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数字化转型战略对企业数字创新绩效影响研究
Research on the impact of digital transformation strategy on the digital innovation performance of enterprises
中国的数字转型与创新发展态势广受关注,党的二十大报告中明确指出,要强化企业科技创新主体地位,发挥科技型骨干企业引领支撑作用。企业战略如何提升数字创新绩效,促进数字经济发展是当前产业界和学术界关注热点。本文基于2007—2017年我国A股上市数字企业的1612条非平衡面板数据,利用面板数据回归的中介效应分析与调节效应分析探索数字化转型战略对于企业数字创新绩效影响机制。研究结果表明:(1)企业知识吸收能力在数字化转型战略与企业的数字创新绩效中起到了部分中介作用;(2)产权性质正向促进企业知识吸收能力与企业数字创新绩效的正向关系;(3)企业所有权集中度负向调节了企业知识吸收能力对于企业数字创新绩效的正向促进作用。本研究有助于帮助企业明晰数字创新路径,助力企业数字创新成功,提升我国企业数字创新能力,服务数字经济发展。
China's digital transformation and innovation development trends have attracted widespread attention. The report of the 20th National Congress of the Communist Party of China clearly pointed out that reinforcing the principal role of enterprises in innovation and giving full play to the guiding and supporting role of key high-tech enterprises. How corporate strategies can improve digital innovation performance and promote the development of the digital economy is now a hot topic in industry and academia. Based on 1,612 unbalanced panel data of A-share listed digital enterprises in China from 2007-2017, this paper studied the mechanism of the impact of digital transformation strategy on corporate digital innovation performance. The research results showed that: (1) corporate knowledge absorptive capacity plays a partially mediating role in digital transformation strategy and corporate digital innovation performance; (2) the nature of ownership positively moderates the positive relationship between knowledge absorptive capacity and digital innovation performance; and (3) the concentration of ownership negatively moderates the positive contribution of knowledge absorptive capacity to digital innovation performance. This study will help enterprises clarify the digital innovation performance path, help companies succeed in digital innovation, enhance the digital innovation capabilities of Chinese companies, and serve the development of the digital economy.
数字化转型战略 / 数字创新绩效 / 知识吸收能力 / 产权性质 / 所有权集中度
digital transformation strategy / digital innovation performance / knowledge absorptive capacity / property rights nature / ownership concentration
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近年来,数字技术给企业发展和创新研究带来新的机遇与挑战,学界呼吁构建新理论解释企业数字创新形成机理。基于资源基础观和制度理论视角,系统分析传统非互联网企业如何通过匹配技术资源(IT能力)和社会属性资源(组织合法性)实现数字化转型以获取数字创新绩效,通过构建理论模型,进一步对275份传统非互联网企业样本进行线性回归分析和Bootstrap分析,并对理论假设进行验证。结果表明:IT能力和应用数字技术进行数字化转型对传统非互联网企业数字创新绩效具有显著正向影响;应用数字技术进行数字化转型对IT能力和数字创新绩效的关系具有中介效应;组织合法性对IT能力、应用数字技术进行数字化转型和数字创新绩效的中介效应具有进一步调节作用。结论说明传统非互联网企业能够利用技术投资构建IT能力以促进数字创新绩效提升,而通过技术资源和具有社会属性的合法性资源匹配实现数字化转型,能够获取更多数字红利。
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企业数字创新进程不断加速,研究表明,大数据驱动创新过程有利于提高创新绩效,但不同阶段以及不同水平的大数据驱动创新过程与创新绩效的作用机理仍有待研究,数字创新理论及具有中国特色数字创新理论亟待发展。本文探究大数据驱动创新过程通过产品创新度影响创新绩效的路径与机理,收集594个中国、475个美国和507个英国数字创新项目,采用多元回归、层次回归与“pick-a-point”方法,实证分析大数据驱动创新过程对产品创新度的倒U型影响,检验大数据驱动运营对产品创新度与创新绩效关系的调节作用。研究结果表明,在中国,大数据驱动商业分析、产品设计与商业化对产品创新度产生倒U型影响,即双元驱动商业分析、产品设计与商业化最能提升产品创新度。调节检验结果表明,随经验驱动运营向大数据驱动运营转变,产品创新度对创新绩效由U型影响变为正向影响。当产品创新度很低或很高时,大数据驱动运营抑制产品创新度对创新绩效的积极影响,而当产品创新度处于中间水平时,大数据驱动运营促进产品创新度对创新绩效的积极影响。跨国比较还发现,美国和英国具有类似的研究结论。通过理论分析与实证检验,研究丰富了数字创新理论,推进了具有中国特色的数字创新理论发展,揭示了大数据驱动创新过程、产品创新度与创新绩效的效应路径与作用机理,发展了大数据驱动运营相关理论,拓展了影响产品创新度与创新绩效关系的情境因素,为企业数字创新实施提供了新的管理见解和策略启示。
Firms are accelerating the digital innovation. Previous studies have shown that big data-driven innovation process has a positive affect innovation performance. Yet, few extant studies have examined how different stages and different levels of big data-driven innovation process affect innovation performance. This study develops a research model to examine how big data-driven innovation process affect innovation performance through the mediating effects of innovativeness and how big data-driven operation moderate the relationship between innovativeness and innovation performance. To test the proposed theoretical model, this study collected data from 594 China, 475 U.S., and 507 United Kingdom digital innovation projects and analyzed the data using regression analysis methods. The results show that: (1) ambidexterity-driven product design and big data- driven product testing have a significant positive impact on innovativeness in China, U.S., and United Kingdom. (2) changing from experience-driven operation to big data-driven operation, the effect of innovativeness on innovation performance changes from U-shaped to positive; (3) in China, when innovativeness is very low or very high, big data-driven operation has a negative moderating effect on the relationship between innovativeness and innovation performance; when innovativeness is at middle level, big data-driven operation plays a positive moderating role. In U.S. when innovativeness is very low, big data-driven operation plays a negative moderating role; with the improvement of innovativeness, big data-driven operation plays a positive moderating role. In United Kingdom, big data-driven operation always plays a positive moderating role.This study makes several theoretical contributions to the literature on digital innovation. This study extends big data-driven innovation process and innovation performance model and enriches the theoretical research on digital innovation. This study also develops big data-driven operation and tests the moderating effect of big data-driven operation. Finally, this study promotes the development of theoretical research on digital innovation in China.
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In the complex and changeable digital environment, capability reconfiguration has become an effective mechanism for digital enterprises to make full use of emerging digital technologies to achieve digital integration product innovation. However, how to perform capability reconfiguration to accelerate digital integration product innovation has not been fully revealed by existing research. DigiBird is selected as the case study object, to analyze the process and mechanism of enterprise capability reconstruction under different stages of digital integration product innovation. The results show that: In the initiating digital innovation stage, digital sensing capabilities reconfiguration is realized, which plays accelerated insight for potential digital innovation opportunities. In the developing digital innovation stage, digital learning capabilities reconfiguration is realized, which plays orchestrating enhancement for digital technology integration performance. In the implementing digital innovation stage, digital agility capabilities reconfiguration is realized, which plays remodeling support for value creation process transforming. The research results extend the literature on capacity reconfiguration and digital integration product innovation, and provide guidance for digital enterprises to accelerate the process of digital integration product innovation through capacity reconfiguration.
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