杨欣欣, 彭正银. 人工智能促进企业商业模式创新的作用机制研究[J]. 证券市场导报, 2025, (12): 3-15.
引用本文: 杨欣欣, 彭正银. 人工智能促进企业商业模式创新的作用机制研究[J]. 证券市场导报, 2025, (12): 3-15.
Yang Xinxin, Peng Zhengyin. Research on the Mechanisms through Which Artificial Intelligence Drives Corporate Business Model Innovation[J]. Securities Market Herald, 2025, (12): 3-15.
Citation: Yang Xinxin, Peng Zhengyin. Research on the Mechanisms through Which Artificial Intelligence Drives Corporate Business Model Innovation[J]. Securities Market Herald, 2025, (12): 3-15.

人工智能促进企业商业模式创新的作用机制研究

Research on the Mechanisms through Which Artificial Intelligence Drives Corporate Business Model Innovation

  • 摘要: 人工智能正迎来爆发式发展,厘清企业如何借此东风创新商业模式,具有重要的实践和理论意义。本文选取钉钉、数梦工场、物产中大云商和麒麟软件为访谈企业,基于半结构化访谈资料和企业内外部资料,归纳总结人工智能促进企业商业模式创新的作用机制,再选取沪深A股上市公司为样本,对上述作用机制进行实证检验。研究发现,人工智能推动企业提高客户配置多元化水平,帮助企业精准识别需求机会窗口,助力企业提高研发投入强度,进而从抗风险能力和创新动力两方面促进企业商业模式创新。异质性分析表明,在规模较大企业、国有企业、高资本密集度企业以及国家大数据综合试验区企业中,人工智能对企业商业模式创新的促进作用更明显。进一步研究发现,人工智能通过推动企业商业模式创新,促进了企业成长,提高了企业溢价能力。本文拓展了人工智能助力企业发展的相关研究,也为技术赋能商业模式重构、推动经济高质量发展提供了参考。

     

    Abstract: Artificial intelligence is experiencing explosive development, and clarifying how enterprises can leverage this favorable trend to innovate their business models holds significant practical and theoretical importance. This paper selects DingTalk, DTDream, Wuchan Zhongda Ecommerce, and Kylin Software as interview enterprises. Based on semi-structured interview materials and internal and external enterprise materials, we summarize the mechanism through which artificial intelligence motivates corporate business model innovation, then select Shanghai and Shenzhen A-share listed companies as samples to empirically test the aforementioned mechanism. The research finds that artificial intelligence drives enterprises to improve customer portfolio diversification, helps enterprises accurately identify demand-side opportunity windows, and assists enterprises in enhancing R&D investment intensity, thereby promoting corporate business model innovation through both risk resistance capability and innovation momentum. Heterogeneity analysis shows that the promotional effect of artificial intelligence on corporate business model innovation is more pronounced in larger enterprises, state-owned enterprises, high capital-intensive enterprises, and enterprises in National Big Data Comprehensive Pilot Zones. Further research reveals that artificial intelligence promotes enterprise growth and enhances enterprise premium capability by driving corporate business model innovation. This paper extends related research on artificial intelligence empowering enterprise development and provides reference for technology-enabled business model reconstruction and promoting high-quality economic development.

     

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