转轨经济中的中国竞争性产业发展与战略演进研究——以中国家电产业发展为例

【作者】 陈宇峰；

【导师】 贾生华；

【作者基本信息】 浙江大学 ， 企业管理， 2002， 硕士

【摘要】 基于对新古典经济学反思和批判上迅速发展起来的企业理论，在过去20年间的发展已逐步摆脱主流微观经济学理论构架的同一性。同一假设条件的打破，使最新的企业理论针对企业内极其广泛的特征发展出不同流派的研究成果。战略的内生性和外生性假设就是这一领域内研究讨论中极其活跃的一个重要逻辑。本文就是在对转轨经济的中国竞争性产业发展与企业战略轨迹的实证分析基础上，研究论证产业视角中的战略内生性假设。 本文在对具有典型性的中国电冰箱产业、中国彩电产业发展与战略演进逻辑进行实证研究的基础上，提出“SCP—TI”内生性战略范式模型。“SCP—TI”内生性战略范式不仅继承和发展了波特竞争战略理论的内涵逻辑和主要研究方法，而且还清晰地解析了来自对中国转轨经济中竞争性产业实证研究基础上提出的、具有普适性和典型性的两个重要视角：基于制度维度原则的战略逻辑视角和基于技术维度的战略逻辑视角。概括起来讲，本文的主要研究结论有 1、“进化机制”、“突变机制”两种机制是研究竞争性产业发展和企业战略演进逻辑的两个重要机制和出发点。 2、产业组织经济学的前沿理论：新SCP结构主义是全面理解和分析“产业阶段发展和战略演进轨迹”这一逻辑问题的一个理论平台；而基于制度维度原则的战略分析视角和基于技术维度原则的战略分析视角是研究“产业阶段发展和战略演进轨迹”这一问题的两个重要逻辑视角。同时，这一理论工具平台的构建和两个重要维度视角对其它产业发展分析具有普适性和典型相关性。 3、制度、技术共同影响并决定着中国竞争性产业发展和战略演进路径的轨迹进程，而改革的起点、方式并不是决定改革推进路径的关键因素。更多还原

【Abstract】 In the past 20 years,the development of Firm Theory,which is basic from the mediation and animadversion of Neo-classical Economics,has cast off the identity of the structure for Mainstream of Microeconomics. The break to the restriction of the identity hypothesis develops different genres on the basis of extensive characters of newly Firm Theory. It is an important logic that the Endogenesis Hypothesis and Indogenesis Hypothesis are active in this research field. After the demonstration analysis of Chinese competitive industry and firm strategic path,the thesis research is on the strategic indogenesis hypothesis from the anglmange of industrial positivism.At first,the thesis makes two typical demonstrations of the evolutional development and strategic logic of Chinese refrigerator industry and TV industry. Then "SCP-TF Model of Strategic Paradigm for indogenesis hypothesis,which is based on these empirical demonstrations,is produced. It inherits from Porter’s competitive strategy and develops its internal logic and research methods. After parses the demonstration of Chinese competitive industry during the transition economic period,the thesis gets two universal and typical angels:the strategic logic view for the principle of institutional dimension and the principle of technological dimension. The main research conclusions of the thesis are as follows:1. There’s two important mechanism and springboard for the research of competitive industry development and firm evolutional strategic logic. They are "evolution mechanism" and "mutation mechanism".2. Advanced the theory of industrial organization:SCP Model is the theoretical platform to research on industry development and strategy evolution path. And the views from the principle of institutional dimension and technological dimension are the important logic to that research. The Model and views also adapt to the other industry with then-universality and typical correlation.3. Institution and Technology effect and decide the path of Chinese competitive industry development and strategy evolution. The start and mode are not the key factors to boost the path of reformation.更多还原