数字经济背景下高管认知对商业模式创新的影响研究

doi:10.16088/j.issn.1001-6597.2025.04.010

摘要/Abstract

摘要： 数字经济背景下,高管团队认知如何激发商业模式创新从而实现产品和服务价值增值,既是科学理论问题,也是实践难题。以2022年创业板上市公司为研究样本,从高阶理论和动态能力理论出发对这一问题进行实证检验,研究结果表明:高管的数字经济认知水平和认知独特性对商业模式创新具有显著正向影响;动态能力在高管认知水平与商业模式创新的关系中发挥完全中介作用,在高管认知独特性与商业模式创新的关系中发挥部分中介作用;地区数字化水平在高管认知水平、高管认知独特性与动态能力的关系中有显著的正向调节作用。研究结果有助于从认知与能力视角揭示企业商业模式创新的本质及规律。在数字经济背景下创新商业模式,可采取有效措施:在企业层面,进一步提升高管对商业模式创新的意识和信念准则;在政府层面,要加强数字基础设施建设,制定具有科学性和前瞻性的数字经济政策,提升区域内数字化水平。

关键词: 数字经济, 高管认知, 动态能力, 商业模式创新

Abstract: In the digital economy era, how executives’ cognition drives business model innovation to achieve value-added products and services remains both a theoretical and practical challenge. This study, using 2022 ChiNext data from listed companies, empirically examines the issue through the lenses of Upper Echelons Theory and Dynamic Capabilities Theory. The findings reveal that: (1) Executives’ digital economy cognition level and cognitive uniqueness bear significantly positive influence on business model innovation; (2) Dynamic capabilities fully mediate the relationship between executives’ cognition level and business model innovation, while partially mediating the link between cognitive uniqueness and innovation; (3) Regional digitalization levels positively moderate the relationships between executives’ cognition level, cognitive uniqueness, and dynamic capabilities. These results elucidate the nature and patterns of business model innovation from cognitive and capability perspectives. To innovate business models in the digital economy context, effective measures should be adopted: At the firm level, we should enhance executives’ awareness and belief systems regarding business model innovation; at the governmental level, we should strengthen digital infrastructure construction and formulate scientific, forward-looking digital economy policies in an attempt to improve regional digitalization levels.

Key words: digital economy, executive cognition, dynamic capabilities, business model innovation

中图分类号: F492

郭韬, 薛玉, 卢叶. 数字经济背景下高管认知对商业模式创新的影响研究[J]. 广西师范大学学报（哲学社会科学版）, 2025, 61(4): 122-136.

GUO Tao, XUE Yu, LU Ye. Research on the Impact of Executive Cognition on Business Model Innovation in the Digital Economy Era[J]. Journal of Guangxi Teachers Education University (Philosophy and Social Sciences Edition), 2025, 61(4): 122-136.

