文献类型：期刊文献

中文题名：乘数而上:公共数据开放与企业供应链网络地位提升

英文题名：Riding the Wave of Data:Public Data Opening and the Rise of Corporate Supply Chain Network Positions

作者：王超[1];余典范[2];张艺璇[2]

机构：[1]华东理工大学商学院,上海200237;[2]上海财经大学商学院,上海200433

年份：2026

卷号：52

期号：1

起止页码：64

中文期刊名：财经研究

外文期刊名：Journal of Finance and Economics

收录：;北大核心:【北大核心2023】；

基金：国家社会科学基金重大专项(24ZDA026);国家自然科学基金青年项目(72503063);上海市哲学社会科学规划课题(2024EJB009);上海市软科学研究青年项目(25692116000)。

语种：中文

中文关键词：数字经济;数据要素;供应链;网络地位

外文关键词：digital economy;data elements;supply chain;network positions

摘要：在实体经济与数字经济深度融合的背景下,获取和应用高质量的数据要素不仅是企业实现数字化转型的关键,也是夯实我国产业链竞争优势的重要举措。文章基于FactSet Revere数据库百万级别的全球供应链关系信息,实证评估了公共数据开放对企业供应链网络地位的影响。研究发现:公共数据开放通过增强上下游信任关系和提高生产效率而显著促进了企业供应链网络地位的升级;公共数据开放不仅使得企业建立了更多的供应链关系,而且提升了供应链合作的质量,数据要素释放的赋能效应与上下游企业间私有沟通渠道形成了重要的互补;此外,公共数据开放能够打破市场分割并带动其他地区企业提升供应链网络地位,但其直接效应发挥有赖于统一大市场的建设;企业层面的异质性分析表明,受公共数据开放政策影响,产品差异性强、经营不确定性敏感、信息披露质量差的企业供应链网络地位提升幅度更大;经济后果分析发现,公共数据开放带来的网络地位攀升效应显著改善了企业供应链管理和协调能力。文章的研究为加快公共数据资源开发利用、充分释放公共数据要素价值和构筑国家竞争新优势提供了依据。
In the context of the deep integration of the real economy and the digital economy,acquiring and applying high-quality data elements is not only crucial for enterprises to achieve digital transformation,but also an important measure to strengthen China’s competitive advantages in the industrial chain.Based on millions of global supply chain relationship records from the FactSet Revere database,this paper empirically evaluates the impact of public data opening on corporate supply chain network positions.The study finds that public data opening significantly promotes corporate supply chain network positions by enhancing the trust relationship between upstream and downstream partners and improving production efficiency.Public data opening not only enables enterprises to establish more supply chain relationships,but also improves the quality of supply chain cooperation.The enabling effect of data element release complements private communication channels between upstream and downstream partners.Furthermore,public data opening can break down market segmentation and drive enterprises in other regions to improve their supply chain network positions,and its direct effect depends on the construction of a unified market.The firm-level heterogeneity analysis reveals that enterprises with strong product differentiation,high sensitivity to operational uncertainty,and poor quality of information disclosure experience a more significant improvement in their supply chain network positions under the public data opening policy.Economic consequence analysis finds that the promoting effect on supply chain network positions significantly improves corporate supply chain management and coordination capabilities.Based on the above findings,this paper argues that:First,the orderly advancement of high-quality opening of public data resources should be promoted,supporting the eastern,central,and western regions to leverage their comparative advantages and conduct regional cooperation in data storage,computing,and services.Second,the service and resource integration functions of government data platforms should be effectively improved by establishing a social demand feedback mechanism for public data opening and strengthening thirdparty evaluation of the quality and accessibility of open datasets on public data platforms.Third,the enabling role of data in industrial and supply chains should be further enhanced by cultivating a nationally integrated data market,promoting cross-regional data sharing,and breaking down data barriers between domestic regions.