管理评论 ›› 2023, Vol. 35 ›› Issue (5): 197-213.
邓新明, 侯丹, 邱雯韵, 毛凤义, 崔晓敏, 叶震宇
收稿日期:
2021-06-15
出版日期:
2023-05-28
发布日期:
2023-06-21
通讯作者:
邱雯韵(通讯作者),武汉大学经济与管理学院硕士研究生。
作者简介:
邓新明,武汉大学经济与管理学院教授,博士生导师,博士;侯丹,武汉大学经济与管理学院博士研究生;毛凤义,武汉大学经济与管理学院硕士研究生;崔晓敏,武汉大学经济与管理学院硕士研究生;叶震宇,武汉大学经济与管理学院硕士研究生。
基金资助:
Deng Xinming, Hou Dan, Qiu Wenyun, Mao Fengyi, Cui Xiaomin, Ye Zhenyu
Received:
2021-06-15
Online:
2023-05-28
Published:
2023-06-21
摘要: 基于中国家电行业数据,本文对多市场接触、竞争组合非相似性与企业绩效之间的关系进行了实证检验,并分析了TMT异质性与竞争惯性在其中的调节作用。实证结果显示,随着企业多市场接触水平的提高,其越可能采取非对抗性的竞争方式。同时,竞争组合非相似性对企业绩效也具有显著的正向作用。进一步,TMT异质性会加强多市场接触与竞争组合非相似性之间的正相关关系。此外,竞争惯性会加强竞争组合非相似性与企业绩效之间的正相关关系。总体而言,本研究拓展了动态竞争领域有关企业竞争组合的研究,为未来进一步的研究提出了可供参考的方向,同时也在实践上为我国企业开展竞争活动提供了启示与建议。
邓新明, 侯丹, 邱雯韵, 毛凤义, 崔晓敏, 叶震宇. 基于多市场接触视角的竞争组合非相似性与企业绩效的关系研究[J]. 管理评论, 2023, 35(5): 197-213.
Deng Xinming, Hou Dan, Qiu Wenyun, Mao Fengyi, Cui Xiaomin, Ye Zhenyu. Research on the Relationship between Competitive Repertoire Dissimilarity and Firm Performance Based on the Perspective of Multimarket Contact[J]. Management Review, 2023, 35(5): 197-213.
[1] Kilduff G. J., Elfenbein H. A., Staw B. M. The Psychology of Rivalry:A Relationally Dependent Analysis of Competition[J]. Academy of Management Journal, 2010,53(5):943-969 [2] Kim K. H., Kim M., Qian C. Effects of Corporate Social Responsibility on Corporate Financial Performance:A Competitive Action Perspective[J]. Journal of Management, 2018,44(3):1097-1118 [3] Iriyama A., Kishore R., Talukdar D. Playing Dirty or Building Capability? Corruption and HR Training as Competitive Actions to Threats from Informal and Foreign Firm Rivals[J]. Strategic Management Journal, 2016,37(10):2152-2173 [4] Stagni R. M., Santaló J., Giarratana M. S. Product-Market Competition and Resource Redeployment in Multi-Business Firms[J]. Strategic Management Journal, 2020,41(10):1799-1836 [5] 程聪,谢洪明,杨英楠,等. 理性还是情感:动态竞争中企业"攻击-回应"竞争行为的身份域效应——基于AMC模型的视角[J]. 管理世界, 2015,(8):132-146 [6] Luoma J., Falk T., Totzek D., et al. Big Splash, No Waves? Cognitive Mechanisms Driving Incumbent Firms' Responses to Low-Price Market Entry Strategies[J]. Strategic Management Journal, 2017,39(5):1388-1410 [7] 皮圣雷,蓝海林. 中国横向整合企业竞争策略组合与组织协调性:转型期制度情境的调节作用[J]. 管理世界, 2014,18(4):106-120 [8] Connelly B. L., Tihanyi L., Ketchen D. J., et al. Competitive Repertoire Complexity:Governance Antecedents and Performance Outcomes[J]. Strategic Management Journal, 2017,38(5):1151-1173 [9] Hutzschenreuter T., Borchers S. A., Harhoff P. L. Competitors Matter:How Competitors' Actions Moderate the Influence of Firm Profitability on the Prioritization between Growth and Efficiency Increase[J]. Managerial and Decision Economics, 2020,42(2):326-342 [10] Chen M. J., Miller D. Reconceptualizing Competitive Dynamics:A Multidimensional Framework[J]. Strategic Management Journal, 2015,36(5):758-775 [11] Chen M. J. Competitor Analysis and Interfirm Rivalry:Toward a Theoretical Integration[J]. Academy of Management Review, 1996,21(1):100-134 [12] Barnett W. P., Hansen M. T. The Red Queen in Organizational Evolution[J]. Strategic Management Journal, 1996,17(51):139-157 [13] Connelly B. L., Lee K. B., Tihanyi L., et al. Something in Common:Competitive Dissimilarity and Performance of Rivals with Common Shareholders[J]. Academy of Management Journal, 2019,62(1):1-21 [14] 陈明哲. 