产业承接与企业供应链韧性——基于全国统一大市场建设视角

Industrial Transfer and Supply Chain Resilience——From the Perspective of Building a Unified National Market

摘要:

在加快建设全国统一大市场的背景下,国内产业的转移承接对实现生产要素合理配置,低技术产业“托举作用”发挥,产业链完整性、安全性保障,以及供应链韧性提升具有重要现实意义。基于此,本文将承接产业转移示范区的建立视作“准自然实验”,基于2008—2023年259个城市上市公司数据,运用多期DID模型分析了该政策促进企业供应链韧性提高的效应与路径。研究发现:产业承接显著促进了企业供应链韧性的提高,且经过多维度稳健性检验后仍可靠。路径研究发现,产业承接通过提高创新能力、促进信息共享、维护供需稳定的方式作用于企业供应链韧性提升。异质性研究发现,产业承接对企业供应链韧性的影响在企业所有权、供应链位置、行业经济特征、地区市场分割程度中存在明显差别。研究结论既为有效提升企业供应链韧性提供了新的视角,也为我国统筹释放不同地区异质性要素活力、维护现代经济体系稳定、健全推动经济高质量发展提供了决策启示。

Abstract:

Against the backdrop of accelerating the construction of a unified national market, the transfer of domestic industries is of great practical significance for achieving the rational allocation of production factors, the "supporting role" of low-technology industries, ensuring the integrity and security of the industrial chain, and enhancing the resilience of the supply chain. Based on this, this paper regards the establishment of industrial transfer demonstration zones as a "quasi-natural experiment". Based on the data of 259 listed companies in cities from 2008 to 2023, it uses a multi-period DID model to analyze the effect and path of this policy in promoting the resilience of supply chains. The research finds that industrial undertaking significantly promotes the improvement of the resilience of enterprise supply chains, and it remains reliable after multi-dimensional robustness tests. Path research has found that industrial undertaking enhances the resilience of enterprise supply chains by improving innovation capabilities, promoting information sharing, and maintaining the stability of supply and demand. Heterogeneity studies have found that the impact of industrial undertaking on the resilience of enterprise supply chains varies significantly among enterprise ownership, supply chain location, industry economic characteristics, and the degree of regional market segmentation. The research conclusion not only provides a new perspective for effectively enhancing the resilience of enterprise supply chains, but also offers decision-making inspiration for China to coordinate the release of the vitality of heterogeneous factors in different regions, maintain the stability of the modern economic system, and promote high-quality economic development in a sound manner.