【刊出新闻】《外国经济与管理》2026年第10期目录
本期共 7 篇文章
高管联结与专精特新企业关键核心技术突破
摘要 · ABSTRACT
专精特新企业是突破关键核心技术瓶颈、实现高水平科技自立自强的重要力量，但普遍面临外部资源与知识的结构性错配，抑制其核心技术攻关取得突破性进展。作为外部异质性创新资源获取的重要途径，高管联结赋能专精特新企业关键核心技术突破。本文以前五批专精特新“小巨人”上市企业作为考察对象，通过理论分析和实证检验深入探究高管联结对关键核心技术突破的影响及其情境条件。研究发现：（1）高管联结对专精特新企业关键核心技术突破具有显著促进作用；（2）相对于本地高管联结，跨区域高管联结对关键核心技术突破的促进效应更强；（3）相对于同行业高管联结，跨行业高管联结对关键核心技术突破的促进效应更强。在替换核心变量测度方式、改变估计模型、采用PSM和ITCV方法等一系列稳健性与内生性检验后，主要结论依然成立。理论上，本文揭示了专精特新企业关键核心技术突破的微观机制与边界条件，拓展了专精特新企业创新研究的边界，并丰富了地理邻近性与创新关系研究，深化了高管联结行业关联性的创新效应研究；实践上，为专精特新企业重构创新资源以驱动关键核心技术突破提供了经验证据。
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Abstract
As a vital avenue for seeking external heterogeneous resources and knowledge, executive interlocks empower specialized, refined, distinctive, and innovative (SRDI) enterprises to make breakthroughs in key core technologies. Using listed enterprises from the first five batches of SRDI “Little Giants”, this paper thoroughly investigates the impact of executive interlocks on breakthroughs in key core technologies and its contextual conditions, drawing on theoretical analysis and empirical examinations. The results show that: (1) Executive interlocks have a significant promoting effect on breakthroughs in key core technologies of SRDI enterprises. (2) Compared to local executive interlocks, cross-regional executive interlocks have a stronger promoting effect on breakthroughs in key core technologies. (3) Compared to within-industry executive interlocks, cross-industry executive interlocks have a stronger promoting effect on breakthroughs in key core technologies. In theory, this paper reveals the micro-mechanisms and boundary conditions for SRDI enterprises to achieve breakthroughs in key core technologies, thereby expanding the theoretical boundaries of research on SRDI enterprise innovation, as well as the relationship between geographical proximity and innovation, and deepening research on the innovation effects of the industrial relatedness of executive interlocks. In practice, it provides empirical evidence for SRDI enterprises to reconfigure innovation resources to drive breakthroughs in key core technologies.
从赋能到驱动：AI如何影响科技型员工创新？
摘要 · ABSTRACT
AI赋能新场景下，科技型员工创新行为受到个体、组织和技术因素的共同影响，现有研究仍局限于对单一或少数前因的考察。本文基于动机—机会—能力（MOA）理论构建涵盖多重前因要素的整合分析框架，并以231份样本为案例，采用fsQCA方法探究不同要素组合对创新行为的驱动作用。研究发现：（1）影响科技型员工创新行为的核心要素共6个（创新动机、工作动机、组织创新氛围、工作特征、创新自我效能感和AI素养），可归结为内在动机、外部机会与个体能力三种类型；（2）科技型员工的创新行为是各类要素匹配联动的结果，单个前因无法构成高创新行为的必要条件；（3）高创新行为主要有3种驱动路径：“动机—信心驱动型”表明员工个体层面的心理资源可以形成稳定的内生动力，不依赖环境支持独立驱动高水平创新；“环境—AI素养赋能型”反映员工在组织创新氛围与AI素养支持下能够形成有力的支撑体系，弥补个体内生创新动力的不足；“动机—环境—信心协同型”则依托工作动机、组织创新氛围与创新自我效能感的交互作用，实现内外要素协同匹配驱动创新。本文结论有助于深化理解科技型员工创新行为驱动机制的因果复杂性，为企业在AI时代制定差异化管理策略以提升创新绩效提供实践依据。
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Abstract
Against the backdrop of AI empowerment, high-tech employees’ innovation behavior is jointly shaped by individual, organizational, and technological factors. Based on the Motivation–Opportunity–Ability (MOA) theory, this paper constructs an integrated analytical framework encompassing multiple antecedent factors, takes 231 samples as cases, and employs the fsQCA method to explore the driving effects of different factor configurations on innovation behavior. The results show that: (1) Six core factors affect high-tech employees’ innovation behavior (innovative motivation, work motivation, organizational innovation climate, work characteristics, innovative self-efficacy, and AI literacy), which can be categorized into three dimensions: intrinsic motivation, external opportunities, and individual abilities. (2) No single antecedent can constitute a necessary condition for high-level innovation behavior, which instead emerges from the matching and interplay of multiple factors. (3) High-level innovation behavior is driven by three configurations: The motivation-confidence driving type indicates that employees’ individual psychological resources can form stable endogenous motivation and drive high-level innovation independently; the “environment-AI literacy empowering type” reflects that employees can form a strong support system under the organizational innovation climate and AI literacy support; and the “motivation–environment–confidence synergy type” relies on the interaction of work motivation, organizational innovation climate, and innovative self-efficacy to achieve the coordinated matching of internal and external factors to drive innovation. This paper deepens the understanding of the causal complexity in the driving mechanism of high-tech employees’ innovation behavior, and provides practical references for enterprises to formulate differentiated management strategies to enhance innovation performance in the AI era.
