资源-能力框架下朴素式创新演变机制——以Kilimall为研究案例

随着全球环境变化，新兴市场在狭缝中寻求机会，而盛行的朴素式创新理论为多样化和资源匮乏背景下新兴市场的崛起提供思路。基于Kilimall案例，文章在资源-能力观和朴素式创新视域下，运用程序化扎根理论分析企业如何突破新兴市场的资源约束、消费者可负担能力约束和体制约束，并随之形成企业独特的能力进阶与创新演变机制。文章发现：(1)资源能力与朴素式创新融合机制可解读为识别机会与约束、确定企业主导逻辑、采取创新与资源行动、形成相应能力和构建可持续竞争优势五个时序阶段，通过各阶段依次正向反馈再进入下一周期。(2)朴素式创新演变阶段可分解为产品与服务创新、产业链创新与生态体系创新三个层次，!创新层次由点及面逐步扩展。(3)企业始终围绕企业的发展和可持续竞争优势为目标，实现创新与资源能力的演变。在不同阶段创新和资源行动会积淀不同层次的能力，形成“零阶能力-一阶能力-二阶能力”的进阶过程。文章在丰富朴素式创新理论的同时，也为入驻新兴市场的中国企业开展朴素式创新活动提供了借鉴和启示。

Evolution Mechanism of Frugal Innovation underthe Resource-capacity Framework——A Case Study of Kilimall

With the changes in the global environment, emerging markets seek opportunities in the slits, and the prevailing frugal innovation theory provides ideas for the rise of emerging markets under the background of diversification and resource scarcity. Based on the Kilimall case, this research uses the procedural grounded theory to analyze how companies break through the resource constraints, consumer affordability constraints and institutional constraints in the emerging markets from the perspective of resource-capacity and frugal innovation, and form a unique ability to advance the evolution mechanism. The research finds that: (1)the integration mechanism of resource capability and frugal innovation can be interpreted as five sequential stages of identifying opportunities and constraints, determining the dominant logic of the enterprise, resource-capacity interaction, and achieving different levels of frugal innovation construction, with stage positive feedbacks before entering the next cycle. In this cycle, the core goal is to build a sustainable competitive advantage of the company. (2)The evolution stage of the frugal innovation can be decomposed into three levels: circuit innovation, industrial chain innovation, ecological system innovation. The innovation level gradually expands from point to surface. (3)Enterprises always focus on the development and sustainable competitive advantages for the evolution of innovation and resource-capacities. Innovation and resource actions at different stages will accumulate different levels of ability, forming an advanced process of “zero-order capacity, first-order capacity, and second-order capacity”. This paper aims to enrich the frugal innovation theory, and provide reference and inspiration for Chinese companies entering emerging markets for frugal innovation.