“技术-融资”双元驱动下海洋牧场多主体价值共创模型及机制研究

Marine ranching construction is proved to be a major step to transform marine fishery development mode, promote marine economy growth and marine ecological civilization construction. Targeted at heterogeneous development bottlenecks confronted by marine ranching including immature technology and insufficient construction capital, this project begins with “technology-financing” dual drive perspective to build marine ranching multi-agent value co-creation system featured by “core enterprise dominance and multi-agent participation” based on general value co-creation theory, through comprehensively applying multiple methods and instruments comprising grounded theory, machine learning, robust optimization, evidence reasoning and game theory. Besides, it respectively builds marine ranching multi-agent value co-creation model driven by collaborative innovation and equity financing and analyzes inherent operation mechanism of marine ranching by virtue of the model as well as performs analog simulation and empirical analysis on the theory and model. The ultimate research purpose is to reveal the marine ranching multi-agent value co-creation mechanism driven by technology and financing and form an efficient and sustainable governance paradigm for marine ranching under the context of China. The research promotes the innovation and development of marine ranching governance theory, decision-making theory and methods, offers reference to government work in promoting marine ranching construction and fostering new marine fishery momentum. It can also provide strategies for enterprises in support of transforming technical innovation operation mode and expanding financing channels.

海洋牧场建设是转变海洋渔业发展方式、促进海洋经济发展和海洋生态文明建设的重要举措。针对海洋牧场科技支撑力量不足、建设资金匮乏等异质性发展瓶颈，本项目基于“技术-融资”双元驱动视角，立足广义价值共创理论，综合运用扎根理论、机器学习、鲁棒优化、证据推理和博弈论等方法和工具，建立“核心企业主导、多元主体参与”的海洋牧场多主体价值共创系统；分别构建协同创新和股权融资驱动下的海洋牧场多主体价值共创模型，通过模型分析探究其内在运行机理；对理论和模型进行模拟仿真与实证分析。揭示“技术-融资”双元驱动下海洋牧场多主体价值共创机制，形成中国情境下海洋牧场长效、可持续的治理范式。研究可推动海洋牧场治理理论以及决策理论与方法的创新和发展，为政府推进海洋牧场建设、培育海洋渔业新动能提供参考，为企业改变技术创新运作方式，拓展融资渠道提供策略。

海洋牧场建设是转变海洋渔业发展方式、促进海洋经济发展和海洋生态文明建设的重要举措。针对海洋牧场科技支撑力量不足、建设资金匮乏等异质性发展瓶颈，本项目基于“技术-融资”双元驱动视角，提出“核心企业主导、多元主体参与”的海洋牧场多主体价值共创新路径，以形成中国情境下海洋牧场长效、可持续的治理范式。基于广义价值共创理论，项目组按照“价值共创系统主体界定→价值共创系统功能与特征分析→价值共创机制探究”的逻辑，构建协同创新驱动的“两端+三层”价值共创系统和基于多元融资驱动的“两侧+三维”价值共创系统，探究海洋牧场多主体价值共创机制，解决海洋牧场发展过程中的“技术-资金”双重困局；从主体多元性与有限理性角度，项目组运用超网络方法剖析了协同创新驱动下的海洋牧场多主体价值共创模型的运行机理，采用演化博弈方法探究有限理性下价值共创主体在协同创新过程中的决策行为，为协同创新合作关系的建立提供理论支撑；项目组运用概率语言术语集-证据推理（PLTS-ER）方法建立了股权融资风险评估模型并对海洋牧场多主体股权融资风险展开评价，基于供应链成员过度自信特征分析了交叉持股供应链决策问题，同时结合效用模型刻画消费者购买行为，探讨了消费者参与价值共创的海洋牧场众筹策略选择；从蓝碳交易中的策略选择、企业亲环境意愿与绿色创新绩效的影响因素方面，项目组探究了海洋牧场生态价值与企业绿色战略的选择和实施，同时评价了海洋牧场供应链的可持续性。此外，针对在供应链与企业管理中影响决策与创新创业的影响因素，项目组进行了拓展研究。研究期间，项目组在《Annals of Operations Research》《Expert Systems with Applications》《Applied Soft Computing》《Journal of Cleaner Production》《Ocean & Coastal Management》《中国软科学》《中国人口·资源与环境》《中国管理科学》《科研管理》等国内外学术期刊发表论文22篇。项目负责人获得2020年度青岛市经济学会优秀论文成果奖、青岛市第三十五次社会科学优秀成果奖、2021年度山东软科学优秀科技成果奖、青岛市第三十六次社会科学优秀成果奖共四项。