融合化组态与制造企业价值链升级——基于内核、外延、场域三维融合化的动态QCA分析
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Integrated Configuration and Manufacturing Enterprise Value Chain Upgrading: A Dynamic QCA Analysis Based on Three-Dimensional Integration of Core, Extension, and Field
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    基于内核、外延、场域三维企业融合化理论框架,以数据要素利用和人工智能应用(内核融合化)、服务化转型和产学研协同创新(外延融合化)、产业集聚和数字经济发展(场域融合化)为条件变量,采用我国167家制造业上市公司2019—2024年的数据进行动态QCA分析,研究发现:6个条件变量均不是制造企业价值链升级的必要性条件,样本企业价值链升级存在“创新驱动+集聚赋能+数字生态”(路径1)、“数据+AI+服务”(路径2)、“数据要素+智能技术+数字经济”(路径3)、“服务延伸+创新协同”(路径4)、“数据筑基+集群赋能”(路径5)5条融合化发展路径;5条路径未表现出明显的时间效应,但存在产权性质与技术位势的适配性;路径2和路径3对国有和非国有制造企业具有普适性,路径1、路径4、路径5 偏向国有制造企业;路径2对高技术和中低技术制造企业具有普适性,路径1和路径3偏向高技术制造企业,路径4和路径5则偏向中低技术制造企业。

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    Implementing an integrated development strategy is key to helping the manufacturing sector break free from the “low-end lock-in” dilemma and achieve a leap forward in the value chain. The Fourth Plenary Session of the 20th CPC Central Committee explicitly outlined the directions of “intelligent, green, and integrated” development, with integration playing a crucial role in building a modern industrial system. However, how to implement integrated development measures to drive value chain upgrading remains a pressing issue. Existing literature often examines the impact of integration from a single dimension. Consequently, it fails to reveal how integration elements from different dimensions work together synergistically, let alone address the complex causal relationships in which “multiple paths lead to the same outcome”. This study is grounded in a three-dimensional theoretical framework of core integration, extension integration, and field integration, and employs dynamic Qualitative Comparative Analysis (QCA). The empirical analysis uses panel data from 167 listed manufacturing enterprises spanning from 2019 to 2024. Based on this, the study systematically investigates the diverse equivalent pathways through which integrated development drives value chain upgrading, as well as their heterogeneous characteristics. The study indicates that no single element of integration, including data utilization, AI application, servitization, industry-university-research collaboration, industrial agglomeration, or digital economic development, can independently drive a leap in the manufacturing value chain. However, through synergistic interactions among these elements, five high level value chain upgrading pathways can be formed: the Field Innovation, Core Service, Core Digital, Service Innovation, and Data Cluster integrated models. The overall consistency of the model is 0.854, and the coverage is 0.568. None of the five pathways shows a clear time trend. The Core Service and Core Digital integrated models exhibit universality across ownership types, whereas the remaining three pathways show a significant bias toward state owned enterprises. The Core Service integrated model demonstrates universality across technology tiers, whereas the Field Innovation and Core Digital integrated models are significantly biased toward high tech manufacturing, and the Service Innovation and Data Cluster integrated models are significantly biased toward medium and low tech manufacturing. The innovations and contributions of this paper are primarily reflected in three aspects. First, by overcoming the limitations of single-dimensional research, this paper constructs a three-dimensional integrated theoretical framework of “core integration, extension integration, and field integration,” revealing the complex causal mechanisms through which integration elements synergistically drive value chain upgrading from a configurational perspective. Second, this paper identifies five distinct yet convergent pathways for value chain upgrading, along with their temporal stability and adaptation patterns, thereby enriching the contextual implications of integrated development strategies. Third, this study provides empirical evidence for tailored policy measures. Based on the identified pathways, enterprises should be guided to select suitable integrated development models, focusing on strengthening the transformation of field resources in state-owned enterprises, stimulating the endogenous momentum of non-state-owned enterprises, guiding high-tech manufacturing to focus on cutting-edge breakthroughs, and promoting the servitization transformation and cluster empowerment of medium- and low-tech manufacturing. This study holds significant theoretical value and provides practical guidance for overcoming the bottlenecks in the upgrading of China’s manufacturing value chain and for building a modern industrial system.

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简冠群,殷罗超.融合化组态与制造企业价值链升级——基于内核、外延、场域三维融合化的动态QCA分析[J].西部论坛,2026,36(3):77-91

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  • 在线发布日期: 2026-07-25