动态竞争[M]. 北京:北京大学出版社, 2009 [15] Karnani A., Wernerfelt B. Multiple Point Competition[J]. Strategic Management Journal, 1985,6(1):87-96 [16] Ryu W., Brush T., Reuer J. How Multimarket Competition Fosters Collaboration:Mutual Forbearance and Market Power Effects[J]. Academy of Management Proceedings, 2015,29(1):12554-12574 [17] Fuentelsaz L., Gómez J. Multipoint Competition, Strategic Similarity and Entry into Geographic Markets[J]. Strategic Management Journal, 2006,27(5):477-499 [18] Theeke M., Lee H. Multimarket Contact and Rivalry over Knowledge-Based Resources[J]. Strategic Management Journal, 2017,38(12):2508-2531 [19] Joh S. W. Strategic Managerial Incentive Compensation in Japan:Relative Performance Evaluation and Product Market Collusion[J]. Review of Economics and Statistics, 1999,81(2):303-313 [20] Easterby-Smith M., Crossan M., Nicolini D. Organizational Learning:Debates Past, Present and Future[J]. Journal of Management Studies, 2000,37(6):783-796 [21] Li S. X., Greenwood R. The Effect of Within-Industry Diversification on Firm Performance:Synergy Creation, Multi-Market Contact and Market Structuration[J]. Strategic Management Journal, 2004,25(12):1131-1153 [22] Ndofor H. A., Sirmon D. G., He X. Firm Resources, Competitive Actions and Performance:Investigating a Mediated Model with Evidence from the In-Vitro Diagnostics Industry[J]. Strategic Management Journal, 2011,32(6):640-657 [23] Moreira S., Markus A., Laursen K. Knowledge Diversity and Coordination:The Effect of Intrafirm Inventor Task Networks on Absorption Speed[J]. Strategic Management Journal, 2018,39(9):2517-2546 [24] Hoffmann W., Lavie D., Reuer J. J., et al. The Interplay of Competition and Cooperation[J]. Strategic Management Journal, 2018,39(12):3033-3052 [25] 王斌,田志龙. 多点竞争战略中的企业动态博弈模型分析[J]. 管理评论, 2005,17(8):17-23 [26] Reimann F., Shen P., Kaufmann L. Multimarket Contact and the Use of Power in Buyer-Supplier Relationships[J]. Journal of Business Logistics, 2017,38(1):18-34 [27] van Reeven P., Pennings E. On the Relation between Multimarket Contact and Service Quality:Mutual Forbearance or Network Coordination?[J]. Strategic Management Journal, 2016,37(10):2121-2134 [28] 邓新明,刘禹,刘国华,等. 多市场接触对新市场进入行为的影响研究——市场集中度与势力范围的调节效应[J]. 管理评论, 2019,31(4):147-161 [29] Jayachandran S., Gimeno J., Varadarajan P. R. The Theory of Multimarket Conception:A Synthesis and Implications for Marketing Strategy[J]. Journal of Marketing, 1999,63(7):49-66 [30] Deephouse D. L. To be Different, or to be the Same? It's a Question (and Theory) of Strategic Balance[J]. Strategic Management Journal, 1999,20(2):147-166 [31] 孙玥璠,陈爽,张永翼. 高管团队异质性、群体断裂带与企业风险承担[J]. 