摘要
作为承载“互联网+外贸”的贸易新业态,跨境电商在提升供应链效率、保障供应链安全方面的重要性日益凸显。本文将跨境电商综合试验区政策作为准自然实验,采用2008—2021年中国上市企业数据和渐进双重差分方法,基于存货视角系统考察了跨境电商改革对供应链效率的影响。研究发现:跨境电商改革能够显著提高企业存货周转率,进而提升供应链效率,该结论在考虑一系列可能干扰估计结果的因素后仍然成立;跨境电商改革提升供应链效率的作用渠道主要包括助力企业拓展海外市场、降低需求不确定性以及推动制造业与服务业融合;此外,地区信息基础设施建设和制度环境改善进一步强化了跨境电商改革对供应链效率的提升作用。在当前中国大力建设跨境电商综合试验区背景下,本文研究结论对于如何提升供应链现代化水平提供了政策启示。
As a new trade format carrying“Internet+foreign trade”,the importance of cross-border e-commerce in improving supply chain efficiency and ensuring supply chain security has become increasingly prominent.Taking the policy of cross-border e-commerce comprehensive pilot area as a quasi-natural experiment,using the data of listed companies in China from 2008 to 2021 and a staggered difference-in-difference approach,this paper systematically examines the impact of cross-border e-commerce development on supply chain efficiency from the perspective of enterprise inventory.The research finds that the development of cross-border e-commerce significantly increases the inventory turnover rate of enterprises,thereby improving the efficiency of the supply chain.This conclusion is still valid after considering a series of factors that may interfere with the estimation results.The main channels for the reform of cross-border e-commerce to improve the efficiency of the supply chain include helping enterprises expand overseas markets,reducing demand uncertainty and promoting the integration of manufacturing and services industries.In addition,the construction of regional information infrastructure and the improvement of the institutional environment have further strengthened the role of cross-border e-commerce reform in the improvement of supply chain efficiency.Under the current background of China's vigorous construction of cross-border e-commerce comprehensive pilot zones,the research conclusions of this paper provide policy implications for how to enhance the modernization level of the supply chain.
作者
罗奇
陈凯
张学思
何小钢
Qi Luo;Kai Chen;Xuesi Zhang;Xiaogang He(School of Statistics and Data Science,Jiangxi University of Finance and Economics;School of Economics,Yunnan University of Finance and Economics;School of Economics,Jinan University;School of Digital Economics,Jiangxi University of Finance and Economics)
出处
《经济学报》
2025年第1期190-208,共19页
China Journal of Economics
基金
国家社会科学基金(项目编号:23AZD085)
江西省高校人文社会科学研究项目(项目编号:JJ24203)
江西省教育厅科学技术研究项目(项目编号:GJJ2400405)
江西省社会科学基金项目(项目编号:24YJ39)的资助。
