首页|期刊导航|创新科技|战略生态位管理:系统综述、内容框架与未来展望

战略生态位管理:系统综述、内容框架与未来展望OA

Strategic Niche Management:Systematic Review,Content Frame-work and Future Prospects

中文摘要英文摘要

战略生态位管理已成为创新管理领域的重要议题.在梳理1994-2023年战略生态位管理领域158篇国际期刊文献的基础上,从文献计量分析、理论视角、研究方法、研究情境等方面勾勒战略生态位管理研究图景.同时,系统总结并论述了战略生态位管理的研究主题,包括概念内涵、驱动因素、阻碍因素和影响结果,提炼出战略生态位管理的内容框架.在此基础上,提出中国情境下开展高质量研究的展望:探究从市场生态位到范式生态位演进过程的理论机制;拓展颠覆性创新、基层创新和城市转型等研究情境;采用一手数据分析、统计量化与仿真建模等研究方法;基于多层次视角挖掘影响战略生态位管理的前因变量;建立适用于不同领域的战略生态位管理影响结果的综合评价体系.

Strategic niche management has become an important topic in innovation manage-ment research.However,existing review studies often focus on specific domains or issues,leav-ing room for improvement in terms of systematicity and comprehensiveness,and failing to fully present the overall landscape and evolutionary trajectory of strategic niche management re-search.Based on a systematic review of 158 international journal articles on strategic niche man-agement published from 1994 to 2023,this study employs a combination of systematic literature review and bibliometric analysis to map the research landscape of strategic niche management from the perspectives of theoretical approaches,research methods,and research contexts,sys-tematically summarizes and discusses the four main research themes including conceptual con-notations,driving factors,inhibiting factors,and outcomes,and develops a content framework for strategic niche management to provide theoretical foundations and practical guidance for high-quality research in the Chinese context.The results show that:①The literature in the field of strategic niche management has shown an overall fluctuating upward trend,with publications from 2012-2023 accounting for 78%of the total,peaking in 2020.Research contexts have ex-panded from technology transitions in the energy sector to broader social transformations,from market innovation to grassroots innovation,and from developed economies to diverse economies.Case study is the primary research method,and theoretical perspectives encompass multiple dis-ciplinary fields,including multi-level perspective,technological innovation systems,and transi-tion management.②The theoretical connotation of strategic niche management has evolved through three developmental stages from policy tool to analytical framework to experimental method.Its core idea is to support the incubation and diffusion of emerging technologies in their nascent stages by constructing protected experimental spaces and to promote their gradual inte-gration into mainstream socio-technical regimes through expectation building,network forma-tion,and learning mechanisms,ultimately driving fundamental transformations of socio-technical systems.③The driving factors of strategic niche management include expectation building,network formation,policy support,intermediary organization support,and global events,among others.Inhibiting factors include unstable expectations,entrenched technological regimes,limited policy instruments,and unstable social environments,among others.Outcomes encompass three levels:technological change,organizational change,and social change.④This study constructs a comprehensive content framework encompassing macro,meso,and micro lev-els,systematically reviews the knowledge foundation and research trajectory of this field,and proposes five future research directions for strategic niche management in the Chinese context:exploring the theoretical mechanisms underlying the transition from market niches to regime-level niches,expanding research contexts such as disruptive innovation,grassroots innovation,and urban transformation,employing research methods including primary data analysis,statisti-cal quantification,and simulation modeling,identifying multi-level antecedent variables affect-ing strategic niche management based on a multi-level perspective,and establishing evaluation systems for the outcomes of strategic niche management across different domains.

朱春奎;张锦程

复旦大学国际关系与公共事务学院,上海 200433复旦大学国际关系与公共事务学院,上海 200433

管理科学

战略生态位管理保护空间新兴技术产业创新中国情境颠覆性创新新兴产业

strategic niche managementprotective spaceemerging technologiesindustrial innovationChinese contextdisruptive innovationemerging industry

《创新科技》 2026 (1)

50-65,16

上海市人民政府决策咨询研究重大专项课题"2025年上海强化科技创新策源功能评估"(2025-AD-09).

10.19345/j.cxkj.1671-0037.2026.1.4

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