摘要
数字经济时代下,如何推动企业进行数字化转型引起了实业界和学术界的广泛关注。以2007—2021中国A股上市公司为样本,在考虑权变的基础上,依托资源依赖理论,从供应链层面探索了企业数字化转型的影响因素,并具体剖析了供应链集中度对企业数字化转型的影响机制和边界条件。得出如下结论:第一,基于资源依赖理论,以数字化转型所依赖的资金、信息和技术三类资源为切口,创新性地从供应链层面探讨了供应链集中度如何影响企业获取数字化转型的资源,结果发现供应商集中度和客户集中度均显著抑制了企业的数字化转型,该结论在经过一系列稳健性检验后依然成立;第二,结合资源依赖理论和迎合视角,讨论了供应链集中度带来的外部权力驱动以及企业为维系关系而产生的内部迎合动机,得出结论供应商集中度和客户集中度对资产专用性均存在正向影响;第三,依托资源依赖理论构建“供应链结构—企业资源配置—企业战略行为”的理论框架,发现资产专用性是供应商集中度和客户集中度影响数字化转型的重要路径;第四,将权变理论与资源依赖理论结合,在考虑权变的基础上,发现数字普惠金融能够拓宽企业获取资源的渠道,即增加企业的权力以及减弱企业的迎合动机,实证结果发现数字普惠金融能有效减弱供应商集中度和客户集中度对资产专用性的正向影响。
In the era of digital economy,how to promote the digital transformation of enterprises has attracted wide attention from industry and academia.However,with the continuous advancement of enterprise digital construction,the academic community has gradually realized that the digital transformation of enterprises,as a systematic project covering the overall business and operation of enterprises,is inseparable from the integration of resources and the coordination of interests with enterprises in the supply chain.In fact,the supply chain involves the cooperation of enterprises with suppliers,customers and other entities in capital flow,information flow and technology flow.The power position of enterprises in the supply chain will directly affect their acquisition and allocation of key resources,thus affecting resource-dependent activities such as enterprise innovation,and digital transformation.As a typical supply chain level factor,supply chain concentration may potentially affect the digital transformation of enterprises by affecting enterprises'access to resources.However,the specific relationship between supply chain concentration and enterprise digital transformation and its internal influence mechanism have not been effectively explored.Therefore,on the basis of considering the contingency,based on the resource dependence theory,the research model of supply chain concentration and enterprise digital transformation and its internal mechanism is constructed.The influencing factors of enterprise digital transformation are explored from the supply chain level,and the influence mechanism and boundary conditions of supply chain concentration on enterprise digital transformation are analyzed in detail.Specifically,China's A-share listed companies from 2007 to 2021 are selected as research samples,and descriptive statistics,correlation analysis and multicollinearity test are completed with the help of STATA software.Then,regression analysis is carried out according to the measurement model,and substitution variables,reverse causality test,instrumental variables and propensity score matching are used to test the robustness of the empirical results.Based on the empirical results,the research conclusions are as follows:Firstly,based on the resource dependence theory,taking the three types of resources of capital,information and technology on which digital transformation depends as the incision,this paper innovatively discusses how supply chain concentration affects enterprises'access to digital transformation resources from the supply chain level.The study finds that both supplier concentration and customer concentration significantly inhibit the digital transformation of enterprises,and this conclusion is still valid after a series of robustness tests.Secondly,combined with resource dependence theory and catering perspective,this paper discusses the external power drive brought by supply chain concentration and the internal catering motivation generated by enterprises to maintain relationships.It is concluded that supplier concentration and customer concentration have a positive impact on asset specificity.Thirdly,based on the resource dependence theory,the theoretical framework of supply chain structure-enterprise resource allocation-enterprise strategic behavior'is constructed,and it is found that asset specificity is an important path for supplier concentration and customer concentration to affect digital transformation.Fourthly,combining contingency theory with resource dependence theory,on the basis of considering contingency,it is found that digital inclusive finance can broaden the channels for enterprises to obtain resources,that is,increase the power of enterprises and weaken the catering motivation of enterprises.The empirical results show that digital inclusive finance can effectively weaken the positive impact of supplier concentration and customer concentration on asset specificity.Based on the research conclusions,the practical implications are as follows:First,enterprises should actively seek alternative suppliers/customers to cope with the current situation that excessive concentration hinders the digital transformation of enterprises.In addition,enterprises should actively cooperate with suppliers/customers with a high degree of digital transformation.Second,enterprises should optimize the allocation of resources,carefully increase the specific investment for large suppliers/large customers,and avoid the lack of resources needed for activities such as digital transformation due to excessive specific investment.Third,enterprises should strengthen their understanding of digital inclusive finance and actively seek support from digital finance in order to obtain more resource support to promote their own digital transformation.
作者
卢强
王鑫怡
杨雨东
宋华
LU Qiang;WANG Xinyi;YANG Yudong;SONG Hua(Business School,Beijing Technology and Business University,Beijing 100048,China;Business School,Renmin University of China,Beijing 100872,China)
出处
《科学学与科学技术管理》
北大核心
2025年第6期63-83,共21页
Science of Science and Management of S.& T.
基金
国家自然科学基金项目(71902007,72302010)
国家社会科学基金重大项目(22&ZD096)
中央高校基本科研业务费(中国矿业大学(北京)博士研究生拔尖创新人才培育基金)(BBJ2024074)。
关键词
供应链集中度
数字化转型
资产专用性
数字普惠金融
资源依赖理论
supply chain concentration
digital transformation
asset specialization
digital inclusive finance
resource dependencetheory
