政府和市场的互动与企业战略实现——中国道路自信在京东方案例中的现实依据

Interaction between the Government and the Market andEnterprise Strategy Realization: Empirical Evidence ofChina’s Road Confidence in BOE

文章通过企业战略实现的过程解释了政府引导下市场机制在资源配置中的决定性作用。持续跟踪发现,京东方在政府和市场的互动作用下积极围绕国家战略进行布局,在多地进行投资和生产线建设并不断加强创新投入,最终在市场、技术、品牌、出口和全球竞争力等多个方面取得突出成果。文章基于政府和市场的关系、中央政府和地方政府的关系以及企业生命周期等理论工具对案例现象进行了分析,得出以下结论:第一,在中国,政府与市场并不对立,政府支持和市场机制都是推动国家战略在微观层面实现的重要力量,也是中国经济发展道路自信的具体体现。第二,央地关系是维护中央政府统一领导、调动地方政府和市场积极性以及促进企业投资跨地区合理布局的重要保障。中央政府依据总量信息优势制定总体战略,竞争中的地方政府依据资源比较优势采取适宜措施促使企业跨地区合理投资,从而保障总体战略目标在地区和企业层面的有效落实。第三,政府和市场互动作用的创新效应具有周期性和滞后性,其经济效果是企业周期性发展叠加的结果,因此企业的战略实现需要一个长期过程。文章突破了对于政府与市场的关系在认识上的对立视角,以两者在案例中的互动运作机理揭示了中国经济发展经验,也为中国道路自信提供了现实依据。

This paper discusses the specific process and mechanism of how the market realizes resourceallocation under the guidance of the government and acts on the realization of micro enterprise strategy.After continuous tracking, we find that BOE has actively carried out layout around the national strategy, investedin many places, built production lines, and continuously strengthened innovation investment under the interactionof the government and the market. Through more than ten years of efforts, it has formed a relativelyreasonable production line and production capacity layout nationwide, and finally made outstanding achievementsin market, technology, brand, export and global competitiveness.Based on the theoretical tools of the relationship between the government and the market, the relationshipbetween the central government and the local government, and the life cycle of enterprises, this papermakes an essential analysis of the case phenomenon and draws the following conclusion: (1) In China, thegovernment is not opposed to the market. Government support and market mechanism are important forces topromote the realization of national strategy at the micro level. It is also the concrete embodiment of China’seconomic development road confidence. (2) Coordinating the relationship between the central governmentand the local government is an important guarantee for maintaining the unified leadership of the central government,mobilizing the enthusiasm of the local government and the market, and promoting the rational crossregionaldistribution of enterprise investment. (3) The innovation effect of the interaction between governmentsupport and market mechanism has significant periodicity and hysteresis, and its economic effect is theresult of enterprises’ multi-cycle development. Therefore, the realization of the strategic goal of the interactionbetween the government and the market needs a long-term process.The contribution of this paper is that it breaks through the opposite perspective on the understanding ofthe relationship between the government and the market, reveals the experience of China’s economic developmentwith the interactive operation mechanism in real cases, and provides a realistic basis for China’s roadconfidence.