红色战略还是灰色战略——针对我国制度转型中企业战略迷失的实证研究被引量：11

Which Is Better: Red Strategy or Gray Strategy——An Empirical Study on Strategic Lost of Chinese Firms

导出

摘要我国制造业公司目前陷入了战略迷失:在重视市场的红色战略和利用正式制度漏洞来寻租的灰色战略两者之间应该选择哪一个?基于我国的制度转型情境,我们采用战略均衡三角理论,通过我国制造业所有上市公司2000—2010年15620个公司年的数据,研究了近十年制度转型过程中企业战略迷失问题的形成以及作用机制。研究表明,政府不正确的、过度的干预,不仅会影响企业行为的获利回报,而且会导致企业战略行为选择的错位。同时指出,在战略均衡的三角中,制度观视角比产业观、资源观视角更能够解释我国企业的战略行为,且与后两者属于不同维度。本研究加深了人们对我国企业关系型战略、战略与商务模式匹配、政府角色等问题的理解。 Which should be choose, red strategy which focus on market competition or gray strategy which on utilizing institutional voids？ At present manufacturing firms are undergoing strategic lost to above choice. Based on institution context of China, we use strategic tripod theory to illustrate how government involvement affects the firms＇ strategic lost since entering WTO by 15620 firm-year listed firms＇ dataset. This study shows that governments＇ wrong involvement could lead to organizational behavior distortion. In the meanwhile, institutional view is more important than industry ＆ organization-based view and resource-based view. This conclusion is contrary to strategic tripod legs theory. These results we draw enrich the understanding of Guanxi strategy, matching of strategic choice and business model and government role in emerging economy.

作者刘海建

机构地区南京大学商学院

出处《中国工业经济》 CSSCI 北大核心 2012年第7期147-159,共13页 China Industrial Economics

基金国家自然科学基金面上项目"社会资本战略惯性与企业绩效:基于网络嵌入视角的考察"(批准号70972031) 国家自然科学基金青年项目"组织结构惰性战略变革与企业绩效关系的实证研究"(批准号70602009) 教育部人文社会科学基金青年项目"竞争能力刚性与企业成长:基于微观机制的视角"(批准号08JC630042)

关键词灰色战略战略迷失商业模式制度转型 gray strategy strategic lost business model institutional transition

分类号 F270 [经济管理—企业管理]

引文网络
相关文献

参考文献16

1Park,S.H., and Y. Luo. Guanxi and Organizational Dynamics: Organizational Networking in Chinese Firms [J]. Strategic Management Journal, 2001, 22(5).
2Peng, M. W., S. L. Sun, B. Pinkham, and H. Chen. The Institution-based View as a Third Leg for a Strategy Tripod[J]. Academy of Management Perspectives, 2009, 23(4).
3Peng, M. W., and Y. Luo. Managerial Ties and Firm Performance in a Transition Economy: The Nature of a Micro-macro Link[J]. Academy of Management Journal, 2000, 43(3).
4Xin, K., and J. L. Pearce. Guanxi: Connections as Substitutes for Formal Institutional Support [J]. Academy of Management Journal, 1996, 39(6).
5Porter,M. Competitive Strategy: Techniques for Analyzing Industries and Competitions[M]. Free Press,New York, 1980.
6Porter, M. Competitive Advantage[M]. New York: Free Press, 1985.
7Porter,M. What Is Strategy[J]. Harvard Business Review, 1996,74(6).
8Peng, M. Institutional Transitions and Strategic Choices [J].Academy of Management Review, 2003, 28(2).
9Teece, D. J. Profiting from Technological Innovation: Implications for Integration, Collaboration, Licensing and Public Policy[J]. Research Policy, 1986, (15).
10Li, J. J., L. Poppo, and K. Zhou. Do Managerial Ties in China Always Produce Value? Competition, Uncertainty, and Domestic vs Foreign Firms[J]. Strategic Management Journal, 2008, 29(4).