企业的边界决定:交易成本与企业能力理论的统一逻辑  

Enterprise’s Boundary Theory:Unified Logic Based on TCE and HBV Theory

作　　者：孙宁华[1] 谢祎璠 SUN Ninghua;XIE Yifan

机构地区：[1]南京大学经济学院,江苏南京210093

出　　处：《深圳社会科学》2021年第3期39-47,共9页Social Sciences in Shenzhen

摘　　要：企业边界问题是经营决策的重要问题,明确企业边界是企业发展的前提。传统的关于企业边界的决定理论为交易成本理论,强调企业交易成本与自造生产成本的对比,而后来兴起的企业能力理论则强调企业核心能力的重要性。我们发现,两种理论分别从经济学和管理学视角提出独立的分析框架,但在某些情况下得出相反的结论。为解决这一矛盾,挖掘两种理论间的内在关联,从两种理论的共性与差异性出发,深入探讨企业边界的决定机理,提出基于资产专用互补性的边界决定理论。该理论强调企业能力形成的内生性,并从交易成本的角度解释这种内生性产生的途径。理论表明,企业只可能整合与公司其他资产和生产活动具有专用互补性的资产和生产活动,且这种整合是通过企业主动识别或创造实现的。本文提出的企业边界决定理论是基于交易成本理论和核心能力理论的统一逻辑分析框架,在挖掘现有研究对两种理论对比分析深度的同时,打开了能力与交易成本两种因素在企业边界决定中相互作用的研究空间。The enterprise boundary problem is an important part of business decision-making,and it is clear that the enterprise boundary is the premise of enterprise development.The traditional decision theory about enterprise boundaries is the transaction cost theory,which emphasizes the comparison between corporate transaction costs and self-created production costs.Later,the emerging enterprise capability theory emphasizes the importance of the core competence of enterprises.The two theories propose separate analytical frameworks from the fields of economics and management,but in some cases draw the opposite conclusions.In order to solve this situation,this paper attempts to explore the decision mechanism of enterprise boundaries from the commonalities and differences of the two theories,and proposes the boundary decision theory based on asset-specific complementarity,emphasizing the endogeneity of enterprise capacity formation,and from the transaction cost.The angle explains this way of endogenous production.A unified logic analysis framework for two theories is given.

关 键 词：企业边界 交易成本理论 企业能力理论 资产专用互补性 

分 类 号：F069.9[经济管理—政治经济学]