治理研究 ›› 2026, Vol. 42 ›› Issue (1): 79-97.

• 数字治理 • 上一篇    下一篇

数据要素共享如何提升供应链韧性?——基于公共数据平台的准自然实验

杜运苏, 杨思远   

  • 收稿日期:2025-03-19 出版日期:2026-01-15 发布日期:2026-04-17
  • 通讯作者: 杨思远,南京林业大学经济管理学院硕士研究生。
  • 作者简介:杜运苏,南京林业大学经济管理学院教授、博士生导师。
  • 基金资助:
    国家社科基金一般项目“高标准FTA 网络提升我国产业链韧性的机制与政策研究”(24BJL031);江苏省社科基金重点项目“资源重置视角下数字技术提升江苏出口韧性的路径研究”(24EYA002);江苏高校哲学社会科学重大项目“数实融合提升我国产业链韧性的机制与政策研究”(2024SJZD026)

How Does Data Factor Sharing Enhance Supply Chain Resilience?: Evidence from a Quasi-Natural Experiment of Public Data Platform Launches

Du Yunsu, Yang Siyuan   

  • Received:2025-03-19 Published:2026-01-15 Online:2026-04-17

摘要:

基于2008—2019年A股制造业上市公司的数据,研究以政府公共数据平台上线作为准自然实验,构建双重差分模型探讨数据要素共享对企业供应链韧性的影响及其机制。研究发现:数据要素共享显著提升了企业的供应链韧性,经过一系列稳健性检验后结论依然成立。机制分析表明,数据要素共享通过降低企业的信息摩擦成本、提高投资效率和优化竞争环境进而增强了供应链韧性。异质性分析发现,数据要素共享对高数字化、民营、技术密集型、产业链下游企业的供应链韧性提升效果更强。进一步还发现,下游客户所在地公共数据平台的上线具有供应链网络溢出效应,能够促进上游企业供应链韧性提升。这些发现为数字经济背景下我国加快数据要素共享、增强企业供应链韧性提供了重要参考。

关键词: 数据要素, 公共数据平台, 供应链韧性, 供应链溢出

Abstract:

Using data from A-share listed manufacturing firms in China between 2008 and 2019, this paper exploits the launch of government public data platforms as a quasi-natural experiment and employs a difference-in-differences(DID) framework to examine the impact and mechanisms of data factor sharing on firms’supply chain resilience. The results show that data factor sharing significantly improves supply chain resilience, and this finding remains robust after a series of validity checks. Mechanism analyses suggest that data factor sharing enhances supply chain resilience by reducing firms’ information friction costs, improving investment efficiency, and optimizing the competitive environment. Heterogeneity tests reveal that the effect is more pronounced for highly digitalized firms, private enterprises, technology-intensive firms, and downstream firms in the supply chain. Furthermore, we find evidence of supply chain network spillover effects: the launch of public data platforms in downstream client locations promotes the resilience of upstream firms. These findings provide important policy implications for accelerating data factor sharing and enhancing supply chain resilience in the era of the digital economy.

Key words: data factors, public data platforms, supply chain resilience, supply chain spillovers

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