企业商业模式在宏观政策变动下的演化分析——基于房地产上市公司的实证研究

商业模式是指企业中企业战略、组织结构、交易过程、价值链和核心竞争力等一系列要素的整合。它反映了企业创造、获取和传递价值的基本原理。在回顾商业模式相关研究基础上,采用中国房地产上市公司2002-2010年的数据,对商业模式中的成本结构和收入来源结构进行了实证分析。结果显示房地产公司成本结构2007年与2004年相比、2009年与2007年相比均发生了显著变化,收入来源结构2008年之后变化速度明显加快。在此基础上,探讨了房地产宏观调控政策与房地产公司商业模式演化之间的关系,并对房地产公司的商业模式的调整提出了建议。

The Evolution of Corporate Business Models to the Change of Macro Policies: An Empirical Study on the Listed Real Estate Companies

Business Model is the integration of a series of elements of enterprise,such as corporate strategy,organizational structure,transaction process,value chain and core competitiveness and so on.It reflects the basic principle of value creating,capturing and delivering of the enterprise.This paper reviews the relevant researches on business model.Based on the financial data of Chinese real estate listed companies from 2002 to 2010,it empirically analyses the changes of cost structure and revenue streams structure of business model. The results show that there are significant differences in cost structure between the year 2007 and 2004 as well as the year 2009 and 2007.The rate of the revenue streams structures change has accelerated since year 2008.On the basis,this article discusses the relationship between the macro-control policy and the business model evolution of real estate companies and puts forward some suggestions on the business model adjustment of the real estate company.