数字化转型升级促进了全球价值链地位攀升吗?——来自中国上市企业的微观证据

Has digital transformation and upgrading facilitated the climbing of global value chain position?Micro evidence from Chinese listed companies

作为中国经济高质量发展的重要驱动力,数字化转型在企业可持续发展过程中扮演越来越重要的角色,对企业全球价值链地位攀升产生了深远影响。将数字经济和企业全球价值链地位攀升纳入统一分析框架,从理论层面分析了数字化发展对企业全球价值链地位攀升的影响机理。基于此,利用2007—2016年A股上市公司数据,采用面板固定效应模型和中介效应模型进行实证检验。研究发现:第一,企业数字化发展有利于企业全球价值链地位攀升,但地区数字化建设产生了不利影响,且在滞后一期的影响效应仍显著。第二,人才集聚存在显著的遮掩效应。在控制人才集聚后,企业数字化水平的正向效应将得到放大,且地区数字化水平的不利影响将被缩小。第三,企业数字化水平还会通过KIBS集聚的中介机制对企业全球价值链嵌入地位攀升产生积极影响。上述结论对深入认识数智化背景下数字化转型升级对企业全球价值链地位攀升的影响具有重要意义。

As an important driver of China’s high-quality economic development,digital transformation is playing an increasingly important role in the sustainable development of enterprises and has a profound impact on improving their position in the global value chain.This paper incorporates the digital economy and the status of enterprises on this value chain into a unified framework to analyze,at a theoretical level,the mechanism by which digital development impacts enterprises’efforts to improve their status in the global value chain.This paper uses the data of A-share listed companies from 2007—2016 to empirically test using a panel fixed-effects and a mediating-effects model.This paper finds that,first,the digital development of enterprises is beneficial to improving their global-value-chain status,but regional digital construction has a negative impact,and the impacts are still significant in the lagged period.Second,there is a significant masking effect of talent clustering.After controlling for talent clustering,the positive effect of enterprise digitalization level is amplified,and the adverse effect of regional digitalization level is narrowed.Third,the level of enterprise digitization has a positive effect on their global value-chain status through the mediating mechanism of knowledge-intensive business services(KIBS)agglomeration.The above findings are of great significance for the in-depth understanding of the impact of digital transformation and upgrading on the climbing of the global value chain status of enterprises in the context of digital intelligence.