Amidst rapidly evolving market conditions, relying solely on internal information and knowledge for innovation has proven inadequate. The emergence of the digital economy injected renewed vitality into enterprise innovation. However, existing studies have predominantly concentrated on the digital transformation intrinsic to enterprises, neglecting the impact of partners' digital transition on enterprises’ innovation performance. From the perspective of supply chain spillovers, this study evaluates the influence of digital transitions in upstream and downstream enterprises on the innovation activities of midstream enterprises. The results show that the digital transformation of enterprises within the supply chain exhibits a transmission effect, and the digital transformation of upstream and downstream enterprises significantly promotes the innovation performance of midstream enterprises. The mechanistic analysis revealed that the digital transformation of upstream and downstream enterprises mainly enhances the resilience of the supply chain by improving its efficiency, optimizing the match between supply and demand, and stabilizing the relationship between supply and demand, thus promoting the innovation level of midstream enterprises. Further analysis shows that improvements in the innovation output of midstream enterprises are reflected in the quality of innovation. When the upstream and downstream firms belong to the same industry, the supply chain spillover effect of digital transformation is more evident, and simultaneously, the digital collaboration of the supply chain can promote the innovation of midstream enterprises.

中文翻译：

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供应链数字化转型：评估对中游企业创新的溢出效应


在快速变化的市场环境中，仅依靠内部信息和知识进行创新已被证明是不够的。数字经济的出现为企业创新注入了新的活力。然而，现有研究主要集中在企业本身的数字化转型，忽视了合作伙伴的数字化转型对企业创新绩效的影响。本研究从供应链溢出的角度出发，评估上下游企业数字化转型对中游企业创新活动的影响。研究结果表明，供应链内企业数字化转型呈现传导效应，上下游企业数字化转型显着促进中游企业创新绩效。机理分析发现，上下游企业数字化转型主要通过提高供应链效率、优化供需匹配、稳定供需关系来增强供应链的韧性，从而促进中游创新水平企业。进一步分析表明，中游企业创新产出的提高体现在创新质量上。当上下游企业属于同一行业时，数字化转型的供应链溢出效应更加明显，同时供应链的数字化协作可以促进中游企业的创新。