数字化转型 | 社科类期刊精选双语文章推荐-

围绕数字化转型研究，本期精选社科类期刊4篇双语文章，分别发表在《中国工业经济》《经济与管理研究》《首都经济贸易大学学报》，欢迎阅读！

精选文章·Selected Articles

01

数字化转型、产业链供应链韧性与企业生产率

Digital Transformation, Resilience of Industrial Chain and Supply Chain, and Enterprise Productivity

【摘要】当前提高企业生产率水平需要重点关注数字技术创新应用与产业链供应链动荡带来的深层影响。结合产业组织的纵向关系理论，本文指出，产业链供应链韧性的关键在于如何建立、维持和提升关联效应，并尝试从供需匹配优化、供需关系维持、供应质量提升三个层面对产业链供应链韧性的内涵和机制进行分析。通过匹配中国上市公司上下游供应商和客户数据，本文创新性地从产业链供应链韧性视角考察了下游企业数字化转型对上游企业生产率的影响及其传导机制。研究发现，下游企业数字化转型显著促进上游企业全要素生产率增长，表明数字化转型在产业链供应链纵向关系中存在后向溢出效应。机制检验结果表明，下游企业数字化转型主要通过优化供需匹配、稳定供需关系、提高供应商创新能力三个层面增强产业链供应链韧性，进而牵引上游企业全要素生产率增长。同时，这种后向溢出效应根据纵向关系结构特征的不同而存在异质性，包括上游供应商的规模、所有权性质以及下游客户端的市场影响力。本文研究结论表明，要围绕需求牵引和外部溢出来优化数字化转型政策，特别是要以下游企业数字化转型为突破口，推动产业链供应链韧性水平提升和纵向协同机制建设，同时注意分类施策和精准施策。

【Abstract】At present, to improve the total factor productivity (TFP) of enterprises, we should focus on the deep impact of digital technology innovation and application and the turbulence of the industrial chain and supply chain. Based on the vertical relationship theory of industrial organization, this paper points out that the key to understanding the resilience of the industrial chain and supply chain is how to establish, maintain and improve the linkage effect, and defines the connotation of the resilience of the industrial chain and supply chain from perspectives of supply-demand matching, supply-demand relation maintenance, and structural upgrading. By matching the data of both upstream and downstream suppliers and customers of Chinese listed companies, this paper examines the impact of the digital transformation of downstream enterprises on the growth of TFP of upstream enterprises and its mechanism from the perspective of the resilience of the industrial chain and supply chain. The paper finds that the digital transformation of downstream enterprises significantly promotes the growth of TFP of upstream enterprises, indicating that the digital transformation has a backward spillover effect in the vertical relationship of the industrial chain and supply chain. The mechanism test results show that the digital transformation of downstream enterprises mainly strengthens the resilience of the industrial chain and supply chain through optimizing the supply-demand matching, stabilizing the supply-demand relation, and improving suppliers’ innovation ability, thereby driving the growth of TFP of upstream enterprises. In addition, the backward spillover effect is heterogeneous according to characteristics of vertical relationship structure, including the size of upstream suppliers, the nature of ownership, and the market influence of downstream customers. The conclusion of this paper shows that we should optimize the digital transformation policy around demand pull and external spillover, especially take digital transformation of downstream enterprises as a breakthrough, promote the improvement of the resilience of industrial chain and supply chain and the construction of vertical coordination mechanism, and pay attention to classified and precise measures.

02

数字化转型、生命周期与企业价值

Digital Transformation, Life Cycle, and Firm Value

【摘要】本文以2012—2020年中国A股上市企业为研究样本，实证分析不同生命周期阶段的数字化转型对企业价值的影响。研究结果表明：(1)随着生命周期的推移，数字化转型与企业价值之间呈现先上升后下降的倒U型关系，且数字化转型不能显著提高衰退期企业价值；(2)数字化转型通过技术创新和业务创新影响成熟期企业价值，且数字化转型仅通过技术创新影响成长期企业价值；(3)数字化转型对国有企业和高市场化地区企业价值提升的影响更明显。本文的研究为理解数字化转型对企业价值的作用提供了一个新的视角，同时为不同生命周期阶段的企业数字化转型策略制定提供了理论基础与决策参考。

