基于共同演化范式的代工企业GVC升级机理研究与代工策略启示——基于二元关系的视角

A Coevolution Analysis on OEM/ODMs GVC Upgrading Mechanism and Its Application to Strategies——Dyadic Perspective

GVC嵌入中的我国代工企业"升级"与"伪升级"命运迥然各异,其背后机理既有的理论缺乏解释,代工企业面临代工策略的决策困境。本文认为,二元关系的视角下代工企业的GVC升级命运,是代工能力建构与GVC知识治理共同演化的结果。基于共同演化范式,对多层次嵌入情境、初始条件、演化机理以及GVC"升级"或"伪升级"演化结果等进行了分析。结论认为,代工能力的专有性是"升级"演化的主要动力,其处于主导的条件下,适度进行关系专用性投资将起着助推"升级"的积极作用。但是,当代工能力处于专用性主导时,关系专用性投资将使代工企业进一步陷入"伪升级"泥潭。据此结论,为代工企业提出寻求GVC升级的相关代工策略与政策建议。

OEM/ODMs dramatically different upgrading or downgrading phenomena needs theoretical explanations. By the perspective of dyadic relation and update research conclusions of buyer-supplier governance, constructs co-evolution analysis framework in between OEM/ODM＇s capability and GVC knowledge governance. The knowledge logic is：OEM/ODM＇s capability exclusiveness and relational specificity, drive the dyadic relation orientation and power structure, and then on the one hand influence GVC knowledge transferring and spillover interface which screen and select specific or independent knowledge, on the other hand makes value distribution and OEM/ODM＇s upgrading destiny. The conclusion is that OEM/ODM＇s capability＇s structure of exclusiveness and relational specificity is the key of upgrading or downgrading evolution approaches. But downgrading can shift to upgrading evolution approach by construction effort. The author as the end, puts forward some practical suggestions.