工业互联网平台应用对企业绩效的影响研究

The Impact of Industrial Internet Platform Application on Enterprise Performance

工业互联网平台作为支撑制造资源泛在连接、弹性供给和高效配置的工业云平台,对制造企业实现高质量发展具有重要意义.以2007—2021年中国沪深A股制造业上市公司为研究样本,从知识管理视角考察工业互联网平台应用对企业绩效的影响及内在机理.研究发现,工业互联网平台应用能够促进制造企业绩效提升;路径分析表明,工业互联网平台应用提升企业绩效主要是通过缓解信息不对称、促进知识共享及提高企业创新质量三种渠道机制实现.以上结论在考虑内生性问题以及一系列稳健性检验后仍然成立.异质性分析发现,与管制性行业的企业、中小规模企业以及非国有企业相比,竞争性行业的企业、大规模企业及国有企业应用工业互联网平台对企业绩效的影响更明显.研究进一步明确了工业互联网平台应用的价值创造路径,为提高企业绩效提供了重要经验证据.

As an industrial cloud platform that supports the ubiquitous connection,elastic supply and efficient allocation of manufacturing resources,the industrial Internet platform is of great significance for manufacturing enterprises to achieve high-quality development.Based on the samples of Chinese manufacturing companies listed on the Shanghai and Shenzhen stock exchanges from 2007 to 2021,the study examines the impact and mechanisms of industrial internet platform applications on firm performance from a knowledge management perspective.The research indicates that the application of industrial internet platforms can improve the performance of manufacturing enterprises.Mechanism analysis suggests that the improvement in firm performance through industrial internet platform applications is primarily achieved through three channels:alleviating information asymmetry,promoting knowledge sharing,and enhancing the quality of innovation.These conclusions hold true even after considering endogeneity issues and conducting a series of robustness tests.Heterogeneity analysis further indicates that compared with enterprises in regulated industries,small and medium-sized enterprises and non-state-owned enterprises,large-scale manufacturing enterprises and state-owned enterprises in competitive industries have a more obvious impact on enterprise performance by applying industrial Internet platforms.The research clarifies value creation path of industrial Internet platform application,and provides relevant suggestions for improving enterprise performance.