数据安全、组织边界与自主创新战略  

Data Security,Organization Boundaries and Independent Innovation Strategy

作　　者：聂辉华[1] 王一兆 李靖[2] NIE Huihua;WANG Yizhao;LI Jing

机构地区：[1]中国人民大学经济学院 [2]北京工商大学国际经管学院

出　　处：《社会科学》2022年第12期109-118,共10页Journal of Social Sciences

基　　金：国家自然科学基金面上项目“数字经济对企业本质、边界和内部组织的重塑”(项目编号:72273144);北京高校“双一流”建设资金的阶段性成果。

摘　　要：论文第一次从契约理论的角度研究了企业的数据安全策略及其对企业边界的影响,并首次提出“数据敲竹杠”的概念。在构建的数据敲竹杠模型中,企业必须在内部安全和外部安全之间权衡取舍,这决定了企业的最优边界。企业可以将数据加工业务外包给合作伙伴,这种市场契约有利于提高外部安全(客户安全),但是企业可能遭遇合作伙伴的数据敲竹杠。模型的主要结论是:(1)当数据对最终产品很重要时,企业选择自行加工数据(确保内部安全),此时一体化是最优的;(2)市场竞争和市场不确定性对企业数据决策的影响,依赖于数据在生产中的重要程度;(3)当企业对外销售的比例较高时,企业会选择外包数据加工,此时市场契约是最优的。从数字企业和国家的层面考察乌卡时代的数据安全和自主创新战略,应该鼓励大型企业进行数字技术创新,并且要动态、辩证地看待产业安全。This paper studies the data security strategy of firms and its impact on the boundary of firms from the perspective of contract theory,and puts forward the concept“data holdup”for the first time.In the model of data holdup constructed in this paper,the firm must trade off inside security and outside security,which determines the optimal boundary of the firm.Firms can outsource data processing to partners,which helps to improve outside security(customer security),but they may suffer from data holdup by partners.The main conclusions of the model are:(1)When data is important to final product,the firm chooses to process data itself(to ensure inside security),and integration is optimal then.(2)The impact of market competition and market uncertainty on the decision of data processing depends on the importance of data in production.(3)When the proportion of outside sales in the firm is high,the firm chooses to outsource data processing,in which case the market contract is optimal.Then this paper discusses data security and independent innovation strategy in VUCA era from the level of digital firms and country respectively.This paper argues that large firms should be encouraged to carry out digital technology innovation,and industrial security should be treated dynamically and dialectically.This research has important enlightenment for data security and national independent innovation strategies.

关 键 词：数据安全 数据敲竹杠 企业 自主创新 

分 类 号：F49[经济管理—产业经济]