战略认知差异会影响企业技术创新吗?——基于文本主题分析的实证研究  

Do Strategic Cognition Differences Affect Firm Innovation?——An Empirical Study Based on Text Topic Analysis

作　　者：古志辉[1] 王兰 GU ZHI-hui;WANG LAN(Business School,Nankai University,Tianjin 300071,China)

机构地区：[1]南开大学商学院,天津300071

出　　处：《研究与发展管理》2024年第3期137-148,共12页R&D Management

基　　金：国家自然科学基金项目“儒家传统如何影响技术创新:基于公开数据的实证研究”(71871122);“资本市场改革对企业创新的影响研究:基于公司治理的视角”(71772090)。

摘　　要：在知识经济时代,知识对创新的边际贡献超过传统物质性生产要素,企业技术创新优势更多源于管理者认知的转变,而不再由异质性的资源所决定。本文探讨了行业场景中管理者的战略认知相较于行业共享信念之间的差异对技术创新的影响,同时考虑了探索式学习与知识组合多样性在其中所发挥的路径传导作用。研究结果显示:管理者的战略认知差异能够显著促进以专利申请量为表征的技术创新数量,提高以专利外部引用为表征的技术创新质量。进一步研究发现,探索式学习和知识组合多样性在战略认知差异与技术创新的关系中发挥了部分中介作用。异质性分析发现,受到来自家族权威和行政制度的干预,管理者的战略认知差异在非家族企业与非国有企业样本中表现出更为显著的技术创新效果。研究结论从战略认知差异视角拓展了技术创新的前因研究,同时为理解中国企业的创新决策逻辑、探究创新人才培养路径提供了理论参考。In the era of knowledge economy,the marginal contribution of knowledge to innovation exceeds the traditional material production factors,and the technological innovation advantages are more derived from the change of managers' cognition.It discussed the impact of the difference between managers' strategic cognition and industry shared beliefs on technological innovation,and considerd the mediating effect of exploratory learning and knowledge portfolio diversity.The research results show that strategic cognition differences significantly promote technological innovations represented by patent applications,and positively affect the quality of technological innovation represented patent external citations.Further research also finds that exploratory learning and knowledge portfolio diversity play a partial mediating role in the relationship between strategic cognitive differences and technological innovation.The heterogeneity analysis finds that under the intervention of family authority and administrative system,managers' strategic cognitive differences show more significant technological innovation effect in non-family and non-state-owned samples.The results expand the literature on the antecedents of technological innovation from the perspective of strategic cognitive differences,and provide a theoretical reference for understanding the innovation decision-making logic of Chinese enterprises and exploring the path of cultivating innovative talents.

关 键 词：战略认知差异 技术创新 探索式学习 知识组合多样性 文本主题分析 

分 类 号：F272.3[经济管理—企业管理]