产业升级的微观实现机制研究:基于双元性理论的视角

Microscopic Realization Mechanism of Industrial Upgrading:Based on Perspective of Ambidexterity Theory

产业升级是实现经济结构转变的重要方式,然而当前仍缺乏一套较好的可供政策制订参考的理论框架和方案。基于Coleman的微观—宏观关系模型,尝试将产业和企业两个层面进行关联与对接,试图构建一个产业升级的跨层次模型,从而揭示产业升级的微观实现机制。具体而言,从双元性理论视角,强调产业升级是一个兼顾对现有产业的开发式创新和对新型产业的探索式创新的过程。在这个过程中,产业中的核心企业需要具备双元性的战略思维和能力,即通过流程、产品升级开发当前产业环节潜力,通过功能和链条升级探索新的产业环节与产业链两方面平衡的能力,从而带动整个产业的升级和持续竞争优势。最后,对模型的理论和实践意义进行了探讨。

Industrial upgrading is an important way to change the economic structure. However, the current research lack of the theoretical framework to analyze this. Based on the Coleman＇s micro-macro relations model, the research tries to link industry with company, and builds microscopic realization mechanism of industrial upgrading. In detail, based on ambidexterity theory, we consider that industrial upgrading as the balancing process between exploitation in current industry and exploration in future industry. In this process, Core Company should have ambidextrous capabilities to balance exploitation and exploration and finally upgrade the whole industry to achieve sustainable competitive advantage. In the end, we discuss the implication of the research.