战略群组视角下产业政策对行业结构的影响——以中国房地产业限购限贷等政策为例  

Influence of Industrial Policy on Industrial Structure under Perspective of Strategic Group:Taking Chinese Real Estate Industry as Example

作　　者：苏红[1] 王克稳[1] 金占明[1] 武康平[1] 

机构地区：[1]清华大学经济管理学院,北京100084

出　　处：《技术经济》2015年第8期35-45,共11页Journal of Technology Economics

基　　金：国家自然科学基金项目"战略群组及其与行业演化;竞争结构及企业绩效的关系研究"(71172003)

摘　　要：从战略群组的视角出发,以中国房地产业为研究对象,以2009—2013年131家房地产业上市公司为样本,实证分析了房地产业的限购限贷等产业政策对行业结构的影响。结果如下:消极的产业政策会导致行业中战略群组数量增大、群组成员企业数量发生变化;消极的产业政策使战略群组的匹配率降低、移动率变化率加大、稳定率下降;消极的产业政策使企业与本战略群组中心的战略距离变小。研究结果表明,产业政策是行业结构变化的主要原因。在此基础上,对企业管理和政府政策制定提出了建议。Taking the real estate industry in China as the research object, and selecting 131 listed companies from real estate industry as the ex ample,this paper empirically tests the influence of industrial policy on industrial structure from the perspective of strategic group. The results show as follows：negative industrial policies increase the number of strategic group and the number of strategic groups etc. negative industrial policies reduce the mobility rate（MR） of strategic group,and increase the mobility rate of firm,and decrease the coefficient of stabilizatiomnega tive industrial policies reduce the strategic distance from firm to the center of themselves strategic group. The result shows that industrial poli- cies are the primary reason of the change of industrial structure. On the basis of these, it gives some suggestions for business and government policies.

关 键 词：战略群组 产业政策 行业结构 

分 类 号：F299.23[经济管理—国民经济] F832.4