战略管理理论与实践的新发展--香港城市大学

杨海滨香港城市大学管理系战略管理理论与实践的新发展USTCResearchSeminar,2012ARoadmapAGlimpseofMyResearchAreas战略管理管理与实践TheQuestionsIAskQ1:StrategicNetworksandAcquisitionsWhatwillfirmschooseamonginternaldevelopment,alliancesandacquisitions?Amulti-levelframeworkoffirmboundaries:Firmcharacteristics,dyadicdifferences,andnetworkattributes(withLin,Z.,&Lin,Y).StrategicManagementJournal,2010Howwillalliancesaffectacquisitions?Behindacquisitionsofalliancepartners:Exploratorylearningandnetworkembeddedness(withLin,Z.,&Peng,M.).AcademyofManagementJournal,2011HowdonetworksandlearningdriveM&As?AninstitutionalcomparisonbetweenChinaandAmerica(withLin,Z.,Peng,M.,&Sun,L.).StrategicManagementJournal,2009NetworkdynamicsStructuralvs.individualperspectivesonthedynamicsofgroupperformance:Theoreticalexplorationandempiricalinvestigation.JournalofManagement,2005TheQuestionsIAsk-Cont’dQ2:AlliancePortfolioWhataretheperformanceimplicationsofafirm’sallianceportfolio?Theperformanceconsequencesofambidexterityinstrategicallianceformations:Empiricalinvestigationandcomputationaltheorizing(withLin,Z.,&Demirkan,I).ManagementScience,2007.Alliancepartnersandfirmperformance:Resourcecomplementarityandstatusassociation(withLin,Z.,&Arya,B).StrategicManagementJournal.2009.Explorationversusexploitationinallianceportfolio:Performanceimplicationsoforganizational,strategic,andenvironmentalfit(withYamakawa,Y.,&Lin,Z.).ResearchPolicy,2011.Explorationorexploitation?Smallfirms’alliancestrategieswithlargefirms(withZheng,Y.,&Zhao,X.)under2ndreviewatStrategicManagementJournalDoesfamiliarityfosterinnovation?RepeatedR&Dalliancesandbreakthroughinnovations(withZheng,Y.)Under2ndreviewatAcademyManagementJournal.TheimpactofpriorallianceswithcurrentcompetitorsoninnovationracesintheUSPharmaceuticalindustry(withCui,V.&Vertinsky.I.)Under2ndreviewatAcademyManagementJournal.TheQuestionsIAsk-Cont’dQ3:EOresearchWhataretheantecedentsandconsequencesofEO?Wheredoentrepreneurialorientationscomefrom?Aninvestigationontheirsocialorigin(withDess,G).InG.T.Lumpkin&J.A.Katz(Eds.),Advancesinentrepreneurship,firmemergence,andgrowth,2007,vol.10:223-247.Greenwich,CT:JAIPress.Entrepreneurialorientation:Assessingtheconstruct’svalidityandaddressingsomeofitsimplicationsforresearchintheareasoffamilybusinessandorganizationallearning(withDess,G.,&Pkinkham,B.)EntrepreneurshipTheoryandPractice,2011:1077-1090.Entrepreneurialorientationandfirmperformance:Themoderatingeffectsofintra-andinter-organizationalcontexts(withDess,G.,&Robins,J.)UnderreviewatStrategicManagementJournalTheQuestionsIAsk-Cont’dOtherQsProductInnovationManagerialnetworks,organizationalinnovation,andfirmperformanceinatransitioneconomy(withShi,W.,&Wang,J.).Workingpaper.Ambidexterityinproductinnovationmanagement:Thedirectandcontingenteffectsonproductdevelopmentperformance(withAtuahene-Gima).Workingpaper.Marketknowledgedomains,marketsituationinterpretation,andthenatureofinnovationcompetencedevelopment(withAtuahene-Gima).Workingpaper.CorporateGovernanceDoesfamilybusinessexcelinfirmperformance?Aninstitution-basedview(withLiu,W.,&Zhang,G.)AsiaPacificJournalofManagement(Forthcoming).ExecutivecompensationinAsia:Acriticalreviewandoutlook(withSun,L.,&Zhao,X.)AsiaPacificJournalofManagement2010.Definition:Strategicmanagementconsistsoftheanalysis,decisions,andactionsanorganizationundertakesinordertocreateandsustaincompetitiveadvantages.KeyattributesofstrategicmanagementDirectstheorganizationtowardoverallgoalsandobjectives.IncludesmultiplestakeholdersindecisionmakingNeedstoincorporateshort-termandlong-termperspectivesRecognizestrade-offsbetweenefficiencyandeffectiveness战略管理的概念案例：框架媒介与分众传媒Analysis:框架媒介在2004有两个主营业务：电梯平面媒体广告与液晶屏广告，年入4000万，估值3200万。全国广告业务市场竞争对手众多，利润率低，且主要对手分众传媒2005年中即将上市。Decision:集中经营、行业整合Action:2005年2月启动，6月结束，整合了6家主要竞争对手。卖给分众传媒，估值3.49亿美元。战略的四个基本问题Whyarefirmsdifferent?Howdofirmsbehave?Whatdeterminesthescopeofthefirm?Whatdeterminesthesuccessorfailureofthefirmininternationalcompetition?战略管理理论的发展历程（一）启蒙期：以环境为基点的经典战略管理理论（1930s-1970s）Barnard,C.1938.“TheFunctionsoftheExecutives”Chandler,A.1962“StrategyandStructure:ChaptersintheHistoryofIndustrialEnterprise”基本观点１、企业的战略出发点是适应环境；２、高层经理人是战略制订的设计师，负责计划的全过程；３、组织结构与战略相适应。战略管理理论的发展历程（二）奠基与初步发展期(1980s)产业组织战略学派Porter,M.1980“CompetitiveStrategy”Strategyasafieldemerged:SMSandSMJlaunched.基本观点１、Structure-Conduct-Performance(SCPModel)２、‘五力’模型３、价值链分析是竞争优势的来源战略管理理论的发展历程（三）发展期(1990s)以资源、知识为基础的核心竞争力理论Barney,J.1991.“Firmresourcesandsustainedcompetitiveadvantage”Peteraf,M.1993.“Thecornerstonesofcompetitiveadvantage:Aresource-basedview”基本观点１、resourceheterogeneity2、resourceimmobility(Isolatingmechanisms:causalambiguity,specializedassets,switchingcost,patents,reputation,culture,legalrestrictions)3、valuable,rare,non-imitablity,nonsubstitutabilityforsustainablecompetitiveadvantages战略管理理论的发展历程（四）百家争鸣期(2000s-)CompetitiveDynamics(动态竞争理论)１、行动导向、现实导向如多点竞争２、任何优势都是暂时的：自我否定如IBM，又如柯达３、resourcesimilarityvs.marketcommonality４、awareness-motivation-capability(AMC):Puppydog(Haier),Topdog(Netscape),lean-and-hungr