逆境事件冲击下全球价值链系统韧性的动态演化——基于嵌入性多案例的纵向研究  

Evolution of GVC System Resilience in Response to the Impact of Adverse Events:A Longitudinal Study Based on Embedded Multi-Cases

作　　者：甄珍[1,2] 王凤彬 Zhen Zhen;Wang Fengbin

机构地区：[1]南京师范大学商学院 [2]南京信息职业技术学院数字商务学院 [3]中国人民大学商学院 [4]中国人民大学企业管理哲学与组织生态研究中心

出　　处：《复印报刊资料（世界经济导刊）》2023年第3期3-19,共17页JOURNAL OF WORLD ECONOMICS

基　　金：国家社会科学基金重大项目“中国企业裂变式发展重大问题研究”(批准号21&ZD136)。

摘　　要：逆境事件是引发全球价值链(GVC)系统韧性动态演化的外部驱动因素。本文采用纵向时序嵌入性多案例研究法,剖析丰田GVC在不同类型逆境事件冲击下的解耦重构方式,揭示并提炼系统韧性动态演化的内生机制和演化进程模型。研究发现:一旦经历逆境事件冲击,GVC嵌入企业就会感知危机而启动个体解耦行为,进而以微宏观跨层次关联发展引发系统结构演化和系统韧性提升;不同类型的逆境事件会驱动GVC以不同方式解耦重构,但差异化解耦重构的背后蕴含着同样的循环反馈机制,作为系统韧性演化的内在动力机制,驱动系统韧性持续演化直至能适应并承受住逆境事件冲击为止或者直至逆境事件结束为止;在逆境事件冲击下,GVC通过“逆境冲击→解耦重构→结构演化←→韧性提升→新逆境冲击……”的动态演化,实现系统演化的量变或质变;新冠肺炎疫情冲击与循环反馈机制相结合,共同驱动GVC解耦重构向着强化跨产业横向聚变转变,促使复杂GVC涌现出更具韧性的商业生态系统。本文阐释了系统韧性螺旋式上升的内在动力机制,对系统韧性动态演化进行了过程理论化,在指明GVC受疫情冲击会向生态GVC演化的同时,为政府和企业加速推动或主动参与生态GVC涌现提供了政策建议。For a global value chain(GVC),whether system resilience reaches a sufficient level will determine its future of staying alive and performing well under the current serious impact of COVID-19 pandemic or going to collapse.However,extant literature does not pay enough attention to address the dynamics of system resilience.Thus,it is of both practical importance and theoretical necessity to study the evolution process and mechanism of GVC system resilience.This paper takes adverse events as external drivers triggering the evolution of GVC system resilience and selects the family-car industry GVC led by Toyota Motor Corporation(Toyota GVC for short)as the typical case embedded by four temporal processes responding respectively to global financial crisis(Type I adverse event),car-recalling crisis caused by U.S.re-industrialization policy(Type III adverse event),Fukushima earthquake crisis(Type II adverse event),and COVID-19 pandemic crisis(Type IV adverse event).By adopting longitudinal temporally-embedded multi-case comparative study,this paper finds out that different types of adverse events would drive GVC decoupling and reconfiguring in different ways behind which,however,there appears a similar feedback-loop mechanism that provides an endogenous motor for improving GVC system resilience.The GVC evolves in a pattern of spiraling that would not stop until its system resilience could withstand the impact or until the adverse event ends;under the impact of adverse events,the Toyota GVC has achieved some evolution,either quantitatively or qualitatively,through the process of impacted by an adverse event→decoupling and reconfiguring→reconstructing structure←→improving resilience→impacted by a new adverse event…,and the impact of the COVID-19 pandemic supplemented by the feedback-loop mechanism has driven the whole system decoupling and reconfiguring to promote horizontal fusion of cross-industry collaborations,which then leads the Toyota GVC to emerge into a more resilient business ecosystem.The purpose of

关 键 词：系统韧性 逆境事件 GVC解耦重构 动态演化 纵向案例 

分 类 号：F273.1[经济管理—企业管理] F416.471[经济管理—国民经济]