系统管理学报

系统管理学报 ›› 2025, Vol. 34 ›› Issue (1): 215-230.DOI: 10.3969/j.issn.2097-4558.2025.01.016

• 企业管理与公司金融 • 上一篇    下一篇

数字化转型节奏与企业绩效：基于吸收能力理论

杨主恩1,2,3，郭海4,5，丁杰斌4   

  1. 1.浙江工商大学 金融学院，杭州 310018；2.浙江萧山农商银行博士后工作站，杭州 311215；3.浙江农商联合银行农商银行研究院，杭州 310016；4.中国人民大学 商学院，北京100872；5. 中国人民大学 数字创业创新研究中心，北京100872
  • 收稿日期:2022-11-28 修回日期:2024-07-04 出版日期:2025-01-28 发布日期:2025-01-24
  • 基金资助:
    中国人民大学科学研究基金资助项目（中央高校基本科研业务费专项资金资助）（23XNL011，2023.01—2025.12）

Digital Transformation Rhythm and Firm Performance: Based on Absorptive Capacity Theory

YANG Zhu’en1,2,3, GUO Hai4,5, DING Jiebin4   

  1. 1. School of Finance，Zhejiang Gongshang University，Hangzhou 310018，China；2. Postdoctoral Workstation，Zhejiang Xiaoshan Rural Commercial Bank Co.，Ltd，Hangzhou 311215，China；3. Research Institute，Zhejiang Rural Commercial United Bank Co.，Ltd，Hangzhou 310016，China；4.Business School，Renmin University of China，Beijing 100872，China；5. Digital Entrepreneurship and Innovation Research Center，Renmin University of China，Beijing 100872，China
  • Received:2022-11-28 Revised:2024-07-04 Online:2025-01-28 Published:2025-01-24

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摘要： 当前，数字化转型已成为企业保持和重塑竞争优势的必然选择。然而，企业应当按照什么样的节奏进行数字化转型，这是一个被忽视的重要科学问题。立足组织变革视角，基于吸收能力理论，考察了数字化转型节奏对企业绩效的影响，以及企业知识存量与数字化转型经验的调节作用。研究发现：数字化转型节奏与企业绩效呈“U”型关系；知识存量、数字化转型经验分别对该曲线关系产生负向、正向调节作用。研究提出了双重逻辑驱动的变革节奏观点，揭示了数字化转型节奏影响企业绩效的过程机理，进一步明确了数字化转型节奏的理论边界。

关键词: 节奏, 数字化转型, 吸收能力, 组织变革, 绩效

Abstract: Digital transformation is an inevitable imperative for firms seeking to sustain and reshape competitive advantages in the digital economy. However, the rhythm of digital transformation remains a critical yet underexplored scientific issue in current research. Adopting an organizational change perspective rooted in the absorptive capacity theory, this paper investigates the influence of digital transformation rhythm on firm performance. Additionally, it examines the moderating impact of knowledge stock and digital transformation experience. The empirical analysis reveals that the digital transformation rhythm exhibits a U-shaped effect on firm performance. Specifically, knowledge stock and digital transformation experience act as moderators, influencing the curvilinear relationship in negative and positive manners, respectively. This paper makes a significant contribution to the literature by introducing a dual-logic-driven perspective on organizational change rhythm and exploring the boundary conditions of digital transformation rhythm through the lens of the absorptive capacity theory.

Key words: rhythm, digital transformation, absorptive capacity, organizational change, performance

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