916 
1445加快构建全国统一大市场，在更大范围内深化分工，是提升供应链韧性与安全水平的坚实基础。文章采用2015—2022年FactSet Revere全球企业供应链关系数据识别供应链断裂问题，实证分析市场分割对我国企业供应链断裂的影响效应和作用机制。研究发现：（1）市场分割水平提升会显著提高企业的供应链净断裂率，从而导致供应链韧性水平下降，且该结果在利用地理信息构建工具变量开展因果识别等一系列稳健性检验后依然显著成立。（2）市场分割主要通过加剧中间品错配和提高信息不对称程度增加企业的供应链净断裂率。（3）市场分割带来的供应链断裂效应存在典型的非对称特征，即其仅对上游供应商存在显著影响，但对下游客户的影响并不显著；市场分割带来的供应链断裂效应将导致进一步的福利损失，具体表现为净断裂率的提高将显著降低供应链运转效率和加剧企业经营风险。（4）统一市场基础制度规则以及大力发展数字经济能够有效缓解市场分割对供应链净断裂率的负面冲击。
市场分割会导致企业供应链断裂吗？——兼论统一大市场构建的障碍破除
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吕越, 张杰, 陈泳昌. 市场分割会导致企业供应链断裂吗？——兼论统一大市场构建的障碍破除[J]. 财经研究, 2026, 52(5): 4-18.
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