人工智能行业研发投入、创新策略与企业绩效——基于112家上市企业的实证研究  

R&D Inputs, Innovation Strategy and Company Performance of Artificial Intelligence Industry: Evidence from 112 China’s A-shares Companies

作　　者：孔旭 郝飞燕 刘佩佩 章连标 Kong Xu;Hao Feiyan;Liu Peipei;Zhang Lianbiao(Science and Technology Department,Civil Aviation University of China;College of Economics and Management,Civil Aviation University of China;Journal Editorial Office,Civil Aviation University of China;College of Continuing Education,Civil Aviation University of China,Tianjin 300300,China)

机构地区：[1]中国民航大学科技处 [2]中国民航大学经济管理学院 [3]中国民航大学学报编辑部 [4]中国民航大学继续教育学院,天津300300

出　　处：《科技管理研究》2021年第8期101-107,共7页Science and Technology Management Research

基　　金：天津市教委科研计划项目“基于专利视角的民航领域技术创新发展态势研究”(2019SK110);中央高校基本科研业务费专项资金项目“区域航空自主创新能力测度及产学研整合提升策略研究——以天津市为例”(3122019009)。

摘　　要：基于双元理论,以2015—2019年人工智能A股上市公司作为研究样本,研究我国人工智能企业的研发投入、创新策略与企业绩效三者关系。实证结果表明:探索式创新负向调节企业绩效(不显著),利用式创新正向调节企业绩效(不显著);加入调节变量研发投入后,探索式创新显著正向影响企业绩效,利用式创新则显著负向调节企业绩效。稳健性检验的结论与此一致。探索式创新和利用式创新是企业内部、企业与外部环境的协调统一,我国人工智能企业应坚持自主创新,不断加大研发投入,构建自主生态,增强产业韧性;政府应加强政策引导,营造创新氛围。Based on mbidexterity theory, this paper studies the relationship between R&D investment, innovation strategy and enterprise performance of artificial intelligence enterprises in China by using artificial intelligence A stock listed companies in 2015-2019 as research samples. The empirical results show that there exists negative correlation between exploratory innovation strategy (EXP) and company performance (ROA) in an insignificant way, but exists positive correlation between exploitative innovation (USE) and ROA insignificantly. With the addition of moderating variable R&D, EXP significantly and positively affects ROA, while USE has an inverse effect. Stability test result proves the same result. Exploration innovation and utilization innovation are the coordination and unity of the internal, enterprise and external environment of enterprises. China’s artificial intelligence enterprises should adhere to independent innovation, constantly increase R&D investment, build independent ecology, and enhance industrial resilience;at the same time, the government should strengthen policy guidance and create an innovative atmosphere.

关 键 词：人工智能行业 人工智能企业 人工智能研发 双元创新 探索式创新 利用式创新 企业绩效 

分 类 号：G311[文化科学] F204[经济管理—国民经济]