动态环境下双重期望落差一致性对战略变革的影响研究

摘要/Abstract

摘要： 基于2007—2017年中国A股上市公司的经验数据，本文运用二次多项式回归与响应面分析技术，探讨了历史期望落差和社会期望落差的一致性、不一致性对战略变革的影响，以及环境不确定性在其间的调节作用。本文研究发现：历史期望落差-社会期望落差越趋于一致，企业实施战略变革的程度越大；在一致情形中，相比于较低水平的期望落差，企业面临较高水平期望落差时所实施的战略变革程度更大；在不一致情形中，相比于高历史期望落差-低社会期望落差，企业面临低历史期望落差-高社会期望落差时所实施的战略变革程度更大。进一步考察环境不确定性的调节作用后发现：相较于低不确定性环境，在高不确定性环境下，历史和社会期望落差一致性对战略变革程度的正向影响将削弱；在一致情形中，相较于低不确定性环境，在高不确定性环境下，期望落差对战略变革程度的正向影响将削弱；在不一致情形中，相较于低不确定性环境，在高不确定性环境下，高历史期望落差-低社会期望落差与低历史期望落差-高社会期望落差这两种情形下战略变革程度的差异将扩大。本研究对理解企业决策中的一致性、不一致性对企业战略决策行为的影响提供了一个新的视角，同时也深化了文献对期望落差情形下企业战略响应行为的理解。

关键词: 企业行为理论, 期望落差一致性, 绩效反馈, 环境不确定性, 战略变革

Abstract: Based on the experience data of Chinese A-share listed companies in 2007-2017, this paper applies quadratic polynomial regression and response surface analysis techniques to discuss the impacts on strategic change of the consistency or inconsistency between historical aspiration loss and social aspiration loss as well as the adjusting role of environmental uncertainty. This study finds: as the historical aspiration loss-social aspiration loss grows more and more consistent, the degree of strategic change implemented by enterprises becomes higher and higher; in the case of consistency, compared with a smaller level of aspiration loss, enterprises make deeper strategic change facing a larger level of expectation gap; in the case of inconsistency, compared to big historical aspiration lo ss-small social aspiration loss, enterprises make deeper strategic change facing small historical aspiration loss-big social aspiration loss. It’s discovered after a further examination of the regulatory role of environmental uncertainty: compared with environments with low uncertainties, in environments with high uncertainties the positive driving effect that consistency between historical and social aspiration loss has on the extent of strategic change will be weakened; in the case of consistency, compared with environments with low uncertainties, in environments with high uncertainties the positive driving effect that aspiration loss has on the extent of strategic change will be weakened; in the case of inconsistency, compared with environments with low uncertainties, in environments with high uncertainties the differences in the extent of strategic change will be expanded in the two scenarios of big historical aspiration loss-small social aspiration loss and small historical aspiration loss-big social aspiration loss. This study offers a new perspective for understanding the influence consistency or inconsistency in company decisions has on strategic decisions of a company. Meanwhile, it deepens the understanding of literature on companies’ strategic response behavior in the case of aspiration loss.

Key words: behavioral theory of the firm, the consistency of aspiration loss, performance feedback, environmental uncertainty, strategic change

陈伟宏, 钟熙, 蓝海林, 徐朗. 动态环境下双重期望落差一致性对战略变革的影响研究[J]. 管理评论, 2022, 34(4): 238-250.

Chen Weihong, Zhong Xi, Lan Hailin, Xu Lang. Research on the Influence of the Consistency of Double Aspiration Losses on Strategic Change under Dynamic Environment[J]. Management Review, 2022, 34(4): 238-250.

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