【Abstract】The digital economy is becoming a new engine of China’s economic growth, with its primary focus on facilitating the digital transformation of firms, aiming to maximize firm value. However, most of the existing research discusses the impact of digital transformation on firm value in a static context, with less consideration of the impact due to changes in the life cycle, and even less discussion of the role of digital transformation on firm value at the different stages of the life cycle. On this basis, this paper explores the impact of digital transformation on firm value at different life cycle stages and its path, as well as the impact under the external environment and property rights. Using A-share listed firms in China from 2012 to 2020 as the sample, this paper empirically examines the impact of digital transformation on firm value at different life cycle stages. The findings are as follows. First, the impact of digital transformation on firm value varies at different life cycle stages. As the life cycle progresses, digital transformation and firm value present an inverted U-shaped relationship, which rises first and then declines. The impact of digital transformation on firm value is significantly positive in the growth and maturity stages. It reaches a peak in the maturity stage, yet it is ineffective in the decline stage. Second, digital transformation increases firm value in the maturity stage through technological innovation and business innovation. However, digital transformation influences firm value in the growth stage only through technological innovation. Third, digital transformation plays a more significant role in enhancing the value of state-owned firms and firms in highly market-oriented regions, especially in the decline stage. Therefore, in order to achieve high-quality digital transformation, this paper puts forward relevant suggestions, such as improving the supporting policies for digital transformation, building the driving mechanism for digital transformation, and promoting the construction of a national collaborative innovation platform. This paper offers a new perspective on the impact of digital transformation on firm value and provides a theoretical basis and decision-making reference for firms to formulate digital transformation strategies at different stages of the life cycle. The contributions of this paper are as follows. On the one hand, this paper introduces the life cycle theory and explores how digital transformation affects firm value at different stages of the life cycle from a dynamic perspective, which is complementary to the existing literature. On the other hand, it also extends the application of the life cycle theory and broadens the research field of influencing factors of firm value.

03

数字基建、产业链竞争与企业数字化转型

Digital Infrastructure, Industrial Chain Competition, and Digital Transformation of Enterprises

【摘要】企业数字化转型是数字经济赋能生产方式变革的具体方式，但在转型过程中面临“产业链受制于人”导致的数字化转型激励不足问题。政府能否通过“数字新基建”的力量帮助企业塑造产业链竞争优势地位从而促进企业数字化转型尚未得到回答。本文基于2009—2020年沪深A股上市公司数据，从产业链视角采用多期双重差分法检验了“宽带中国”试点政策对企业数字化转型的影响及机制。研究发现，政府能够通过网络基础设施建设显著推动企业数字化转型，并且对交易成本较高、处于经济欠发达区域和属于高技术密集型的企业效果更显著；网络基础设施建设通过扩大供需、增强纵向与横向市场竞争等机制提升了产业链竞争力，从而驱动了企业数字化转型；企业数字化转型产生了促进内部融资、提升外部关注和提质增效的经济效应。本文为建设数字中国背景下政府如何驱动企业数字化转型提供了可参考的经验证据。

【Abstract】The digital economy plays a vital role in reorganizing global factor resources, reshaping the global economic structure, and changing global competition patterns. It is the core driving force to promote high-quality economic development in China. The digital infrastructure, consisting of network infrastructure construction, is expected to accelerate the development of the digital economy and act as a catalyst in facilitating digital transformation in the new era. Precisely evaluating the impact of digital infrastructure construction on enterprise digitalization and clarifying its mechanism are essential issues related to the steady growth and the effectiveness of long-term development layouts. Based on the data of A-share listed companies in China from 2009 to 2020, this paper examines the impact of the “Broadband China” pilot policy on the digital transformation of enterprises and its mechanism from the perspective of the industrial chain competition, using a multi-period DID method. The findings reveal that the government can promote the digital transformation of enterprises through network infrastructure construction. It is more effective for enterprises with high transaction costs, enterprises in economically underdeveloped regions, and high-tech-intensive enterprises. Network infrastructure construction enhances the industrial chain competition by expanding supply and demand, enhancing vertical and horizontal market competition, and other mechanisms, thus driving the digital transformation of enterprises. Furthermore, this transformation can produce economic effects by promoting internal financing, enhancing external attention, and improving quality and efficiency. The main contributions of this paper are as follows. First, taking the “Broadband China” pilot policy as a quasi-natural experiment, this paper evaluates the impact of the government infrastructure investment on the digital transformation of enterprises, expands the research dimension of the government infrastructure investment effect, and enriches the policy tools to drive the digital transformation of enterprises. Second, it investigates the mechanism of network infrastructure construction and the digital transformation of enterprises from the perspective of industrial chain competition. This paper starts from the paths of supply and demand amplification effect and vertical and horizontal market competition to confirm the policy effect on the digital transformation of enterprises. Finally, it examines the effect of the “Broadband China” pilot policy on the digital transformation of enterprises from three aspects: enterprise, region, and industry characteristics. It proves that the driving effect varies depending on economic, scale, and technological effects. This provides valuable insights for the precise and efficient implementation of the pilot policy.

