摘要
在全球数字经济迅猛发展与全球经贸格局加速重构的大背景下,企业供应链话语权不仅是企业在全球价值链中获取核心竞争优势的重要支撑,更直接影响中国经济高质量发展与中国式现代化建设全局,而数字贸易壁垒作为全球数字贸易发展过程中的突出障碍和影响企业供应链话语权提升的关键变量,其影响效应与作用机制亟待系统厘清。利用2018—2024年我国上市企业数据,构建计量模型分析数字贸易壁垒对企业供应链话语权的影响及其作用机制,认为数字贸易壁垒显著削弱企业供应链话语权:数字贸易壁垒渗透指数每增加1个单位,企业供应链话语权渗透指数就降低0.271个单位。该结论在一系列内生性与稳健性检验后仍显著成立。这表明数字贸易壁垒对企业供应链话语权的削弱效应具有稳定性、系统性和长期性。政策干预须侧重长效机制构建而非短期应对。数字贸易壁垒对企业供应链话语权的削弱效应因区域及企业特征不同而呈现明显分化:中西部地区企业因数字化水平低且抗风险能力弱,大型企业因数字贸易参与度高且资源整合能力弱,民营企业因获取政策支持渠道有限且高度依赖市场,高技术企业因对高端技术依赖程度高,中低产业链地位企业因位于供应链非核心环节且具有高可替代性,其供应链话语权削弱效应更为明显。政策制定须充分考虑区域差异和企业个性特征,不能“一刀切”。数字贸易壁垒主要通过提升企业融资约束、抑制企业技术创新、降低企业管理效率等渠道削弱企业供应链话语权。鉴于此,政府应持续降低数字贸易壁垒,不断提升数字贸易水平,在制定增进企业供应链话语权的政策时做到差异化和有的放矢,疏通数字贸易壁垒抑制企业供应链话语权的中间渠道“堵点”。
Against the backdrop of the rapid development of the global digital economy and the accelerated restructuring of the global economic and trade pattern,enterprise supply chain discourse power is not only a crucial support for enterprises to continuously gain core competitive advantages in the global value chain,but also directly affects China's high-quality economic development and the overall situation of Chinese modernization;and as a prominent obstacle in the current development of global digital trade and a key variable affecting the improvement of enterprise supply chain discourse power,the impact effects and mechanism of action of digital trade barriers still urgently need to be systematically clarified.Using the data of listed enterprises from 2018 to 2024,the authors conduct an econometric model to analysis on the mechanism of action of digital trade barriers on enterprise supply chain discourse power;and they believe that:digital trade barriers significantly weaken enterprise supply chain discourse power;for each 1-unit increase in the Digital Trade Barrier Penetration Index,the Enterprise Supply Chain Discourse Power Penetration Index decreases by 0.271 units;and this conclusion remains significant after a series of endogeneity and robustness tests.These indicate that the weakening effect of digital trade barriers on enterprise supply chain discourse power has the characteristics of stability,systematicness and long-term nature.Policy interventions should focus on the construction of a"long-term mechanism"rather than short-term responses.The weakening effect of digital trade barriers on enterprise supply chain discourse power also shows obvious differentiation due to differences in regional and enterprise characteristics.Specifically speaking,for enterprises in central and western China(due to their low digitization level and weak risk resistance capability),large enterprises(due to their high participation in digital trade and weak resource integration capability),and private enterprises(due to their limited access to policy support and high dependence on the market),high-tech enterprises(due to their high dependence on high-end technologies),and enterprises with medium and low positions in the industrial chain(due to their position in non-core links of the supply chain and high substitutability),the weakening effects of digital trade barriers on their discourse power are more significant.So,policy formulation must fully consider regional differences and the individual characteristics of enterprises and must not adopt a"one-size-fits-all"approach.Digital trade barriers mainly weaken enterprise supply chain discourse power through channels such as increasing corporate financing constraints,inhibiting corporate technological innovation,and reducing corporate management efficiency.Because of these,the government should continuously reduce digital trade barriers,constantly improve the level of digital trade,ensure differentiation and targeted measures when formulating policies to enhance enterprise supply chain discourse power,and in addition,unblock the"blocking points"in the intermediate channels through which digital trade barriers inhibit enterprise supply chain discourse power.
作者
周科选
余林徽
陈智
ZHOU Ke-xuan;YU Lin-hui;CHEN zhi(School of Economics and Management,Guangdong Open University,Guangzhou 510091,Guangdong,China;School of Economics,Zhejiang University,Hangzhou 310058,Zhejiang,China)
出处
《中国流通经济》
北大核心
2025年第11期30-43,共14页
China Business and Market
基金
教育部人文社会科学规划项目“新质生产力交互赋能供应链数字韧性提升的内在机制研究”(24YJC630223)
教育部人文社会科学规划项目“‘数字链主’企业生态控制力与算力产业链增值效应研究”
广东省教育科学规划项目“人口结构变化背景下农村开放教育资源配置优化机制研究”(2025GXJK0158)。
关键词
数字贸易壁垒
企业供应链话语权
融资约束
企业技术创新
企业管理效率
digital trade barriers
corporate supply chain discourse power
financing constraints
enterprise technological innovation
corporate management efficiency
