企业纵向整合战略理论视角研究述评

A Review on Theoretical Perspectives for Firm Vertical Integration Strategy Research

以1984~2019年发表在10本管理类顶级英文期刊上的134篇论文为样本,遵循"理论工具箱"的文献综述思路,使用结构性文献回顾方法,梳理了企业纵向整合战略研究的理论视角。研究结果发现,在组织与战略管理领域,解释企业纵向整合战略的理论视角有8种,即交易成本理论、资源依赖理论、资源基础观、产权理论、产业组织理论、实物期权理论、制度理论、行为决策理论。然后,进一步对这8种理论在解释企业纵向整合战略的核心构念、实证研究结果及其研究发展脉络进行总结和比较。最后,从研究情境、研究内容、理论拓展、研究方法4个方面对企业纵向整合战略未来发展方向进行展望。

Based on 134 papers published in ten top-tier English journals of management from 1984 to 2019,this paper summarizes the theoretical perspectives in firm vertical integration strategy research by the method of structured literature review following the"theoretical toolbox"approach.The result shows that eight theoretical perspectives can be used to explain the motivation of vertical integration,which are transaction cost theory,resource dependence theory,resource-based view,property rights theory,industrial organization theory,real option theory,institutional theory,behavior decision theory.Furthermore,this paper summarizes and compares the core constructs,empirical research results and research development context of these eight theories in explaining the vertical integration strategy.Finally,suggestions concerning the future direction are proposed from research context,research content,theoretical expansion,research methodology.