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在加快发展新质生产力、提升产业链供应链韧性和安全水平的战略背景下，政府创新采购作为链接国家顶层设计与微观企业行动的关键枢纽，对于破解企业数字化转型中的市场失灵问题至关重要。本文以2015—2022年A股上市公司为样本，探究政府创新采购对企业数字化转型的影响。研究表明，政府创新采购能够促进企业数字化转型。作用机制体现为两个方面：对内传递验证信号，通过提升管理层预期、激励研发投入与缓解委托代理冲突，强化企业转型的内生动力；对外传递认证信号，通过降低融资约束、促进外部合作与加强政策协同，优化企业转型的外部环境。当供需互动周期越长、供需关系越稳定、供需透明度越高、采购层级更低以及本地采购时，政府创新采购的促进效应更为显著；相较于国有企业和数字化领先企业，民营企业与数字化跟随企业能从政府创新采购中获得更强的转型推力。本文系统揭示政府创新采购驱动企业数字化转型的信号传递黑箱，为优化需求侧创新政策提供理论视角和经验证据。
Abstract：Against the strategic backdrop of accelerating the development of new quality productive forces and bolstering the resilience and security of industrial and supply chains, government innovative procurement(GIP) serves as a pivotal nexus aligning national top-level design with micro-enterprise actions. GIP is essential for addressing market failures inherent in corporate digital transformation. Using a sample of Chinese A-share listed companies from 2015 to 2022, this study investigates the impact of GIP on corporate digital transformation. The results demonstrate that GIP significantly facilitates corporate digital transformation through a dual signaling mechanism. Internally, it transmits “verification signals” that strengthen endogenous transformation motives by enhancing management expectations, incentivizing R&D investment, and mitigating principal-agent conflicts. Externally, it conveys “authentication signals” that optimize the external environment by alleviating financing constraints, fostering external cooperation, and reinforcing policy synergy. Heterogeneity analysis reveals that the promotional effect of GIP is more pronounced when the supply-demand interaction cycle is longer, the partnership is more stable, procurement transparency is higher, the administrative level is lower, or the procurement is localized. Furthermore, compared with state-owned enterprises and digital-leading companies, private enterprises and digitalfollowing companies can gain stronger transformation momentum from GIP. This study systematically deciphers the signaling “black box” through which GIP drives corporate digital transformation, offering novel theoretical perspectives and empirical evidence for the optimization of demand-side innovation policies.
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基本信息:
中图分类号:F270.7;F812.45
引用信息:
[1]郝雄磊,宋潇.政府创新采购何以促进企业数字化转型[J].公共财政研究,2026,No.70(04):49-64+17.
基金信息:
广东省委党校（行政学院）系统哲学社会科学规划课题“面向低空经济的政府监管体系研究”（2025GDDXXT032）; 重庆市社科规划青年项目“成渝地区双城经济圈科技创新资源配置效应与治理优化研究”（2024NDQN055）阶段性研究成果
2026-08-20
2026-08-20