管理评论, 2019,31(8):157-168 [32] Chen Y., Li P., Lin Y. How Inter- and Intra-Organizational Coordination Affect Product Development Performance:The Role of Slack Resources[J]. Journal of Business & Industrial Marketing, 2013,28(1-2):125-136 [33] Ferrier W. J., Lyon D. W. Competitive Repertoire Simplicity and Firm Performance:The Moderating Role of Top Management Team Heterogeneity[J]. Managerial and Decision Economics, 2004,25(6-7):317-327 [34] Mason A. C., Marta A. G., Wm G. S. Upper Echelons Research Revisited:Antecedents, Element, and Consequences of Top Management Team Composition[J]. Journal of Management, 2004,30(6):749-778 [35] Hambrick D. C., Manson P. A. Upper Echelons:The Organization as a Reflection of Its Top Managers[J]. Academy of Management Review, 1984,9(2):193-206 [36] Ferrier W. J. Navigating the Competitive Landscape:The Drivers and Consequences of Competitive Aggressiveness[J]. Academy of Management Journal, 2001,44(4):858-877 [37] Miller D. The Architecture of Simplicity[J]. Academy of Management Review, 1993,18(1):116-138 [38] Prahalad C. K., Bettis R. A. The Dominant Logic:A New Linkage between Diversity and Performance[J]. Strategic Management Journal, 1986,7(6):485-501 [39] Miller D., Chen M. J. Sources and Consequences of Competitive Inertia:A Study of the U.S. Airline Industry[J]. Administrative Science Quarterly, 1994,39(1):1-23 [40] 解学梅,王若怡,霍佳阁. 政府财政激励下的绿色公益创新与企业绩效:基于内容分析法的实证研究[J]. 管理评论, 2020,32(5):109-124 [41] Luo X., Kanuri V. K., Andrews M. How does CEO Tenure Matter? The Mediating Role of Firm-Employee and Firm-Customer Relationships[J]. Strategic Management Journal, 2014,35(4):492-511 [42] Curtae R. O., Wu J., Markoczy L. A., et al. Top Management Team Demographic-Faultline Strength and Strategic Change:What Role does Environmental Dynamism Play?[J]. Strategic Management Journal, 2019,40(6):987-1009 [43] Díaz-Fernández M. C., Gonzílez-Rodríguez M. R., Simonetti B. The Moderating Role of Top Management Team Diversity in Strategic Change in a Multicultural Context[J]. European Management Review, 2019,16(4):957-973 [44] Wei L. Q., Wu L. What a Diverse Top Management Team Means:Testing an Integrated Model[J]. Journal of Management Studies, 2013,50(3):389-412 [45] Qian C., Cao Q., Takeuchi R. Top Management Team Functional Diversity and Organizational Innovation in China:The Moderating Effects of Environment[J]. Strategic Management Journal, 2013,34(1):110-120 [46] Bermiss Y. S., Murmann J. P. Who Matters More? The Impact of Functional Background and Top Executive Mobility on Firm Survival[J]. Strategic Management Journal, 2015,36(11):1697-1716 [47] Levitt B., March J. G. Organization Learning[J]. Annual Review of Sociology, 1988,14(1):319-340 [48] Chen G., Crossland C., Luo S. Making the Same Mistake All over Again:CEO Overconfidence and Corporate Resistance to Corrective Feedback[J]. Strategic Management Journal, 2015,36(10):1513-1535 [49] Basdeo D. K., Smith K. G., Grimm C. M., et al. The Impact of Market Actions on Firm Reputation[J]. Strategic Management Journal, 2006,27(12):1205-1219 [50] Miller D., Chen M. J. The Simplicity of Competitive Repertoires:An