以自主研发突破轨道交通信号领域“卡脖子”的企业——交控科技为研究对象，采用扎根理论的方法，探索企业突破性创新风险的化解机制。研究发现：突破性创新的难题在于模糊性、不确定性、安全性与效益性风险如何化解；通过数字化转型的外部赋能机制、组织敏捷性的内部保障机制，基于3个核心范畴，从纵向4个阶段、内外2个维度，形成识别-响应驱动型拓新能力、连接-协同驱动型跃迁能力、传达-参与驱动型保证能力、治理-下沉驱动型发展能力，提炼“双轮驱动突破性创新风险化解”理论模型，揭示数字化转型与组织敏捷性在化解突破性创新风险中起到的作用。

Using grounded theory, this study takes TCT, an enterprise that independently realizes breakthrough innovation in the field of rail transit signal, as the research object to explore the mechanism for resolving breakthrough innovation risk. The research finds that the difficulty of breakthrough innovation lies in how to deal with the risks at different stages. Digital transformation acts as the external enabling mechanism and organization agility acts as the internal guarantee mechanism. Based on the coding work, a theoretical model of “two dimensional driving mechanism of resolving breakthrough innovation risk”, is formed from four vertical stages and two internal and external dimensions. This study helps to reveal the new development of the risk resolution mechanism of breakthrough innovation in the digital economy era, enriches the interpretation of the organizational agility theory, and provides reference for Chinese enterprises to promote breakthrough innovation through digital enabling and organizational reforming.

技术与制度是产业发展的重要驱动力量，但主流经济理论对二者的关系还未达成共识。本文运用协同演化理论，研究技术与制度的协同演化在新兴产业发展中的作用。文章以我国电动汽车为例，以五年计划（规划）为产业发展节点，分析这一新兴产业在不同发展阶段的技术—制度协同演化过程，发现在产业孕育期和萌芽期是制度创新带动技术创新，在成长期是技术创新推动制度创新。为了更好地促进电动汽车发展，需要进一步加大制度创新力度，为技术和产业发展提供保障。

Over the past 20 years, the term “ecosystem” has become pervasive in discussions of strategy, both scholarly and applied. Its rise has mirrored an increasing interest and concern among both researchers and managers with interdependence across organizations and activities. This article presents a structuralist approach to conceptualizing the ecosystem construct. It presents a clear definition of the ecosystem construct, a grammar for characterizing ecosystem structure, and a characterization of the distinctive aspects of ecosystem strategy. This approach offers an explicit examination of the relationship among ecosystems and a host of alternative constructs (business models, platforms, coopetition, multisided markets, networks, technology systems, supply chains, value networks) that helps characterize where the ecosystem construct adds, and does not add, insight for the strategy literature.

For all its richness and potential for discovery, qualitative research has been critiqued as too often lacking in scholarly rigor. The authors summarize a systematic approach to new concept development and grounded theory articulation that is designed to bring “qualitative rigor” to the conduct and presentation of inductive research.

The study of institutional change is a core research area in organization theory and is of increasing relevance for scholarship in other disciplines. In this article, we review the substantial number of studies that have examined the ways by which institutions are created, modified, or transformed, highlighting the lack of integration of prior works that emphasize exogenous shocks, institutional entrepreneurship, and practice-based change. Drawing on the institutional logics perspective, we then develop a novel typology of pathways of change that more comprehensively brings together this diverse literature, accounts for the richness and heterogeneity of institutional change processes unveiled by studies to date, and provides a more synthetic framework to guide future research. Based on our analysis and theorizing, we discuss important new scholarly directions that will enhance our understanding of different kinds of institutional change processes and outcomes, as well as contribute to further development of the institutional logics perspective.

构建新兴产业创新生态系统并进行有效战略管理，对提升产业国际竞争力具有重要意义，但现有研究缺乏对我国产业情境和数字化情境的充分关注。基于综合优势理论，以我国新能源汽车产业为例，探索新兴产业创新生态系统综合优势形成机理。研究发现：系统经历数字化创新“蓄能期—赋能期—扩能期”演化；基于我国制度、技术、市场情境的特色驱动机制，系统沿“主导优势选择—核心能力培育—综合优势形成”的战略路径循环发展；伴随主导优势“数字资源—数字平台—数字生态系统”动态选择，系统依次培育分布式创新、重组创新和跨界融合创新的核心能力，并促进综合优势同步形成与持续演化。研究旨在推动本土战略管理理论创新，丰富产业创新生态系统竞争战略研究，并为新兴产业创新战略及政策提供启示。

Under the driving force of digital innovation, the ecological competition trend of emerging industries is deepening. Building emerging industry innovation ecosystems and conducting scientific and effective strategic management is of great significance to enhance the international competitiveness of China’s industries. However, the existing strategic management theories lack sufficient attention to China’s industrial context and digital context. Based on the comprehensive advantage theory, this study takes China’s new energy vehicle industry as a longitudinal case and explores the formation mechanism of the comprehensive advantage of emerging industry innovation ecosystem. The results show that: (1) the ecosystem experiences the three evolution stages of digital innovation “competence storage period – empowerment periods – competence expansion period”, and has formed the comprehensive advantages with different characteristics through “strategic change – strategic upgrading – strategic transition” at each evolution stage; (2) in terms of the driving forces and strategic paths, the formation of the comprehensive advantage is driven collectively by China’s unique institutional, technological and market contexts, and develops cyclically along the strategic paths of “dominant advantage selection – core competence cultivation – comprehensive advantage formation”; (3) accompanied with the dynamic selection of dominant advantages between “digital resources – digital platforms – digital ecosystems”, the ecosystem has cultivated the core competence of “distributed innovation competence”, “recombination innovation competence” and “cross-border integration innovation competence” in turn, and has promoted the synchronous formation and continuous evolution of comprehensive advantage manifested in a “multi-point breakthrough – platform empowerment – ecological integration” overall trend. Based on the above conclusions, this study finally constructs the theoretical framework of the formation mechanism of the comprehensive advantage of emerging industrial innovation ecosystem. Meanwhile, considering that the industrial digital reformation is still in a dynamic wave, future research should continue to track the strategic changes of emerging industries and refine a new round of comprehensive advantage strategy cycle, thus improving the theoretical framework with higher contextual adaptability and strategic guidance value. In terms of the theoretical contributions, this study helps to facilitate the cross integration of multiple theoretical fields, enrich the competitive strategy research of innovation ecosystems at the industry-level, advance the indigenous strategic management theories in the digital context, and realize the multi-dimensional expansion of the comprehensive advantage theory at the levels of “enterprise – cluster – industry – industry innovation ecosystem”. In a practical sense, this study may provide three aspects of implications for China’s digital innovation practice, industrial strategic planning, and policy system optimization. First, the industrial management departments should implement differentiated comprehensive advantage strategies according to the specific types of emerging industries. The three strategic paths revealed in this study may provide valuable reference for the strategic planning of emerging industries in different regions, industrial types and evolution stages. Second, innovative enterprises, as core members of the emerging industry innovation ecosystem, should take advantage of the digital resource endowment and platform empowerment to accelerate the cooperation and integrated innovation with more digital ecological partners. Third, the government should speed up the construction of the digital innovation policy system, and enhance the complementarity, context adaptability and process coherence of the innovation policy mixes.