Analysis of the Impact Mechanism of Digital Transformation on Enterprise Performance from the Perspective of Dynamic Capabilities—Taking Shagang Group as an Example

在全球数字经济加速发展的背景下，钢铁行业面临着资源、环保和市场竞争多重挑战，数字化转型成为了企业提升竞争力的关键道路。沙钢集团作为中国钢铁行业的领头企业，数字化转型具有很大的参考性。本文将基于动态能力理论，将动态能力分为数据感知能力、数据捕捉能力和重构能力来探究沙钢集团数字化转型的绩效影响机制。研究结果显示，沙钢数字化转型将通过上述三种动态能力降低生产成本，提升运营效率，推动商业模式的创新。Against the backdrop of the accelerated development of the global digital economy, the steel industry is confronted with multiple challenges such as resources, environmental protection and market competition. Digital transformation has become a key path for enterprises to enhance their competitiveness. As a leading enterprise in China’s steel industry, Shagang Group’s digital transformation is highly referential. Based on the dynamic capability theory, this paper will divide dynamic capabilities into data perception capability, data capture capability and reconstruction capability to explore the performance influence mechanism of the digital transformation of Shagang Group. The research results show that Shagang’s digital transformation will reduce production costs, enhance operational efficiency and promote business model innovation through the above three dynamic capabilities.