政府采购如何推动企业数字技术创新——基于产业链供应链韧性的实证研究
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中国财政科学研究院,北京 100142

作者简介:

刘梦琪,中国财政科学研究院博士研究生,Email:544640395@qq.com
王敏,中国财政科学研究院研究员。

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F273;F812.45;TP399-C2

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How government procurement promotes enterprise digital technology innovation: An empirical study based on industrial and supply chain resilience
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Chinese Academy of Fiscal Sciences, Beijing 100142, P.R.China

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    摘要:

    在新一轮科技革命与产业变革深入推进的宏观背景下,数字经济的引擎作用持续增强,数字技术创新已成为引领未来发展的核心动力。中国企业在推动数字技术创新的过程中,仍面临高风险、产业链供应链局部梗阻等多重困境,需要政府提供有针对性的政策支持。文章基于技术、组织和环境三个维度的分析框架,利用2015—2022年沪深A股上市公司数据,采用双向固定效应模型、调节效应模型等多种计量模型,深入剖析了政府采购对企业数字技术创新的作用机制。此外,文章还结合产业链供应链韧性的内在层次结构,探讨了产业链供应链韧性对政府采购创新激励效果的影响。研究结果显示,政府采购政策显著促进了企业数字技术创新,该结论通过工具变量法、PSM检验、Heckman两阶段估计、替换变量、替代计量模型等一系列内生性与稳健性检验得到了验证。机制研究表明,政府采购优化了数字资产配置,提升了数字人才储备,降低了研发不确定性,进而激励了企业进行数字技术创新。进一步的研究发现,产业链供应链韧性在政府采购激励企业数字技术创新中起着重要作用。从产业链供应链韧性中供需关系抵抗力和恢复力的特征看,政府与企业及企业之间供需关系的抵抗力和恢复力提升,能够有效降低政策实施过程中的风险和不确定性,保障政府采购政策目标的顺利实现。基于区域视角的分析发现,政府采购对企业数字技术创新的激励效应受到企业地理区位和采购区域属性的影响。东部地区企业尤其受到中央政府采购的显著激励;在城市群发展背景下,本市及城市群内的政府采购主要促进中心城市企业创新,而城市群外的政府采购则更能激励外围城市企业进行数字技术创新。文章的研究结论为优化政府采购政策,进而有效激励企业数字技术创新提供了理论和事实依据,对以数字技术创新驱动数字经济发展、提升产业链供应链韧性具有重要意义。

    Abstract:

    Against the backdrop of the ongoing technological revolution and industrial transformation, the driving force of the digital economy has been continuously strengthening, with digital technology innovation emerging as a core driver of future development. Chinese enterprises, however, still face numerous challenges, including high risks and partial blockages in industrial and supply chains, which necessitate targeted policy support from the government. This paper uses an analytical framework based on the technological, organizational, and environmental dimensions, employing data from A-share listed companies in Shanghai and Shenzhen from 2015 to 2022. Various econometric models, including the two-way fixed effects model and moderation effect model, are used to analyze the mechanism through which government procurement affects enterprise digital technology innovation. Additionally, the paper explores the impact of industrial and supply chain resilience on the effectiveness of government procurement in driving innovation. The results show that government procurement policies significantly promote enterprise digital technology innovation, a conclusion that is robustly verified through a series of endogeneity and robustness tests, including instrumental variables, propensity score matching (PSM), Heckman two-stage estimation, variable substitution, and alternative econometric models. The mechanism analysis reveals that government procurement optimizes the allocation of digital assets, enhances digital talent reserves, and reduces R&D uncertainty, thereby incentivizing firms to innovate in digital technologies. Further research indicates that industrial and supply chain resilience plays a crucial role in enhancing the impact of government procurement on digital technology innovation. Specifically, improving the resistance and recovery characteristics of supply-demand relationships within the industrial and supply chains—between the government, enterprises, and among enterprises—can effectively reduce risks and uncertainties during policy implementation, ensuring the smooth achievement of government procurement policy objectives. From a regional perspective, the analysis shows that the effectiveness of government procurement in incentivizing digital technology innovation is influenced by the geographic location of enterprises and the attributes of procurement regions. Enterprises in eastern region, in particular, receive more significant incentives from central government procurement. In the context of urban agglomeration development, government procurement within cities and urban agglomerations primarily promotes innovation in enterprises located in central cities, while procurement outside these agglomerations tends to incentivize digital technology innovation in peripheral city enterprises. The findings of this paper provide theoretical and empirical support for optimizing government procurement policies, thus effectively incentivizing enterprise digital technology innovation. This has significant implications for driving the development of digital economy through digital technology innovation and enhancing industrial and supply chain resilience.

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刘梦琪,王敏.政府采购如何推动企业数字技术创新——基于产业链供应链韧性的实证研究[J].重庆大学学报社会科学版,2026,32(2):101-116. DOI:10.11835/j. issn.1008-5831. jg.2026.03.001

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