技术变革背景下在位企业资源基础与商业模式创新：二元动态能力的中介作用

摘要/Abstract

摘要：

新兴技术的涌现对在位企业现有商业模式造成强烈冲击，使许多原本处于领先地位的在位企业不得不经历行业格局的重新洗牌而被淘汰出局。现有研究大多关注新创企业的商业模式创新，而轻视了在位企业的商业模式创新挑战。本文通过实证分析不同行业227个在位企业的相关数据发现：动态环境下，在位企业的二元动态能力相比原资源基础对商业模式创新的影响更为明显。在位企业原资源基础呈现出"双刃剑"效应。一方面，由庞大的价值网络形成的资源聚合效应有利于提高企业二元动态能力，另一方面，在位企业原有资源呈现出的内锁效应削弱了企业的二元动态能力。这些发现揭示了动态环境下在位企业商业模式创新的机理，为在位企业商业模式创新提供了理论和实践指导。

关键词: 商业模式创新, 在位企业, 技术变革, 内锁效应, 资源聚合效应, 二元动态能力

Abstract:

The emergence of emerging technologies has a strong impact on the existing business model of incumbent enterprises. Thus, the incumbent enterprises that had been in the leading position have to undergo a reshuffle of the industry pattern and innovate their business models. Most of the existing researches focus on the business model innovation of new ventures, while ignoring the business model innovation challenges of incumbents. This paper aims to reveal the impact of different attributes of incumbent enterprises' resource on business model innovation in the context of technological change and explore the mediating effect of the dynamic capabilities on the relationship between incumbent enterprises' resource and business model innovation. Based on Schumpeter's innovation theory and organizational inertia theory, this paper proposes six hypotheses and validates them using empirical data from 227 incumbent companies from different industries. The findings demonstrate that:(1) In dynamic environment, the dynamic capabilities of incumbents are more significant than the original resource on business model innovation; (2) The original resource of the incumbent enterprise has a dual effect. On the one hand, the resource aggregation effect formed by the value network is conducive to improving the dynamic capability; on the other hand, the internal locking effect weakens the enterprises' dynamic ability. These findings open the black box of the mechanism of incumbent business model innovation and provide practical guidance for incumbents to innovate their business model.

Key words: business model innovation, incumbent enterprise, technological change, internal locking effect, resource aggregation effect, binary dynamic capability

刘贵文, 李凯健, 张应珍, 郭攀. 技术变革背景下在位企业资源基础与商业模式创新：二元动态能力的中介作用[J]. , 2019, 31(7): 252-263.

Liu Guiwen, Li Kaijian, Zhang Yingzhen, Guo Pan. Incumbent Enterprises' Resource and Business Model Innovation in the Context of Technological Change: The Mediating Role of Binary Dynamic Capabilities[J]. , 2019, 31(7): 252-263.

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