从中国背景下集群企业的规模、内外部连接关系等结构因素,以及集群企业探索式、利用式学习行为角度,研究集群企业创新绩效的结构和行为来源。将集群中的企业分为领导型和跟随型,研究这2类企业建立的集群内外部连接关系,以及集群企业的探索式、利用式学习行为对创新绩效的影响,揭示集群企业的不同连接关系与学习行为在生成创新绩效过程中的功能和作用。以南京市六合化工产业集群的236家企业为样本,运用结构方程模型进行了分类检验和比较。研究发现,集群企业的内外部连接关系是探索式、利用式学习行为的结构基础,并通过探索式、利用式学习行为影响其创新绩效;领导型企业通过双重学习提升创新绩效,跟随型企业则侧重于利用式学习来提升增量创新绩效;2类企业创新绩效生成的路径存在差异,集群整体创新绩效的提升依赖于二者对结构、学习行为和创新的协同作用。
From the viewpoints of cluster firms' inner and outer links, and exploitive and explora- tive learning, the structural and behavioral source of innovative performance is studied in this paper. We divide cluster firms into leading and following firms and study how their establishing these links and their learning behaviors influence their innovative performance to reveal the roles of these links and learning behaviors for innovative performance. We classify and compare 236 chemical industrial cluster firms in Luhe District of Jiangsu Province, using method of SEM. The results firstly show that cluster firms' inner and outer links are the structural basis of exploitive and explorative learning, and influence innovative performance via exploitive and explorative learning. Secondly, leading firms promote innovative performance via ambidextrous learning, while following firms depend on exploitive learning to promote incremental innovative performance. Thirdly, the path to promote innovative per- formance are different between leading and following firms, the effective cooperation of which is beneficial to promote cluster innovative performance. The conclusion provides a useful management enlightenment to establish links conducive to cluster innovation, and coordinate learning behaviors and mobilize the role of different types of firms.