提升产业链供应链韧性和安全水平已成为新发展阶段推动我国高质量发展的关键着力点，具备生态主导力的链主企业在产业链韧性提升过程中扮演着支撑者、引领者和组织者的角色。以比亚迪和中国新能源汽车产业链为研究对象，采用扎根理论方法进行探索性单案例研究，探究链主企业生态主导力能力维度和产业链韧性提升路径。研究发现：①链主企业生态主导力包括技术创新引领能力、产业协作整合能力、数字转型赋能能力3个维度；②链主企业生态主导力通过促进产业链关键核心技术突破、产业链协同配套、产业链数字化转型3条路径提升产业链韧性，技术创新引领能力能够促进产业链关键核心技术突破，实现强链、补链，产业协作整合能力能够促进产业链协同配套，实现稳链、固链，数字转型赋能能力能够促进产业链数字化转型，实现延链、优链，从而显著提高产业链风险抵御能力、冲击恢复能力、链条升级能力。研究结论有助于拓展链主企业生态主导力与产业链韧性相关研究，为链主企业提升生态主导力和增强产业链韧性提供实践参考。

Enhancing the resilience and security levels of industrial and supply chains is critical for new developmental strategies. It also represents a crucial strategic choice for a nation's medium-to-long-term economic and social development. Moreover, it serves as an essential cornerstone in building a manufacturing powerhouse. A comprehensive, large-scale, and competitive industrial system has been fundamentally established in China, wherein the overall security and resilience of the industrial chains are being consistently fortified. However, the current global socio-political and economic landscape is fraught with complexities and uncertainties, exposing industrial chains to external risks such as disruptions and decouplings. Internally, these chains suffer from deficiencies like inadequate foundational innovative capabilities and a low position in the global value chain. Therefore, exploring avenues for augmenting industrial chain resilience is paramount for realizing the strategic objectives of high-quality development. Leading firms, acting as the 'architects' in constructing and evolving the entire industrial ecosystem, play a pivotal role in guiding industrial objectives and integrating relationships between upstream and downstream stakeholders. These firms can spearhead concerted efforts in critical cross-cutting technologies within the chain and facilitate the flow and sharing of innovative resources among entities within the chain. Hence, it is instrumental in enhancing industrial chain resilience by fully leveraging the ecological leadership of leading firms.
Existing literature has delved into the roles of leading firms and industrial chain resilience. However, it lacks a nuanced and differentiated analysis of the ecological leadership dimensions exerted by leading firms. Additionally, scant research has been conducted from a micro-enterprise perspective to examine the unique mechanisms through which leading firms, as dominant actors in the industrial ecosystem, contribute to enhancing industrial chain resilience. To bridge this gap, the present study employs grounded theory methodologies and conducts case studies comparing BYD and the Chinese new energy automotive industrial chain to investigate the capability dimensions of ecological leadership by leading firms and the processes by which they enhance industrial chain resilience.
The findings reveal that (1) in their development, leading firms progressively establish ecological leadership capabilities that enhance the resilience of industrial chains. These capabilities are categorized into three dimensions: technological innovation leadership, industrial collaboration and integration, and digital transformation empowerment. Specifically, technological innovation leadership is manifested through capabilities in technological innovation and leading innovation. Industrial collaboration and integration are demonstrated through resource integration and relationship coordination capabilities. Digital transformation empowerment is embodied in digital concept empowerment, digital resource empowerment, and digital structure empowerment. (2) The ecological leadership exerted by leading firms enhances the resilience of industrial chains through three distinct pathways: breakthroughs in key technologies, coordinated industrial linkages, and digital transformation of the industrial chain. Firstly, relying on their capabilities in technological innovation, the leading firms disseminate technology, knowledge, and information to firms within the chain. Then, through autonomous innovation and open, collaborative innovation with intra-chain firms, significant advancements in key technologies are achieved, thereby filling the gaps in weak technological links and considerably bolstering the resilience of critical elements within the industrial chain. Secondly, on the basis of their capabilities in industrial collaboration and integration, leading firms collaborate with large, medium, and small enterprises, as well as upstream and downstream entities, facilitating the development of a stable system for coordinated industrial linkages. This enables prompt adjustments to be made, thereby maintaining stability when disruptions impact the industrial chain. Thirdly, anchored by their capabilities in digital transformation empowerment, leading firms realize comprehensive digital transformation in R&D, production, and product intelligence, markedly enhancing product quality, user experience and competitive advantage. Concurrently, this drives the acceleration of digital transformation among smaller firms within the chain, thereby promoting an ascendancy in the value of the industrial chain and augmenting its efficiency and resilience.
This study, while clarifying the specific dimensions encompassed by the ecological leadership of lead firms, also provides an in-depth and expanded analysis of the essence, manifestation, and functionality of each dimension. From a micro-enterprise perspective, the study unveils specific pathways for augmenting the resilience of industrial chains, enriching the viewpoints in existing resilience studies, and extending the scope of research on the resilience of individual industrial chains to the new energy automotive industrial chain.