面向制造服务化的产品服务供应链运营管理决策研究

Servitization can promote the transition and upgrading of China’s manufacturing industry, and can accelerate the development of service industry. The project is motivated by the real problems arisen in the servitization of traditional manufacturing enterprises. The servitization decision-making of manufacturing enterprises is examined, the integrated optimization and coordination management methods are proposed by analytical and numerical study. The main research contents include: the servitization decision-making model of manufacturing enterprises will be built when service cost and market structure are considered. In case of service homemade, the coupling mechanism of the enterprises’ internal production and service will be analyzed, and the integrated optimization methods for production and service management will be proposed. In case of service outsourcing, the incentive mechanism between manufacturer and service provider will be revealed, and the coordination mechanism will be designed under asymmetric service information to improve decentralized product service supply chain performance. Finally, the proposed servitization decision model, integrated optimization and coordination management methods will be tested by the cases and the actual data. The decision method will provide basis for the servitization decision-making of traditional manufacturing enterprises. Integrated optimization and coordination management methods will provide theoretical basis and practice guidance for the enterprises’ operations management. The study will enrich the fields of researches of servitization and operations management.

制造服务化对于推动我国制造业转型升级，加快服务业发展具有重要意义。本项目以传统制造企业服务化过程中遇到的现实问题为出发点，通过理论研究与案例分析、仿真和数值研究相结合，研究制造企业的服务化决策，以及产品服务供应链的集成优化和协调管理。主要内容包括：考虑服务成本和市场结构，研究制造企业服务化转型决策问题；企业转型后自己提供服务时，分析企业内部生产与服务耦合机制，提出生产与服务集成管理方法；企业转型后选择服务外包时，揭示制造商对服务商的激励机制，设计不对称信息下制造商与服务商之间的协调合同；最后通过案例分析和实际数据驱动的仿真和数值研究，对提出的服务化决策方法、生产与服务集成优化和协调管理方法进行检验。本项目提出的决策方法能够为传统制造企业的服务化转型提供依据，提出的集成优化和协调管理方法能够为企业转型后的运营管理提供理论依据和实践指导；本项目研究还将拓展制造服务化和运营管理的研究方向。

本项目通过实证研究分析中国制造企业服务化导向战略及其绩效，基于文献综述制造服务化运作管理研究现状；利用典型中国装备制造企业案例，研究阐释新信息技术对制造业服务化的支撑作用，揭示新信息技术下制造服务化转型路径和价值增值机理；通过数学建模和数值仿真，研究制造企业服务化转型决策选择，提出不同市场和成本结构下制造企业服务化转型决策建议；研究制造服务化下产品服务组合需求预测、制造和服务能力协同分配、制造服务化供应链协调等运作管理问题，以及具体的物流服务中配送和收件的运作管理决策问题。本项目的研究结果，拓展制造服务化和运营管理的研究领域，丰富了制造服务化运营层面的相关研究，也为当前制造企业更好地实现服务化转型提供理论指导。