Abstract:    Based on the innovation practice of Huawei, this paper uses the case study method to deeply explore the evolution law and promotion mechanism of innovation capability of latecomer high-tech enterprises. The results show that: firstly, from the perspective of resource management, innovation capability evolves along the path of resource construction capability-resource patching capability-resource integration capability- resource governance capability, with the development process of latecomer high-tech enterprises from the primary production stage-international development stage-global expansion stage- innovation leading stage. 
    Secondly, the matching decision of strategy to opportunity window is the premise and foundation for the innovation capability of latecomer high-tech enterprises to be improved, and the leading mechanism for the improvement of innovation ability. The logic of matching opportunity window with innovation strategy is to identify opportunity window passively when the capability base of latecomer high-tech enterprises is poor. With the improvement of its capability, the strategy plays an effective role in intercepting the opportunity window. In the globalization expansion stage, opportunity window shows stronger organizational endogeneity. As latecomer high-tech enterprises migrate to the high-end part of the value chain, they can actively predict the opportunity window. In the innovation leading stage, the strategy simulates the expression situation of the opportunity window in the continuous evolution, and creates the opportunity window strategically, so as to help the latecomer high-tech enterprises to continuously lead the industry innovation and keep moving forward. The identification, interception, prediction and creation of opportunity window by strategy decision decide the development direction of the whole organization and the development of innovation capability. 
   Thirdly, the deep mechanism of innovation capability promotion of latecomer high-tech enterprises is that knowledge structure and learning mode in different stages form a spiral and progressive mechanism. In the primary stage of production, the knowledge stock is very poor, and latecomer high-tech enterprises can adopt the organizational explicit knowledge accumulation under the mode of cumulative learning. In the international development stage, the structure of knowledge is chaotic. Through forgetful learning, the knowledge structure of latecomer high-tech enterprises is optimized, and the qualitative change of organizational explicit knowledge under the guidance of forgetful learning is achieved. In the global expansion stage, the tacit knowledge of organization is accumulating continuously, which can adopt the knowledge system with both explicit and implicit knowledge under the guidance of cumulative learning mode. In the innovation leading stage, latecomer high-tech enterprises need to optimize the organizational knowledge structure dominated by tacit knowledge through the coexistence mode of forgetting learning and relearning, and realize the development and innovation of knowledge in the balance of cumulative learning and forgetful learning. 
    The theoretical contribution of this paper lies in: firstly, it creatively proposes the transformation mechanism from resource to competitive advantage, reveals the intercommunication in the essential attributes of the two, and provides the deep connection between the theoretical structures; secondly, it constructs a leading mechanism of innovation capability promotion based on the logic of innovation strategy and opportunity window; finally, from the perspective of co-evolution of knowledge and organizational learning model, the deep mechanism of innovation capability improvement of latecomer high-tech enterprises is discussed, and the important role of adaptability of organizational learning mode and optimization of knowledge structure on the improvement of innovation capability is emphasized, and the perspective of existing research on deep mechanism is innovated.

Key words: latecomer high-tech enterprise, innovation capability, evolution law, promotion mechanism, case study