【作者】 吴乐群；

【导师】 林丹明；

【作者基本信息】 汕头大学 ， 产业经济学， 2009， 硕士

【副题名】基于中国上市公司的实证研究

【摘要】 基于交易成本理论的分析表明:信息技术应用节约了企业的内部协调成本和外部交易成本,从而影响了企业的边界。那么,在我国当前的企业管理水平和市场环境下,信息技术对企业边界的影响又是怎样?同时,企业边界的变动又是怎样影响企业的信息技术需求?本文通过选取我国制造业和信息技术业的数据作为样本进行实证研究,分析信息技术应用对企业边界的影响,以及企业边界的变动和企业信息技术需求之间的关系。结果表明:在我国,企业信息技术应用同时扩大了企业的纵向边界和横向边界;信息技术应用显著提高了企业的相关多元化水平,而对非相关多元化水平则没有存在显著的影响;同时,企业的纵向边界与信息技术需求之间没有存在显著关系;而随着企业横向边界的扩大,企业对信息技术的需求则越大;并且,相关多元化水平与企业信息技术需求显著的正相关,而非相关多元化则与企业信息技术需求之间没有存在显著关系。在论文的最后,我们还对信息技术、企业边界和企业绩效之间的关系做了一个探索性研究。研究结果发现,信息技术投资不能直接对企业绩效产生影响,信息技术通过影响企业横向边界,在滞后一期显著地提高了企业的绩效,而且企业横向边界在信息技术投资与企业绩效之间的调节关系主要体现在企业的相关多元化上。更多还原

【Abstract】 Analysis based on transaction costs theory suggests that applications of information technologies (IT) reduce firms’ internal coordination costs and transaction costs, leading to changes in firms’ boundaries. However, how can IT change firms’ boundaries in our country? And what is the relationship between the changes of firms’ boundaries and firms’ demand of IT? This thesis examines these questions by conducting an empirical analysis, based on data collected from China’s manufacturing and IT industries. Results show that, at the current stage, IT applications are associated with increasing vertical integration and diversification. We further find that IT applications increase firms’ related diversification but not unrelated diversification. And there is no significant relationship between vertical integration and the demand of IT. But we find that diversification demand more IT investment. Specifically, related diversification demands greater IT investment.At the end of this thesis, we make an exploratory study on the relationship among IT investment, firms’ boundaries and firms’ performance. Research results show that IT doesn’t directly improve firms’ performance, but it can improve firms’ performance through increased firms’ diversification, especially related diversification.更多还原