制造企业服务化转型下的价值共创机制:基于产业链循环依赖的视角

Value co-creation mechanism under servitization of manufacturing enterprises:Based on the perspective of cyclic dependence in the industrial chain

数智化时代,以价值共创为导向的制造业企业,其服务化转型的关键在于转变为涵盖整个价值链的面向需求的场景化服务。正视这种转变引起的产业链重构,分析在产品与服务的集成方式的转变下产业链各环节循环依赖式的互动逻辑,构建产业链循环依赖与价值共创间的作用关系,弥补现有研究对产业链整合理论认识的局限。基于对中国405家企业的调研数据,加以实证分析,对提出的理论假设进行验证与对话。研究发现,知识型循环依赖、结构型循环依赖、关系型循环依赖这3种循环依赖与价值共创的作用关系均呈现倒U型。知识型循环依赖的两个维度——知识重要性和不可替代性依赖在结构型循环依赖与价值共创间、关系型循环依赖与价值共创间均发挥着显著的调节作用。基于以上结论,进一步探讨制造业企业服务化转型背景下,企业围绕价值链重构设计产业链进而形成创新链的依据以及风险规避策略。

In the era of digitalization and intellectualization,the key to the servitization of manufacturing enterprises guided by value co-creation is to transform them into demand-oriented scenario-based services that cover the entire value chain.This paper confronts the problem of industrial chain reconstruction caused by this transformation,analyzes the interactive logic of the cyclic dependence of each link in the industrial chain under the transformation of the integration method of products and services,constructs the functional relationship between the cyclic dependence of the industrial chain and value co-creation,and compensates for the limitations of existing research on the theoretical understanding of industrial chain integration.By using the samples of 405 enterprises in China,this paper makes an empirical analysis and verifies and discusses the theoretical hypotheses put forward.The study finds that the relationship between knowledge-based cyclic dependence,structural cyclic dependence,relational cyclic dependence,and value co-creation is inverted U-shaped.The two dimensions of knowledge-based cyclic dependence—knowledge importance and irreplaceable dependence—play significant roles in moderating the relationship between structural cyclic dependence and value co-creation and relational cyclic dependence and value co-creation.Based on the above conclusions,this paper further explores the basis and risk avoidance strategies for enterprises to restructure and design industrial chains around the value chain and form innovation chains under the servitization of manufacturing enterprises.