04

企业数字化转型的研究述评与展望

Review and Prospects of Research on Enterprise Digital Transformation

【摘要】数字化转型正在冲击和颠覆传统市场，成为学术界研究的热门主题。基于文献综述系统梳理数字化转型的内涵特征与测度研究、数字化转型的理论基础以及不同类型企业的数字化转型对比分析，并提出包含驱动前因和能力中介的数字化转型实现机制，包括数字资源驱动型和非数字资源驱动型两条路径。在数字资源驱动型路径中，数字技术和数据资源作为关键驱动前因，通过数字动态能力中介机制，驱动企业数字化转型；在非数字资源驱动型路径中，政府支持、环境因素、意义构建、组织多元化管理和政治关联等非数字资源作为驱动前因，通过融资能力、创新能力和动态能力等中介机制，驱动企业数字化转型。未来可以深入拓展数字化转型的水平测度、群体转型差异和实现机制等方面的研究。

【Abstract】Based on the research of technology-driven perspective, data-driven perspective and organizational change perspective, this paper defines the enterprise’s digital transformation as the process of achieving significant transformations in multiple attributes of the organization, such as business processes, organizational structure, business models, and connectivity with other stakeholders. Moreover, the authors conclude that the theoretical basis of digital transformation includes the basic system of digital theory and the theoretical support system with Chinese characteristics. The basic system of digital theory includes digital platform theory, digital ecosystem theory, digital architecture theory, digital integration ability theory and dynamic ability theory in digital economy. The theoretical support system with Chinese characteristics in digital transformation mainly includes harmonious management theory and asymmetric innovation theory. The authors also find that differences in the nature of property rights lead to different digital transformation performance. Digital transformation of state-owned and private enterprises differs significantly in terms of economic effect, governance effect and innovation effect. In terms of economic effect, although state-owned enterprises have resource and policy advantages, they may lack sufficient motivation for transformation, while private enterprises have stronger motivation for transformation, but facing the tight resource restriction and the market competition pressure. In terms of governance effect, the digital transformation of state-owned enterprises is better in improving the performance of risk governance and accountability governance. In the aspect of innovation effect, state-owned enterprises benefit more from the promotion of digital transformation to enterprise innovation. In addition, our study also proposes two mechanisms for digital transformation realization that include driving antecedents and capability mediators. One is a digital resource-driven path and the other is a non-digital resource-driven path. In the digital resource-driven path, digital technology and data resources as key driving antecedents drive the digital transformation of enterprises through digital dynamic capability mediation mechanism. In the non-digital resource-driven path, non-digital resources such as government support, environmental factors, meaning construction, organizational diversity management and political affiliation are the driving antecedents that drive the digital transformation of enterprises through mediation mechanisms such as financing capability, innovation capability and dynamic capability. Based on the limitations of existing research, future research can be further expanded on the digital transformation level measurement, group transformation differences and realization mechanisms. Firstly, it’s essential to refine the research on the measurement of digital transformation level by taking a sustainable development perspective into account, and incorporating Chinese situational factors, as well as establishing a unified assessment framework and criteria for digital maturity models. Secondly, it is necessary to explore the comparison of the characteristics of digital transformation among different groups by researching the differences in the nature of enterprise property rights or country differences. Thirdly, deepen the exploration of the driving factors and realization mechanisms of digital transformation by conducting a cronfiguration research of the driving antecedents, or studying the cross-layer implementation mechanism of digital transformation, as well as focusing on a time series study of the digital transformation process of enterprises.

期刊推荐·Recommend Journal

《中国工业经济》，原名《中国工业经济学报》，1984年由著名经济学家蒋一苇创办。现为中国社会科学院主管、中国社会科学院工业经济研究所主办，是全国产业经济、企业管理领域的权威学术期刊。创刊以来，《中国工业经济》本着“理论顶天，实践立地”的理念刊发论文，选题具有前瞻性，内容具有原创性，论证具有严谨性，结论具有实用性。

《经济与管理研究》（月刊）杂志现由首都经济贸易大学、中国经济研究与开发促进会联合出刊。本刊创办于1980年，是我国改革开放以后最先创刊，并在国内很有影响的经济管理理论刊物。1992年以来，本刊连续被评定为全国经济类核心期刊；2002年被评为北京市优秀社科期刊；2004年获得北京市政府颁发的首届北京市优秀出版物奖；2006年5月。二十多年来，《经济与管理研究》杂志刊载了相当一批高水准的学术佳作，高质量地传播我国经济管理理论的创新思维和相关实际工作的新鲜经验，并以应用性、思想性、前沿性的独特风格赢得了社会各界的广泛肯定。

《首都经济贸易大学学报》创刊于1999年，是由北京市重点大学首都经济贸易大学主办的以经济管理类论文为主的学术期刊，是CSSCI中文社会科学引文索引（2017—2018）来源期刊（含扩展版）、北京大学《中文核心期刊要目总览》来源期刊（2008年版、2011年版）。

《首都经济贸易大学学报》主要栏目有：理论综述、金融保险、财政税收、工商管理、人力资源管理、劳动经济、产业经济、财务与会计。

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