产业政策对商业模式创新的影响效应测评研究——以光伏和人工智能上市公司为例

产业政策是政府引导产业发展、调整产业结构失衡的重要工具，影响着企业商业模式创新水平。基于中国大陆A股82家光伏上市公司、52家人工智能上市公司数据，采用清晰集QCA方法，从选择水平、激励水平和介入水平3个维度探索产业政策与其它因素共同引致高/低层次商业模式创新的组合方式。结果表明，产业政策不同属性水平的作用路径不同；高层次和低层次商业模式创新路径并非简单的对称关系，也不是单一条件就能起决定性作用的，还需要依赖不同条件之间的组合；产业政策不同属性对商业模式创新的影响效应存在差异。最后，通过设定商业模式创新评价标准，为优化商业模式创新路径提供可行思路。

Research on the Evaluation of the Impact of Industrial Policy on Business Model Innovation:Take Photovoltaic and Artificial Intelligence Listed Companies as Examples

Industrial policy is an important tool for the government to guide industrial development and adjust the imbalance of the industrial structure, which affects the level of business model innovation. Based on the data of 82 Chinese photovoltaics and 52 artificial intelligence listed companies, the cs QCA method is adopted to explore the combination of industrial policy and other factors that lead to high-level or low-level business model innovation from the three dimensions of selection level, incentive level and engagement level the way. The research found that:the role of different attribute levels in industrial policies is different. The path of high-level and low-level business model innovation is not a simple symmetrical relationship, nor is a single condition that can play a decisive role, or it depends on the combination of different conditions.There are differences in the effects of various industrial policy attributes in different industries on business model innovation. Finally, by setting the evaluation criteria of business model innovation, it provides a feasible idea for optimizing the diagnosis of business model innovation path.