为探究国家新一代人工智能创新发展试验区政策的供应链溢出效应，厘清政策影响供应商数字技术创新的内在路径，选取2007～2023年沪深A股上市公司供应链数据，以该试点政策为准自然实验，运用多期双重差分模型实证检验政策的供应链溢出效果与作用机制。研究表明，客户位于人工智能试验区能够促进供应商数字技术创新，该溢出效应通过客户需求升级的间接驱动与资源供给的直接赋能双重路径实现；该政策的创新溢出效应在客户议价能力强、供应商吸收能力高、供需地理距离远、地区知识产权保护完善的场景中更为显著，同时能提升供应商数字创新质量与投入产出效率。

This study explores the supply chain spillover effect of the national new-generation artificial intelligence innovation and development pilot zone policy and clarifies the internal mechanism through which the policy affects suppliers’ digital technology innovation. Based on supply chain data of Shanghai and Shenzhen A-share listed companies from 2007 to 2023, this research conducts a quasi-natural experiment on this pilot policy and adopts a multi-period difference-in-differences model to empirically test the spillover effect and its underlying mechanism. The results show that customers located in artificial intelligence pilot zones significantly promote suppliers’ digital technological innovation through two channels: the indirect driving effect of customer demand upgrading, and the direct enabling effect of resource supply. The spillover effect is more pronounced when customers have strong bargaining power, suppliers have high absorptive capacity, the geographic distance between suppliers and customers is greater, and regional intellectual property protection is stronger. Meanwhile, the policy also improves suppliers’ digital innovation quality and innovation input-output efficiency.