商业生态系统治理、高管团队社会资本与企业商业模式创新

摘要/Abstract

摘要： 受数字技术变革与应用影响，企业价值创造边界不断外扩，进而导致商业生态系统取代双边伙伴合作成为企业开展商业模式创新的主要情境。在此背景下，本文聚焦研究商业生态系统中的企业如何适应商业生态系统治理进行商业模式创新的机制。从非核心企业视角出发，主要探讨了商业生态系统治理对企业商业模式创新的影响，分析了高管团队社会资本的中介作用，进而剖析了商业生态系统开放性、企业生态位重叠度的调节作用。研究发现：（1）商业生态系统关系治理和契约治理均对企业商业模式创新有显著的正向影响；（2）高管团队内部社会资本与外部社会资本在商业生态系统治理影响企业商业模式创新中发挥着多样的中介作用；（3）商业生态系统开放性、企业生态位重叠度均正向调节了高管团队内部社会资本与企业商业模式创新的关系，且均负向调节了高管团队外部社会资本与企业商业模式创新的关系。

关键词: 商业生态系统治理, 关系治理, 契约治理, 商业模式创新, 高管团队社会资本

Abstract: Affected by the transformation and application of digital technology, the boundaries of a firm’s value creation are gradually expanding, which in turn leads to the business ecosystem replacing bilateral partnerships as the main context for firms to carry out business model innovation. In this context, we focus on the mechanism of how firms in the business ecosystem adapt to business ecosystem governance for business model innovation. From the perspective of non-core firms in the business ecosystem, we mainly discuss the impact of business ecosystem governance on business model innovation, analyze the mediating role of Top Management Team (TMT) social capital in the relationship between business ecosystem governance and business model innovation, and then explore the moderating effects of business ecosystem openness and corporate niche overlap. Research findings show as follows. (1) Business ecosystem relational governance and contractual governance positively impact business model innovation; (2) TMT internal social capital and external social capital play diverse mediating roles in the influence of business ecosystem governance on business model innovation; (3) Business ecosystem openness and corporate niche overlap degree positively moderate the relationship between TMT internal social capital and business model innovation, and negatively moderate the relationship between TMT external social capital and business model innovation.

Key words: business ecosystem governance, relational governance, contractual governance, business model innovation, TMT social capital

张素平, 胡保亮, 项益鸣. 商业生态系统治理、高管团队社会资本与企业商业模式创新[J]. 管理评论, 2023, 35(10): 163-174.

Zhang Suping, Hu Baoliang, Xiang Yiming. Business Ecosystem Governance, TMT Social Capital and Business Model Innovation[J]. Management Review, 2023, 35(10): 163-174.

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