海外仓驱动跨境物流供应链韧性研究
首发时间:2026-04-02
摘要:海外仓作为跨境电商全球布局的战略支点,其网络化发展正深刻改变国际供应链的协同模式。然而,现有研究多聚焦于单一仓库的选址与运营,对海外仓网络结构如何驱动供应链协同的内在机理知之甚少。本文整合资源编排理论与动态能力理论,构建了一个被调节的中介模型,以资源整合能力为中介变量、环境动态性为调节变量,系统考察海外仓网络密度、功能多样性与网络连通性对供应链协同绩效的影响。采用2019-2025年中国132家跨境电商企业的平衡面板数据,运用双向固定效应模型、Bootstrap中介检验、有调节的中介分析与面板门槛回归模型,实证发现:(1)海外仓网络密度、功能多样性、网络连通性均显著正向影响供应链协同绩效,且资源整合能力在其中发挥完全中介作用;(2)环境动态性正向调节海外仓网络结构与资源整合能力的关系,即市场波动越强,网络结构对资源整合的促进作用越大;(3)数字化水平存在双重门槛效应,当数字化指数低于0.28时,网络结构对协同绩效的影响不显著;介于0.28~0.56之间时,系数显著为0.19;高于0.56时,系数跃升至0.37,且门槛效应在不同网络维度间具有一致性;(4)异质性分析表明,在制造业企业、中小规模企业以及新兴市场布局的企业中,网络结构的协同效应更强;(5)内生性处理采用工具变量法和倾向得分匹配后结论依然稳健。本文揭示了海外仓网络结构影响供应链协同的"黑箱",为企业构建敏捷、高效的海外仓网络提供了理论指导,也为政府优化海外仓政策体系提供了实证依据。
关键词: 海外仓网络 供应链协同 资源整合能力 环境动态性 数字化门槛 有调节的中介。
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Research on the Resilience of Cross-border Logistics Supply Chain Driven by Overseas Warehouses
Abstract:Abstract: As strategic fulcrums for cross-border e-commerce global expansion, overseas warehouse networks are profoundly reshaping the collaboration patterns of international supply chains. However, existing research mostly focuses on single-warehouse location and operation, leaving the mechanisms through which network structure drives supply chain collaboration largely unexplored. Integrating resource orchestration theory and dynamic capabilities theory, this paper develops a moderated mediation model, with resource integration capability as mediator and environmental dynamism as moderator, to systematically investigate how overseas warehouse network density, functional diversity, and connectivity affect supply chain collaborative performance. Using balanced panel data of 132 Chinese cross-border e-commerce firms from 2019 to 2025, we employ two-way fixed-effects models, bootstrap mediation tests, moderated mediation analysis, and panel threshold regression. Key findings: (1) Network density, functional diversity, and connectivity all positively and significantly influence collaborative performance, fully mediated by resource integration capability; (2) Environmental dynamism positively moderates the relationship between network structure and resource integration, implying that turbulent markets amplify the value of overseas warehouse networks; (3) Digitalization exhibits a double threshold effect: below 0.28, network structure has no significant impact; between 0.28 and 0.56, the coefficient is 0.19; above 0.56, it jumps to 0.37, with consistent patterns across network dimensions; (4) Heterogeneity analysis shows that the synergistic effects are stronger for manufacturing firms, SMEs, and firms operating in emerging markets; (5) Endogeneity tests using instrumental variables and propensity score matching confirm the robustness of findings. This study opens the black box of how overseas warehouse network structure affects supply chain collaboration, offering theoretical guidance for building agile and efficient overseas warehouse networks and providing empirical evidence for policy optimization.
Keywords: overseas warehouse network supply chain collaboration resource integration capability environmental dynamism digital threshold moderated mediation
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