平台型企业跨界颠覆性创新的路径机制研究

Research on the Path Mechanism of Cross Border Disruptive Innovation in Platform Based Enterprises

摘要: 数字化背景下，大数据能力为平台企业跳脱既有技术路径，实现跨界颠覆性创新提供了无限可能。本文从资源编排视角切入，以2009至2022年沪深A股上市平台企业为研究样本，探究大数据能力影响跨界颠覆性创新的机制和条件。研究发现，大数据能力有效促进平台企业跨界颠覆性创新，经稳健性检验和内生性检验后结果仍然显著。机制研究发现，资源编排发挥部分中介作用，且知识搜索和政府补助显著促进大数据能力对跨界颠覆性创新的提升效应。进一步细化发现，知识搜索广度的正向调节作用更加显著。本文适当拓展了大数据背景下资源编排及跨界颠覆性创新相关研究，为平台企业实现跨界颠覆提供理论支撑，同时也为相关政策制定提供一定的启示意义和参考价值。

Abstract: In the context of digitalization, big data capabilities provide unlimited possibilities for platform enterprises to break away from existing technological paths and achieve cross-border disruptive innovation. This article approaches from the perspective of resource allocation, using A-share listed platform companies in Shanghai and Shenzhen from 2009 to 2022 as research samples, to explore the mechanisms and conditions under which big data capabilities affect cross-border disruptive innovation. Research has found that big data capabilities effectively promote disruptive innovation across platforms, and the results remain significant after robustness and endogeneity tests. Mechanism research has found that resource orchestration plays a partial mediating role, and knowledge search and government subsidies significantly promote the enhancement effect of big data capabilities on cross-border disruptive innovation. Further refinement reveals that the positive moderating effect of knowledge search breadth is more significant. This article appropriately expands the research on resource orchestration and cross-border disruptive innovation under the background of big data, providing theoretical support for platform enterprises to achieve cross-border disruption, and also providing certain enlightening significance and reference value for relevant policy formulation.