技术追赶视角下企业战略资产寻求型OFDI的动力机制——基于长三角制造业企业的fsQCA实证

The Dynamic Mechanism of Strategic Asset Seeking OFDI from the Perspective of the Technological Catch-Up—A Fuzzy-Set Qualitative Comparative Analysis Based on the Yangtze River Delta Manufacturing Enterprises

随着中国企业国际化经验的积累和技术能力的不断提升,战略资产寻求型对外直接投资(OFDI)正在成为企业技术追赶的重要手段。基于意识–动机–能力(AMC)动态竞争理论框架,运用模糊集定性比较分析方法(fsQCA),对中国企业进行战略资产寻求型OFDI的决定因素进行了探究。基于87家长三角制造业企业的实证研究显示,战略资产寻求型OFDI具有四种动力构型:意识驱动、动机驱动、能力驱动及意识与能力协同驱动,其中以意识与能力协同驱动最为常见,对此,企业应在强化研发水平和拓宽战略视野的基础上,重视对战略资产消化与吸收能力的培养。

With the accumulation of Chinese enterprises’ international experience and the continuous improvement of technological capabilities, strategic-asset-seeking foreign direct investment (OFDI) has become a means for enterprises’ technological catch-up. Based on the Awareness-Motivation-Capability (AMC) framework of dynamic competition theory, the paper explores the dynamic mechanism of Chinese enterprises’ strategic asset seeking OFDI by using the fuzzy-set Qualitative Comparative Analysis (fsQCA) method. Empirical research based on 87 Yangtze River Delta manufacturing enterprises draws four dynamic configurations of strategic asset-seeking OFDI, i.e. awareness-driven, motivation-driven, capacity-driven, and awareness-capacity-collaborate-driven. Therefore, the enterprises should increase the R&D investment and broaden the strategic vision while paying more attention to the cultivation of absorption capability.