产业集群有助于群内企业创新一直是集群文献中体现集群竞争优势的一个重要理论,本文从核心企业的视角出发对此进行了重新研究。发现核心企业阶段,现有文献中所强调的集群因素对核心企业创新虽然仍具有正向影响,但其影响已经相对较弱,且其作用机制也发生了变化。从原有的直接作用方式转化为间接的作用方式,本质上需要通过核心企业规模成长的中介作用才能对核心企业创新产生影响。这实际上意味着随着核心企业成长,群内企业的分工与定位更为明晰,并使得集群对企业创新的支持作用方式也发生了相应地改变,核心企业越来越担负起整个集群创新的发动机作用,创新主体也从集群整体层面重新又回到了企业个体层面尤其是核心企业这类特殊的企业上。这显示在一定程度上,强调整体层面的"集群式创新"理论恐怕已经很难再具有其原有的意义。
Industrial cluster which is helpful to the cluster firm innovation has been an important competitive advantage theory reflected in the cluster literature. From the perspective of core firms,industrial cluster theory is re-studied here. It is found that the cluster factors still have a positive effect on the core firm innovation during the period of core firm,but its influence has relatively been weak,and its function mechanism has changed from the direct way to the indirect one,Therefore,the scale growth of the core firm essentially has a mediator effect on the core firm innovation. Actually it means,with the development of core firms, the division of labor and location of cluster firm have been clearer,so the mode of cluster innovation supported by the core firm has been changed correspondingly,the core firm has increasingly taken the innovation task as an engine,the innovation subject has also returned to the firm individual level from the whole cluster level,especially for the special core firm,that means it is very difficult for the cluster innovation theory emphasizing on the whole level to maintain its original meaning to a certain degree.