本文依据创新、经济地理学和全球价值链等领域的观点,从理论上建构本地和超本地业务网络与集群企业升级的关系,提出两个竞争性假设。然后,本文调用动态能力理论,从吸收能力的角度探讨业务网络推动集群企业升级的内在机制。以浙江省171家集群企业为调研对象,实证研究表明超本地业务网络在集群企业升级中扮演着相对重要的角色,同时吸收能力在超本地业务网络和集群企业升级之间起到了完全中介作用。本文加入了有关本地与超本地网络相对重要性的讨论,并为此争论提供了经验证据。同时,本文也解释了业务网络影响集群企业升级的内在机制,揭示了现象背后的逻辑。
Drawing upon perspectives from research fields, such as innovation, economic geography, global value chain, etc, the relationship between local and ultra - local business networks and upgrading of clustered firms is theoretically constructed, two competing hypotheses are proposed. Invoking dynamical capability theory, the mediative role of absorptive capability between business network and the upgrading of clustered firms is explored. Using a sample of 171 clustered firms from Zhejiang Province, the empirical study indicates that ultra - local network plays a relatively important role in shaping the upgrading of clustered firms, and absorptive capability completely mediates the relationship between ultra - local business network and upgrading. By providing first - hand empirical evidence, the contribution involving the debates on the relative importance of local and ultra - lo- cal network to upgrading is made. In addition, the internal mechanism which business network promotes the upgrading of clus- tered firms is explored, revealing the logic behind the phenomenon.