从多元化到成本领先:基本战略演进的逻辑——交易费用、风险、时间变量及合约选择的一种解说

本文从合约经济学、交易费用经济学的传统概念与理论出发 ,引入时间变量概念 ,在定义了波特理论的基本战略与经济学上的合约的关系之后 ,利用由交易费用、风险、时间变量三者构成的分析体系对国有企业从建国初到目前的基本战略转变现象进行经济解释。在此过程中 ,我们通过对风险概念的详细讨论 ,适当扩展、进而引申出对合约性质的分类 ,从而在结合交易费用与时间变量两概念后 ,为企业的战略选择找到了经济学上的逻辑支点。

From Pluralization to Cost Leading:the Logic of the Evolution of Basic Strategy

This paper gives an economic explanation to the fundamental strategic transformation of the state owned enterprises which takes place since the foundation of the People's Republic of China with the analytical system composed of the transition cost,risk and time variables.This explanation is set out after the relation of the basic strategy of Port theory to the economic contracts has been defined based on the traditional concept and the theory of contract economics and transition cost economics,as well as on the time variable.In our study we found economic support for strategic choice of the enterprises after a detailed discussion about the risk concept with an appropriate amplification.This logic support is also derived form the concept of transition cost and time variable on the basis of contract classification.