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| 论文编号: | 15702 | |
| 作者编号: | 2320233792 | |
| 上传时间: | 2025/12/9 14:02:26 | |
| 中文题目: | 战略柔性驱动下XD公司商业模式演进研究 | |
| 英文题目: | A Study on the Strategic Flexibility–Driven Evolution of XD Company’s Business Model | |
| 指导老师: | 崔连广教授 | |
| 中文关键字: | 商业模式画布;战略柔性;智能硬件;案例研究 | |
| 英文关键字: | Business Model Canvas; Strategic Flexibility; Smart Hardware; Case Study | |
| 中文摘要: | 在产业生态演进与颠覆性技术变革驱动下,本研究聚焦于科技企业如何在动态不确定环境中实现商业模式的持续创新。以百度集团旗下“AI+硬件”战略的核心载体XD公司为案例,系统揭示其商业模式演进的路径及内在驱动机制。研究创新融合商业模式画布(BMC)与战略柔性理论,构建了连接“静态结构”与“动态过程”的整合分析框架:前者刻画不同阶段模式的结构特征(变化了什么),后者从资源、能力与协调三个维度详细阐释模式重构的内在动力(如何变化)。 通过对XD公司2015–2024年发展历程的纵向案例研究,本文识别出其商业模式演进的三个阶段:探索期(2015–2019)以“流量型硬件”为主,通过补贴与差异化带屏产品抢占市场入口,实现用户原始积累;成长期(2020–2023)向“生态服务型”转型,依托独立融资与“场景破圈”策略拓展高价值垂直领域,构建“硬件+会员”多元收入;成熟转型期(2024至今)在大语言模型(LLM)赋能下跃迁至“智能体驱动型”,战略重心从“AI助手”升级为具备主动决策能力的“AI智能体”,形成C端与B/G端“双轮驱动”格局。 研究指出,战略柔性是驱动XD商业模式成功跃迁的核心机制,通过资源柔性(灵活整合集团与外部资源)、能力柔性(从硬件开发到AI原生系统的能力跨越)与协调柔性(组织重塑与跨部门协作)三者协同,助力企业应对环境不确定性与技术范式变革。本研究为战略管理与商业模式创新的交叉研究提供了新理论视角与实证依据,并对人工智能时代的科技企业转型具有实践启示。 | |
| 英文摘要: | Driven by the evolution of industrial ecosystems and disruptive technological change, this thesis focuses on how technology enterprises achieve continuous business model innovation in dynamic and uncertain environments. Using XD Company—the core carrier of Baidu Group's "AI + Hardware" strategy—as a case, it systematically reveals the evolutionary path and internal driving mechanisms of its business model. The thesis innovatively integrates the Business Model Canvas (BMC) with strategic flexibility theory, constructing an integrated analytical framework that links "static structures" and "dynamic processes." The former depicts the structural characteristics of the model at different stages (what has changed), while the latter explains the internal dynamics of model reconstruction from the three dimensions of resources, capabilities, and coordination (how it changes). Through a longitudinal case study of XD's development from 2015 to 2024, this thesis identifies three stages of its business model evolution: the Exploration Stage (2015–2019), characterized by "traffic-oriented hardware," where subsidies and differentiated screen-equipped products were used to capture market entry points and achieve initial user accumulation; the Growth Stage (2020–2023), marked by a transition to an "ecosystem service-oriented" model, expanding into high-value verticals through independent financing and a "scenario expansion" strategy, while building diversified revenues from "hardware + membership"; and the Mature Transformation Stage (2024–present), where, empowered by large language models (LLMs), the company has advanced to an "agent-driven" model. Its strategic focus has shifted from "AI assistant" to "AI agent" with proactive decision-making capabilities, forming a dual-engine pattern driven by both consumer (C-end) and business/government (B/G-end) markets. The thesis identifies strategic flexibility as the core mechanism driving XD's successful business model transitions. Through resource flexibility (agile integration of group and external resources), capability flexibility (advancing from hardware development to AI-native systems), and coordination flexibility (adaptive organizational restructuring and cross-departmental collaboration), the company has been able to cope with environmental uncertainty and technological paradigm shifts. This thesis provides a new theoretical perspective and empirical evidence for the intersection of strategic management and business model innovation, and offers practical implications for the transformation of technology enterprises in the era of artificial intelligence. | |
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