上海对外经贸大学国际经贸学院,上海 201620
景瑞琴:上海对外经贸大学国际经贸学院副教授,硕士生导师,经济学博士。研
F740
School of International Business, Shanghai University of International Business and Economics, Shanghai 201620 , China
基于 2001~2016 年国泰安数据库和中国海关进出口数据库的匹配数据,本文探讨了企业数字化转型对出口产品转换的影响。结果显示,企业数字化转型通过降低成本、促进创新和优化资源再配置三条途径显著促进出口产品转换。这一结论在使用不同方式测算或工具变量检验内生性后依然稳健。异质性分析表明,企业数字化转型对出口产品转换的影响存在地区异质性、产业异质性和市场多元化程度异质性,东部和中部企业、第一产业和第二产业企业受到显著正向影响,不同市场多元化程度的企业呈现出“两头促进、 中间抑制”的特征。针对出口产品转换方向的进一步研究发现,出口产品主要从技术水平居中的产品转向技术水平更低或更高的产品。政府机构应完善数字化政策体系、推进中西部地区数字基础设施建设;企业应基于现实条件明确发展目标,有效利用相关政策支持,全方位多角度推进数字化转型,促进出口产品有效转换。
Based on data matched from the Cathay Pacifi c Database and the China Customs Import and Export Database spanning the years 2001 to 2016, this study investigates the infl uence of fi rms’ digital transformation on the switch of export product categories. The fi ndings reveal that fi rms’ digital transformation signifi cantly contributes to the switching of export products through three key mechanisms: cost reduction, promotion of innovation, and optimization of resource allocation. This result remains robust even after testing for endogeneity using various measurement methods and instrumental variables. Heterogeneity analysis uncovers diff erences in regional, industrial, and market diversifi cation degrees in the impact of enterprise digital transformation on export product conversion. Notably, there are substantial positive eff ects on enterprises located in the eastern and central regions of China, as well as those in primary and secondary industries. Enterprises with diff erent degrees of market diversifi cation exhibit features of “promotion at both ends and suppression in the middle”. Further exploration into the direction of export product switching reveals a predominant shift from products with a medium technology level to those with lower or higher technology levels. Consequently, this paper advocates for governmental agencies to enhance the digitalization policy framework and foster the development of digital infrastructure in the central and western regions. Moreover, it suggests that enterprises, based on their specifi c circumstances, should elucidate their development goals, leverage relevant policy support, and comprehensively drive digital transformation to facilitate the eff ective conversion of export products.
景瑞琴,张雨泓,王云飞.数字化转型对企业出口产品转换的影响[J].上海对外经贸大学学报,2025,32(3):77-93.
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