Empirical Analysis[J]. Strategic Management Journal, 1996,17(6):419-439 [51] Ferrier W. J., Smith K. G., Grimm C. M. The Role of Competitive Action in Market Share Erosion and Industry Dethronement:A Study of Industry Leaders and Challengers[J]. Academy of Management Journal, 1999,42(4):372-388 [52] Bergh D. D., Connelly B. L., Ketchen D. J., et al. Signaling Theory and Equilibrium in Strategic Management Research:An Assessment and a Research Agenda[J]. Journal of Management Studies, 2015,51(8):1334-1360 [53] Sirmon D. G., Hitt M. A., Ireland R. D. Managing Firm Resources in Dynamic Environments to Create Value:Looking inside the Black Box[J]. Academy of Management Review, 2007,32(1):273-292 [54] Ndofor H. A., Sirmon D. G., He X. Utilizing the Firm's Resources:How TMT Heterogeneity and Resulting Faultlines Affect TMT Tasks[J]. Strategic Management Journal, 2015,36(11):1656-1674 [55] Hao B., Ye J., Feng Y., et al. Explicit and Tacit Synergies between Alliance Firms and Radical Innovation:The Moderating Role of Interfirm Technological Diversity and Environmental Technological Dynamism[J]. R&D Management, 2020,50(4):432-446 [56] Miller D., Chen M. J. Non-Conformity in Competitive Repertoires:A Sociological View of Markets[J]. Social Forces, 1996,74(4):1209-1234 [57] 谢洪明,蓝海林,叶广宇,等. 动态竞争:中国主要彩电企业的实证研究[J]. 管理世界, 2003,(4):77-86 [58] 邓新明. 企业竞争行为的回应预测研究[J]. 南开管理评论, 2010,13(2):52-60 [59] 田志龙,邓新明,Taieb H. 企业市场行为、非市场行为与竞争互动——基于中国家电行业的案例研究[J]. 管理世界, 2007,(8):116-128 [60] Smith K. G., Grimm C. M., Gannon M. J. Dynamics of Competitive Strategy[M]. Newbury Park:Sage Publications, 1992 [61] Jauch L. R., Osborn R. N., Martin T. N. Structured Content Analysis of Cases:A Complementary Method for Organizational Research[J]. Academy of Management Review, 1980,5(4):517-525 [62] Yin R. K. Case Study Research:Design and Methods[M]. London:Sage Publications, 1994 [63] Greve H. R. Multimarket Contact and Sales Growth:Evidence from Insurance[J]. Strategic Management Journal, 2008,29(3):229-249 [64] Gimeno J., Woo C. Y. Multimarket Contact, Economies of Scope, and Firm Performance[J]. Academy of Management Journal, 1999,42(3):239-259 [65] Stephan J., Murmann J. P., Bocker W., et al. Bringing Managers into Theories of Multimarket Competition:CEOs and the Determinants of Market Entry[J]. Organization Science, 2003,14(4):403-421 [66] 邓新明,龙良智,龙贤义,等. 竞争者分析与企业市场、非市场进攻行动选择的关联性研究[J]. 管理评论, 2017,29(11):129-147 [67] Upson J. W., Ketchen D. J., Connelly B. L., et al. Competitor Analysis and Foothold Moves[J]. Academy of Management Journal, 2012,55(1):93-110 [68] Gimeno J., Woo C. Y. Hypercompetition in a Multimarket Environment:The Role of Strategic Similarity and Multimarket Contact in Competitive De-escalation[J]. Organizational Science, 1996,7(3):322-341 [69] Blau P. M. Inequality and Heterogeneity:A Primitive Theory of Social Structure[M]. New York:Free Press, 1977 [70] Upson K., Allison K. H., Reed S. D., et al. Biomarkers of Progestin Therapy Resistance and Endometrial Hyperplasia Progression[J]. American Journal of Obstetrics & Gynecology, 2012,207(1):1-36 [71] D'Amato A., Falivena C. Corporate Social Responsibility and Firm Value:Do Firm Size and Age Matter? Empirical Evidence from European Listed Companies[J]. Corporate Social Responsibility and Environmental Management, 2020,27(2):909-924 [72] 邓新明,叶珍,王惠子. 互联网行业环境与企业竞争行动之间的协同演进——基于国内团购行业的案例研究[J]. 珞珈管理评论, 2018,(1):183-202 [73] Sauerwald S., Heugens P. P. M. A. R., Turturea R., et al. Are All Private Benefits of Control Ineffective? Principal-Principal Benefits, External Governance Quality, and Firm Performance[J]. Journal of Management Studies, 2019,56(4):725-757 [74] Dickler T. A., Folta T. B. Identifying Internal Markets for Resource Redeployment[J]. Strategic Management Journal, 2020,41(13):2341-2371 [75] Chen M. J., Kuo-Hsien S. U., Tsai W. Competitive Tension:The Awareness-Motivation-Capability Perspective[J]. Academy of Management Journal, 2007,50(1):101-118 [76] Hagen B., Zucchella A., Larimo J., et al. A Taxonomy of Strategic Postures of International SMEs[J]. European Management Review, 2017,14(3):265-285 [77] Ma Y. L., Ma B. When do International Operations Lead to Improved Performance? An Analysis of Property-Liability Insurers[J]. Risk Management and Insurance Review, 2008,11(1):141-155 [78] 邓新明,熊会兵,李剑峰,等. 政治关联、国际化战略与企业价值——来自中国民营上市公司面板数据的分析[J]. 南开管理评论, 2014,17(1):26-43 [79] Honoré B. E. Trimmed Lad and Least Squares Estimation of Truncated and Censord Regression Models with Fixed Effects[J]. Econometrica, 1992,60(3):533-565 [80] Schumacher E. F. Small is Beautiful[M]. New York:Harper Perennial, 1989 [81] Stieglitz N., Knudsen T., Becker M. C. Adaption and Inertia in Dynamic Environments[J]. Strategic Management Journal, 2016,37(9):1854-1864 |
[1] | 吴剑琳, 陶妍妮, 吕萍. 社会企业家公共服务动机对社会企业绩效的影响:商业模式创新的中介作用[J]. 管理评论, 2023, 35(8): 85-99. |
[2] | 张茜松, 程嘉珍, 冯泰文, 杜运周. 供应商绿色整合的多元驱动路径及其绩效研究——基于组态视角的分析[J]. 管理评论, 2023, 35(7): 323-338. |
[3] | 唐朝永, 师永志, 李逸波, 陈万明. 失败学习与企业绩效:组织韧性与环境动态性的作用[J]. 管理评论, 2023, 35(4): 291-302. |
[4] | 罗建强, 潘蓉蓉, 杨子超. 制造企业服务化、研发创新投入与企业绩效——基于技术密集型企业的实证研究[J]. 管理评论, 2023, 35(2): 116-125. |
[5] | 罗进辉, 彭晨宸. 家族二代继承人的经营表现:基于性别差异的考察[J]. 管理评论, 2023, 35(2): 237-251,267. |
[6] | 赵珊, 李桂华. 分散还是集中:客户集中度与企业绩效[J]. 管理评论, 2023, 35(2): 294-305. |
[7] | 陈泽文, 许秀梅. 疫情危机的环境动态性背景下大数据能力如何提升中小企业绩效——商业模式创新的中介作用[J]. 管理评论, 2023, 35(1): 134-145. |
[8] | 马鸿佳, 肖彬, 郑秀恋. 创业供应链对新企业绩效作用机理:基于组态视角的定性比较研究[J]. 管理评论, 2023, 35(1): 298-309. |
[9] | 胡望斌, 焦康乐, 张亚会, 张琪. 创业者人力资本与企业绩效关系及多层次边界条件研究——基于经验视角的元分析[J]. 管理评论, 2022, 34(7): 81-94. |
[10] | 胡皓, 王念新, 葛世伦. 多维度信息技术匹配对企业敏捷性影响的实证研究[J]. 管理评论, 2022, 34(4): 140-152. |
[11] | 杨雪, 何玉成. 决策逻辑对新创企业绩效作用机制研究:商业模式创新的中介作用[J]. 管理评论, 2022, 34(10): 134-145. |
[12] | 林心怡, 吴东. 区块链技术与企业绩效:公司治理结构的调节作用[J]. 管理评论, 2021, 33(11): 341-352. |
[13] | 段天宇, 张希, 胡毅. R&D强度与中国医药制造业上市公司绩效的门限效应研究[J]. 管理评论, 2020, 32(9): 142-152. |
[14] | 李征仁, 王砚羽, 石文华. 亡羊补牢:负面记录对企业社会责任的影响及绩效分析[J]. 管理评论, 2020, 32(9): 239-250. |
[15] | 姜旭, 胡雪芹. 基于组合赋权模型的物流企业绩效评价指标体系构建研究[J]. 管理评论, 2020, 32(8): 304-313. |
阅读次数 | ||||||
全文 |
|
|||||
摘要 |
|
|||||