大数据时代企业动态能力对价值链重构路径的影响——基于格力电器的案例研究

摘要/Abstract

摘要： 结合大数据时代背景，基于动态能力理论和价值链重构理论，采用单案例研究法，依据理论抽样方法选择格力电器作为研究对象，探讨了动态能力对企业价值链重构路径的影响。研究通过文献综述提炼出的大数据时代动态能力维度，结合案例研究发现，不同维度的动态能力会对企业内外部价值链上的价值创造活动产生影响，并引起价值链的渐进式重构和破坏式重构。基于“动因—行为—结果”的逻辑构建了大数据时代企业价值链重构路径，拓展了传统利润最大化条件下的价值链重构思路，揭示了大数据时代背景的独特性，为同处大数据时代的其他企业利用动态能力重构价值链提供了一定的借鉴和启示。

关键词: 大数据, 动态能力, 渐进式重构, 破坏式重构, 案例研究

Abstract: In the era of big data, based on the dynamic capability theory and the value chain reconstruction theory, we adopt a single case study method, select Gree Electric as the research object, and discuss the influence of dynamic capability on the company's value chain reconstruction path. Based on the four dimensions of dynamic capability in the era of big data extracted from literature review, combined with the single case study, it is found that different dimensions of dynamic capability show different impact on the value creation activities in the internal and external value chains of enterprise, and lead to the incremental and destructive reconstruction of the value chain. Based on the logic of “motivation-behavior-result”, this paper builds a value chain reconstruction path in the era of big data, expands the study of value chain reconstruction under the condition of profit maximization and creating shared value (CSV), which reveals the uniqueness of big data era. What's more, this paper also provides reference and enlightenment for other companies to cultivate dynamic capability and reconstruct value chain in the era of big data.

Key words: big data, dynamic capability, incremental reconstruction, destructive reconstruction, case study

张振刚, 许亚敏, 罗泰晔. 大数据时代企业动态能力对价值链重构路径的影响——基于格力电器的案例研究[J]. 管理评论, 2021, 33(3): 339-352.

Zhang Zhengang, Xu Yamin, Luo Taiye. The Influence of Dynamic Capability on the Path of Value Chain Reconstruction in the Era of Big Data——A Case Study Based on Gree Electric[J]. Management Review, 2021, 33(3): 339-352.

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