人工智能可供性驱动新质生产力的双元创新机制——基于专精特新企业的研究
摘要 · ABSTRACT
人工智能（AI）是专精特新企业提升新质生产力的新引擎，但如何通过双元创新充分激活与释放AI可供性的潜能仍是亟待解决的难题。本文以沪深A股上市的制造业单项冠军及专精特新“小巨人”企业为研究样本，研究AI可供性影响专精特新企业新质生产力的双元创新机制。研究发现：基础可供性与功能可供性均能提升专精特新企业新质生产力，功能可供性通过探索式创新和利用式创新提高新质生产力，基础可供性仅能通过探索式创新提高新质生产力；异质性分析发现专精特新“小巨人”、低知识产权保护区域、战略性新兴产业的企业以AI可供性通过探索式创新驱动新质生产力，制造业单项冠军、高知识产权保护区域、非战略性新兴产业的企业以AI可供性通过双元创新驱动新质生产力。研究深化了新质生产力的前因及生成机制研究，为释放AI在新质生产力上的潜能提供实践启示。
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Abstract
Artificial intelligence (AI) is a new engine for SRDI enterprises to improve new quality productive forces, but how to fully stimulate and release the potential of AI affordances through ambidextrous innovation remains a problem to be solved. This paper takes manufacturing single champion enterprises and SRDI “Little Giant” enterprises listed on the Shanghai and Shenzhen A-shares as research samples to study the ambidextrous innovation mechanism of AI affordances affecting the new quality productive forces of SRDI enterprises. The results show that both basic and functional affordances can improve the new quality productive forces of SRDI enterprises. Functional affordances improve new quality productive forces through exploratory innovation and exploitative innovation, while basic affordances only improve new quality productive forces through exploratory innovation. Heterogeneity analysis reveals that enterprises in SRDI “Little Giants”, low intellectual property protection areas, and strategic emerging industries use AI affordances to drive new quality productive forces through exploratory innovation, while enterprises in manufacturing single champions, high intellectual property protection areas, and non-strategic emerging industries use AI affordances to drive new quality productive forces through ambidextrous innovation. This paper deepens the research on the antecedents and generation mechanism of new quality productive forces, and provides practical enlightenment for releasing the potential of AI in new quality productive forces.
