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題名 台商赴中國大陸與海外其他地區投資之進入模式比較
A Comparison of entry modes for Taiwan investment in Mainland China and other overseas areas
作者 林佳蓉
Lin, Chia Jung
貢獻者 黃慶堂
林佳蓉
Lin, Chia Jung
關鍵詞 海外投資
進入模式
overseas investment
entry mode
日期 2008
上傳時間 14-九月-2009 12:38:50 (UTC+8)
摘要 台商1980年代對外投資的地點是主要集中於東南亞國家,惟1990年代後期,台商對東南亞的投資明顯減少,但對中國大陸的投資卻快速增加。近來因中國大陸實施新的勞工法、兩稅合一等招商選資政策,加以越南等國積極吸引台商前往投資,已有部份台商轉赴越南、印度、印尼等國家投資,出現新一波台商海外投資風潮。
      企業從事海外投資首先面臨的重要課題即為選擇適當之「進入模式(entry mode)」,因進入模式之適當與否將對日後的經營管理與營運績效產生重大影響。企業進入國際市場的策略類型很多,每一類型都與其企業經營目標息息相關。而台商面對眾多影響進入模式的因素時,若無正確的衡量標準而逕赴海外投資,勢必增加其投資風險。
      本研究以描述性統計分析、交叉分析及變異數分析等統計方法實證分析台商赴中國大陸及海外其他地區投資之進入模式之比較及影響因素。經實證結果指出,企業之投資動機、企業規模、對外投資國家地區及產業類別對台商赴中國大陸或其他海外地區投資之進入模式之選擇具顯著性影響;國際化經驗對台商赴中國大陸或海外其他地區投資之進入模式無顯著影響。
In the 1980s, Taiwan’s outward investment mainly went to Southeast Asian countries. However, in the late 1990s, the island’s investment there declined significantly, while in mainland China it rapidly increased. Recently, mainland China has made its promotion of investment by domestic and foreign enterprises alike more selective by implementing a new labor law and a unified corporate income tax rate; and Vietnam and other developing countries have moved vigorously to attract investment from Taiwan. As a result, some Taiwan businesses have shifted their investment to Vietnam, India, Indonesia and other developing countries. This appears to constitute a new trend in Taiwanese overseas investment.
      The foremost issue for an enterprise investing overseas is choosing an appropriate “entry mode”, because the entry mode will affect the enterprise’s management and performance. There are many kinds of strategies that enterprises use to enter international markets, and every kind is closely related to the goals of the investor. When Taiwan enterprises investing overseas and face numerous factors that affect their entry mode, the lack of appropriate measurement standards will inevitably increase their investment risk.
      This study uses descriptive statistical analysis, cross-analysis, and ANOVA to analyze empirically the differenced of entry modes and the factors that influence Taiwanese investment in mainland China and other overseas areas. The statistics show that the investment motivation, scale of investing business, outward investment destination, and industry category significantly affect the entry mode that Taiwan enterprises adopt when investing in mainland China and other overseas areas; international experience, however, does not significantly affect the entry mode that Taiwanese enterprises adopt.
