平台生态嵌入促进互补企业成长:来自华为生态系统的经验证据
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F272

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国家社会科学基金重大项目“平台企业治理研究”(21&ZD135)


Platform ecosystem embeddedness promotes the growth of complementary enterprises: Empirical evidence from Huawei’s ecosystem
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    摘要:

    数字经济时代,平台生态系统通过打破组织边界实现信息共享与资源协同,为互补企业提供了独特的竞争优势。本文基于嵌入性理论,通过手工收集整理2013—2024年华为生态系统内互补企业的真实交易数据,构建生态网络,实证考察了平台生态嵌入对互补企业成长的影响。研究发现,平台生态嵌入促进了互补企业成长,且这种促进作用在技术类和服务类互补者中更明显。机制检验发现,平台生态嵌入通过数字技术可供性与联合资产专用性影响互补企业成长。异质性分析发现,该效应在高新技术企业、融资约束水平更低、信息透明度更高以及行业竞争程度更强的样本中更为显著。研究结果揭示了互补企业通过嵌入平台生态系统实现自身成长的内在机理,对于促进平台经济高质量发展具有重要的理论与实践启示。

    Abstract:

    In the era of the digital economy, platform ecosystems break down organizational boundaries to enable information sharing and resource coordination, thereby providing complementary enterprises with unique competitive advantages. Based on embeddedness theory, this study manually compiles and organizes real transaction data of complementary enterprises within the Huawei ecosystem from 2013 to 2024, constructs an ecosystem network, and empirically examines the impact of platform ecosystem embeddedness on the growth of complementary enterprises. The findings reveal that platform ecosystem embeddedness promotes the growth of complementary enterprises, with a more pronounced effect observed among technology and service-type complementary enterprises. Mechanism tests indicate that platform ecosystem embeddedness influences the growth of complementary enterprises through digital technology affordance and joint asset specificity. Heterogeneity analysis shows that this effect is more significant in samples of high-tech enterprises, those with lower financing constraints, higher information transparency, and greater industry competition intensity. This study reveals the underlying mechanism through which complementary enterprises achieve growth by embedding into platform ecosystems, offering important theoretical and practical implications for promoting high-quality development of the platform economy.

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彭正银,郑福意,罗贯擎.平台生态嵌入促进互补企业成长:来自华为生态系统的经验证据[J].中国软科学,2026,(4):140-154

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  • 在线发布日期: 2026-06-01
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