海归企业家助推民营企业数字化转型的机理与证据
摘要 · ABSTRACT
本文基于印记理论，并结合认知理论的核心观点，构建了海归企业家影响民营企业数字化转型的理论模型。基于2007—2022年中国民营上市公司的数据，本文研究发现：第一，海归企业家有助于促进民营企业数字化转型战略的制定与落实，该结论在采取多种方法进行稳健性检验之后依然成立。第二，公司高管团队覆盖的高创新东道国数量以及高管团队的海外停留时间，都在不同程度上强化了海归企业家对数字化转型的正向影响，即作为海外经历广度与深度理论化的高管认知重构宽度和深度发挥了积极的正向调节作用。第三，异质性分析表明，在外部制度环境更优（市场化程度高、港口距离近、地区开放度高）或内部治理支持更强（外资持股占比高）的情境下，海归企业家对数字化转型的促进效应更显著。本文对于深入理解国际人力资本流动与数字化技术的采用具有重要的理论意义和现实价值。
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Based on imprinting theory and integrating the core insights of cognitive theory, this paper constructs a theoretical model of how returnee entrepreneurs influence the digital transformation of private enterprises. Using data from Chinese private listed companies from 2007 to 2022, this paper finds that: First, returnee entrepreneurs help promote the formulation and implementation of digital transformation strategies in private enterprises, and this conclusion still holds after robustness tests using multiple methods. Second, the number of highly-innovative host countries covered by the top management team and their overseas stay duration both strengthen, to varying degrees, the positive impact of returnee entrepreneurs on digital transformation; that is, the breadth and depth of executives’ cognitive restructuring, conceptualized as the breadth and depth of overseas experience, play a positive moderating role. Third, heterogeneity analysis shows that the promoting effect of returnee entrepreneurs on digital transformation is more pronounced when the external institutional environment is more favorable (a high degree of marketization, proximity to ports, and high regional openness) or internal governance support is stronger (a high proportion of foreign ownership). This paper has important theoretical significance and practical value for deepening the understanding of international human capital mobility and the adoption of digital technology.
资源重构与责任约束：数据资产化如何重塑企业环保投资？
摘要 · ABSTRACT
在数据要素市场建设与企业绿色转型的双重背景下，揭示数据资产化影响企业环保投资的微观机理，对引导企业可持续实践、构建数据驱动的环境治理体系具有重要价值。本研究基于2009—2023年中国A股上市公司数据，系统考察数据资产化对企业环保投资的作用效果、传导机制与边界条件。研究发现，数据资产化通过重塑企业资源基础与治理结构，能够显著提升企业环保投资水平。机制分析表明，数据资产化通过构建可验证的绿色信用助力企业获取绿色信贷，凭借高透明度运营生态吸引绿色投资者，从而协同缓解环保投资的资源约束并强化环境责任监督。异质性分析进一步揭示，该效应在外部制度环境更严格、数字基础设施更完善、内部具备更强环保导向（体现为重污染属性、高管高环保认知）的企业中更为显著，揭示了数据要素赋能的多层次情境依赖性。此外，研究区分了数据资产化的实现方式，自用型数据资产化主要驱动前端预防型环保投资，凸显其源头防控功能；交易型数据资产化则可能因注意力分散而抑制末端治理型投资。本研究为理解数据要素如何赋能企业绿色转型提供了微观证据，也为政策制定者与企业实施情境适配、分类引导的数据治理与环保投资策略提供了参考依据。
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Against the dual backdrop of data element market development and corporate green transformation, understanding how data assetization affects corporate environmental investments at the micro level is crucial for guiding sustainable practices and building a data-driven environmental governance system. Using data from China’s A-share listed companies from 2009 to 2023, this paper systematically examines the effects, mechanisms, and boundary conditions of data assetization on corporate environmental investments. The study finds that data assetization significantly increases environmental investments by reshaping corporate resource bases and governance structures. Mechanism testing reveals that data assetization facilitates green credit through verifiable green credentials and attracts green investors via transparent operations, thereby easing resource constraints and strengthening environmental supervision. Heterogeneity analysis shows stronger effects under stricter regulations, better digital infrastructure, and stronger internal environmental orientation (e.g., high pollution intensity, executive awareness), highlighting contextual dependence. Notably, self-use data assetization mainly drives front-end preventive investments, while transactional data assetization may suppress end-of-pipe remedial investments due to attention diversion. This paper offers micro-level evidence for data-driven green transformation and provides insights for policymakers and firms in tailoring data governance and investment strategies.
