Abstract: Exploratory innovation is of great significance to the manufacturing industry with core competitiveness. Based on theories of knowledge base and collaborative innovation, the model of the impact of exploratory innovation-based knowledge integration capabilities on the performance of manufacturing firms is constructed, and the moderating roles of breadth and depth of collaborative research and development are also analyzed. A sample of 1239 listed high-tech firms in China’s manufacturing industry from 2000 to 2017 are used for an empirical analysis. The results show that both the hybrid knowledge integration capability and the innovation-based knowledge integration capability have an inverted-U-shaped relationship with the performances of manufacturing firms. Moreover, the breadth of collaborative research and development reinforces the positive effect of the innovation-based knowledge integration capability on the performances of high-tech firms, but its moderating effect on the relationship between the hybrid knowledge integration capability and the performances of manufacturing firms is not significant. The depth of collaborative research and development weakens the positive impact of the innovation-based knowledge and hybrid knowledge integration capabilities on the performances of manufacturing firms. These conclusions provide a new perspective for analyzing the impact of internal knowledge integration capabilities on the performance of manufacturing firms, and references for adjusting the collaborative relationship between external firms.

Key words: exploratory innovation, hybrid knowledge integration capability, innovation-based knowledge integration capability, breadth of collaborative research and development, depth of collaborative research and development

摘要： 探索式创新对制造企业提升其核心竞争力具有重要意义，围绕知识基础理论和协同创新理论，构建了基于探索式创新的知识整合能力对制造企业绩效的影响模型，并分析协作研发广度和深度的调节作用。利用2000~2017年中国制造业1 239家上市高新技术企业为样本进行实证分析。结果表明：混合型和创造型知识整合能力均与制造企业绩效呈倒U型关系；协作研发广度加强创造型知识整合能力与制造企业绩效的正向关系，但对混合型知识整合能力与制造企业绩效关系的调节作用不显著；协作研发深度同时削弱创造型和混合型知识整合能力与制造企业绩效的正向关系。研究结论为分析内部知识整合能力对制造企业绩效的影响提供了新的视角，为调整与外部企业的协作关系给予了借鉴。

关键词: 探索式创新, 混合型知识整合能力, 创造型知识整合能力, 协作研发广度, 协作研发深度