关键词: 国家大数据综合试验区, 企业供应链多元化配置, 降本增效, 动能激发

Abstract: Currently, the global economy is confronted with numerous uncertainties, leading to a continuous rise of corporate supply chain operational risks. Against this backdrop, leveraging big data to promote the diversification of corporate supply chains is of great significance for ensuring the security and stability of industrial and supply chains. Based on data from the A-share listed companies from 2009 to 2023 in China, this paper employs the Difference-in-Differences (DID) method to examine the impact and underlying mechanism of National Big Data Comprehensive Pilot Zones on corporate supply chain diversification. The results indicate that the establishment of these pilot zones effectively promotes the diversification of upstream suppliers, downstream customers, and the overall supply chain. Mechanism testing reveals the synergistic pathways of “external cost reduction and efficiency enhancement” and “internal momentum activation”. At the external level, the pilot zones utilize the reduction of supply-demand coordination costs and the improvement of supply chain efficiency as key levers to clear up the market bottlenecks. At the internal level, they stimulate internal momentum by promoting corporate digital transformation and alleviating financing constraints, ultimately providing critical support for firms to construct diversified supply chains. Heterogeneity analysis shows that the promoting effect of the pilot zones is more pronounced among state-owned enterprises, firms with lower innovation levels, those in highly competitive industries, and firms located in regions with lagging business environments. Furthermore, the optimization effect of pilot zones on supply chain allocation significantly reduces the risk of supply chain disruption and enhances supply chain resilience. From a micro perspective, this paper reveals the pathways through which the National Big Data Comprehensive Pilot Zone policy drives supply chain diversification, expanding the research boundaries of big data development and supply chain management. The findings offer important policy implications for promoting data sharing, and enhancing the security and stability of industrial supply chains.

Key words: National Big Data Comprehensive Pilot Zone, Corporate Supply Chain Diversification, Cost Reduction and Efficiency Enhancement, Momentum Activation