智慧物流赋能供应链韧性提升:理论与经验证据

Intelligent logistics empowers supply chain resilience:Theory and empirical evidence

提升供应链韧性是国民经济稳健循环的基础,亦是保障经济社会长期稳定高质量发展的必然要求。基于2010—2020年我国地级市和A股上市公司数据,检验智慧物流对供应链韧性的影响。研究结果表明,智慧物流提高了供应链抵抗力和供应链恢复力,即智慧物流可以显著促进供应链韧性提升,而扩大企业市场战略布局、降低交易成本和提高供应链效率则是重要影响机制。异质性分析表明,对于市场地位低企业、产业链下游、交通条件便利以及智慧物流空间联系强度高地区的企业,智慧物流对供应链韧性的促进作用更为显著。研究结果拓展了智慧物流效应的研究范畴,为我国政府优化智慧物流政策和提升供应链韧性提供了有益参考。

Improving supply chain resilience is the foundation of the stable cycle of the national economy,and it is also an inevitable requirement to ensure the long-term stable and high-quality development of the economy and society.Based on the data of prefecture-level cities and class A-share listed companies in China from 2010 to 2020,this paper examines the impact of intelligent logistics on supply chain resilience.The research results show that intelligent logistics improves supply chain resistance and the recovering ability of the supply chain,that is,intelligent logistics can significantly promote supply chain resilience,while expanding the strategic layout of the enterprise market,reducing transaction costs and improving supply chain efficiency are important influence mechanisms.Heterogeneity analysis shows that for enterprises with low market position,downstream of the industrial chain,and regions with convenient transportation conditions and high spatial connection intensity of intelligent logistics,intelligent logistics has a more significant role in promoting supply chain resilience.The research in this paper expands the research scope of intelligent logistics effects and provides a useful reference for the Chinese government to optimize intelligent logistics policies and improve supply chain resilience.