Digital Transformation, Supplier Concentration, and Supplier Geographic Distribution
FU Yu1,2, HE Xiao-gang3, HU Yu-ang4
1. School of Economics and Management, Guangzhou Institute of Science and Technology, Guangzhou, Guangdong 510540; 2. South China Branch of Institute of Digital China, Peking University, Guangzhou, Guangdong 510700; 3. School of Digital Economics, Jiangxi University of Finance and Economics, Nanchang, Jiangxi 330013; 4. Tunxi District Tax Bureau, Huangshan Municipal Tax Service, State Taxation Administration, Huagnshan, Anhui 245000
Abstract：The innovative development and wide application of digital technology help enterprises break through geographical limitations and provide a new opportunity to expand the geographical distribution range of their suppliers.Using data from Chinese listed companies from 2009 to 2017, this study examines the impact effect and transmission mechanism of enterprise digital transformation on supplier distribution decisions from the perspective of supplier concentration. The results indicate that digital transformation has significantly expanded the geographic distribution range of enterprise suppliers, thereby optimizing the layout of enterprise suppliers, and reducing transaction costs and increasing enterprise adjustments demands are two important pathways. Among small and medium-sized listed enterprises, state-owned listed enterprises, and listed enterprises in non-high-tech industries, digital transformation has a better effect in expanding the geographical distribution of suppliers. Supplier concentration exerts a significant negative moderating effect on the expansion of supplier geographic distribution through digital transformation. Specifically, for enterprises with lower supplier concentration, digital transformation yields more pronounced effects in broadening their supplier geographic reach. To promote the digital upgrade of enterprises and enhance the stable and secure operation of supply chains, the following steps should be taken: First, accelerate the pace of enterprise digital transformation and establish a digital supply chain network. Second, expedite the development of digital infrastructure and drive the digital transformation and upgrading of traditional infrastructure. Finally, Stimulate the intrinsic momentum of enterprises to drive the reconstruction of supplier networks through digital upgrading, and strengthen the security barrier and risk resistance capacity of the supply chain.
[1] 诸竹君,黄先海,王毅.外资进入与中国式创新双低困境破解[J].经济研究,2020,55(5):99-115. [2] Bernard A.B., Moxnes A.,Saito Y.U.Production Networks, Geography,and Firm Performance[J].Journal of Political E-conomy,2019,127(2):639-688. [3] 饶品贵,王得力,李晓溪.高铁开通与供应商分布决策[J].中国工业经济,2019,(10):137-154. [4] 谭雅妃,朱朝晖,李敏鑫.数字化转型赋能制造业企业高质量发展——基于经济绩效与ESG绩效复合视角[J].江西财经大学学报,2024,(4):45-58. [5] 谢康,夏正豪,肖静华.大数据成为现实生产要素的企业实现机制:产品创新视角[J].中国工业经济,2020,(5):42-60. [6] Chen M X, Wu M.The Value of Reputation in Trade: Evidence from Alibaba[J].Review of Economics and Stati-stics,2021,103(5):857-873. [7] 赵宸宇,王文春,李雪松.数字化转型如何影响企业全要素生产率[J].财贸经济,2021,42(7):114-129. [8] 杨德明,刘泳文.“互联网+”为什么加出了业绩[J].中国工业经济,2018,(5):80-98. [9] 陈剑,黄朔,刘运辉.从赋能到使能——数字化环境下的企业运营管理[J].管理世界,2020,36(2):117-128+222. [10] 刘政,姚雨秀,张国胜,等.企业数字化、专用知识与组织授权[J].中国工业经济,2020,(9):156-174. [11] Kim B.Coordinating an Innovation in Supply Chain Management[J].European Journal of Operational Resear-ch,2000,123(3):568-584. [12] Zhou X, Zhao W, Li Q, et al.Embeddedness and Con-tractual Relationships in China's Transitional Economy[J].American Sociological Review,2003,68(1):75-102. [13] Ramaswamy V, Ozcan K.Brand Value Co-creation in a Digitalized World: An Integrative Framework and Rese-arch Implications[J].International Journal of Research in Marketing,2016,33(1):93-106. [14] Wang G, Gunasekaran A, Ngai E W T, et al. Big Data Analytics in Logistics and Supply Chain Management:Certain Investigations for Research and Applications[J].International Journal of Production Economics,2016,176: 98-110. [15] Kinney M R, Wempe W F.Further Evidence on the Extent and Origins of JIT's Profitability Effects[J].The Accounting Review,2002,77(1):203-225. [16] 巫强,姚雨秀.企业数字化转型与供应链配置:集中化还是多元化[J].中国工业经济,2023,(8):99-117. [17] Birge J R,Capponi A,Chen P C.Disruption and Rerouting in Supply Chain Networks[J].Operations Research,2023, 71(2):750-767. [18] Dhaliwal D,Judd J S,Serfling M,et al.Customer Concen-tration Risk and the Cost of Equity Capital[J].Journal of Accounting and Economics,2016,61(1):23-48.
2025, Vol. 42 
粤公网安备44030502007936号