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当前,经济政策不确定性进一步加剧,企业发展遇到严峻挑战。基于经济政策不确定性指数和上市公司数据,考察产业集群在经济政策不确定性对企业韧性的影响中发挥的调节作用。研究发现,经济政策不确定性削弱了企业韧性,产业集群能够缓解经济政策不确定性对企业韧性的负向影响,也就是说,“抱团取暖”有助于企业对抗不确定性冲击。异质性检验显示,产业集群对经济政策不确定性冲击的缓解效应仅在中心城市和大规模企业中显著。机制检验表明,产业集群对经济政策不确定性冲击的缓解效应通过融资渠道和投资渠道发挥作用。研究成果可为企业韧性研究提供新的思路,为推动产业集群式发展提供实践依据。

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