摘要:在产业链供应链现代化发展浪潮中,企业数字化协同被视为增强供应链韧性的关键途径。利用2013—2022年中国沪深A股上市公司数据,从稳定性和应变性两个维度构建供应链韧性的评估指标,并实证检验了数字化协同对供应链韧性的驱动作用。结果显示,企业数字化协同显著促进供应链韧性提升。维度分析发现,稳定性层面,企业数字化协同显著推动了供应链关系匹配和维持能力的提升;应变性层面,企业数字化协同显著提升了供应链整合能力以及供应链创新能力。调节效应探究得出,焦点企业社会责任承担在企业数字化协同促进供应链韧性提升过程中发挥出正向显著的调节作用,但对细分维度之一供应链关系维持能力的调节作用不显著。机制分析表明,企业数字化协同通过强化技术研发和吸引政府支持驱动供应链韧性提升。异质性分析显示,当客户为国有企业、供应商为非国有企业、行业竞争程度较小以及焦点企业选择仅同其客户进行数字化协同时,企业数字化协同对供应链韧性的提升效应更为显著。本文为深入理解数字化协同在提升供应链韧性中的作用机制提供了实证依据。
Abstract: the context of advancing industrial and supply chain modernization, Enterprise Digital Collaboration(EDC) has emerged as a pivotal strategy to bolster supply chain resilience. Utilizing data sourced from Shanghai and Shenzhen A-share listed companies spanning the period from 2013 to 2022, this study constructs comprehensive evaluation indicators for supply chain resilience, focusing on two core dimensions: supply chain stability, which encompasses supply chain relationship matching ability and supply chain relationship maintenance ability, and supply chain adaptability, which includes supply chain integration ability and supply chain innovation ability. Through empirical analysis, we validate the pivotal role that EDC plays in enhancing supply chain resilience. The findings indicate that EDC significantly contributes to the improvement of supply chain resilience. A dimensional analysis further reveals that, at the level of supply chain stability, EDC among enterprises significantly promotes the enhancement of both supply chain relationship matching ability and supply chain relationship maintenance ability. Meanwhile, at the level of supply chain adaptability, EDC significantly elevates supply chain integration ability and supply chain innovation ability. An exploration of moderating effects unveils that corporate social responsibility(CSR) assumption by focal enterprises positively moderates the process of EDC enhancing supply chain resilience. However, its moderating effect on the specific dimension of maintaining supply chain relationships is not statistically significant. Mechanism analysis shows that enterprise digital collaboration drives supply chain resilience by strengthening technology research and development and attracting government support. Heterogeneity analysis illustrates that the effect of EDC on enhancing supply chain resilience is more pronounced when customers are state-owned enterprises, suppliers are non-state-owned enterprises, the focus enterprises are in industries with less competition, and focal enterprises choose to engage in EDC with their customers. Overall, this study provides empirical evidence for a deeper understanding of the mechanism through which EDC enhances supply chain resilience.