当前国际局势动荡使得全球科技脱钩风险骤增,而元件国产化替代作为应对这一风险的重要手段,逐渐获得理论与实践的共同关注。尽管已有研究从技术突破等视角总结国产化替代经验,但却并未对元件国产化替代过程中合法性和差异化的动态均衡问题进行充分讨论。本研究选取瓦房店轴承集团作为研究对象,运用探索性案例分析方法,遵从“价值触发-价值共创-价值生成”的逻辑,系统探究国有企业元件国产化替代的最优区分过程。研究发现:第一,元件国产化替代是价值触发刺激企业采取以身份主张与价值活动为核心的价值共创,并实现价值生成的过程。第二,随着价值触发从边缘到核心的演变,企业身份主张表现出从原型效仿、典范跟随到打造新典范的进阶逻辑,而价值活动表现出市场响应式、技术交互式到产业协同深化式的进阶逻辑。第三,伴随着身份主张与价值活动的进阶,二者间关系表现出从阈值协奏到补偿协奏、再到整合协奏的动态最优区分规律,并通过形成敏捷式、赋能式到开放式的价值共创,进而实现单点替代、多维替代到价值替代的价值生成。本研究既贡献于价值共创与国产化替代的动态研究,也为国有企业实现国产化替代提供有益借鉴。

The current turmoil in the international situation has led to a sudden increase in the risk of global scientific and technological decoupling, and the substitution of components by localization, as an important means of coping with this risk, has gradually garnered attention from both theoretical and practical perspectives. Although some studies have summarized the experience of localized substitution from the perspective of technological breakthroughs, the dynamic equilibrium of legitimacy and differentiation in the process of localized substitution of components has not been fully discussed. In this study, Wafangdian Bearing Group was selected as the research object, and the exploratory case study method was applied to systematically investigate the optimal differentiation process of localized substitution of components in state-owned enterprises by following the logic of "value triggering-value co-creating-value generating". The study found that, firstly, the substitution of nationalized components is a process in which the value trigger stimulates enterprises to adopt value co-creation centered on identity proposition and value activities, and to realize value generation. Second, as the value trigger evolves from the edge to the core, the identity proposition of the enterprise shows a progression logic from prototype emulation and model-following to the creation of a new model, while the value activity shows a market-responsive, technology-interactive, and industry synergistic deepening progression logic. Third, along with the progression of identity propositions and value activities, the relationship between the two exhibits the dynamic optimal differentiation law from threshold concordance to compensatory concordance to integration concordance, and realizes the value generation from single-point substitution, multi-dimensional substitution to value substitution through the formation of agile, empowering, to open-ended value co-creation. This study will contribute to the dynamic study of value co-creation and localization substitution, and it will also provide useful reference for state-owned enterprises to realize localized substitution of components.