Journal of Systems & Management ›› 2024, Vol. 33 ›› Issue (3): 840-848.DOI: 10.3969/j.issn.1005-2542.2024.03.019

Previous Articles    

Obtaining Industry Competitive Advantage Through Technology and Supply Chain Management: A Study Based on GEM

ZHANG Qinhong   

  1. Sino-US Logistics Research Institute, Shanghai Jiao Tong University, Shanghai 20003, China
  • Received:2022-06-13 Revised:2023-05-30 Online:2024-05-28 Published:2024-06-04

以技术与供应链管理获取行业竞争优势——基于格林美案例的研究

张钦红   

  1. 上海交通大学中美物流研究院,上海 200030
  • 基金资助:

    国家自然科学基金资助项目72171148,72221001);上海交通大学行业研究院回收再利用行业研究团队

Abstract:

The power battery recycling industry has a certain and high-speed development prospect, and thus attracts a large number of enterprises to enter. In this paper, a systematic analysis of the power battery recycling industry is first conducted, pointing out that the clear industry growth space and survival time require enterprises to continuously improve technology. Product characteristics and industry development stage require enterprises to take technical ability as the basis of competition. The characteristics of decentralized supply in the recycling industry have high requirements for supply chain management. Therefore, technology research and development and supply chain management are the key to the competition of enterprises in the industry. Subsequently, the case of GME is used to explain and verify the ideas proposed, pointing out that GME’s advantages in technology comes from the founder’s emphasis on innovation, research and development (R&D) investment, and technical incentive mechanism, and the independent R&D-based method improved the R&D efficiency and industrialization of technology. In terms of supply chain management, the stability of supply and demand is ensured by stabilizing the supply source and entering the supply chain of downstream core enterprises, and technical advantages can enhance the supply chain discourse power of enterprises and ensure the international layout of the supply chain.

Key words:

power battery, recycling, GEM, research and development (R&D) system, supply chain

摘要:

动力电池回收再利用行业具有确定且快速的发展态势,也因此吸引了大量企业。首先,对动力电池回收再利用行业进行系统分析,指出:明确的行业增长空间和存续时间,要求企业不断提升技术;产品特点和行业发展阶段,要求企业以技术能力作为竞争根本;回收行业供应分散的特点对供应链管理的要求较高,因此,技术研发和供应链管理是行业内企业开展竞争的关键。其次,对格林美公司的案例总结归纳,以此阐述和验证提出的观点,同时指出格林美在技术方面的优势来源于企业创始人对创新的重视、研发经费的投入和技术激励机制,而自主研发为主的研发方式提升了企业的研发效率和技术的产业化水平。在供应链管理方面,通过稳定供应源、进入下游核心企业供应链的方式保障供需的稳定性,而技术优势能提升企业的供应链话语权,并完善供应链的国际化布局。

关键词:

动力电池, 回收再利用, 格林美, 研发制度, 供应链

CLC Number: