管理评论

管理评论 ›› 2025, Vol. 37 ›› Issue (11): 194-205.

• • 上一篇    

数字化转型对新质生产力的影响——基于供应链溢出效应视角

吴凡1, 徐贤浩1, 薛龙飞1, 卢兴威2   

  1. 1. 华中科技大学管理学院, 武汉 430074;
    2. 华中农业大学公共管理学院, 武汉 430070
  • 收稿日期:2024-09-05 发布日期:2025-12-17
  • 作者简介:吴凡，华中科技大学管理学院博士研究生；徐贤浩，华中科技大学管理学院教授，博士生导师，博士；薛龙飞（通讯作者），华中科技大学管理学院博士研究生；卢兴威，华中农业大学公共管理学院讲师，博士。
  • 基金资助:
    国家自然科学基金委创新研究群体科学基金（71821001）。

The Impact of Digital Transformation on New Quality Productivity: Based on the Perspective of Supply Chain Spillover Effects

Wu Fan1, Xu Xianhao1, Xue Longfei1, Lu Xingwei2   

  1. 1. School of Management, Huazhong University of Science and Technology, Wuhan 430074;
    2. School of Public Management, Huazhong Agricultural University, Wuhan 430070
  • Received:2024-09-05 Published:2025-12-17

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摘要： 数字化转型是促进供应链上企业新质生产力发展的重要举措。如何通过企业数字化转型赋能新质生产力发展，是影响中国经济实现高质量、高效能、可持续发展的关键问题之一。本文提出了新质生产力的概念并构建了相应指标体系，丰富了新质生产力的理论内涵，补充说明了供应链上企业新质生产力的影响因素和实现机制。从供应链溢出效应的角度出发，依托2011—2022年A股上市公司下游与上游企业的匹配数据，分析了下游企业数字化转型对供应商企业新质生产力的差异化影响机制。研究发现，下游企业的数字化转型显著促进了供应商企业的新质生产力，即数字化转型对供应链新质生产力的发展具有后向溢出效应。机制分析表明，下游企业的数字化转型主要通过提高供应链的稳定性和透明度，来推动供应商企业的新质生产力。异质性分析发现，下游企业数字化转型对上游企业新质生产力的促进效果，在上游企业为国有性质、位于经济基础较强的东部地区，或属于高科技行业时更为显著。本文的研究结果表明，发挥企业数字化转型的溢出效应，对于催生供应链的新质生产力、增强供应链的稳定性和透明性、激发供应链上生产要素的活力具有重要的理论和实际意义。

关键词: 数字化转型, 新质生产力, 溢出效应, 供应链

Abstract: Digital transformation serves as a crucial initiative to promote the development of new quality productive forces among enterprises in supply chains. How enterprise digital transformation can empower new quality productive forces constitutes one of the key issues affecting China’s economy in achieving high-quality, high-efficiency, and sustainable development. This paper proposes the concept of new quality productive forces and constructs a corresponding indicator system, enriching the theoretical connotation of new quality productive forces in current research. It supplements the influencing factors and realization mechanisms of new quality productive forces among supply chain enterprises. From the perspective of supply chain spillover effects, using matched data between client and supplier firms listed on China’s A-share market from 2011 to 2022, this study investigates the heterogeneous mechanisms of how client firms’ digital transformation influences supplier firms’ new quality productive forces. The findings reveal that client firms’ digital transformation significantly enhances supplier firms’ new quality productive forces, indicating a backward spillover effect of digital transformation on the development of new quality productive forces in supply chains. Mechanism analysis demonstrates that client firms’ digital transformation primarily promotes supplier firms’ new quality productive forces by improving supply chain stability and transparency. Heterogeneity analysis shows that the promoting effect of client firms’ digital transformation is more pronounced when supplier firms are state-owned enterprises, located in eastern regions with stronger economic foundations, and belonging to high-tech industries. The research outcomes suggest that leveraging the spillover advantages of enterprise digital transformation holds significant theoretical and practical implications for fostering new quality productive forces in supply chains, enhancing supply chain stability and transparency, and revitalizing production factors along supply chains.

Key words: digital transformation, new quality productive forces, spillover effects, supply chain