School of Management, University of Shanghai for Science and Technology

供应链数字化通过资源整合和流程优化,有利于促进供需精准匹配和产业升级,是供给侧结构性改革的重要抓手。以全国供应链创新与应用试点项目构建准自然实验场景,采用双重差分模型,实证检验了供应链数字化对企业全要素生产率的影响。实证结果表明:供应链数字化显著提升了企业全要素生产率;技术创新和内部控制在供应链数字化与企业全要素生产率之间发挥了中介作用。异质性分析发现:供应链数字化对非国有企业生产率的提升作用显著高于国有企业;对供应链集中度高的企业的促进作用要优于供应链集中度低的企业;相较于高新技术企业,对非高新技术企业的促进作用更加显著。研究结论不仅拓展了供应链数字化经济效果的研究范围,也为国家实施供应链创新与试点政策的精准性和有效性提供参考。

Through resource integration and process optimization, digital supply chain is conducive to promoting precise matching of supply and demand and industrial upgrading, and plays an important role in supply-side structural reform. The article constructs a quasi-natural experimental scenario with the National Supply Chain Innovation and Application Pilot Project, and empirically examines the impact of supply chain digitisation on the enterprise total factor productivity by using the DID model. The empiri- cal results show that the digital supply chain significantly enhances enterprise total factor productivity; that technolog ical innovation and internal control play a mediating role between the digital supply chain and enterprise total factor productivity. Heterogeneity analyses found that the productivity en- hancement effect of digital supply chain on non-state-owned enterprises is significantly higher than that of state-owned enterprises; that the promotion effect on enterprises with high supply chain concentration is better than that on enterprises with low supply chain concentration; and the promotion effect on non- high-tech enterprises is more significant compared with that on high-tech enterprises. The findings of this paper not only expand the scope of research on the economic effects of supply chain digitisation, but also provide a reference for the precision and effectiveness of the national implementation of supply chain innovation and pilot policies.