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新一代科技革命浪潮下，持续性创新能使企业紧跟技术变化趋势，满足市场需求，在动态环境中赢得可持续竞争优势，而人工智能为企业促进持续性创新发展带来了新的契机和突破口。文章基于知识基础观探讨人工智能对企业持续性创新的促进效应，从人力资本结构和知识吸收能力视角厘清具体作用机制，探究数据要素与环境不确定性两种情境因素对人工智能与持续性创新关系的影响，以2011—2022年中国工业上市企业为样本进行实证分析。结果表明，人工智能技术应用对企业持续性创新具有促进效应。人工智能通过优化人力资本结构和提高知识吸收能力促进企业持续性创新。数据要素强化了人工智能技术应用对企业持续性创新的促进效应，环境不确定性削弱了人工智能技术应用对企业持续性创新的促进效应。人工智能技术应用对持续性创新的促进效应在高技术企业、国有企业和大型企业中表现更突出。研究结论扩展了知识基础观在数智化时代的应用情境，从时间维度视角丰富了人工智能创新赋能效应的研究内容，为企业借助人工智能技术提高创新绩效，进而在数字创新范式下建立可持续竞争优势提供了科学依据。
Abstract：In the wave of the new technological revolution,sustainable innovation enables firms to keep pace with technological trends,meet market demands,and achieve sustained competitive advantage in dynamic environments.Artificial intelligence (AI)presents new opportunities for advancing sustainable innovation.Grounded in the knowledge-based view,this study examines how AI enhances corporate sustainable innovation,with a focus on the mediating roles of human capital structure optimization and knowledge absorptive capacity,as well as the contextual effects of data resources and environmental uncertainty.Using panel data from the Chinese industrial listed firms (2011—2022),we find that:(1) AI application significantly promotes sustainable innovation;(2) This effect operates through dual pathways:upgrading human capital structure and strengthening knowledge absorptive capacity;(3) Data resources amplify whereas environmental uncertainty attenuates AI's positive impact.The effect is more pronounced in high-tech firms,state-owned enterprises,and large corporations.Our findings extend the knowledge-based view to the digital intelligence era,enrich temporal understandings of AI's innovation-enabling effects,and provide practical guidance for building sustainable competitive advantage through AI-driven digital innovation.
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基本信息:
DOI：10.14134/j.cnki.cn33-1336/f.2025.04.005
中图分类号:TP18;F425;F273.1;F272.92
引用信息:
[1]苏涛永,郭鑫,李雅洁.人工智能促进企业持续性创新了吗?——基于人力资本结构与知识吸收能力视角[J].商业经济与管理,2025,No.402(04):71-86.DOI:10.14134/j.cnki.cn33-1336/f.2025.04.005.
基金信息:
国家社会科学基金重点项目“企业数字化与绿色化协同转型机制研究”(23AGL007)