数字化转型对商业银行盈利能力的影响——来自中国上市商业银行的经验证据
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作者单位:

1.广州大学;2.湖南工商大学

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中图分类号:

F832

基金项目:

国家自然科学基金项目,国家社会科学基金项目


Impact of Digital Transformation on the Profitability of Commercial Banks: Empirical Evidence from Listed Commercial Banks in China
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Affiliation:

1.Guangzhou University;2.Hunan University Of Technology and Business

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    摘要:

    在数字经济浪潮下,我国银行业正加快数字化转型步伐,那么数字化转型对我国银行业盈利能力影响如何? 本文基于中国上市商业银行数字化转型面板数据,考察了数字化转型对商业银行盈利能力的影响。结果表明:在银行盈利空间被不断压缩的严峻形势下,开展数字化转型能够显著降低银行营业成本、提高银行多元化经营程度和运营效率,进而提高其盈利能力。同时,数字化转型对银行盈利能力的影响呈现结构异质性特征,数字化转型对大规模银行盈利水平促进效果更加明显;大数据技术转型对银行盈利能力的影响较大,紧接着是区块链、人工智能和云计算技术。 进一步研究发现,银行创新能力与行业集中度的上升均会削弱数字化转型对银行盈利能力的促进作用。本文的研究能够为更好地驱动银行数字化转型、提高其盈利能力提供有益借鉴。

    Abstract:

    Under the wave of digital economy, China’s banking industry is accelerating the pace of digital transformation. So how will digital transformation affect the profitability of China’s banking sector? Based on the digital transformation panel data of Chinese listed commercial banks, the impact of digital transformation on the profitability of commercial banks was examined. The results show that under the severe situation of banks’ profitability space being continuously compressed, carrying out digital transformation can significantly reduce banks’ operating costs, improve the degree of bank diversification and operational efficiency, and then improve their profitability. At the same time, the impact of digital transformation on bank profitability is characterized by structural heterogeneity. The effect of digital transformation on the profitability of large-scale banks is more obvious. Big data technology transformation has a greater impact on bank profitability, followed closely by blockchain, artificial intelligence and cloud computing technology. Further research finds that a rise in both bank innovation ability and industry concentration undermines the promotion effect of digital transformation on bank profitability. It can provide useful lessons to better drive banks’digital transformation and improve their profitability.

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唐绅峰,吴文洋.数字化转型对商业银行盈利能力的影响——来自中国上市商业银行的经验证据[J].技术经济,2024,43(9):72-84.

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  • 收稿日期:2024-01-23
  • 最后修改日期:2024-09-19
  • 录用日期:2024-05-11
  • 在线发布日期: 2024-09-26
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