制度嵌入、战略响应与全球化绩效:中日企业出海模式的比较研究OA

Against the backdrop of profound changes unseen in a century,global industrial and supply chains are undergoing accelerated restructuring.Chinese enterprises have steadily expanded their overseas business,with robust export growth emerging in emerging industries such as new energy.Nevertheless,they are confronted with challenges,including insufficient lo-cal integration,inadequate capacity to address geopolitical risks,and imperfect collaborative mechanisms,restricting the quality of overseas development.As a mature industrialized economy in East Asia,Japan has established a sophisticated overseas operation system for its en-terprises.China and Japan share similar cultural origins and industrial evolution trajectories,and both suffer external technological containment and industrial chain adjustments,rendering comparative research of high practical value. From the perspective of institutional embeddedness,this paper adopts the historical com-parative analysis method and constructs a three-dimensional analytical framework consisting of institutional embeddedness,strategic response,and globalization performance.It systematically compares institutional constraints,strategic behaviors,and operational outcomes of Sino-Japanese enterprises'overseas expansion since the 1980s,and explores the internal driving mechanisms behind divergent overseas development models.The research reveals that the home country institutional system serves as the core factor leading to discrepancies in internationaliza-tion paths.Japan's government-coordinated economic system fosters enterprises'long-term ori-ented and progressive overseas expansion,while China's state-guided market economy encour-ages firms to seize opportunities and achieve leapfrog growth.Divergent institutional environ-ments drive distinct strategic decisions regarding market entry,industrial layout,and organiza-tional management,ultimately forming two contrasting globalization performance patterns:steady in-depth development and rapid scale expansion,which respectively represent the paradigms of in-depth globalization within traditional industrial civilization and of restructured globalization within digital and green civilization.This study remedies the deficiencies of existing research,such as predominant unilateral reference,insufficient bilateral comparison,and superficial ex-ploration of internal mechanisms.Combining the strengths and weaknesses of the two models and practical development difficulties,it proposes optimization strategies from national institu-tional guarantee,industrial collaborative ecosystem,and corporate core competence perspec-tives.The findings provide a theoretical basis and practical reference for Chinese enterprises to break development bottlenecks,integrate deeply into the global division of labor,and build world-class and globally competitive enterprises.