管理评论

管理评论 ›› 2026, Vol. 38 ›› Issue (6): 128-139.

• 创新与创业管理 • 上一篇    

内外部产品网络与企业创新——基于信息流动的视角

董洁妙1, 余壮雄2, 马键3   

  1. 1. 广东外语外贸大学经济贸易学院, 广州 510006;
    2. 暨南大学产业经济研究院, 广州 510632;
    3. 广州大学经济与统计学院, 广州 510006
  • 收稿日期:2024-07-11 发布日期:2026-07-08
  • 作者简介:董洁妙，广东外语外贸大学经济贸易学院讲师，博士；余壮雄，暨南大学产业经济研究院教授，博士生导师，博士；马键（通讯作者），广州大学经济与统计学院教授，博士生导师，博士。
  • 基金资助:
    国家自然科学基金青年项目（72303044）；国家自然科学基金项目（72073039）；广东外语外贸大学特色创新项目（23TS36）；中央高校基本科研业务费专项资金项目（23NJYH01）。

Internal and External Product Networks and Corporate Innovation—Based on the Perspective of Information Flow

Dong Jiemiao1, Yu Zhuangxiong2, Ma Jian3   

  1. 1. School of Economics and Trade, Guangdong Foreign Studies University, Guangzhou 510006;
    2. Institute of Industrial Economics, Jinan University, Guangzhou 510632;
    3. School of Economics and Statistics, Guangzhou University, Guangzhou 510006
  • Received:2024-07-11 Published:2026-07-08

PDF (PC)

10

摘要： 本文构建了一个包含企业内、外部产品网络与不同技术含量创新的理论模型，探究产品网络影响企业异质性创新的规律。研究发现：企业产品结构越趋近外部网络中心（市场中心产品），其水平创新和垂直创新产出越高。相对地，企业产品结构越趋近内部网络核心（企业核心产品），其水平创新产出越低，其垂直创新产出变化不明确；但对水平创新的影响只有在市场竞争强度足够低时成立。机制分析表明，企业趋近外部网络中心有利于获取多样化知识，强化质量差异幅度对企业创新的积极作用；相反，企业靠近内部网络核心会导致多样化信息处理能力下降，加大产品生产成本对企业水平创新的负面影响。但靠近内部网络核心本质上是一种公司内部治理方式，其对水平创新的影响将会被高强度的市场竞争所掩盖。本文的研究揭示了企业产品网络影响创新绩效的内在关系，为创新政策设计的优化提供了丰富的启示。

关键词: 产品网络, 垂直创新, 水平创新, 知识溢出, 信息流动

Abstract: This paper constructs a theoretical model that incorporates firms’ internal and external product networks and innovations with different technological levels to explore how product networks influence firms’ heterogeneous innovation patterns. The findings reveal that firms with product structures closer to external network centers (market-central products) achieve higher horizontal and vertical innovation outputs. Meanwhile, firms closer to internal network cores (core products) have lower horizontal innovation outputs, with unclear effects on vertical innovation. However, the impact on horizontal innovation only holds under low market competition intensity. Mechanism analysis shows that proximity to external network centers facilitates access to diverse knowledge, enhancing the positive role of quality differentiation in innovation. Conversely, proximity to internal network cores reduces information processing capacity and amplifies the negative impact of production costs on horizontal innovation. Nevertheless, internal network core proximity represents a form of internal governance, and its negative effect on horizontal innovation is mitigated by high market competition. This study reveals the relationship between firms’ product networks and innovation performance, and provides rich implications for the optimization of innovation policy design.

Key words: product network, vertical innovation, horizontal innovation, knowledge spillover, information flow