中国制造业企业控制全球价值链核心活动的路径探索——基于模糊集定性比较分析(fsQCA)  

Exploring the Paths for Chinese Manufacturing Enterprises to Control the Core Activities of Global Value Chain:A Fuzzy‑set Qualitative Comparative Analysis

作　　者：宋耘 张瑞秋 陈浩泽 SONG Yun;ZHANG Rui-qiu;CHEN Hao-ze(School of Business,Sun Yat-sen University,Guangzhou,Guangdong,510006,China)

机构地区：[1]中山大学管理学院,广东广州510006

出　　处：《经济管理》2024年第5期28-50,共23页Business and Management Journal ( BMJ )

摘　　要：在以技术民族主义为特征的逆全球化时代,中国企业需要加快实现跨越式升级,成长为所在行业的创新引领者,通过控制全球价值链核心活动完成从被治理者到治理者的角色转变。本文以240家中国制造业企业为研究样本,基于“连接—杠杆—学习”理论、组织学习理论与企业核心能力理论,探究对外直接投资、创新优势、企业核心能力三个方面的七个前因条件对控制全球价值链核心活动的组态效应。研究表明,控制全球价值链核心活动的前因组态可归纳为四种模式,即“双元创新驱动型”可引致控制全球价值链准入,“研发优势驱动型”可引致控制核心技术,“研发效率协同型”可引致控制市场活动,“全球资源拉动型”可引致控制全球生产决策。本文从组态视角系统解释了中国企业控制全球价值链核心活动的多重并发路径,在一定程度上弥合了先前研究的冲突结论,推动企业升级的因果逻辑性研究向多维交互的整体视角转变。In an era of de⁃globalization underpinned by a technological cold war,developed countries,led by the United States,are increasingly intervening in global supply chains.This directly undermines the fundamental assumption in international business of a positive interdependence between nations and firms.The abrupt changes in the global economic governance system have significantly heightened the risks associated with the international operations of Chinese enterprises.Chinese firms must accelerate their transformative upgrades to become innovation leaders in their industries,shifting from being governed to governing by controlling core activities in the Global Value Chain(GVC).Existing research has noted that firms from emerging economies,represented by Chinese enterprises,are no longer confined to simple manufacturing tasks but are expanding into core GVC activities such as R&D and marketing,becoming key players in global value chains.Researchers emphasize that Emerging Market Firms(EMFs)need to develop capabilities to engage in core GVC activities to achieve transformative upgrades.However,few studies have deeply explored how firms with different capability endowments achieve control over core GVC activities.This paper uses a sample of 240 Chinese manufacturing enterprises to explore the configurational effects of controlling core GVC activities,based on the“Linkage⁃Leverage⁃Learning”(LLL)theory,organizational learning theory,and core competency theory.It examines this from three perspectives:outward foreign direct investment(OFDI),innovation advantages,and core competencies.The configurational analysis results indicate,first,that Chinese manufacturing enterprises exhibit a“multiple concurrency”characteristic in controlling core GVC activities.Seven factors—OFDI experience,innovative culture,learning capability,manufacturing capability,R&D capability,marketing capability,and supply chain capability—form four models of antecedent configurations for controlling core GVC activities:(1)The“dual inn

关 键 词：控制GVC核心活动 跨越式升级 定性比较分析(QCA) 组态视角 

分 类 号：F270.70[经济管理—企业管理]