摘要
企业数智化转型是企业数字化改造后又一发展方向。通过对数智化进行概括定义,利用数智化行业二位代码精准识别数智化公司,创新性地提出以企业是否设立数智化子公司为企业数智化转型的新判断标准,并据此统计数智化子公司占母公司所有子公司比例。利用CNRDS数据库中2000—2021年长三角区域上市公司数据进行实证分析。研究发现,数智化子公司分工程度越高的上市公司,其绩效提升越多,而在研究调节效应时发现,企业周围分布过于密集的数智化子公司会削弱此正向影响,若公司处于成长期则会放大该促进作用。在异质性分析上,主效应对于设立在二线城市的企业、自身为非数智化的企业以及民营企业更为显著。通过研究对推动我国公司从数字化向数智化的转变,促进产业向更高质量发展能提供若干参考建议。
The digital-intelligence transformation of enterprises is another development direction following their digital transformation.By providing a comprehensive definition of digital intelligence,utilizing precise identification of digital-intelligence companies through two-digit industry codes,this paper innovatively proposes the establishment of digital-intelligence subsidiaries as a new criterion for judging an enterprise’s digital-intelligence transformation and accordingly calculates the proportion of digital-intelligence subsidiaries among all subsidiaries of the parent company.Empirical analysis was conducted using data from listed companies in the Yangtze River Delta region from 2000 to 2021,sourced from the CNRDS database.The study found that the higher the degree of division of labor among digital-intelligence subsidiaries,the more significant the performance improvement in listed companies.In examining moderating effects,it was discovered that overly dense distribution of digital-intelligence subsidiaries around a company weakens this positive impact,while the presence of companies in their growth phase amplifies the facilitative effect.In heterogeneity analysis,the main effect is more pronounced for companies located in second-tier cities,non-digital-intelligence companies themselves,and private enterprises.This research provides several reference suggestions for promoting the transition of Chinese companies from digitalization to digital intelligence and advancing the industry towards higher quality development.
作者
逯建
李涵
王骁
Lu Jian;Li Han;Wang Xiao
出处
《河南社会科学》
北大核心
2025年第2期89-102,共14页
Henan Social Sciences
基金
国家社会科学基金研究阐释党的二十大精神重大项目“构建大中小城市协调发展格局研究”(23ZDA048)
国家自然科学基金面上项目“竞争性市场环境与中国国际贸易比较优势”(72473161)
教育部高校人文社会科学重点研究基地重大项目“统一大市场建设与长三角区域高质量一体化发展研究”(22JJD790033)。
关键词
数智化
子公司分工
公司绩效
企业周期
本地聚集
Digital Intelligence
Subsidiary Division of Labor
Company Performance
Business Cycle
Local Agglomeration
