制造强国战略能否提升供应链安全稳定水平——基于风险分散视角

Could the Manufacturing Power Strategy Enhance the Supply Chain Security and Stability?--Based on the Perspective of Risk Diversification

安全稳定的供应链体系是支撑经济高质量发展的基石,而供应链多元化配置策略是分散风险的有效途径。本文基于2009—2019年中国制造业上市企业样本,采用双重差分法评估制造强国战略对重点领域制造业企业供应链多元化水平的影响。研究结果表明,制造强国战略通过畅通资金链、巩固产品链以及部署创新链显著提升重点领域企业供应链多元化水平。从实施效果来看,制造强国战略对企业客户关系的多元化促进效应更大,且对国有企业、距行业技术前沿近的企业以及高市场化地区企业的促进效果更明显。本文进一步从动态视角考察发现,制造强国战略能够显著降低重点领域企业的供应链变动率,促使重点领域企业形成牢固稳定的供应链关系。

A secure and stable supply chain system is the cornerstone of supporting high-quality economic development in China,and diversified supply chain allocation strategies are an effective way to diversify risks.This study is based on a sample of Chinese manufacturing listed companies from 2009 to 2019,and uses the DID method to evaluate the impact of the manufacturing power strategy on the supply chain diversification of manufacturing enterprises in key areas.The research results indicate that the manufacturing power strategy significantly enhances the diversification level of supply chains in key areas by unblocking the funding chain,consolidating the product chain,and deploying innovation chains.From the perspective of policy effectiveness,the manufacturing power strategy has a greater promoting effect on the diversification of enterprise customer relationships,and has a more significant promoting effect on state-owned enterprises,enterprises close to the forefront of industry technology,and enterprises in highly market-oriented areas.Based on a dynamic perspective,this article finds that the manufacturing power strategy can significantly reduce the supply chain turnover rate of enterprises in key areas,leading to a stable development trend in the supply chain.