产业结构裂解与企业结构优势演进路径——基于一个汽车发动机零部件企业的案例研究

Co-evolutive Path of Industrial Structural Disintegration and Enterprise Structural Advantage——Based on A Chinese Automobile Engine Fittings Company Case

在产业结构裂解(Disintegration)背景下,基于Jacobides(2006)的结构优势(Architectural advantages)理论,本文运用案例研究方法,重点考察了在中国汽车产业高速发展的历史时期中的一个汽车零部件企业——A公司的成长过程,探讨了在产业结构裂解背景下企业结构优势演进路径r问题。通过深入研究该企业的历史发展、企业能力和企业边界的演进过程,我们发现,产业结构的裂解过程为企业的创新进入创造机遇,而产业链环节的创新进入与企业能力的发展是一个协同演进的过程,最终实现组织边界的演进,构筑企业的产业结构优势。

This paper studies a problem that is the path of the disintegration of industrial structure and the co-evolution of industrial structural advantage, by using the case study method to survey the historical developed process of a Chinese automobile fittings company--A company, which is under the background of the industrial structural disintegration and on the basis of the structural advantage theory （Jacobides, 2006）. By researching the process of its development, enterprise capabilities and enterprise boundaries＇ evolution, we find that the disintegrated process of industry provides opportunities to enter innovatively into this industry for a company and then the innovative entries into the industry and development of capabilities co-evolve. This process impulses the changes of organizational boundaries, and finally this company acquires its industrial advantages.