人工智能时代制造企业商业模式的重构与演变——基于价值视角的探索性案例研究

卢玉舒; 张振刚; 陈一华; 罗泰晔; 康亦琛

doi:10.19571/j.cnki.1000-2995.2026.05.002

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科研管理 ›› 2026, Vol. 47 ›› Issue (5) : 12-22. DOI: 10.19571/j.cnki.1000-2995.2026.05.002 CSTR: 32148.14.kygl.2026.05.002

人工智能时代制造企业商业模式的重构与演变——基于价值视角的探索性案例研究

卢玉舒 ¹^,² ,
张振刚 ¹^,³ ,
陈一华 ⁴ ,
罗泰晔 ⁵ ,
康亦琛 ¹

作者信息 +

Reconstruction and evolution of the business models of manufacturing enterprises in the era of artificial intelligence: An exploratory case study from the value perspective

Lu Yushu ¹^,² ,
Zhang Zhengang ¹^,³ ,
Chen Yihua ⁴ ,
Luo Taiye ⁵ ,
Kang Yichen ¹

Author information +

文章历史 +

摘要

研究人工智能时代制造企业的商业模式重构与演变,能够帮助企业分析如何形成新的竞争优势。本研究归纳了应用人工智能进行商业化的五个基本议题,采用单案例研究方法,基于价值视角归纳了案例企业美的集团在智能制造领域的实践智慧。研究发现,第一,人工智能时代的商业模式可以概括为由价值主张、价值创造、价值传导、价值获取、价值维护和价值形态六个要素构成的动态闭环分析框架。第二,人工智能时代制造企业的商业模式随着技术迭代产生渐进式的重构,机器智能、可信人工智能、生成式人工智能技术迭代,分别为技术使能、技术信任和技术泛在化三个阶段提供技术基础。第三,美的集团的实践提供了由“+AI”模式向“AI+”模式演变的智能化路径。研究为制造企业应用人工智能创造独特价值、获得新竞争优势提供了研究思路和路径参考。

Abstract

This paper explored the reconstruction and evolution of business models of manufacturing enterprises in the era of artificial intelligence (AI), aiming to provide insights into how enterprises can develop new competitive advantages. By identifying five fundamental issues related to the commercialization of AI and employing a single-case study method, the research drew on the practical experiences of Midea Group in the field of intelligent manufacturing from a value perspective. First, the study conceptualized the business models in the AI era as a dynamic closed-loop analytical framework comprising six interconnected elements: value proposition, value creation, value delivery, value capture, value maintenance, and value transformation. Second, it revealed that the business models of manufacturing enterprises undergo incremental reconstruction driven by technological iterations in AI, with machine intelligence, trustworthy AI, and generative AI technologies serving as the foundations for three distinct stages: AI enabling, AI trust, and AI ubiquitous. Third, the study highlights Midea Group's evolutionary pathway from a "+AI" model to an "AI+" model, offering a practical roadmap for the intelligent transformation of business models. These findings will provide a theoretical foundation and actionable guidance for manufacturing enterprises seeking to leverage AI in creating distinctive value and achieving sustainable competitive advantages.

导出引用

卢玉舒, 张振刚, 陈一华, 等. 人工智能时代制造企业商业模式的重构与演变——基于价值视角的探索性案例研究[J]. 科研管理. 2026, 47(5): 12-22 https://doi.org/10.19571/j.cnki.1000-2995.2026.05.002

Lu Yushu, Zhang Zhengang, Chen Yihua, et al. Reconstruction and evolution of the business models of manufacturing enterprises in the era of artificial intelligence: An exploratory case study from the value perspective[J]. Science Research Management. 2026, 47(5): 12-22 https://doi.org/10.19571/j.cnki.1000-2995.2026.05.002

中图分类号： F49

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