Earticle

초록

영어

Against a volatile global geopolitical and economic backdrop featuring surging anti-globalization and geopolitical risks, corporate supply chains confront rampant disruptions. Drawing on the integrated framework of dynamic capabilities theory, this study conceptualizes supply chain resilience as firms’ intrinsic capability to anticipate potential disruptions, endure shocks, reconfigure resources for recovery, and sustain both operational and strategic performance. Supply chain resilience can boost corporate innovation and performance, a link rendered more critical amid Industry 4.0’s digital and AI advances. Yet constrained by data limitations, existing research has not clarified how firm-level supply chain resilience drives innovation performance or its mechanisms, especially with AI as a contextual factor. Using panel data of Chinese A-share listed firms over the 2007–2024 time frame, this paper conducts an empirical exploration of how supply chain resilience influences firm innovation and the mechanisms through which this effect is transmitted, with the adoption of a two-way fixed effects model, text-generated indicators and associated analyses. The results robustly demonstrate a significant positive relationship; supply chain resilience significantly enhances corporate innovation performance. After controlling other influencing factors, it is observed that improvements in supply chain resilience notably promote better innovation performance. Analysis of the underlying pathway reveals that resilience acts as a catalyst, stimulating substantial investments in digital transformation, which in turn serves as a primary mediator driving innovation. Research indicates that AI plays an adverse moderating role; Empirical evidence suggests that the impact of digital transformation on promoting firm innovation tends to decrease, which presents a trend matching the characteristics of diminishing returns. This paper further examines the influence of supply chain resilience on incremental and radical innovation, and the empirical findings reveal that supply chain resilience promotes both aspects of corporate ambidextrous innovation. Heterogeneity analysis further clarifies contextual boundaries: the positive impact of supply chain resilience on innovation varies markedly across firm types, being substantially stronger in high-tech and manufacturing sectors than in their non-high-tech and non-manufacturing counterparts. By integrating the domains of resilience, digitalization, and innovation into a coherent analytical model, this study synthesizes previously dispersed knowledge. The findings are thereby instrumental for both corporate leaders and policymakers steering complex technological shifts.

목차

Abstract
1. Introduction
2. Theoretical Background
2.1 Review of Literature and Theoretical Foundations
2.2 Research Model
3. Research Design
3.1 Sources of Data
3.2 SCR
3.3 Corporate Innovation Performance
3.4 Digital Transformation
3.5 Artificial Intelligence Technology Application
3.6 Control Variables
3.7 Baseline Regression and Mechanism Exploration Model
4. Estimation Results
4.1 Descriptive Analysis and Correlations
4.2 Baseline Regression Analysis
4.3 Endogeneity Analysis
4.4 Robustness Test
4.5 Analysis of Underlying Mechanisms
4.6 Further Analysis
5. Discussion
5.1 Theoretical Implications of Core Findings
5.2 Interpretation of Heterogeneity and Ambidextrous Innovation Results
5.3 Research Contributions
6. Conclusion
References

키워드

저자

• Zhang, Danyang [ 홍가혜 | aSSIST University, Korea ] Corresponding Author

참고문헌

발행기관

간행물

표지보기 관심저널 등록

• 간행물명

  Journal of China Studies

• 간기

  계간

• pISSN

  1975-5902

• eISSN

  3022-5590

• 수록기간

  2006~2026

• 등재여부

  KCI 등재

• 십진분류

  KDC 912 DDC 951