数字经济时代企业高成长机理研究——战略节奏视角  

Enterprises’High Growth Mechanism in the Digital Economy Era:A Strategic Rhythm Perspective

作　　者：张骁[1] 王娟娟 ZHANG Xiao;WANG Juan-juan(Business School,Nanjing University)

机构地区：[1]南京大学商学院

出　　处：《中国工业经济》2024年第2期173-192,共20页China Industrial Economics

基　　金：国家自然科学基金重点项目“后疫情时代的企业战略管理与数字化转型”(批准号72132005)。

摘　　要：在数字经济时代,用户需求快速迭代已成为驱动企业战略变革的关键力量,由此形成的持续性资源限制将严重影响企业的成长速度。在此背景下,企业如何实现高成长,成为学术界和理论界共同关注的话题。本文通过对嘉数高成长过程的案例分析发现,企业在持续适应用户需求过程中,通过匹配性评估选择战略变革的时机,然后采用战略跟进和战略迟滞两种行动逻辑进行战略适应,并在此基础上依据阶段性适应结果调整其战略变革的行动时机和行动逻辑,从而控制战略节奏,这是企业实现高成长的关键机制。其中,战略跟进能快速响应用户需求,有助于企业实现借势成长,战略迟滞则有助于企业获取一定的独占性优势后,在暂缓响应用户需求的过程中为未来的战略跟进蓄势聚能。在这一过程中,双元学习为企业快速跟进用户新需求提供了解决方案,探索式学习则为企业暂缓跟进用户新需求提供了新的认知基础。企业通过控制战略节奏能实现战略变革的应势而谋和张弛有道,有助于企业有效把握用户需求变化所带来的市场机会,并最大化释放战略变革的效能,从而借用户需求变化之势实现自身的高成长。本文的研究结论有助于推动企业高成长与战略节奏理论研究的进一步发展,还有助于指导企业高成长实践。In the era of the digital economy,the rapid iteration of the customer demand has become a major driver of strategic change for enterprises,creating ongoing resource constraints that can impede high growth of enterprises.High-growth enterprises typically play a significant role in wealth creation and employment;however,few papers have studied enterprises’high growth mechanism due to its transient and intermittent nature.This study conducts a longitudinal case study of the entire process in which Jiashu responded to the rapid iteration of customer demand and ultimately achieved high growth.Structured data analysis methods are then used to conduct an in-depth analysis of interview data from Jiashu’s founder,CEO,and five other core executive team members.A theoretical model is finally constructed for enterprises to achieve high growth by controlling the strategic rhythm in the digital economy era.According to the case analysis,this paper suggests that controlling strategic rhythm in two stages(matching assessment and strategic adaptation)is the key mechanism for enterprises to achieve high growth.In the matching assessment process,enterprises determine the timing of responding to a new demand by assessing the match between external opportunities and internal capabilities.In the strategic adaptation process,enterprises choose between two proactive logics,strategic follow-up or strategic retardation,to align with the new demand.Strategic follow-up based on ambidextrous learning enables enterprises to respond quickly and capitalize on emerging trends for rapid performance growth.Strategic retardation based on exploratory learning enables enterprises to wait for a more favorable opportunity when a quick response is challenging,and build capabilities to achieve rapid growth after gaining a monopoly advantage.By proceeding in an orderly manner with the strategic alignment assessment and strategic fit processes,and by choosing strategic follow-up or strategic retardation to cope with new customer demands,enterprises can

关 键 词：用户需求驱动 企业高成长 战略节奏控制 战略跟进 战略迟滞 

分 类 号：F272[经济管理—企业管理]