供应链集中度、双元创新战略与新能源汽车产业链企业财务绩效——基于模糊集定性比较分析  

Supply chain concentration,dual innovation strategy,and financial performance of new energy vehicle industry chain enterprises:based on a fuzzy-set qualitative comparative analysis

作　　者：张慧[1] 解佳琪 尚蒋涛 ZHANG Hui;XIE Jiaqi;SHANG Jiangtao(School of Management,Hangzhou Dianzi University,Hangzhou 310018,China)

机构地区：[1]杭州电子科技大学管理学院,浙江杭州310018

出　　处：《科技管理学报》2025年第1期92-101,共10页Journal of Science and Technology Management

基　　金：国家社会科学基金项目(20BGL293)。

摘　　要：提升新能源汽车产业链企业财务绩效对于推动新能源产业快速发展具有重要意义。本文以2013—2022年A股新能源汽车产业链上市企业为研究样本,运用模糊集定性比较分析方法(fsQCA),分析客户集中度、供应商集中度、探索式创新战略、利用式创新战略以及政府支持的协同联动效应对新能源汽车产业链企业财务绩效的影响,并探究其财务绩效的提升路径。研究发现:单一因素不是新能源汽车产业链企业高财务绩效和低财务绩效的必要条件,多因素协同作用才是最优选择;驱动新能源汽车产业链企业财务绩效提升存在2类组态路径,分别是客户与探索式创新双元主导型和政府支持与客户主导下利用式创新型;抑制新能源汽车产业链企业财务绩效提升存在2类组态路径,分别是供应商主导型和供应链与政府支持双失衡型。研究结论为新能源汽车产业链企业在外部竞争环境中构建良好的供应链关系和创新模式提供了经验证据,有助于新能源汽车产业链企业提升财务绩效。Currently,China s new energy vehicle industry still faces problems such as insufficient market competitiveness and weak research and development innovation capabilities.The development of the new energy vehicle industry is a necessary path for China to become a strong automobile country.Improving the financial performance of enterprises in the new energy vehicle industry chain is of great significance for promoting the rapid development of the new energy vehicle industry.In order to identify the key paths that affect the financial performance of enterprises in the new energy vehicle industry chain,this paper takes listed companies in the A-share new energy vehicle industry chain from 2013 to 2022 as research samples,and deeply explores the impact of customer concentration,supplier concentration,exploratory innovation strategy,exploitative innovation strategy,government support,and the synergistic linkage of these factors on the financial performance of enterprises in the new energy vehicle industry chain.Using the fuzzy set qualitative comparative analysis method(fsQCA),the paper explores the improvement and inhibition paths of financial performance of new energy vehicle industry chain enterprises.The research results show that a single factor is not a necessary condition for high or low financial performance of new energy vehicle industry chain enterprises,and the synergistic effect of multiple factors is the optimal choice.There are two types of configuration paths for driving the financial performance improvement of enterprises in the new energy vehicle industry chain:the dual dominant model of customer and exploratory innovation,and the utilization innovation model under government support and customer leadership.These two configuration paths indicate that higher customer concentration can greatly improve the financial performance of new energy vehicle industry chain enterprises,and whether to adopt a utilization based innovation strategy or an exploratory innovation strategy needs to be comprehensively consi

关 键 词：供应链集中度 双元创新战略 政府支持 企业财务绩效 模糊集定性比较分析 

分 类 号：F274[经济管理—企业管理]