供应链数字化与企业韧性

——基于双重机器学习的因果推断检验

打开文本图片集

中图分类号：F832.51；F274；F49 文献标识码：A

文章编号：1007-5097（2025）05-0100-10

DigitalizationoftheSupplyChainandBusinessResilience： Causal Inference Testing Based on Double MachineLearning

XIAO Xia， LIANG Mengru

（School of Economics and Finance，South China Universityof Technology，Guangzhou 5114oo，China）

Abstract：Asthecomplexityof theglobal economycontinues to grow，advancing digitalizationof thesupplychainhas become acrucial driver for enhancingacompany'scompetitiveedge.Thearticle employs the double machine learning approach and the diference-in-diferences （DID） model，draws on the practical experience of China'ssupplychain innovationandapplication pilotprojects，andreliesondata fromA-share listedcompanies in ShanghaiandShenzhen from 2008to 2O23，toanalyzethe impactof supplychain digitalizationonbusiness resilience.According totheresearch findings，digitalizationofthesupplychainpositivelyenhances businessresilience.This isprimarilydue tothedual optimizationof technological innovationandmanagementeficiency，andthisconclusionisvalidintherobustess test. Thefurther research reveals significant heterogeneityin this efect.The empowering impactof supplychain digitalization is more pronounced inregions with well-developed Internetinfrastructure and higherlevelof marketization，andamong largerand non-state-owned enterprises.Theresearch conclusionprovidesa scientificbasis for practical policy formulation and corporate strategy adjustments.

KeyWords：supplychaindigitalization;businessresilience;technological innovation;managementeficiency;double machine learning

一、引言

近年来，全球经济环境不确定性显著增强，国际形势多变、逆全球化趋势深化以及地缘政治格局复杂演变，使企业的生存与可持续发展面临严峻挑战[]。（剩余15729字）