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文章从独特的视角回顾了通用竞争战略实证研究的历史,首次关注了Palepu战略识别假设和战略数理解析的研究,分析了制约其发展的关键问题;评述了近期战略解析建模研究的突破性进展及相关实证研究的进展,发现了反传统的理论建构性研究所面临的机遇。预测了通用战略建模、Palepu战略识别假设的解析验证和相关实证研究可能成为研究前沿。最后,提出了一个跨战略管理、财务管理和博弈论三个领域的新研究架构设想。
Abstract：This paper reviews the history of empirical research of generic competitive strategies from a unique perspective. The researcher pays attention to the introduction and application of Palepu assumptions for strategy identification and strategic mathematical analysis for the first time. Then,the paper indicates the key problems of this area. Besides,this paper overviews the breakthrough in the analytical modeling for generic strategies and the advances of relative empirical research,and finds the opportunity faced by the unconventional theoretical constructive research. Furthermore,the paper forecasts that the game modeling of generic strategies,the analytical verification of Palepu assumptions and its related empirical studies may become a research front. Lastly,this paper proposes the new interdisciplinary research framework for this area which involves strategic management,financial management and game theory.
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(1)该书中文版(刘媛媛译,东北财经大学出版社2013年出版)书名和术语翻译错误,最好读原版书。
(1)否证Palepu识别准则的推理以Porter溢价条件为一个前提,而该条件随后被否定,因而否证不成立。
(2)曾有观点认为博弈模型只能容纳极少变量和参数,不能描述丰富的现实世界。约束优化模型可以反驳这一观点。
(3)针对这一点,作者已经初步引入了工程经济中的产量-投资公式,完成了全部推演,得到了相同或不同的结论。
(1)模型参数过少可能导致约束优化模型的可行解域不存在,因而模型无解。
(2)由于约束条件一般是非线性函数和不等式约束,无法采用代入法进入基本模型,化为无约束优化问题求解。
基本信息:
DOI：10.14134/j.cnki.cn33-1336/f.2018.04.003
中图分类号:F271
引用信息:
[1]陈圻.通用竞争战略研究的历史反思——一个基于博弈与约束优化建模的新研究架构[J].商业经济与管理,2018,No.318(04):26-38.DOI:10.14134/j.cnki.cn33-1336/f.2018.04.003.
基金信息:
国家社会科学基金重点项目“我国制造企业创新型成本领先战略研究”(11AGL001)
2018-04-15
2018-04-15