内循环赋能:本土市场竞争驱动企业逆向创新  

Internal Circulation Empowerment:The Driving Effect of Domestic Market Competition on Corporate Reverse Innovation

作　　者：褚旭 李丛杉 白云涛[1,2] CHU Xu;LI Cong-shan;BAI Yun-tao(School of Management,Xiamen University,Xiamen,Fujian,361005,China;Research Institute for Doing Business in China,Xiamen University,Xiamen,Fujian,361005,China)

机构地区：[1]厦门大学管理学院,福建厦门361005 [2]厦门大学中国营商环境研究中心,福建厦门361005

出　　处：《经济管理》2023年第10期70-90,共21页Business and Management Journal ( BMJ )

基　　金：教育部人文社会科学规划基金项目“企业社会责任视角下绿色技术创新研究:‘经济-伦理’双重机制”(22YJA630001);福建省软科学项目“福建省高科技企业逆向创新发展战略研究”(2022R0005)。

摘　　要：逆向创新是指那些在后发国家(地区)产生而后被先发国家(地区)采纳的创新活动,已成为新兴经济体企业实现全球化发展的重要选择。然而,逆向创新为何能够在后发国家(地区)产生并在先发国家(地区)形成市场优势?本土市场缘何能够激发企业的逆向创新?这是理论和实践上亟待回答的问题。为此,本文以2009—2019年中国创业板上市公司为样本,探究本土市场竞争视角下企业逆向创新的战略选择和决策机制。研究发现,本土市场竞争能够激励企业实施逆向创新,竞争和学习机制是其中的关键作用机制,且表现出企业行业地位和行业技术属性异质性;表征本土能力禀赋的高管政治关联存在和政治关联级别能够强化本土市场竞争对企业逆向创新的促进作用,高管留学和任职经历表现出差异化的调节作用,其中,高管留学经历能够强化本土市场竞争对企业逆向创新的促进作用,而高管任职经历则表现出消极的调节作用。本文的研究结论证实了中国本土激烈的市场竞争在企业国际化行为中的重要价值,为中国“双循环”背景下的内循环赋能提供证据,也为中国企业的创新与全球化路径形成有益启示。The Political Bureau of the Communist Party of China Central Committee proposed a“dual circulation”development pattern in May 2020.This pattern suggests that China􀆳s unique market advantages and innovation potential can provide great market space for China􀆳s economic development and value chain advancement.Against this backdrop,this article investigates how domestic market competition in China endows firms􀆳reverse innovation,which refers to innovative activities originated in developing countries and later adopted by developed countries.To begin,we explored the relationship between domestic market competition and corporate reverse innovation.Then,we examined the moderating effect of executives􀆳political connections,considering the characteristics of the local generation stage of reverse innovation.Next,we tested the moderating effect of executives􀆳overseas background,focusing on the features of reverse innovation􀆳s overseas diffusion stage.Furthermore,we verified the competition and learning mechanisms underlying the relationship between domestic market competition and corporate reverse innovation,as well as the heterogeneity of firms􀆳power and high⁃tech attributes.This article adopts Chinese GEM listed companies from 2009 to 2019 as the sample for empirical tests.The results show that competition in the domestic market can stimulate firms􀆳willingness to innovate and provide learning opportunities for them,thus enhancing the level of firms􀆳reverse innovation.Moreover,considering the two-stage nature of reverse innovation,namely the local generation stage and the overseas diffusion stage,the positive effect of domestic market competition on reverse innovation will be moderated by executives􀆳political connections and overseas background.On one hand,the existence and level of political connections,which represent the domestic resources and capabilities possessed by executives,can strengthen the effect of domestic market competition on promoting enterprises􀆳reverse innovation.On

关 键 词：本土市场竞争 逆向创新 高管政治关联 高管海外背景 

分 类 号：F276[经济管理—企业管理]