【作者】 张兵；

【导师】 韩国高；

【作者基本信息】 东北财经大学 ， 国民经济学， 2023， 硕士

【摘要】 大力推进产业数字化转型、加快推动数字产业化是数字经济成为我国经济结构升级和高质量发展重要引擎的题中应有之义。作为产业数字化的重要组成内容,推进企业数字化转型也是构建中国数字经济网络最关键的的底层步骤。2016年,习近平总书记强调要“做大做强数字经济、拓展经济发展新空间”,将“数字经济”提升到国家战略高度。2021年,“十四五规划”也提出“加快数字化发展,建设数字中国”新战略,推进网络强国建设,力争以数字化转型整体驱动生产方式、生活方式和治理方式变革。2022年,党的二十大报告中更是做出了“加快发展数字经济,促进数字经济和实体经济深度融合”的战略部署,明确数字化发展的目标和方向。在当前经济结构转型的关键节点,数字化转型作为新一轮技术革命和产业变革的战略选择,已经成为推动企业高质量发展的重要引擎,为此如何驱动企业数字化转型成为重要议题。在企业数字化转型越发重要的背景下,已有研究主要探讨了企业数字化转型对企业内部发展和外部绩效两方面的经济效应,也有部分研究考察了企业数字化转型的影响因素,但缺乏行业同群效应和地区同群效应的具体机制探讨。实际上,企业并非单独存在一个行业中,每个行业均会涌现不断相似企业,独立的个体企业是否受到其他企业影响,尤其是个体企业数字化转型意愿和程度是否会受到行业和地区同群企业数字化转型的影响还未见涉及。为此,本文立足于同群效应的视角,运用2007年至2021年沪深A股上市公司的面板数据,考察了企业数字化转型过程中同群效应的存在性、作用机制、异质性以及经济后果。研究结果表明:企业数字化转型过程中存在显著的行业同群效应和地区同群效应,经过工具变量和Heckman两步法检验的内生性分析后,经过替换被解释变量、安慰剂检验、考虑同群效应的滞后效应、替换样本数据等稳健性检验后该结论依然成立。机制检验结果表明:信息学习动机和竞争动机是驱动企业数字化转型行业同群效应和地区同群效应的主要原因;异质性分析结果表明:行业同群效应和地区同群效应在非国有企业、资本密集型企业、融资约束低的企业以及处于市场化程度高、信息基础设施程度高的地区更为显著;经济后果分析表明:基于同群效应的企业数字化转型可以提高企业财务绩效和社会责任绩效。本文的研究内容不仅丰富了同群效应的经济效应,也为推动企业数字化转型、建设数字中国和网络强国进而赋能经济高质量发展提供理论参考。本文的创新点主要在于:(1)研究视角的创新。现有研究多是在将企业视为单独决策与行动的个体的基础上,进行企业数字化转型驱动因素的研究。少数对企业数字化转型同群效应研究的文章也更侧重于行业同群效应,忽略了地区同群效应。本文同时探究企业数字化转型的行业同群效应和地区同群效应,将企业数字转型、行业同群效应和地区同群效应纳入统一研究框架,为深入推进企业数字化转型提供新的视角,为数字经济赋能经济高质量发展提供微观经验证据。(2)研究内容的创新。以往学者在研究企业数字化同群效应时,更多的是探讨同群效应的存在性,对同群效应的机制和异质性关注较少。本文首先从竞争动机和信息学习动机两方面对同群效应的作用机制进行阐述,然后从地区宏观层面和企业微观层面进行异质性分析,为今后数字化转型政策制定实施过程中权衡同群效应提供理论依据。更多还原

【Abstract】 Accelerating the conversion of the digitization of the industry and accelerating the promotion of digital industrialization is the significance that the digital economy should be an important engine for the advancement and development of the economic structure of Japan.As an important component of industrial digitization,it is the most important fundamental step to build a digital economic network in China.In the year 2021,the 14th five year plan has also launched a new strategy to accelerate the development of digitization and to build digital China,and to promote the construction of the network strong country and to drive the whole of the production system,the lifestyle,and the governance system by the digital model change.In 2022,the 20 great report of the party also made strategic arrangements to accelerate the development of digital economy and promote a deep fusion of digital economy and the real economy.In the important node of the conversion of the present economic structure,the conversion of digitization is an important engine to promote the high quality development of the enterprise already as a strategic choice of the new technology revolution and the industrial change,and it is an important subject to decide how to drive the conversion of the digitization of the enterprise.Under the background that the digital conversion of enterprises is becoming more and more important,we have already examined the economic effects of the digital transformation of companies on both the development of enterprises and the external performance,and some studies examined the factors influencing the digital conversion of enterprises The examination of concrete mechanism of the same group effect and regional group effect is insufficient.In fact,companies are not alone in one industry,and similar businesses are constantly appearing in each industry,and whether independent individual firms are affected by other companies It is not yet relevant whether the conversion and the degree of digital conversion of the individual companies are influenced by the conversion of the digitization of industry and regional group companies.For this purpose,we examined the existence,the mechanism of action,the heterogeneity and the economic result of the group effect in the digital model change process of the company by using the panel data of Shanghai listed a listed company from 2007 to 2021.As a result of the research,the same industry group effect and regional group group effect are remarkable in the digitization and modeling change process of the enterprise,and after the endogenous analysis of tool variables and Heckman two step method,the substitution of the interpretation variables,the placebo inspection,and the hysteresis effect of the group effect are considered.This conclusion still remains after the robustness inspection such as replacement of sample data.As a result of the mechanism inspection,it became clear that the information learning motive and the competitive motive were the main causes of the group effect of the industry which drives the digital conversion of the enterprise and the group effect of the region,and as a result of the heterogeneity analysis,the industry group effect and the regional same group effect were high in the non national enterprise,the capital intensive enterprise,the low loan restriction enterprise,and the marketization degree,and the The analysis of economic results,which is more remarkable in areas with a higher degree of information infrastructure,is that the conversion of companies’ Digitization Based on the group effect can boost corporate financial performance and social responsibility.The content of this research was not only rich in the economic effect of the same group effect,but also promoted the conversion of the digitization of the enterprise,and constructed a theoretical reference in order to construct digital China and the network power country,and to make the economic development of the economy more advanced.The innovation points of this paper are mainly as follows:(1)Innovation of research perspective.Most of the existing researches have studied the driving factors of enterprise digital transformation on the basis of treating the enterprise as an individual making and acting alone.A few papers on the cohort effect of enterprise digital transformation focus more on the industry cohort effect and ignore the regional cohort effect.At the same time,this paper explores the industry cohort effect and regional cohort effect of enterprise digital transformation,integrates enterprise digital transformation,industry cohort effect and regional cohort effect into a unified research framework,provides a new perspective for further promoting enterprise digital transformation,and provides micro-empirical evidence for the high-quality development of digital economy enabling economy.(2)Innovation of research content.In the past,scholars focused more on the existence of the cohort effect and paid less attention to the mechanism and heterogeneity of the cohort effect when studying the cohort effect of enterprise digitalization.This paper firstly elaborates the mechanism of the cohort effect from the two aspects of competition motivation and information learning motivation,and then analyzes the heterogeneity from the regional macro level and the enterprise micro level,so as to provide a theoretical basis for weighing the cohort effect in the future digital transformation policy formulation and implementation process.更多还原