基于探索和利用的二元性视角,以ICT产业为例,研究以美国为代表的发达国家企业与以中国为代表的后发国家企业,在利用科学和技术的二元知识战略选择上不同,以及这种差异对创新绩效的影响。利用专利引文数据进行实证检验,研究显示,美国ICT企业技术知识对创新绩效有显著正向影响;中国ICT企业探索和利用的二元知识来源对创新绩效均有显著正向影响。此外,进一步研究了企业自身的吸收能力在二元性对创新绩效影响中的调节作用,结果显示美国ICT企业自身较强的对知识转化能力,促进吸收能力在技术知识对创新绩效中起正向调节作用;中国ICT企业吸收能力中的对知识的获取能力强,它在科学知识对创新绩效中起正向调节作用。
Based on the perspective of ambidexterity of exploration and exploitation,we take ICT industry as an example to analyze different strategies for using science and technical knowledge by the firms in the US and China,and then analyze the effect of such differences on innovation performance.Using patent citation database,the findings showed that the US ICT enterprises' technological knowledge has significant positive effect on innovation performance,while both the exploration and exploitation of Ambidexterity in Knowledge Sourcing from Chinese ICT enterprises have significant positive effect on innovation performance.We further test the moderating effect of absorptive abilities.The US firms' absorptive abilities significantly positively moderate the effect of technical knowledge on innovation performance.While Chinese firms' absorptive abilities moderate the effect of science knowledge on innovation performance.