企业数字创新与出口供应链不确定性——兼议稳出口的现实路径

摘要/Abstract

摘要： 本文利用文本分析识别量化企业数字创新水平,根据翔实的微观贸易企业-产品数据,探究企业数字创新对出口供应链不确定性的影响效应。研究发现,企业数字创新有效降低出口供应链不确定性,发挥了显著的稳出口效应,经一系列稳健性检验后该结论依然成立。企业数字创新主要通过塑造柔性生产能力和实施产品多元化策略双重路径减缓出口供应链不确定性。进一步分析表明,企业数字创新对出口供应链不确定性的减缓效果在异质性产品、高科技行业、出口依赖度较高及出口网络较差的样本中尤为显著。上述结论为数字创新赋能出口企业“行稳致远”提供了决策依据。

关键词: 数字创新, 出口供应链不确定性, 稳出口

Abstract: This study quantifies the level of enterprise digital innovation by identifying digital patents through text analysis and uses detailed micro-level trade enterprise-product data to investigate the effects of digital innovation on export supply chain uncertainty. The findings indicate that enterprise digital technology innovation effectively reduces export supply chain uncertainty and plays a significant role in stabilizing exports. This conclusion remains valid after multiple endogeneity checks and a series of robustness tests. Enterprise digital innovation primarily mitigates export supply chain uncertainty through the dual pathways of building flexible productivity and implementing product diversification strategies. Heterogeneity analysis shows that the mitigating effect of digital innovation on supply chain uncertainty is most evident in heterogeneous products, high-tech industries, enterprises with strong export dependence and small export networks. This research provides a decision-making foundation for empowering export enterprises with digital innovation to achieve stable and long-term development.

Key words: Digital Innovation, Export Supply Chain Uncertainty, Export Stabilization

中图分类号:

F752

康茂楠, 马然, 王小霞. 企业数字创新与出口供应链不确定性——兼议稳出口的现实路径[J]. 财经论丛, 2025, 41(6): 5-17.

KANG Maonan, MA Ran, WANG Xiaoxia. Digital Innovation and Export Supply Chain Uncertainty: Implications on the Realistic Path of Stabilizing Exports[J]. Collected Essays on Finance and Economics, 2025, 41(6): 5-17.

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