管理学刊2024，Vol.37Issue(5)：65-80,16.DOI:10.19808/j.cnki.41-1408/F.2024.0044
动力机制、战略行为与后发企业生态位跃迁
Power Mechanism,Strategic Behavior,and Ecological Niche Transition of Latecomer Firms:Based on the Longitudinal Case Study of Photovoltaic Companies
摘要
Abstract
Drawing on strategic ecological niche and dynamic capabilities theory,and based on the logical linkage from driving mechanisms to strategic behavior to ecological niche capabilities,an integrated theoretical framework model is constructed by using grounded theory method and exploratory multi-case study method,focusing on photovoltaic enterprises.Based on the research framework,the study analyzes the dynamic mechanism,strategic behavior and evolution trajectory of niche capability of three typical photovoltaic companies:Trina Solar,LONGi Green Energy,and GCL Group,from niche creation,expansion to maturity stage to achieve niche leapfrogging.Through multi-level coding and summarization,the evolutionary path of ecological niche leapfrogging for latecomer firms is derived.The study results are as below.Firstly,the dynamic mechanism of niche improvement of latecomer firms is manifested in the evolution process from innovation element driving mechanism to transformation and upgrading driving mechanism to strategy-oriented driving mechanism.Secondly,the innovation strategy paradigm has gone through the evolution process from follower strategy based on demand search to explorer strategy based on market development to technology promoter strategy based on leading innovation.Lastly,the accumulation and enhancement of ecological niche capabilities has formed an evolutionary path from application-oriented incremental dynamic capabilities to exploratory breakthrough dynamic capabilities to disruptive synergistic innovation capabilities.Based on this,a path model for Chinese PV latecomers firms is proposed to jointly promote ecological niche leapfrogging based on dynamic mechanisms,strategic behavior,and core capabilities evolution.The theoretical contribution of the study lies in expanding the theoretical scope of strategic evolution and strategic paradigm shift of latecomer firms,providing theoretical support and practical guidance for breaking the path dependence through niche innovation and promoting renewable energy enterprises to catch up and surpass.关键词
战略行为/动力机制/生态位跃迁/后发企业Key words
strategic behavior/power mechanism/ecological niche transition/latecomer enterprises分类
管理科学引用本文复制引用
张爱琴,郭丕斌,郭小强..动力机制、战略行为与后发企业生态位跃迁[J].管理学刊,2024,37(5):65-80,16.基金项目
国家自然科学基金项目(71874119) （71874119）
教育部人文社会科学研究规划基金项目(24YJA630124) （24YJA630124）
山西省科技战略研究专项(202304031401016、202304031401078) （202304031401016、202304031401078）
