数智化如何加速制造业单项冠军企业新质生产力形成？

——基于法士特的纵向单案例研究

陈关聚　王喜虹　陆姿合　梁锦凯

（西北大学）

内容提要：如何加速制造业企业新质生产力形成是新一轮科技革命和培育新动能的核心议题。本文基于纵向单案例探索性研究，结合战略认知理论和技术可供性理论，构建“认知-行为-结果”逻辑框架，解构数智化加速单项冠军企业新质生产力形成的过程机制。研究结果表明：（1）制造业单项冠军企业在“信息化—数字化—数智化”的转型过程中，遵循“传统生产力提升—新质生产力初现—新质生产力形成”路径；（2）战略认知更新、技术可供性实现、生产力要素调整是数智化转型驱动单项冠军企业新质生产力形成的深层次机制，且数智化转型驱动新质生产力形成的过程经历了从战略认知到生产力变化的三次动态迭代；（3）在新质生产力形成期，企业基于外部环境认知和内部需求形成数智化战略认知，助力企业形成过程管理可供性、协同可供性和组织记忆可供性，促进劳动者、劳动资料和劳动对象三个方面的劳动力要素重构，进而加速新质生产力形成。研究结论揭示了数智化加速先进制造业企业新质生产力形成的内在机理及实现路径，能够为企业数智化转型实践与新质生产力培育提供重要启示。

关键词：新质生产力；数智化；单项冠军企业；技术可供性；战略认知

作者简介：陈关聚，西北大学经济管理学院教授，西安，710127；王喜虹，西北大学经济管理学院博士研究生，通信作者；陆姿合，西北大学经济管理学院硕士研究生；梁锦凯，西北大学经济管理学院博士研究生。

基金项目：国家社会科学基金西部项目“数字化赋能西部先进制造业新质生产力发展的机制与路径设计研究”（24XGL006）

引用格式：陈关聚,王喜虹,陆姿合,等.数智化如何加速制造业单项冠军企业新质生产力形成?——基于法士特的纵向单案例研究[J].经济与管理研究,2024,45(12):106-126.

How does Digital Intelligence Accelerate the Formation of New Quality Productive Forces in Manufacturing Single-item Champion Enterprises?

—A Longitudinal Single Case Study Based on Fast

CHEN Guanju, WANG Xihong, LU Zihe, LIANG Jinkai

(Northwest University, Xi'an 710127)

Abstract: The cultivation and accelerated development of new quality productive forces (NQPF) have emerged as the focal points and priorities for governments at all levels and various industrial sectors in China. How to accelerate the formation of NQPF in manufacturing enterprises is the core issue of a new round of scientific and technological revolution and the cultivation of new kinetic energy. The rising tide of digital transformation provides significant impetus for promoting the transformation and upgrading of the manufacturing industry and stimulating the emergence of NQPF.

Based on the longitudinal single-case study and the theory of technology affordance, this paper constructs a logical framework of cognition, behavior and outcome, and deconstructs the process mechanism through which digital intelligence accelerates the formation of NQPF in single-item champion enterprises. At the process level, manufacturing single-item champion enterprises follow the path of improvements in traditional productive forces, emergence of NQPF and formation of NQPF from informatization to digitalization, and then to digital intelligence. At the intrinsic mechanism level, the update of strategic cognition, the realization of technology availability and the adjustment of production factors are the deep-seated mechanisms for the formation of NQPF in single-item champion enterprises driven by digital intelligence. Furthermore, this process has undergone three dynamic iterations from strategic cognition to the change of productive forces. Regarding the formation mechanism of NQPF, single-item champion enterprises develop digital and intelligent strategic cognition based on external environment cognition and internal needs. It facilitates process management empowerment, collaborative empowerment and organizational memory enhancement, promoting the reconstruction of labor factors including laborers, labor materials and labor objects, so as to accelerate the formation of NQPF.

In light of the research findings, advanced manufacturing enterprises ought to prioritize the updating of digital intelligence strategies and the realization of technology affordance. By leveraging the digital intelligence transformation, advanced manufacturing enterprises can precisely align with organizational objectives, optimize production processes, and enhance decision-making efficiency and collaborative effectiveness. Furthermore, the digital intelligence transformation in advanced manufacturing enterprises necessitates a gradual and systematic approach, involving a step-by-step adjustment of laborer skills and labor materials through the progression from informatization to digitization, and ultimately to digital intelligence. This evolution empowers the development of novel technologies, fosters new economic paradigms, and promotes the emergence of new business formats, ultimately accelerating the formation of NQPF.

Keywords: new quality productive forces; digital intelligence; single-item champion enterprise; technology affordance; strategic cognition

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