新质生产力、企业创新与供应链韧性:来自中国上市公司的微观证据

New Quality Productivity,Firm Innovation and Supply Chain Resilience:Micro Evidence from Listed Companies in China

文章探讨了新质生产力对供应链韧性的影响及其内在机制。理论上,新质生产力通过提升企业创新能力对供应链韧性产生积极作用。实证上,以2010—2022年中国837个上市公司为研究样本,通过劳动者、劳动对象和劳动资料维度测算企业新质生产力,从供应链抵抗能力、恢复能力和创造能力角度得到企业供应链韧性,考察新质生产力赋能供应链韧性的效应。结果显示,新质生产力可积极赋能供应链韧性提升,表现出递增的非线性溢出作用,企业创新在其中发挥正向机制作用,该效应在不同分位数、分指标、产业类别和企业性质中存在异质性,五大城市群在发展中同样各具特色。本研究为企业发展新质生产力、制定供应链韧性提升战略以及持续提升创新能力提供了参考。

The article explores the impact of new quality productivity on supply chain resilience and its underlying mechanisms.Theoretically,new quality productivity has a positive effect on sup-ply chain resilience by enhancing firms'innovation capability.Empirically,the article takes 837 listed companies in China from 2010 to 2022 as research samples,measures the new quality productivity of enterprises through the dimensions of workers,labor objects and labor materials,and obtains the supply chain toughness of enterprises from the perspectives of supply chain resistance,resilience,and creativity,and examines the effect of new quality productivity on supply chain toughness.The results show that new productivity can positively contribute to supply chain resilience,showing an incremental nonlinear spillover effect,in which enterprise innovation plays a positive role,and the effect is heterogeneous in different quartiles,sub-indicators,industrial categories and enterprise na-ture,and the five major urban agglomerations are also distinctive in their development.This study provides a reference for enterprises to develop new quality productivity,formulate supply chain re-silience enhancement strategies,and continuously improve their innovation capacity.