物联网生态企业的价值评估模型及应用案例  

Value Evaluation Model and Application Case for IoT Ecosystem Business

作　　者：张喆[1] 颜菁 徐剑刚[1] 沈旭东 潘红菊 ZHANG Zhe;YAN Jing;XU Jian-gang;SHEN Xu-dong;PAN Hong-ju(School of Management,Fudan University,Shanghai 200433,China;Shanghai Yongci Rehabilitation Hospital,Shanghai 201106,China)

机构地区：[1]复旦大学管理学院,上海200433 [2]上海永慈康复医院,上海201106

出　　处：《研究与发展管理》2023年第6期184-194,共11页R&D Management

基　　金：复旦大学科创企业管理问题研究专项项目“科创企业生态品牌构建研究——基于物联网生态品牌构建研究”(20210202);国家自然科学基金面上项目“电子商务中产品预告策略的有效性分析”(71972043)。

摘　　要：物联网生态企业是物联网时代出现的新型商业模式,它基于用户价值创造实现生态价值增长,从而对企业价值评估提出了挑战。而共赢增值表(WWVA)能够衡量企业的生态价值,是物联网生态企业独创的衡量其生态性的重要载体。本文基于梅特卡夫定律以及对DEVA模型进行修正,与共赢增值表进行对应,创新性地构建了“用户+资源生态方”联合视角的物联网生态企业估值模型。通过对物联网生态企业——海尔医疗孵化的上海永慈康复医院的应用分析,运用传统市销率法提出模型并测算其2020年的企业价值,验证模型的合理性。研究结论为估值模型应用呈现了崭新的维度和视角,同时对物联网生态企业的发展战略具有一定指导意义。The Internet of Things(IoT)ecosystem business is the new business model in the era of IoT.It realizes ecosystem value growth based on user value creation,which poses a challenge to enterprise value evaluation.The winwin value-added table(WWVA)can measure the ecological value of enterprises and is an important carrier for measuring the ecological nature of IoT ecosystem business.It is grounded in Metcalfe’s law and a modification of the DEVA model,corresponding to the win-win value-added table.It innovatively formulated a valuation model for IoT ecosystem business from the joint perspective of“user+resource ecology”.To illustrate the applicability of this model,it applied it to Yongci Rehabilitation Hospital and calculated its value in 2020 using the P/S ratio.The results obtained validate the rationality of the proposed model.It introduces a novel dimension and perspective for the utilization of valuation models in theory.Simultaneously,it holds certain guiding significance for the development strategy of IoT ecosystem business.

关 键 词：物联网生态企业 共赢增值表 梅特卡夫定律 DEVA估值模型 

分 类 号：F275[经济管理—企业管理]