摘要
基于技术-经济范式理论框架,构建人工智能与企业供应商“锁定效应”间的关系模型,并从信息优势与竞争优势两方面,梳理并揭示其内在机制。在此基础上,选取2007~2023年中国A股非金融类上市企业为样本进行实证检验。研究表明,人工智能可以有效缓解企业供应商“锁定效应”,在考虑内生性及稳健性问题后结果依然成立。人工智能通过增强企业信息和竞争优势来缓解供应商“锁定效应”。异质性分析发现,人工智能与企业供应商“锁定效应”的关系,受国家有关政策、地方税收负担的影响,且仅在制造业企业中显著。
Abstract
Based on the technological-economic paradigm theory framework, this study constructs a relational model between artificial intelligence (AI) and the “lock-in effect”in enterprise suppliers, and explores the mechanisms from the perspective of advantages of the information and competition. On this basis, an empirical test is conducted using samples of non-financial A-share listed companies in China from 2007 to 2023. The results show that AI can effectively mitigate the “lock-in effect”of enterprise supplier. After fully considering the issues of endogeneity and robustness, the results remain valid. AI alleviates the supplier “lock-in effect” by enhancing firms’ information and competitive advantages. Further heterogeneity analysis reveals that the relationship between AI and the supplier “lock-in effect” is influenced by national policies and local tax burdens, and is significant only among manufacturing firms.
关键词
人工智能 /
供应商 /
“锁定效应” /
技术经济范式
Key words
artificial intelligence /
supplier /
lock-in effect /
technological-economic paradigm
周升师, 苏昕.
人工智能对企业供应商“锁定效应”的影响研究[J]. 管理学报. 2026, 23(2): 242
ZHOU Shengshi, SU Xin.
Research on the Impact of Artificial Intelligence on the “Lock-in Effect” of Enterprise Suppliers[J]. Chinese Journal of Management. 2026, 23(2): 242
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基金
国家社会科学基金资助项目(23CGL037);山东省高等学校青创科技支持计划资助项目(2024KJB008)