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北京师范大学学报(社会科学版) ›› 2025, Vol. 0 ›› Issue (4): 131-140.

• 数字经济研究 • 上一篇    下一篇

数字化转型与企业出口增长:基于供应链配置的新视角

韩金镕1, 蔡宏波2   

  1. 1.对外经济贸易大学 经济学院,北京 100029;
    2.北京师范大学 经济与工商管理学院,北京 100875
  • 出版日期:2025-07-25 发布日期:2025-09-03
  • 作者简介:蔡宏波(通讯作者,E-mail:hongbocai@bnu.edu.cn),经济学博士,北京师范大学经济与工商管理学院教授。
  • 基金资助:
    对外经济贸易大学中央高校基本科研业务费专项资金资助项目“新发展格局下数字经济与对外贸易高质量发展研究”(23QD26);国家社会科学基金一般项目“数字贸易开放驱动全球供应链重构的机制、效应与对策研究”(24BJL035);北京师范大学中央高校基本科研业务费专项资金资助项目“全球贸易网络安全”(1233300001);北京师范大学京师“一带一路”研究专项。

The Digital Transformation and the Enterprise Export Growth:A New Perspective Based on Supply Chain Configuration

HAN Jinrong1, CAI Hongbo2   

  1. 1. School of Economics, University of International Business and Economics, Beijing 100029;
    2. Business School, BNU, Beijing 100875, China
  • Online:2025-07-25 Published:2025-09-03

摘要: 从供应链配置的新视角,对数字化转型与企业出口增长之间关系的实证研究发现:数字化转型通过降低企业与上游供应商之间的信息不对称,使企业得以匹配地理距离更远且财务表现更好的优质供应商,稳定供应链关系,促进出口增长;供应商集中度对上述关系起到调节作用,供应商集中度越低,越易发挥数字化转型对出口的促进作用。此外,数字化转型的出口促进作用主要体现在应用技术偏向型企业、沿海地区企业和数字经济发达城市的企业中,且对出口增长的集约边际产生积极影响。上述研究结论对加快数字化赋能出口贸易高质量发展提供了经验证据和政策参考。

关键词: 数字化转型, 出口贸易, 供应链配置, 供应商集中度

Abstract: This study provides novel empirical evidence on the relationship between digital transformation and export growth through the lens of supply chain configuration. We find that digital transformation reduces information asymmetry between firms and upstream suppliers,enabling firms to establish stable supply chain relationships with geographically distant yet financially superior suppliers,thereby fostering export growth. Supplier concentration plays a moderating role—the export-enhancing effect of digital transformation is more pronounced when supplier concentration is lower. Heterogeneity analysis reveals that the positive impact is primarily reflected in digitally application-oriented firms,coastal firms,and firms located in regions with advanced digital economies,generating significant effects on the intensive margin of export growth. These findings offer empirical support for leveraging digitalization to enhance the quality-driven development of export trade and provide policy-relevant insights.

Key words: digital transformation, export trade, supply chain configuration, supplier concentration

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