape, presenting enterprises with challenges such as accelerated technological iteration and volatile market environments. Under these circumstances, building organizational resilience has become a key path for enterprises to cope with uncertainties and seize development opportunities. Organizational resilience encompasses two dimensions: “rebound resilience”, which emphasizes an enterprise’s ability to maintain operational stability under shocks, and “outrun resilience”, which focuses on the potential for achieving beyond-the-status-quo development. Although existing research has recognized the enabling role of data factors in building enterprise resilience, most studies focus narrowly on isolated aspects such as data aggregation, sharing, or application. There remains a lack of systematic mechanistic analysis and empirical testing regarding how comprehensive policies that promote synergistic advancement across the entire data chain can drive organizational resilience. The establishment of National Big Data Comprehensive Pilot Zones offers a favorable quasi-natural experimental setting to investigate this issue. This paper regards the establishment of National Big Data Comprehensive Pilot Zones as an exogenous shock and empirically examines its impact on enterprise organizational resilience using the difference-in-differences method based on A-share listed company data from 2012 to 2023. Through a series of robustness tests including parallel trend tests, placebo tests, PSM-DID matching, and random forest regression in machine learning, the reliability of the research conclusions is ensured. The empirical process also examines the mediating mechanisms of enterprise digital transformation and agile responsiveness, and analyzes the moderating effects of internal and external factors such as environmental uncertainty, executive innovation awareness, industry concentration, and enterprise market power. The empirical study finds that the establishment of National Big Data Comprehensive Pilot Zones significantly enhances enterprise organizational resilience. This promoting effect is mainly achieved through two paths: first, by promoting enterprise digital transformation and converting data elements into resource reconfiguration capabilities; second, by enhancing enterprise agile responsiveness and improving the ability to quickly adapt to market changes. At the same time, the establishment of National Big Data Comprehensive Pilot Zones is context-dependent. Environmental uncertainty weakens the policy’s incentive effect, while executive innovation awareness, industry concentration, and enterprise market power play a positive reinforcing role. Additionally, the impact of the establishment of National Big Data Comprehensive Pilot Zones is more pronounced in non-state-owned enterprises, high-tech industries, and technology-intensive enterprises. Compared with previous literature, this paper makes the following extensions: First, it reveals the causal mechanism of how the establishment of National Big Data Comprehensive Pilot Zones, as a comprehensive policy, affects enterprise organizational resilience from the perspective of institutional economics, enriching research in the field of data policies. Second, it breaks through the limitations of traditional single-path explanations and examines the dual mediating roles of digital transformation and agile responsiveness. Third, it systematically analyzes the moderating effects of internal and external contextual factors on policy effectiveness, providing new insights into the differentiated effects of policies. This provides both theoretical references and practical guidance for governments to optimize big data policies and for enterprises to enhance their resilience-building capabilities.

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郑沃林,张玲.大数据发展何以提升企业组织韧性——来自国家大数据综合试验区的经验证据[J].西部论坛,2026,36(1):30-42

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  • 在线发布日期: 2026-03-29