企业竞合关系中企业家精神配置的双重均衡——基于广药与加多宝“王老吉”之争的案例研究

The Dual Equilibrium of Allocation of Entrepreneurship in the Co-Opetition Relationship——Case Research Based on the Campaign between Guangzhou Pharmaceutical Holding Limited and JDB

在企业家精神配置理论基础上,建立了"企业家精神配置-企业内/企业间双重均衡-企业绩效"的理论框架,分析企业竞合关系中生产性活动与非生产性活动的配置问题。以广药和加多宝的"王老吉"之争为案例研究对象,剖析了双方在合作与竞争过程中,企业家精神配置对企业内部与企业间的均衡状况的影响。研究发现:在既定资源约束下,当生产性活动、非生产性活动的边际收益都为0时,最优的配置比例引致企业内均衡;不同状态的企业内均衡将形成3种水平的企业间均衡状况:高水平均衡、低水平均衡和失衡。竞合关系下的企业在寻求企业内部均衡的同时必须与其他企业维持企业间高水平均衡,才能促使企业绩效的长期增长。

Based on the theory of allocation of entrepreneurship put forward by Baumol, this stud- y proposes the research framework of ＂allocation of entrepreneurship-internal equilibrium ＆ equilibri- um between enterprises-enterprise performance＂ to analyze the allocation of productive and non-pro- ductive activities within the co-opetition relationship among enterprises related. The campaign of ＂ Wang laoji＂ between Guangzhou Pharmaceutical Holding Limited and JDB was selected as the case for further research. How the allocation of entrepreneurship affects the internal equilibrium and equilibrium between enterprises in the process of cooperation and competition was explored. The major find- ings include. （1）Given resource constraints, optimal allocation ratio will result the internal equilibrium in case marginal revenue of productive activities, non-productive activities and the proportion of these two activities equal 0. （2）Different states of internal equilibrium will lead to three levels of equilibrium between enterprises, high-level equilibrium, low-level equilibrium and imbalance. Finally, it is con- cluded that enterprises must collaborate with other enterprises to maintain a high level equilibrium while seeking internal equilibrium in order to achieve long-term growth of enterprise performance.