Abstract: Based on the resource base concept and business model theory, this paper constructs a systematic dynamic model of big data capability, business model and innovation performance of logistics enterprises.Through simulation and sensitivity analysis, this paper reveals the mechanism of how big data capability influences the innovation performance of logistics enterprises. The results show that big data capabilities can directly and positively affect the innovation performance of logistics enterprises, and the effect of big data infrastructure capabilities on innovation performance is the most significant. Big data capabilities can also indirectly affect the innovation performance of logistics enterprises through business model, of which three key elements:market positioning, business process and profit model, are most sensitive to changes in market growth rate, enterprise retained earnings and customer number, respectively. In addition, the effect of big data capabilities indirectly affecting the innovation performance of enterprises through business models is more obvious than the effect of directly affecting innovation performance. This study clarifies the multiple feedback relationships among big data capabilities, business models and innovation performance from a dynamic perspective, reveals the mechanism of how they act on each other, and provides theoretical guidance and decision-making basis for logistics enterprises to improve innovation performance.

Key words: big data capability, innovation performance, business model, system dynamics, sensitivity analysis