数字平台能力与企业颠覆式创新——基于平台生态与动态能力的实证研究

How digital platforms enable enterprises to achieve disruptive innovation is a key concern for managers in the context of the platform economy. Building on the literature on platform ecosystem and dynamic capability, we explore the effect of digital platform capabilities on disruptive innovation. Leveraging data from 209 Chinese high-tech enterprises that have either developed their digital platforms or integrated with existing ones, we find that digital platform capabilities have a significantly positive impact on disruptive innovation. We further show that structural flexibility and organizational unlearning partially mediate the relationship between digital platform capabilities and disruptive innovation. Specifically, digital platforms empower shaping structural flexibility, dismantling rigid organizational routines, and identifying emerging niche markets targeted for disruptive innovation on the one hand. On the other hand, they facilitate organizational unlearning, breaking away from existing knowledge path dependencies, and acquiring complementary knowledge required for disruptive innovation. Additionally, structural flexibility has a significant positive impact on organizational unlearning, and both factors serve as chain mediators between digital platform capabilities and disruptive innovation. This study deepens our understanding of the formation mechanisms behind disruptive innovation in high-tech enterprises within the platform economy framework. It addresses the practical question of which capabilities high-tech enterprises need to cultivate for disruptive innovation from a micro perspective. These insights provide valuable theoretical guidance for enterprises seeking to leverage digital platforms for achieving disruptive innovation in the context of ongoing digital transformation.