參考文獻 一、中文部分
王濟川、郭志剛(2004),Logistic 迴歸模型—方法及應用,五南圖書公司。
吳明峰(2008),國中生家庭機制與民主價值之關連性研究-以台北市國中為例,政治大學社會科學院行政管理碩士學程碩士論文。
吳青松(2002),國際企業管理—管理與實務,智勝文化事業有限公司。
吳青松、石素娟(2007),以AHP群體決策法選擇企業在特定區位之進入模式,交大管理學報,第27卷第1期,頁195--219。
李文瑞(2000),台商赴東南亞投資進入模式決定因素之研究,亞太管理評論,第5卷第2期,頁222--236。
李素芳(2008),台商在中國大陸投資醫療服務業之經營策略研究─以湖南旺旺醫院為例,政治大學社會科學院行政管理碩士學程碩士論文。
林宇騰(2006),企業海外投資進入模式選擇之研究—以台灣製造業廠商赴歐洲投資為例,東華大學國際企業學系碩士論文。
林彩梅(1994),多國籍企業論,五南書局,頁129--135。
林惠玲、陳正倉(2003),應用統計學,雙葉書廊。
姚美慧(1999),台商投資大陸及東南亞的進入模式與經營績效之研究,成功大學企業管理學系研究所碩士論文。
翁景民、曾義明(1995),國際進入模式決策之折衷理論暨國際進入模式組合之研究,台大管理論叢,第6卷第2期,頁25--60。
高長、陳威如(1998),台商赴大陸投資所有權進入權式決定因素的分析,管理學報,第15卷第3期,頁393--418。
康信鴻、邱麗娟(1997),影響國際投資進入模式之實證研究:以台灣石化產業為例,管理評論,第16卷第2期,頁139--180。
張瑤貞(2008),中國大陸外資政策轉變對大陸台商營運之影響,政治大學社會科學院行政管理碩士學程碩士論文。
曹為忠、詹雪蘭、李文瑞、陳旭銘(2002),進入模式、產業環境、以及廠商特性對廠商海外市場經營績效之影響,企業管理學報,第54期,頁1-32。
莊文忠(2006),SPSS在社會科學的應用(譯自SPSS for Social Scientists,Robert L. Miller等著),五南圖書公司。
陳琬琪(2003),進入策略、成長策略與經營績效關係之研究 —以台商連鎖服務業進入中國大陸觀點分析,中原大學企業管理研究所碩士論文。
黃琮祺(2006),廠商海外生產對台灣就業之影響-以資訊電子產業為例,政治大學社會科學院行政管理碩士學程碩士論文。
經濟部投資業務處(2003),我國對外投資政策對國內經濟發展之影響。
經濟部投資審議委員會(2007),華僑及外國人投資、國外投資、對中國大陸投資統計月報,12月。
經濟部國際貿易局(2008),中國最新經貿調整措施及對台商之影響。
經濟部統計處(2007),製造業對外投資實況調查報告。
趙宇涵(2007),對外投資回銷決定因素之研究-以主要投資大陸地區之台灣製造業廠商為例,政治大學社會科學院行政管理碩士學程碩士論文。
蔡建樹(2002),初級計量經濟學,台灣西書出版社。
蕭育鎮(2002),企業海外投資進入模式影響因素之研究-以台商投資大陸實證探討,大葉大學國際企業管理研究所碩士論文。
二、英文部分
Agarwal, S. and N. Ramaswami, (1992), Choice of Foreign Market Entry Mode: Impact of Ownership, Location and Internalization Factors, Journal of International Business Studies, pp.47-54.
Anderson, E. and H.Gatignon, (1986), Mode of Foreign Entry: A Transaction Cost Analysis and Proposition, Journal of International Business Studies, pp.1-26.
Buckley, P. J. and M. Casson (1976), The Future of Multinational Enterprise, New York:Holmes and Meier Publishers.
Buckley, P. J. and M. Casson (1981), The Oprimal Timing of a Foreign Direct Investment, Economic Journal, pp75-91.
Charles W.L. Hill, Peter Hwang and W. Chan Kim (1990), An Eclectic Theory of the Choice of International Entry Mode, Strategic Management Journal, Vol.11, pp.117-128.
Contractor, F. J. (1990), Ownership Patterns of U.S. Joint Ventures Abroad and the Liberalization of Foreign Government Regulations in the 1980s:Evidence from the Benchamark Surveys, Journal of International Business Studies, vol. 21(1), pp55-73.
Contractor, F.J. and Kundu, S.K.(1998), Modal Choice in a World of Alliances:Analyzing Organization Forms in the International Hotels Sector, Journal of International Business Studies, PP.325-358.
Dunning, J. H. (1980), Toward and Eclectic Theory of International Production: Some Empirical Tests, Journal of International Business Studies, Vol.11(Spring/ Summer), pp.9-31.
Dunning, J. H. (1981), International Production and the Multinational Enterprise, London: Geroge Allen and Unwin, pp.72-108.
Davidson, W. H., 1980. The Location of Foreign Direct Investment Activity:Country Characteristics and Experience Effect, Journal of International Business Studies, P.9-22.
