首页|战略耦合对中国大陆台资企业生存的影响:基于组态的视角

战略耦合对中国大陆台资企业生存的影响:基于组态的视角

扫码查看
台商直接投资(TDI)是大陆地区外资的重要来源,台资企业与投资接收地建立战略耦合模式的差异会影响其利用后者带来的机遇及应对挑战的方式。基于微观企业数据库,分析2001-2022年大陆台资企业退出的时空格局;构建战略耦合模式量化探测体系,运用定性比较分析方法探究影响大陆台资企业生存的因素。研究发现:1)大陆台资企业的生存率一直保持较高水平,但在特定政策和事件的影响下会有波动。2008年金融危机、中美贸易摩擦、台商回流政策、新南向政策以及新冠疫情均对其产生负面影响。中国大陆的台资企业生存率在不同阶段的空间分布格局存在变化,东部沿海地区的生存率始终较高,而中部和西部经济相对落后的内陆地区的生存率持续较低。2)2001-2007、2008-2013、2014-2022年,大陆与台资企业的战略耦合关系分别为:依附式耦合、合作式耦合、互惠式耦合,不同耦合模式主导阶段TDI生存率差异较大,区位优势和空间粘性随时间进一步提升。3)2001-2022年,台资企业由低附加值+低端生产环节投资转向高附加值、创新驱动的领域,在大陆展开更多本土合作,经营在地化程度增加。疫情等外部冲击使得台资企业加深了与本地供应商的后向联系,也更依赖大陆市场,空间粘性提升,这些因素有助于提升台资企业在大陆的生存能力。
Strategic Coupling and Its Impact on the Survival of Taiwan-Invested Enterprises in Chinese Mainland:A Configuration-Based Perspective
This study analyzes the factors influencing the exit of Taiwanese direct investment(TDI)enterprises from Chinese mainland by quantitatively measuring location advantage and spatial stickiness,the two core variables of strategic coupling.It also examines the mechanisms by which regional economies,institutional configurations,and corporate management strategies affect production relocation.Using Internet-sourced enterprise data,this study depicts the temporal and spatial dynamics of TDI enterprise survival in Chinese mainland from 2001 to 2022 and employs qualitative comparative analysis(QCA)to explore these drivers.The results reveal that the survival rate of TDI enterprises in Chinese mainland remained above 90%,with higher rates and resilience in the third stage(2014-2022).Spatially,survival rates have consistently been higher in the eastern coastal regions than in the underdeveloped central and western inland areas.Various policies and events,such as the 2008 financial crisis,US-China trade frictions,policies encouraging Taiwan's business repatriation,the New Southbound Policy,and COVID-19,have negatively impacted TDI survival,with the pandemic having a relatively small effect on enterprises surviving to 2-8 years.Synthesizing the results of high survival rate configurations,the strategic coupling relationships between the mainland and TDI enterprises evolved from captive coupling(2001-2007)to cooperative coupling(2008-2013)and reciprocal coupling(2014-2021),with locational advantage and spatial stickiness increasing over time.The key factors influencing TDI shifted from labor costs to regional market size and then to high value-added,innovation-driven fields with more mainland cooperation.This study provides a geographically grounded and multiscalar perspective on TDI enterprise survival,revealing the mechanisms through which strategic coupling affects TDI exits from a dynamic perspective.These findings highlight the importance of drivers and the quality of coupling in understanding the relationship between TDI and regional development in developing countries and regions.Robust domestic economies,large internal markets,competitive regional innovation environments,and preferential policies for Taiwanese businesses have become primary drivers of TDI.This exploratory study lays the groundwork for further research that incorporates industry heterogeneity to clarify the development dynamics and driving factors across different sectors.

Mainland Taiwan-funded enterprisessurvival ratestrategic couplingglobal production networkexternal impactqualitative comparative analysis

孙继平、韦素琼、游小珺、陈进栋

展开 >

河南财经政法大学 城乡规划学院,郑州 450046

福建师范大学 地理科学学院,福州 350117

福建师范大学 地理研究所,福州 350117

大陆台资企业 生存率 战略耦合 全球生产网络 外部冲击 定性比较分析

2025

热带地理
广州地理研究所

热带地理

北大核心
影响因子:0.953
ISSN:1001-5221
年,卷(期):2025.45(1)