数字化转型、供应链透明度与供应链绩效——来自中国A股制造业上市公司的经验证据

Digital Transformation,Supply Chain Transparency and Supply Chain Performance:Evidence from Chinese A-share Manufacturing Listed Companies

在复杂多变的环境下,数字技术的发展为企业供应链绩效的改进提供了条件。基于资源基础理论、信息不对称理论和组织信息处理理论,分析数字化转型对供应链绩效的影响机制,并运用2015—2021年中国A股制造业上市公司的样本数据,对提出的假设进行检验。结果发现:数字化转型对供应链绩效有显著的正向影响,供应链透明度在数字化转型与供应链绩效的关系中起着部分中介效应,环境不确定性正向调节数字化转型与供应链绩效的关系、数字化转型与供应链透明度的关系,结论在经过一系列稳健性测试后依然成立。异质性分析结果显示,数字化转型与供应链绩效的关系会受企业规模的影响,具体表现为数字化转型对供应链绩效的影响在中小型制造企业中更明显。研究结论为中国的制造企业尤其是中小型制造企业推进数字化转型、提升供应链透明度和提高供应链绩效提供了理论依据。

In a turbulent environment,the development of digital technologies establishes the conditions necessary for the improvement of supply chain performance.Based on the resource-based,information asymmetry,and organizational information processing theories,this study analyzes the mechanism for the impact of digital transformation on supply chain performance.The proposed hypotheses are empirically tested using sample data of A-share listed manufacturing companies in China from 2015 to 2021.The results show that digital transformation has a significant positive impact on supply chain performance.Supply chain transparency plays a partial mediating effect in the relationship between digital transformation and supply chain performance,and environmental uncertainty positively moderates the relationship between digital transformation and supply chain performance,as well as digital transformation and supply chain transparency.The conclusions are still valid after a series of robustness tests.The results of the heterogeneity analysis show that the impact of digital transformation on supply chain performance in small and medium-sized enterprises is more significant than that in large enterprises.The findings provide a theoretical basis for Chinese manufacturing enterprises,especially small and medium-sized manufacturing enterprises,to promote digital transformation and improve their supply chain transparency and performance.