数字战略涟漪：了解供应链上的数字转型级联

IF 6.9 2区经济学 Q1 BUSINESS, FINANCE

Finance Research Letters Pub Date : 2025-04-19 DOI:10.1016/j.frl.2025.107454

Zhen Xi, Yichen Zhang, Jing Zhao

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引用次数: 0

摘要

本文研究了企业是否以及为什么跟随客户和供应商采取数字化转型（DT）战略。通过对季度电话会议的文本分析，我们发现企业遵循供应商和客户的DT策略，表明数字化转型沿着供应链级联。此外，当重点公司面临“数字爱好者”分析师的更大监控和行业同行的更大数字化转型压力时，DT的一致性更强。此外，长期合作伙伴、来自先进DT行业的公司以及位于供应链网络中心的公司在供应链上产生了更强的连锁反应。

本文章由计算机程序翻译，如有差异，请以英文原文为准。

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Digital strategy ripples: Understanding the digital transformation cascade along the supply chain

This paper investigates whether and why firms follow their customers and suppliers to adopt digital transformation (DT) strategies. Through textual analysis of quarterly conference calls, we find that firms adopt DT strategies following their suppliers and customers, indicating digital transformation cascades along the supply chain. Moreover, the DT alignment is stronger when focal firms face greater monitoring from “digital enthusiast” analysts and stronger digital transformation pressure from their industry peers. Additionally, long-term partners, firms from industries with advanced DT, and those centrally positioned within the supply chain network create a stronger ripple along the supply chain.

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来源期刊

Finance Research Letters BUSINESS, FINANCE-

CiteScore

11.10

自引率

14.40%

发文量

863

期刊介绍： Finance Research Letters welcomes submissions across all areas of finance, aiming for rapid publication of significant new findings. The journal particularly encourages papers that provide insight into the replicability of established results, examine the cross-national applicability of previous findings, challenge existing methodologies, or demonstrate methodological contingencies. Papers are invited in the following areas: Actuarial studies Alternative investments Asset Pricing Bankruptcy and liquidation Banks and other Depository Institutions Behavioral and experimental finance Bibliometric and Scientometric studies of finance Capital budgeting and corporate investment Capital markets and accounting Capital structure and payout policy Commodities Contagion, crises and interdependence Corporate governance Credit and fixed income markets and instruments Derivatives Emerging markets Energy Finance and Energy Markets Financial Econometrics Financial History Financial intermediation and money markets Financial markets and marketplaces Financial Mathematics and Econophysics Financial Regulation and Law Forecasting Frontier market studies International Finance Market efficiency, event studies Mergers, acquisitions and the market for corporate control Micro Finance Institutions Microstructure Non-bank Financial Institutions Personal Finance Portfolio choice and investing Real estate finance and investing Risk SME, Family and Entrepreneurial Finance