资源配置视角下中国制造业企业的隐形冠军成长之路——基于海丽雅的探索性案例研究  

The Growth Path for Hidden Champion of China Manufacturing Enterprises from the Perspective of Resource Allocation:An Exploratory Case Study based on Hailiya

作　　者：单宇 陈金龙 SHAN Yu;CHEN Jin-long(School of Business Administration,Dongbei University of Finance and Economics,Dalian,Liaoning,116012,China)

机构地区：[1]东北财经大学工商管理学院,辽宁大连116012

出　　处：《经济管理》2024年第5期111-129,共19页Business and Management Journal ( BMJ )

基　　金：国家自然科学基金青年项目“资源约束情境下中国跨国企业复合式创新机制研究:基于母国与东道国的动态循环逻辑”(72102030);教育部人文社会科学研究项目“资源约束背景下中国跨国企业干中学机制研究”(21C10173022);中国博士后科学基金面上项目“中国制造企业关键核心技术国产替代的实现路径与驱动机制研究”(2022M720975)。

摘　　要：隐形冠军企业作为解决技术和产业“卡脖子”问题的生力军,是打破技术封锁与低端锁定、推动产业结构升级的关键。由于市场环境的差异,本土隐形冠军企业的成长表现出不同于国外企业的独特特征,探究其成长过程和内在机制具有重要的现实价值。本文基于资源配置视角,通过对海丽雅集团的纵向案例分析,探究了制造业企业的隐形冠军成长之路。研究发现:制造业企业隐形冠军成长过程是纵向聚焦市场和深挖技术、横向拓宽技术应用场景的过程,其成长路径呈现出“业务聚焦—技术深耕—场景延伸”的“T型战略”演化轨迹;制造业企业隐形冠军成长表现出细分市场嵌入、技术创新聚焦、业务场景延伸以及生态能力构建四个关键机制,企业通过这四个机制聚焦细分市场、明确技术发展方向、提升企业技术竞争力、拓展技术应用场景,进而寻求增值空间,最后通过生态能力构建实现资源共享和产业发展。本文既是对资源配置理论解释边界的拓展,也是对解构中国制造业企业隐形冠军成长之路做出的新尝试和探索。Hidden champion enterprises,as a new force to solve the“stuck neck”problem of technology and industry,are the key to break the technological blockade and low⁃end lock,and complete the upgrading of industrial structure.Under the background of anti⁃globalization,in which the hot trade war and the cold war of science and technology are increasingly severe,the growth of local hidden champion enterprises shows unique characteristics different from foreign enterprises,and it is of great research value to explore their growth process and internal mechanism.Based on the perspective of resource allocation,this paper explores the growth path of hidden champions in manufacturing enterprises through the longitudinal case analysis of Hailiya Group.The research found that:firstly,the growth process of the hidden champion of manufacturing enterprises is the process of focusing on the market and digging deeper into the technology vertically,and broadening the technology application scene horizontally,and Its growth path presents a“T⁃shaped strategy”evolution track of“business focus⁃deep technology cultivation⁃scene extension”;Secondly,the resource allocation strategies of manufacturing enterprises are different under different environmental pressures:in terms of customer asset allocation,the growth of enterprises has experienced an iterative development process of“focusing on core main business⁃linking key customers⁃seeking growth space”and“identifying niche markets⁃deepening niche markets⁃incubating niche markets”;In terms of innovative asset allocation,enterprises follow the iterative evolution process of“identifying technology gap⁃introducing technology standards⁃promoting technology integration”and“cultivating R&D capability⁃building R&D network⁃building digital platform together”;Finally,The growth mechanism of the hidden champions of manufacturing enterprises mainly includes four key elements:embedding in niche markets,focusing on technological innovation,extending busi

关 键 词：隐形冠军 资源配置 创新资产 顾客资产 成长机制 

分 类 号：F273.1[经济管理—企业管理]