制造业数字化转型能促进企业海外市场拓展吗?:基于中国A股上市公司的实证分析

Can the Digital Transformation of Manufacturing Industry Expand Overseas Market:Empirical research based on China's data from Ashare listed companies

中国制造业可以通过应用数字技术推动数字化转型,充分利用两个市场两种资源,服务于构建以国内大循环为主体、国内国际双循环相互促进的新发展格局。文章聚焦制造业数字化转型,基于中国A股上市公司微观数据,利用Python文本分析法,研究制造业企业数字化转型能否促进其拓展海外市场。研究认为,制造业企业数字化转型主要通过三个机制提升其海外市场拓展能力:一是成本效应,数字化转型有助于降低制造业企业的生产成本,增强国际竞争力;二是创新效应,数字化转型能够促进企业工艺和产品创新,提高生产效率;三是供应链效应,数字化转型推动了企业供应链多元化,增加了供应链韧性和安全。研究同时发现,数字化转型对企业海外市场拓展的影响具有异质性。在此基础上,文章提出以数字化转型促进中国制造业海外市场拓展的政策建议。

In the context of the rapid development of the digital economy,the digital transformation of the manufacturing industry is the trend.In order to maintain global competitiveness,China's manufacturing industry must accelerate its digital transformation.By innovating digital technology,manufacturing industry can fully utilize two markets and two resources,and accelerating the construction of a new development pattern with domestic circulation as the main body and domestic and international dual circulation promoting each other.This article is based on micro data of Chinese listed companies and employs Python for text analysis to study the impact mechanism of digital transformation of Chinese manufacturing enterprises on their internationalization.The research indicates that digital transformation significantly promotes the internationalization expansion of manufacturing enterprises,and mainly enhances their internationalization capabilities through three mechanisms:Firstly,cost efficiency.Digital transformation helps reduce production costs and enhance international competitiveness of manufacturing enterprises;Secondly,digital transformation helps promote enterprise innovation and improve production efficiency;Thirdly,digital transformation helps enterprises diversify their supply chains,increase supply chain resilience and security.At the same time,the study found that there is heterogeneity in the impact of digital transformation on the internationalization of manufacturing enterprises.Specifically,the impact varies among enterprises in different regions,different marketization levels,and different types of ownership.Finally,this article proposes several policy recommendations for the digital transformation of manufacturing enterprises.