基于模块化与价值网络的颠覆性创新跃迁路径——吉利汽车案例研究

后发企业在全球模块化生产网络中长期被锁定在价值创造低端环节，颠覆性创新成为打破升级困境、实现跨越式发展的利器。围绕中国情境下吉利汽车20年迅速成长为在位企业的历程，从模块化和价值网络视角，探索吉利成功实现颠覆性创新的内在机理。研究发现，在中国情境下在位者实现颠覆性创新的关键在于价值网络升级，汽车产业模块化成熟环境促进了吉利颠覆性创新的实现。依据吉利产品、成本模式、产品属性排序和技术范式升级变迁轨迹，识别出吉利颠覆性创新跃迁路径的4个阶段，明确了每个阶段升级模式以及各阶段发展的内在逻辑关系，进而构建起完整的吉利颠覆性创新跃迁路径。

Research on Leap-forward Development Path of Disruptive Innovation Based on Modularization and Value Network: A Case Study of Geely Auto Group

Later-developed enterprises in the global modular production network have been locked in the low-end state of value creation for a long time, and disruptive innovation has become a sharp weapon to break the dilemma of upgrading and achieve leapfrog development. Based on the 20 years' rapid growth of Geely Auto Group into an incumbent company in China, this paper explores the intrinsic mechanism of Geely's successful disruptive innovation from the perspective of modularization and value network. The research finds that the incumbent creates disruptive innovators in the Chinese context, and the key to disruptive innovation is the upgrading of value network. The mature modular environment of the automobile industry promotes the disruptive innovation of Geely. According to the evolution track of Geely's product, cost model, product attribute ranking and technology paradigm, four stages of Geely's disruptive innovation leapfrog development path are identified, and the internal logical relationship between each stage's upgrading model and each stage's development is clarified, and then a complete leapfrog development path of Geely's disruptive innovation is constructed.