数字技术协同创新如何提升产业链供应链韧性 ——基于信息共享与资源配置的双重视角

How Digital Technology Collaborative Innovation Enhances Supply Chain Resilience: A Dual Perspective of Information Sharing and Resource Allocation

摘要:

面对外部环境不确定性加剧与内部发展动能转换的双重挑战，如何通过数字化手段筑牢产业链供应链安全屏障已成为经济高质量发展的核心议题。本文基于2010—2023年A股上市公司数据，从信息共享与资源配置双重视角系统考察企业数字技术协同创新对产业链供应链韧性的影响及作用机制。研究结果表明，企业数字技术协同创新能够显著增强产业链供应链韧性。机制分析发现，数字技术协同创新通过两条关键路径发挥作用：一是拓展信息共享广度与深度，降低信息不对称与协调摩擦；二是优化资本、劳动与技术三类要素配置效率，促进组织间资源高效配置。异质性分析表明，从企业特征来看，该效应在成长及成熟期、低交易成本的企业中更为显著；从制度及地域特征来看，处于高知识产权保护水平及东部地区的企业受益程度更强。进一步分析揭示，数字技术协同创新通过打破信息壁垒与纠正资源错配，实现“稳链”“强链”与“补链”效应，降低产业链供应链中断风险。本文从协同创新视角拓展数字化转型与产业链供应链韧性关系的理论框架，为理解跨组织数字技术协同创新如何增强产业链供应链韧性提供理论与经验支撑，也为政府制定差异化数字技术协同创新政策、推动产业链供应链高质量发展提供经验证据与政策参考。

Abstract:

Faced with rising external uncertainties and internal growth transition, securing industrial and supply chains through digital means is essential for high?quality development. This study investigates the effect of firm?level digital technology collaborative innovation on supply chain resilience, using data from A?share listed firms between 2010 and 2023. Two analytical perspectives are adopted: information sharing and resource allocation. Digital collaborative innovation is found to significantly enhance resilience. This effect operates through two mechanisms. First, information sharing is broadened and deepened, which reduces asymmetry and coordination costs. Second, the allocation of capital, labor, and technology is optimized, which facilitates inter?organizational resource flows. Heterogeneity analyses show that the effect is stronger for firms in growth or mature stages and with low transaction costs, and for firms located in eastern regions or under strong intellectual property protection. Further evidence indicates that supply chain disruption risks are lowered through the breaking of information barriers and the correction of resource misallocation. This study extends the theoretical framework on digital transformation and supply chain resilience from a collaborative innovation perspective, and offers empirical support and policy implications for differentiated digital policies.