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Artificial Intelligence Development and Corporate Supply Chain Restructuring: Evidence from China
Applied Economics. 2026. P. 1–20.
In press
Whether artificial intelligence (AI) can enable firms to break free from supply chain path dependence and achieve diversification remains a critical question for reconciling efficiency and security. Using data from Chinese listed firms (2012–2024) and a staggered difference-in-differences model, we find that the AI pilot policy significantly promotes supply chain diversification. Drawing on Transaction Cost Economics and Agency Theory, we show that AI disrupts supply chain lock-in by mitigating internal agency costs, reducing external switching costs, and intensifying market competition. This effect is more pronounced in firms with fewer non-local subsidiaries, a robust internal digital foundation, and those in highly marketized regions. Furthermore, we demonstrate that AI-driven diversification fosters “strategic resilience”, it simultaneously boosts total factor productivity and alleviates perceived disruption risks. Our findings offer novel evidence of how digital governance empowers the real economy, underscoring AI’s role in harmonizing supply chain resilience and efficiency.
Research target:
Economics and Management
Political Science, International Relations, and Public Administration
Language:
English
Ivanov A., Kotova D., Bovt S. et al., Издательский дом Высшей школы экономики, 2026.
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Purpose
This study maps how the rapid integration of artificial intelligence (AI) is transforming the definition, development and management of managerial and organizational competencies. It aims to reveal the intellectual structure, thematic evolution and emerging research fronts in competency management in the age of AI.
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Muravyev A., Kambaralieva K., Экономическая политика 2026 Т. 21 № 3 С. 112–151
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Хорольская М. В., Katashevich E., Современная Европа 2025 № 2 С. 38–52
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фон Хоффмайстер К., СПб.: Владимир Даль, 2026.
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Popov K., Писчикова Е. А., Российский журнал менеджмента 2026 Т. 24 № 1 С. 45–70
Purpose: this study aims to assess the impact of independent directors’ characteristics on voluntary ESG disclosure by Russian public non-financial companies. Methodology: this study conducts an econometric analysis of panel data on 56 large Russian public non-financial companies listed on the Moscow Stock Exchange, which published standalone ESG and sustainability reports from 2017 to 2023. Findings: the significant positive impact ...
Added: June 16, 2026
Yanbykh R., Saraikin V., / Series WP BRP 81 "LAW". 2025.
Grain production – basic branch of the Russian agro-industrial complex, - is one of the few
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two decades. What were the main sources of growth in total factor productivity in Russian grain
production? On the microdata of agricultural organizations in Russia with help of the ...
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Purpose – This paper aims to discuss firm productivity premium for servitized firms. It discusses servitization across the product value chain and estimates the effects of servitization, its intensity and the range of services on productivity premium in manufacturing firms.
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Fedyunina A., Gorodnyi N., Simachev Y. V., Российский журнал менеджмента 2023 Т. 21 № 1 С. 66–88
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