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数据要素驱动智能制造后发企业关键核心技术突破的机制和模式——基于鞍钢集团的案例研究
The mechanisms and modes through which data elements drive breakthroughs in key core technologies for latecomer enterprises in intelligent manufacturing—A case study of Ansteel Group
突破关键核心技术对科技竞争和国家安全具有重要的战略意义。在技术赶超国家数字化创新的新阶段,智能制造后发企业是解决关键核心技术“卡脖子”难题的重要创新主体。本文基于资源编排理论,从数据价值链视角系统探索了鞍钢集团作为智能制造后发企业在关键核心技术突破过程中的发展阶段、演进路径、内在机制及技术创新模式等。研究发现:(1)数据要素驱动智能制造后发企业关键核心技术突破经历了数据要素集聚效应阶段、数据要素乘数效应阶段与数据要素双轮效应阶段三个阶段,并破解了技术路径选择困境、专用技术跨场景复用困境与跨领域技术创新合力不足困境;(2)通过锚定数据价值链“前端—后端—全栈”形成“数据资源化—数据产品化—数据要素化”的数据价值化演进路径,支撑相应的数据资源编排方式;(3)通过“引力式数据资源编排—赋能式数据资源编排—反馈式数据资源编排”三种数据资源编排方式,驱动“技术融合式创新—技术开源式创新—技术协同式创新”的技术跃迁,进而突破国外技术垄断、场景技术局限与国产替代难题。本文最终形成的理论框架,既从学理层面揭示了技术赶超国家智能制造行业突破“卡脖子”的内在过程机理,又抽象出一条针对其他大国重器创新研发有借鉴意义的“鞍钢道路”。
The breakthrough of key core technologies holds significant strategic importance for technological competition and national security. In the new phase of digital innovation for latecomer nations in technological catch-up, latecomer enterprises in intelligent manufacturing play a key innovative role in overcoming the "bottleneck" challenges of key core technologies. Based on the resource orchestration theory and from the perspective of data value chain, this paper systematically explored the development stages, evolutionary pathways,internal mechanisms and technological innovation models of Ansteel Group—as a latecomer enterprise in intelligent manufacturing—in the process of achieving breakthroughs in key core technologies. The findings revealed (1) the three-stage breakthrough process: Data element drives breakthroughs in key core technologies through three sequential phases—data element agglomeration effect phase, data element multiplier effect phase, and data element dual-wheel effect phase—resolving dilemmas in technology path selection, cross-scenario reuse of proprietary technologies and insufficient cross-domain innovation synergy; (2) the data value evolution path: Anchoring along the "front-end—back-end—full-stack" data value chain, an evolutionary pathway of "data resourceization→data productization→data factorization" has been formed, which underpinned corresponding approaches to data resource orchestration; and (3) the data resource orchestration mechanisms: Through three modes of data resource orchestration—gravitational,enabling,and feedback-based—the technological leaps of "integrated technological innovation, open-source technological innovation, and collaborative technological innovation" are driven, thereby overcoming foreign technology monopolies, scenario-specific technological constraints, and challenges in domestic substitution. The resulting theoretical framework has not only elucidated the intrinsic process mechanisms of breaking the "bottleneck" of technology challenges in latecomer nations in intelligent manufacturing but also generalized an "Ansteel Path" with broader implications for major national industrial innovation.
智能制造后发企业 / 关键核心技术突破 / 数据要素 / 集聚效应 / 乘数效应
latecomer enterprise in intelligent manufacturing / breakthrough in key core technology / data element / agglomeration effect / multiplier effect
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Disruptive technological innovation is a key measure to shape new driving forces and advantages, and it is also an important lever for incumbents to accelerate the construction of world-class enterprises. Compared with latecomers, although incumbents have advantages in related fields, their advantages can also lead to organizational inertia, hindering the realization of disruptive technological innovation by incumbents. Proactively carrying out disruptive technological innovation requires overcoming greater organizational inertia. At the same time, facing the national strategic layout of shaping new driving forces and advantages, as well as the catching up with the trend of latecomer enterprises, how to use disruptive technological innovation to achieve self transformation has become the key to accelerating the construction of world-class enterprises. Currently, scholars often view latecomers as research objects of disruptive technological innovation, focusing on their disruptive technological innovation models in differentiated contexts. However, the exploration of the laws of disruptive technological innovation in incumbents still focuses on the process analysis of innovation implementation, such as dividing disruptive technological innovation in incumbents into four stages: opportunity identification, opportunity development, solutions, and subsequent development, or exploring how incumbents can respond to external threats through disruptive technological innovation, all of which overlook the matching relationship between the internal obstacles and capabilities of disruptive technological innovation in incumbents. To this end, a multi case study was conducted on the disruptive technological innovation activities of three incumbents, Hengrui Pharmaceutical, Huawei, and Huazhong CNC (Central Navigation Computer), to explore the inherent laws of achieving disruptive technological innovation in incumbents under the matching relationship between organizational inertia and dynamic innovation capabilities. Research has found that, firstly, in the face of differences in organizational inertia situations, the dynamic innovation capabilities possessed by incumbents can support their disruptive technological innovation behavior, thereby achieving disruptive technological innovation. Therefore, following the research logic of "situation condition behavior result", a disruptive technological innovation model framework of "organizational inertia dynamic innovation capability disruptive technological innovation behavior disruptive technological innovation results" is proposed; Secondly, the disruptive technological innovation models of incumbents can be summarized into three basic models: transplanting and integrating technological changes, collaborative development and technological transformation, and independent and controllable technological leaps. Among them, the transplantation and integration technology transformation model is a model that promotes incumbents to transplant and integrate external core technologies through perceptual ability in the context of rigid organizational inertia of "strong resources weak conventions". The collaborative development technology transformation model is a model that forms an innovation platform based on perceptual and shaping abilities in the rigid organizational inertia context of "weak resources strong conventions", promoting collaborative innovation with other enterprises. The autonomous and controllable technology transition model is a model that supports technology transition by independently constructing a new technology system through perceptual and reconstruction abilities in the context of rigid organizational inertia of "weak resources weak conventions"; Thirdly, incumbents overcome different organizational inertia and rebuild the matching relationship between them through dynamic innovation capabilities with "explicit and implicit" differences, which can achieve dynamic transformation between modes. The dynamic transformation between disruptive technological innovation modes by incumbents depends on the matching relationship between organizational inertia and dynamic innovation capabilities.
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