中文摘要：

经典的战略选择理论是基于产业状况和资源基础的战略观，基于制度基础的战略观是战略研究领域出现的新趋势。制度作为游戏规则，对身处其内的企业行为有着重要而深刻的影响。处于转型时期的背景特点造就了我国企业在成长战略取向上的特殊行为-企业多元化经营大行其道。本文从制度的新视角分析了我国企业普遍采取多元化经营的深层次原因以及历史合理性，在对市场结构-行为-绩效（SCP）研究范式改进的基础上，构建了我国多元化研究领域制度-行为-绩效（ICP）范式的分析框架，并对企业多元化进一步健康发展提供了指导建议。

英文摘要：

Classical strategic choice theories are based on industry conditions and resource-based view. However, the institution-based view of business strategy is becoming the new trend of strategic management research. The institution as game rule has an important and profound impact on enterprise behaviors. The background characteristics in transition period lead to the peculiar behaviors of firms＇ growth strategy in China--most of the enterprises keen on diversification. The paper analyzes causes and historical reasonable of firms diversification from the new institutional perspective. Based on the improvement of structure-conduct-performance paradigm, the paper constructs the analytical framework of institutional-conduct-performance paradigm on diversification field. Furthermore, it gives further heath development proposals on diversification.