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组内竞争与组间竞争对企业绩效的影响差异——基于移动壁垒分隔作用的研究

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Keywords: 战略群组,移动壁垒,组内竞争,组间竞争,企业绩效

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Abstract:

?本文基于战略群组理论,通过实证研究探索了组内竞争、组间竞争对移动壁垒内外部企业具有的不同影响。以中国制药业上市公司为样本,采用阶层聚类分析中的Ward法进行战略群组划分,识别行业中的移动壁垒并将其保护功能作为调节变量,然后分别使用POLS和RE回归模型对两类竞争的效果进行了分析检验。研究发现,组内竞争对于移动壁垒外部企业绩效的不利影响显著大于其对壁垒内部企业的影响;相反,组间竞争对移动壁垒内部企业绩效的不利影响显著大于其对壁垒外部企业的影响。上述发现表明,行业中不同类型竞争的效果存在显著差异,而企业相对于移动壁垒的位置是造成上述差异的重要原因。对竞争效果的准确分析需把握以下两方面因素:行业中有哪些移动壁垒,以及竞争发生在组内还是组间。

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