人口老龄化与数字化转型双重情境下的企业创新成果转化：逻辑、模式与路径

Transforming Enterprise Innovation Achievements in the Dual Context of Population Aging and Digital Transformation: Logic, Model, and Path

摘要: 在全球人口老龄化与数字化转型双重情境交织的宏大背景下，企业创新成果转化面临着前所未有的机遇与挑战。为系统性地揭示企业如何应对此复杂情境并实现创新模式的动态跃迁，本文构建了一个整合动态能力理论与创新生态系统理论的“感知–编排–激活”三阶能力分析框架。通过对华为公司的纵向单案例研究，本文发现其创新成果转化模式遵循着从以需求洞察驱动的资源合作模式，经由技术平台赋能的资源共享模式，最终升维至生态系统激活的资源赋能模式的演化路径。研究的核心发现是，驱动这一模式跃迁的关键机制在于企业战略定位从赋能伙伴存量业务到激活伙伴增量创新的根本性转变，通过构建底层创新基础设施，赋予生态伙伴创造全新价值的能力，从而实现了从线性价值创造向网络化价值共创的范式革命。本研究为理解复杂环境下企业战略演化提供了新的理论透镜，也为面临相似转型挑战的企业在战略认知、组织能力与生态治理层面提供了系统性的路径启示。

Abstract: Against the backdrop of a global aging population and digital transformation, enterprises face unprecedented opportunities and challenges in transforming their innovations. To systematically explore how enterprises navigate this complex landscape and achieve a dynamic transition in their innovation models, this paper constructs a three-step capability analysis framework: “Perception-Orchestration-Activation,” integrating dynamic capability theory with innovation ecosystem theory. Through a longitudinal case study of Huawei, this paper finds that its innovation transformation model follows an evolutionary path from a resource collaboration model driven by demand insights, to a resource sharing model enabled by technology platforms, and finally to a resource-enabled model driven by ecosystem activation. The key finding is that the key mechanism driving this paradigm shift lies in a fundamental shift in the company’s strategic positioning from enabling partners’ existing businesses to activating their incremental innovations. By building underlying innovation infrastructure and empowering ecosystem partners with the ability to create new value, this approach achieves a paradigm shift from linear value creation to networked value co-creation. This study provides a new theoretical lens for understanding the evolution of corporate strategy in complex environments and offers systematic insights into strategic cognition, organizational capabilities, and ecosystem governance for companies facing similar transformation challenges.