参考文献

[1] 鲁钊阳,邓琳钰,黄箫竹,等.数字经济促进区域高质量发展的实证研究[J].中国软科学,2023(12):175-184.
[2] 裴军,周娅,彭张林,等.高端装备智能制造创新运作:从平台型企业到平台型供应链[J].管理世界,2023(1):226-240.
[3] Zhu Y, Jin S. How does the digital transformation of banks improve efficiency and environmental, social, and governance performance?[J]. Systems,2023,11(7):328.
[4] Teece D J. Business models, business strategy and innovation[J]. Long Range Planning, 2010, 43(2-3): 172-194.
[5] Mezger F. Toward a capability-based conceptualization of business model innovation: insights from an explorative study[J]. R&D Management, 2014, 44(5): 429-449.
[6] 林菁菁,张雁鸣,苏敬勤.从资源拼凑到资源协奏——一个制度情境视角的解释[J].管理评论,2021(10):249-262.
[7] Hambrick D C, Mason P A. Upper echelons: the organization as a reflection of its top managers[J]. The Academy of Management Review,1984,9(2):193-206.
[8] Wang D, Luo Y, Hu S, et al. Executives’ ESG cognition and enterprise green innovation: evidence based on executives’ personal microblogs[J]. Frontiers in Psychology,2022,13.
[9] Martins L L, Rindova V P, Greenbaum B E. Unlocking the hidden value of concepts: a cognitive approach to business model innovation[J]. Strategic Entrepreneurship Journal,2015,9(1): 99-117.
[10] 余芬,樊霞.高管认知、行业管制与企业创新持续性[J].科研管理,2022(12):173-181.
[11] 尹剑峰.企业多元化发展的内在机理——基于企业家认知的理论视角[J].技术经济,2018(7):88-98.
[12] Bacon-Gerasymenko V, Eggers P J. The dynamics of advice giving by venture capital firms: antecedents of managerial cognitive effort[J]. Journal of Management,2019,45(4): 1-29.
[13] He L, Fang J. CEO overpayment and dismissal: the role of attribution and attention[J]. Corporate Governance: An International Review,2016,24(1):24-41.
[14] 胡望斌,张玉利,杨俊.同质性还是异质性:创业导向对技术创业团队与新企业绩效关系的调节作用研究[J].管理世界,2014(6):92-109,187-188.
[15] 周建,李小青.董事会认知异质性对企业创新战略影响的实证研究[J].管理科学,2012(6):1-12.
[16] 应倩滢,陈衍泰.数字化新情境下高管认知对产品创新的影响[J].科研管理,2023(3):167-178.
[17] 张军,许庆瑞.管理者认知特征与企业创新能力关系研究[J].科研管理,2018(4):1-9.
[18] 杨林,和欣,顾红芳.高管团队经验、动态能力与企业战略突变:管理自主权的调节效应[J].管理世界,2020(6):168-188.
[19] 余浩,刘文浩,陈崇.高管团队认知交互与创新绩效的关系:有调节的中介效应检验[J].科技进步与对策,2020(20):145-152.
[20] 庞长伟,王琼,刘丽雯.创业企业高管团队认知与新颖型商业模式创新——被调节的中介效应[J].研究与发展管理,2021(4):97-110.
[21] 李后建,张宗益.管理层风险激励模式、异质性与企业创新行为[J].研究与发展管理,2015(5):53-67.
[22] 张璐,周琪,苏敬勤,等.新创企业如何实现商业模式创新?——基于资源行动视角的纵向案例研究[J].管理评论,2019(9):219-230.
[23] 马鸿佳,张弼弘,唐思思.新创企业惯例形成过程与能力关系的机制研究[J].外国经济与管理,2020(6):55-68.
[24] 李盼盼, 乔晗, 郭韬. 数字化水平对制造企业商业模式创新的跨层次作用研究[J]. 科研管理, 2022(11): 11-20.
[25] 周飞,孙锐.基于动态能力视角的跨界搜寻对商业模式创新的影响研究[J].管理学报, 2016(11):1674-1680.
[26] 梁敏,曹洪军,王小洁.高管环保认知、动态能力与企业绿色创新绩效——环境不确定性的调节效应[J].科技管理研究,2022(4):209-216.
[27] 杨梦洁.中部地区数字产业化与产业数字化发展水平及耦合协调度评价分析[J].区域经济评论,2023(2):79-88.
[28] 肖静,曾萍,章雷敏.地区数字化水平、绿色技术创新与制造业绿色转型[J].华东经济管理,2023(4):1-12.
[29] 肖仁桥,沈佳佳,钱丽.数字化水平对企业新产品开发绩效的影响——双元创新能力的中介作用[J].科技进步与对策,2021(24):106-115.
[30] 卫力,张秀,赵振.数字化对商业模式创新的影响:基于企业生命周期视角[J].科技管理研究,2023(1):181-190.
[31] Duriau V J, Reger R K, Pfarrer M D. A content analysis of the content analysis literature in organization studies: research themes, data sources, and methodological refinements[J]. Organizational Research Methods, 2007, 10(1): 5-34.
[32] 陈守明,唐滨琪.高管认知与企业创新投入——管理自由度的调节作用[J].科学学研究,2012(11):1723-1734.
[33] 吴非,胡慧芷,林慧妍,等.企业数字化转型与资本市场表现——来自股票流动性的经验证据[J].管理世界,2021(7):130-144.
[34] 李寿喜,赵帅,岳成浩.数字化转型与企业绩效——来自制造业的经验证据[J].工业技术经济,2023(6):26-35.
[35] Hanley W K, Hoberg G. The information content of IPO prospectuses[J].The Review of Financial Studies,2010,23(7):2821-2864.
[36] 李君锐, 买生. 数字金融对企业商业模式创新的影响研究[J]. 管理评论, 2023(6): 82-91.
[37] 王炳成,麻汕,马媛.环境规制、环保投资与企业可持续性商业模式创新——以股权融资为调节变量[J].软科学,2020(4):44-50.
[38] Wang C L, Ahmed P K. Dynamic capabilities: a review and research agenda[J].International Journal of Management Reviews, 2007, 9(1):31-51.

Metrics

Viewed

Full text

Abstract

Cited

Shared

Discussed