智能化战略转型赋能药企新质生产力的影响研究

Research on the Impact of Intelligent Strategic Transformation on Empowering New Quality Productive Forces in Pharmaceutical Enterprises

摘要: 如何有效提升新质生产力是决定药企能否实现高质量发展的关键，药企实施智能化转型战略能否依靠人工智能等新兴技术“赋能”医药制造，激发药企活力，重塑流程工艺、从而更好地提升新质生产力水平呢？本文使用2011~2023年沪深A股药企上市公司的数据考察了智能化转型战略对新质生产力的影响。研究发现，企业智能化转型战略能显著提升企业的新质生产力。在使用更换核心变量、增加稳健标准误、增加聚类标准误、剔除特定样本等一系列稳健性检验后，并且使用解释变量滞后期、GMM检验、PSM检验后这一结论仍然成立。机制分析表明，药企智能化转型会通过缓解融资约束、增加技术持续创新投入、提高药企绿色治理绩效从而促进新质生产力发展。此外，药企智能化转型促进新质生产力提高的作用在成长期企业和东部地区企业更为明显。

Abstract: How to effectively enhance new quality productive forces is key to determining whether pharmaceutical enterprises can achieve high-quality development. Can the implementation of intelligent transformation strategies in pharmaceutical enterprises rely on emerging technologies such as artificial intelligence to “empower” pharmaceutical manufacturing, stimulate corporate vitality, and reshape process technologies, thereby better elevating the level of new quality productive forces? This paper examines the impact of intelligent transformation strategies on new quality productive forces using data from listed pharmaceutical companies on the Shanghai and Shenzhen A-share markets from 2011 to 2023. The study finds that corporate intelligent transformation strategies can significantly enhance new quality productive forces. This conclusion remains valid after a series of robustness tests, including replacing core variables, adding robust standard errors, incorporating clustered standard errors, and excluding specific samples, as well as after employing lagged explanatory variables, GMM tests, and PSM tests. Mechanism analysis indicates that intelligent transformation in pharmaceutical enterprises promotes the development of new quality productive forces by alleviating financing constraints, increasing sustained investment in technological innovation, and improving green governance performance. Furthermore, the effect of intelligent transformation in boosting new quality productive forces is more pronounced in growth-stage enterprises and those located in the eastern region.