客户企业数字化转型对供应商企业数字技术创新的影响研究

杨柏, 黄靖峰, 朱宏博, 陈银忠

科研管理 ›› 2026, Vol. 47 ›› Issue (3) : 83-92.

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科研管理 ›› 2026, Vol. 47 ›› Issue (3) : 83-92. DOI: 10.19571/j.cnki.1000-2995.2026.03.009  CSTR: 32148.14.kygl.2026.03.009

客户企业数字化转型对供应商企业数字技术创新的影响研究

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Research on the impact of the digital transformation of customer companies on the digital technology innovation of supplier companies

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摘要

在数字经济时代下,数字化转型是企业发展的必然趋势。基于供应链视角,客户企业数字化转型能够通过供应链渠道对供应商企业产生深远影响。那么客户企业数字化转型如何影响供应商企业数字技术创新呢?为解答该问题,本文通过匹配2011—2022年沪深A股上市公司数据,建立计量经济学模型,实证检验了客户企业数字化转型对供应商企业数字技术创新的溢出效应及其作用机制。结果表明:(1)客户企业数字化转型对供应商企业数字技术创新具有正向溢出效应,经过一系列稳健性检验和内生性讨论表明该结论是可靠的;(2)供应商企业与客户企业为同一行业、供应商企业所处行业为高数字化转型水平行业,客户企业数字化转型对供应商企业数字技术创新的影响更大;(3)客户企业数字化转型通过信息溢出和供需适配两条渠道促进了供应商企业数字技术创新,合作紧密度和行业竞争强度正向调节了上述关系。本文从供应链视角揭示了客户企业数字化转型对供应商企业数字技术创新影响的内在机制,丰富了企业数字化转型的经济后果,为推进企业数字技术创新实践提供了理论支持和决策参考。

Abstract

In the era of digital economy,digital transformation has become an inevitable trajectory of enterprise development. From a supply chain perspective,the costumer digital transformation can exert substantial influences on supplier through supply chain channels. However,does the digital transformation of costumer affect the digital technological innovation of supplier? To address this question,this paper established an econometric model by matching the data among listed company on China' Shanghai and Shenzhen A-share market from 2011 to 2022. It empirically examined the spillover effects of costumer' digital transformation on supplier' digital technological innovation and its underlying mechanisms. The results indicated: (1) The digital transformation of costumer exerts a positive spillover effect on the digital technological innovation of supplier,a series of robustness tests and endogeneity discussions confirm the reliability of this conclusion;(2) The impact of customer companies' digital transformation on supplier companies' digital technological innovation is stronger when: the supplier and customer companies operate in the same industry,or the supplier companies' industry exhibits a high level of digital transformation;(3) the customer companies' digital transformation promotes supplier companies' digital technology innovation through two channels: information spillovers and supply-demand alignment. The intensity of cooperation and industry competition strength positively moderate these relationships. This study revealed the underlying mechanism of customer companies' digital transformation influencing supplier companies' digital technology innovation from a supply chain perspective,enriching the economic consequences of corporate digital transformation and providing theoretical support and decision-making references for advancing corporate digital technology innovation practices;(2) this effect is more pronounced when supplier and customer operate within the same industry or when supplier is located in highly digitized sectors;and (3) the customer digital transformation enhances supplier innovation through information spillovers and improved supply-demand alignment,with cooperative intensity and industry competition positively moderating these mechanisms. Overall,this study has elucidated the mechanisms through which customer digital transformation influences supplier digital technological innovation from a supply chain perspective. It has extended the literature on the economic consequences of enterprise digital transformation and will provide theoretical insights and policy implications for fostering digital technological innovation.

关键词

数字化转型 / 数字技术创新 / 客户企业 / 供应商企业

Key words

digital transformation / digital technology innovation / customer company / supplier company

引用本文

导出引用
杨柏, 黄靖峰, 朱宏博, . 客户企业数字化转型对供应商企业数字技术创新的影响研究[J]. 科研管理. 2026, 47(3): 83-92 https://doi.org/10.19571/j.cnki.1000-2995.2026.03.009
Yang Bai, Huang Jingfeng, Zhu Hongbo, et al. Research on the impact of the digital transformation of customer companies on the digital technology innovation of supplier companies[J]. Science Research Management. 2026, 47(3): 83-92 https://doi.org/10.19571/j.cnki.1000-2995.2026.03.009
中图分类号: F832.51;F273.1   

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基金

重庆市自然科学基金项目:“数字技术赋能高端装备制造业数智化转型的机制与路径研究”(CSTB2024NSCQ-MSX0913)
重庆市自然科学基金项目:“数字技术赋能高端装备制造业数智化转型的机制与路径研究”(2024.08—2027.07)
重庆市教育委员会科技项目:“环境政策驱动重庆制造业绿色发展的机制与路径研究”(KJZD-K20250080)
重庆市教育委员会科技项目:“环境政策驱动重庆制造业绿色发展的机制与路径研究”(2025.06—2026.05)
重庆市社科规划年度项目:“‘技术-经济-社会’范式下人工智能赋能重庆制造业高质量发展的机制与路径研究”(2025NDYB047)
重庆市社科规划年度项目:“‘技术-经济-社会’范式下人工智能赋能重庆制造业高质量发展的机制与路径研究”(2025.12—2028.09)

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