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论文编号：	10841
作者编号：	1120125023
上传时间：	2019/1/2 16:49:46
中文题目：	台湾地区家族企业代际传承影响因素研究
英文题目：	Study on Influencing Factors of Intergenerational Transition of Family Businesses in Taiwan
指导老师：	崔勋
中文关键字：	家族企业；代际传承；影响因素；继任计划；继任者；作用模型
英文关键字：	Family Business；Intergenerational Transition；Influence Factors；Succession plan；Successor；Interaction Model
中文摘要：	家族企业是全球最具普遍意义且最为古老的企业组织形态，在世界经济中有着举足轻重的地位，在私有制条件下，历史上最早的企业都是家族企业。 　　家族企业虽然常见，但也跟随着各国不同的历史、文化背景及制度等差异，而有不同的形态与发展轨迹。纵观百年华人家族企业发展史，过去由于第一代白手起家，打下企业版图后营造了一批富可敌国的企业家，都对于亚洲经济发展过程中扮演了非常重要的角色。但对于亚洲企业来说，代际传承在各国或区域都有所差异，以内地来说，几乎都还处在第一代传承给第二代的阶段，而台湾地区与香港地区的上市公司则多数处于第二代传承给第三代，甚至是第四代的阶段。华人社会固然不乏巨商富贾家族，但能够拥有荣景累世不坠者却实属少见，富不过三代的说法更是广为流传。对于这样的现象，论者多以华人家族企业任人唯亲、专制父权、家族内斗等刻板印象来理解及诠释，而按房均分家业或家产的继承法则更被视为华人家族企业难以扩大规模、代际传承的文化局限。 　　本研究的思路是以 Stavrou 三层次代际传承模型为主要基础，研究家族企业代际传承的主要环节，以家族企业发达地区台湾地区的家族企业继任者为主要研究对象，侧重在家族企业代际传承进程中的影响因素及其作用机理。本研究在研究总结之前相关文献的基础上，结合了台湾地区独特经济及企业经营发展环境下的实际情况，提出三大创新，第一是经由继任过程中最关键的人物--继任者的视角来研究家族企业代际传承问题;第二是提出台湾地区家族企业代际传承继承培育模式;第三是实证分析台湾地区家族企业代际传承影响因素指标作用机理。本研究虽有一些小小成果，但在研究内容、研究方法以及理论概括上仍存在一定的不足。 　　本研究主要的成果总结，提出：一、台湾地区家族企业代际传承继承培育模式，二、台湾地区家族企业代际传承影响因素指标作用系统，分为组织、个人、市场以及家族四个维度，并针对四个维度内共十二个影响因素与代际传承具体作用机理进行验证，以作为后续台湾地区乃至大陆地区家族企业代际传承重要参考。 　　本研究的成果在一定程度上丰富了家族企业代际传承的理论研究，对家族企业代际传承实践也有一定的指导意义，但家族企业代际传承本身就是个复杂系统的课题，仍有许多关键议题需要进一步的探讨，比如在位者的个人的状态及背景、本研究并未深入进行探讨，而其他外在的因素比如宏观经济、政府政策、创新科技等，虽在本研究中有部分不同程度的涉及，仍未详实进行深入探讨，若能更进一步针对接受访谈的家族企业进行全面、系统的追踪研究，深入探讨相关影响因素的作用机理，这些议题可以当作未来研究关注的方向。
英文摘要：	Family business is the most common and oldest organizational form in the world. It has a pivotal position in the world economy. Under the private ownership system, the earliest enterprises in history are family businesses. 　　Although family business is common, it also follows the different historical, cultural backgrounds and systems of different countries, and has different forms and development trajectories. Looking at the history of the development of Chinese family business in the past century, since the first generation started from scratch, the creation of a group of entrepreneurs with rich enemies after the establishment of the enterprise map has played a very important role in the economic development of Asia. However, for Asian companies, intergenerational transition varies from country to country. In China, almost all of them are still in the first generation, and listed companies in Taiwan and Hong Kong. Most are in the second generation to the third generation, and even the fourth generation. Although there are many wealthy and wealthy families in the Chinese community, it is rare to have a glory and a world. The saying that " Shirtsleeves to shirtsleeves in three generations." is widely circulated. For such a phenomenon, the theorists often understand and interpret the stereotypes of Chinese family-owned enterprises, such as cronyism, authoritarian patriarchy, family struggles, etc., and the inheritance rule of dividing the family or family property by the house is more difficult to be regarded as a Chinese family business. Cultural limitations of expanding scale and intergenerational transition. 　　The main idea of this study is to study the main links of family business intergenerational inheritance based on the three-level intergenerational inheritance model of Stavrou. The family business successor in the developed area of the family business is the main research object, focusing on the family business generation. Influencing factors and their mechanism of action in the process of inheritance. Based on the relevant literature before the study, this study combines the actual situation of Taiwan's unique economy and business development environment. This study proposes three major innovations. The first is the perspective of the most important person in the succession process--the successor's perspective. To study the intergenerational inheritance of family business; the second is to propose the inheritance and fostering model of family business in Taiwan; the third is to empirically analyze the mechanism of the factors affecting the intergenerational inheritance of family business in Taiwan. Although there are some small achievements in this study, there are still some shortcomings in the research content, research methods and theoretical generalization. 　　The main results of this study are summarized as follows: 1. The model of intergenerational inheritance and inheritance of family enterprises in Taiwan, and the system of influence factors of intergenerational inheritance of family enterprises in Taiwan, divided into four dimensions: organization, individual, market and family. And verifying the 12 influencing factors and the intergenerational inheritance mechanism in four dimensions, as an important reference for the intergenerational inheritance of family enterprises in Taiwan and even mainland China. 　　The results of this study have enriched the theoretical research on the intergenerational inheritance of family business to a certain extent and have certain guiding significance for the intergenerational inheritance practice of family business. However, the intergenerational inheritance of family business itself is a complex system, and there are still many key points. The topic needs further discussion, such as the personal status and background of the incumbent, this study has not been explored in depth, and other external factors such as macroeconomics, government policies, innovation and technology, etc., are somewhat different in this study. The extent of the involvement has not yet been thoroughly explored. If we can conduct a comprehensive and systematic follow-up study on the family companies interviewed, and explore the mechanism of the relevant influencing factors, these issues can be regarded as the direction of future research.
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