消费组织化：社群影响者整合品牌与用户的机制研究
摘要 · ABSTRACT
组织化理论一直以来被隐含地限定在解释供给端的行动机制中，本研究将其拓展到探究需求端的社群影响者在数字技术赋权下涌现出的新组织化机制及特征。本研究针对电商直播实践开展民族志研究，提出社群影响者服务细分需求的关键机制——消费组织化，主要回答两个问题：什么是消费组织化？电商直播情境下的社群影响者如何通过消费组织化服务细分需求并促进商业交易？研究得出以下结论：第一，构建社群资源、应用社交能力和形成社群黏性是消费组织化区别于供给组织化的三个核心特征；第二，消费组织化由社群唤醒、供需统筹和交易转化三个关键机制构成；第三，社群影响者驱动的消费组织化实现了对供需两端的粒度匹配，并促进交易。据此，本文构建电商直播情境下社群影响者驱动的消费组织化机制模型，通过揭示需求端资源整合者的行动机制而形成理论创新。研究结论对于数字经济时代的社交商务创新实践具有启示意义。
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Abstract
Organizing theory has largely been confined to explaining action mechanisms on the supply side. This paper extends that perspective to the demand side by examining the organizing mechanisms and characteristics that emerge when community influencers are empowered by digital technologies. Based on an ethnographic study of e-commerce livestreaming practices, the study identifies consumption organizing as a key mechanism through which community influencers serve segmented consumer demand. It addresses two questions: What is consumption organizing? How do community influencers in e-commerce livestreaming use consumption organizing to serve segmented demand and facilitate commercial transactions? This paper offers three main findings: First, consumption organizing differs from supply-side organizing in three aspects: construction of community resources, deployment of social capabilities, and formation of community stickiness. Second, consumption organizing comprises three key mechanisms: community activation, supply-demand coordination, and transaction conversion. Third, consumption organizing driven by community influencers enables fine-grained matching between the demand side and the supply side, thereby facilitating transactions. On this basis, this paper develops a mechanism model of consumption organizing driven by community influencers in the context of e-commerce livestreaming, and achieves theoretical innovation by revealing the mechanisms of demand-side resource integrators. The findings offer important implications for social commerce innovation in the era of the digital economy.
组织资源协同研究：理论溯源、整合框架与数字化演进
摘要 · ABSTRACT
不同资源间的协同有助于放大资源价值，是企业实现持续成长和构建竞争优势的重要基础。现有资源协同研究已形成一系列成果，但仍存在研究视角分散、动态演化关注不足和数字情境阐释不充分等问题。本文通过系统梳理相关文献发现，系统理论、资源基础理论、权变理论和动态能力理论构成了资源协同研究的重要理论基础。在此基础上，本文构建了组织资源协同的形成、变革与价值实现机制框架，指出资源协同经历“协同基础—协同机制—协同效应”的形成过程，并通过企业能力提升和企业行为优化转化为企业价值、企业绩效及其他组织结果，同时受到宏观地区环境、中观行业环境和微观企业情境的共同影响。本文进一步将协同变革纳入资源协同过程框架，强调企业需要根据环境变化、战略调整和绩效反馈推动资源协同持续重构。最后，本文比较了传统资源协同与数字资源协同的差异，揭示了数字情境下连接压力、反馈压力、扩展压力和适应压力如何推动资源协同逻辑发生系统性演化。本研究突破了既有资源协同研究相对分散和静态的分析局限，构建了系统化的资源协同研究框架，揭示了资源协同在数字情境下的动态演化逻辑，从而推动了资源协同研究的系统化、动态化与数字情境化拓展。
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Abstract
Synergy among different resources helps amplify resource value and serves as an important foundation for firms to achieve sustainable growth and build competitive advantages. Although resource synergy research has produced a growing body of findings, it remains limited by fragmented perspectives, insufficient attention to dynamic evolution, and inadequate theorization of the digital context. Through a systematic review of the relevant literature, this paper finds that systems theory, the resource-based view, contingency theory, and dynamic capability theory constitute the important theoretical foundations for resource synergy research. On this basis, this paper constructs a framework of the formation, transformation, and value realization mechanisms of organizational resource synergy. It argues that resource synergy follows a formation process of “synergy foundation–synergy mechanism–synergy effect” and is transformed into corporate value, corporate performance, and other organizational outcomes through the enhancement of firm capabilities and the optimization of firm behaviors. This process is also jointly shaped by macro-level regional environments, meso-level industry environments, and micro-level firm contexts. Furthermore, this paper incorporates synergy transformation into the process framework of resource synergy and emphasizes that firms need to continuously reconfigure resource synergy in response to environmental changes, strategic adjustments, and performance feedback. Finally, by comparing traditional resource synergy and digital resource synergy, this paper reveals how connection pressure, feedback pressure, expansion pressure, and adaptation pressure in the digital context drive the systematic evolution of resource synergy logic. The study addresses the fragmented and static limitations of existing resource synergy research by developing a systematic framework and revealing its dynamic evolutionary logic in the digital context, thereby advancing the systematic, dynamic, and digitally contextualized development of resource synergy research.