›› 2015, Vol. 27 ›› Issue (7): 218-231.

• 案例研究 • 上一篇    下一篇

变革性高速成长公司的商业模式创新奇迹——一个多案例研究的发现

魏炜1, 胡勇2, 朱武祥2   

  1. 1. 北京大学汇丰商学院, 深圳 518055;
    2. 清华大学经济管理学院, 北京 100084
  • 收稿日期:2015-04-21 发布日期:2015-07-31
  • 作者简介:魏炜,北京大学汇丰商学院副教授,博士;胡勇,清华大学经济管理学院博士研究生;朱武祥,清华大学经济管理学院教授,博士生导师,博士.

The Revolutionarily High-growing Enterprise's Miracle of the Business Model Innovation ——Findings from a Multiple Cases Study

Wei Wei1, Hu Yong2, Zhu Wuxiang2   

  1. 1. Peking University HSBC Business School, Shenzhen 518055;
    2. School of Economics and Management, Tsinghua University, Beijing 100084
  • Received:2015-04-21 Published:2015-07-31

摘要:

本文基于利益相关者交易结构的商业模式理论,选择5家变革性的高速成长企业以探索性的案例研究方法,探讨了商业模式创新及其与高速成长的关系.研究表明,高速成长企业的商业模式创新是一种不同于采用传统战略企业、温和增长企业和非增长企业的独特的商业创新,是由5元素构成的循环往复体,包括:(1)商业模式理念(mental model);(2)观察;(3)商业模式设计;(4)商业模式创新实施:检验、修正、维持或增强、变革;(5)投资选择.研究还发现,高速成长企业进行了以价值创造STIEF模型为方向的交易结构创新,通过基于商业模式目的而非投资组合收益的长期投资,实现了大爆炸式颠覆创新的市场创建或非破坏性的市场创建.

关键词: 商业模式创新能力, 高速成长, 交易结构, STIEF模型, 长期投资, 大爆炸式颠覆

Abstract:

Based on the theory of business model of the stakeholder's deal structure, this paper chooses five enterprises which have achieved revolutionarily high-growth to discuss the content of business model innovation, and the relationship between business model innovation and high-growth with the exploratory method of case study. Our study shows that business model innovation of the enterprises with high-growth is different from that of the enterprises adopting traditional business strategy, as well as that of those with moderate or no growth. It's a distinctive business innovation composed of five elements that move in circles, including: (1) the business model concept (mental model); (2) observation; (3) the business model design; (4) the implementation of business model innovation: test, correction, maintenance or enhancement, reformation; (5) investment options. Our study also finds that the enterprises with high-growth have carried out the deal structure innovation with the STIEF model of value creation, as well as long-term investment based on business model rather than investment portfolio returns, and then set up new market through the big bang disruption or non-destructive innovation.

Key words: business model innovation, high-growth, deal structure, STIEF model, long-term investment, the big bang disruption