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制造业企业数字化转型的适应性变革:跨越与强基双路径

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加速工业化、持续市场化和同步"两化"融合,构成中国制造业企业数字化转型的情境特征.以变革速度和幅度为划分标准的激进式与渐进式战略变革,难以有效解释加速与同步并存下中国制造业企业数字化转型的适应性变革实践.对此,本文提出以加速度与协同度为划分标准的跨越式与强基式双路径企业数字化转型的适应性变革理论模型,并展开实证分析.研究表明:制造业企业数字化转型的适应性变革体现为跨越式与强基式转型的双路径特征,其中,跨越式路径体现出加速度相对较大、协同度要求相对较低的特征,强基式路径体现出加速度相对较小、协同度要求相对较高的特征.企业创新文化和行业知识密集度构成适应性变革的关键影响因素,其中,企业创新文化正向调节双路径,行业知识密集度正向调节强基式路径,表明在数字化转型中企业需要高度重视文化建设和行业特性.在价值链各环节数字化转型中,研发转型表现出跨越为主、强基为辅的双路径,运营、营销和职能转型表现出强基为主、跨越为辅的双路径,说明企业会根据价值链的不同特征选择不同的路径组合,以平衡替代与互补之间的矛盾.本文从转型路径、影响因素及价值链选择三方面为制造业企业数字化转型实践及适应性变革研究提供了契合本土情境的理论解释.
Adaptive Change in the Digitalization of Manufacturing Enterprises:A Dual-Path Model of Leapfrogging and Foundation-Strengthening
Amid the rapid development of the global digital economy,digital transformation is accelerating,and digital technology innovation and application have become crucial opportunities for national competitiveness.For Chinese manufacturing enterprises,it is a response to global technological trends and a critical strategy to tackle green decarbonization,market uncertainties,and complex international challenges.Compared to developed countries,China's path and approach to industrialization,informatization,and digitalization exhibit significant differences,which shape the unique characteristics of digital transformation of Chinese manufacturing enterprises.Exploring how these differences influence adaptive change actions and path choices in digital transformation is not only essential to summarize practical insights from Chinese manufacturing enterprises but also essential to explore and formulate theoretical understandings of adaptive change.Unlike developed countries,China's compressed development requires enterprises to pursue rapid transformation while avoiding risks of over-acceleration and weak foundations.Enterprises must balance swift strategic and technological innovations with continuous organizational and process improvement,forming a hybrid transformation model.This model cannot be well-explained by the radical or incremental change paradigms in strategic management,as Chinese enterprises operate in a complex context of accelerated industrialization,ongoing market reforms,and synchronized informatization,requiring dynamic multi-domain coordination.Traditional radical and incremental change is typically discussed in general context,failing to capture the multidimensional characteristics and adaptive practices of transformation under these conditions.Hence,grounded in substitution and complementarity mechanisms of digital technology,this paper proposes a theoretical model for adaptive change in digitalization based on a dual-path framework of leapfrogging and foundation-strengthening,using acceleration and coordination as distinguishing criteria.Then it is empirically tested using 498 surveys from manufacturing enterprises.Methodologically,this paper employs structural equation modeling(SEM)to demonstrate the coexistence of leapfrogging and foundation-strengthening transformation paths,and then explores the influencing factors and adaptive change patterns along the value chain in dual-path digital transformation.The main conclusions are as follows.Adaptive change is central to digital transformation.Organizational learning underpins it,with leapfrogging and foundation-strengthening as core pathways.Enterprise innovation culture and industry knowledge intensity are critical conditions,with enterprise innovation culture positively moderating both paths and industry knowledge intensity positively moderating the foundation-strengthening path,indicating that industries with high knowledge intensity require the foundation-strengthening path for transformation.Across the value chain,R&D transformation follows a dual-path model with a primary focus on leapfrogging and a secondary emphasis on foundation-strengthening,while operations,marketing,and functional transformations primarily focus on foundation-strengthening with a secondary emphasis on leapfrogging.It indicates that enterprises must choose different path combinations based on the characteristics of each value chain segment to achieve optimal transformation outcomes.These results underscore the importance of balancing leapfrogging and foundation-strengthening in China's digital transformation.Manufacturing enterprises must allocate resources to harmonize industrialization and digitalization,aligning pathway choices with value chain characteristics for optimal results.In conclusion,this dual-path model transcends the traditional dichotomy of radical versus incremental change,offering a nuanced framework for understanding China's adaptive change practices.Examining influencing factors and value chain strategies,this paper provides actionable insights and enriches adaptive change research in the digital era.

digital transformation of enterprisesadaptive changeleapforgging transformationfoundation-strengthening transformation

肖静华、曹望华、夏正豪

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中山大学管理学院

企业数字化转型 适应性变革 跨越式转型 强基式转型

2024

中国工业经济
中国社会科学院工业经济研究所

中国工业经济

CSTPCDCSSCICHSSCD北大核心
影响因子:2.932
ISSN:1006-480X
年,卷(期):2024.(12)