国企—民企战略联盟与国有企业竞争地位跃升

The Strategic Alliance between SOEs and Private Enterprises and the Rise of SOEs’Competitive Position

做强做优做大国有资本与国有企业是实现中国式现代化的重要保障,各类资本取长补短、相互促进、共同发展的混合所有制经济构成国有企业提升核心竞争力的关键契机。文章探讨了国有企业与民营资本实施战略联盟对国有企业市场竞争地位的影响。研究发现,国有企业与民营资本实施战略联盟能够获取企业家默示知识,提升运营管理效率,改善品牌声誉,从而实现自身的市场竞争地位跃升。这种积极作用在中央和垄断国有企业中以及2015年党中央全面深化国企改革后更加明显,并在民营伙伴实力雄厚、聚焦共同投资经营、联盟内部沟通便利以及各方权利义务明确的情况下更加突出。文章研究表明,国有企业与民营资本实施产权融合之外的战略联盟能够切实提升核心竞争力。这不仅支持了党和国家以中国式现代化理念深化国资国企改革所进行的积极探索,而且对国有企业改革与国企—民企战略联盟的学术研究做出了重要拓展。

Against the backdrop of intensified trade frictions between China and the United States and transformation and upgrading of the economic structure,how to better enhance the core competitiveness of state-owned enterprises(SOEs)and promote them to become stronger,better,and bigger has become a topic of common concern in the fields of social practice and academic research.Although SOEs have achieved certain results in reform and development,they are still constrained by weak core competitiveness and low product market position.However,existing research has not paid enough attention to the common phenomenon of strategic alliance between SOEs and private capital in the context of Chinese characteristics,and has ignored its important role in the market competitive position of SOEs.On this basis,this paper takes state-owned listed companies from 2008 to 2021 as the object to explore the impact of strategic alliance between SOEs and private enterprises on the market competitive position of SOEs.The results show that SOEs can gain tacit knowledge from entrepreneurs,and improve operational efficiency and brand reputation,thereby achieving a leap in their market competitive position.If the implementation willingness and degree of strategic alliance between SOEs and private enterprises increase by one standard deviation,the market competitive position of SOEs will increase by 13%and 22%.Further analysis shows that the aforementioned effects are more pronounced in central and monopolistic SOEs,and after the comprehensive deepening of the SOE reform by the Party Central Committee in 2015.And it is more prominent in situations where private partners have strong capabilities,the focus is on joint investment and operation,the communication within the alliance is convenient,and the rights and obligations of all parties are clear.This paper has the following contributions and policy implications:In theory,it comprehensively considers the implementation willingness and degree of strategic alliance between SOEs and private enterprises,and studies its impact on the market competitive position of SOEs,thus making an important expansion of the literature on the micro-forms and consequences of mixed-ownership economies.In practice,it has guiding value for SOEs to better rely on the strategic alliance with private enterprises to enhance their core competitiveness,and also provides policy reference for regulatory authorities to better encourage,support,and promote the effective practice model of“SOEs and private capital”strategic alliance.