Erramilli, M. K. and C. P.Rao, (1993), Service Firm’s International Entry Mode Choice: A Modified Transaction-Cost Analysis Approach, Journal of Marketing, pp.19-38.
Ginter, P. M., Swayne, L. M.and Duncan, W. J.(1998), Strategic Management of Health Care Organization, 3rd Edition, Blackwell Publishers, pp.22.
Kough, B. and H. Singh(1988a), Entering United States by joint venture : competitive rivalry and industry structure, Chapter 14,Contractor and Lorange, pp 241-51.
Kough, B. and H. Singh(1988b), The Effect of National Culture on the Choice of Entry Mode, Journal of International Business Studies, vol. 19(Fall), pp411-31.
Hill, C. W. L., P. Hwang and W. C. Kim (1990), An Eclectic Theory of the Choice of International Entry Mode, Strategy Management Journal, vol. 11(2), pp 117-128.
Hill, C. W. and G. R. Jones, (2001), Strategic Management Theory: An Integrated Approach, 5th Edition, Houghton Mifflin Co.,pp.6,100,106.
Kumar, V. and Subramaniam, V. (1997) A Contingency Framework for the Mode of Entry Decision, Journal of International Business Studies, PP.53-72
Kwon, Y. C. and L. J.Konopa, (1993), Impact of Host Country Market Characteristics on the Choice of Foreign Market Entry Mode, International Marketing Review, pp.60-76.
Michael A. Hitt, R. Duane Ireland & Robert E. Hoskisson (1995), Strategic Management: Competitiveness and Globalization, West Publishing Company, pp.37,100.
Pan, Y. and D.K. Tse (2000), The Hierarchical Model of Market Entry Modes. Journal of International Business Studies, 31(4): pp.535-554.
Palenzuela, V. A. and A. M. Bobill,(1999), Transaction Costs andBargaining Power:Entry Mode Choice in Foreign Markets,Multinational Business Review, PP.62-75.
Porter, M.E. (1986), Competition in global industries:A conceptual framework.,Bostion,MA:Harvard Business School Press.
Poter, M.E.and M.B. Fuller (1986),Caolitions and Global Strategy, In Competition in global industries, Bostion,MA:Harvard Business School Press.
Tse, D. K., Y. Pan and K. Y. Au (1997), How MNCs Choose Entry Modes and Form Alliances:The China Experience, Journal of International Business Studies, vol. 28(Winter), pp.779-805
Root, F.B. (1987), Entry Strategies for International Markets. Washington: D.C., Health and Company.
Rugman, Alan M, Lecraw, Donald J., Booth, Laurence D. (1985), Internation Business, McGraw Hill College Div.
Tse, D. K., Pan, Y., Au, K. Y. (1997), How MNCs Chose Modes and Alliances: The China Experience, Journal of International Business Studies, pp.779-805.
Weihrich, H. (1982), The TOES Matrix-A Tool for Situational Analysis. Long Range Planning, 15(2), pp.60.
Williamson, O.E., (1975), Markets and Hierarchies, Analysis and Antitrust Implications, New York: The Free Press.
Woodcock, C. P., P. W. Beamish and S. Makino (1994), Ownership-based Entry Mode Strategies and International Performance, Journal of International Business Studies, vol. 25(Summer), pp.253-.
描述 碩士
國立政治大學
行政管理碩士學程
95921014
97
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0095921014
資料類型 thesis
dc.contributor.advisor 黃慶堂zh_TW
dc.contributor.author (作者) 林佳蓉zh_TW
dc.contributor.author (作者) Lin, Chia Jungen_US
dc.creator (作者) 林佳蓉zh_TW
dc.creator (作者) Lin, Chia Jungen_US
dc.date (日期) 2008en_US
dc.date.accessioned 14-九月-2009 12:38:50 (UTC+8)-
dc.date.available 14-九月-2009 12:38:50 (UTC+8)-
dc.date.issued (上傳時間) 14-九月-2009 12:38:50 (UTC+8)-
dc.identifier (其他 識別碼) G0095921014en_US
dc.identifier.uri (URI) https://nccur.lib.nccu.edu.tw/handle/140.119/31972-
dc.description (描述) 碩士zh_TW
dc.description (描述) 國立政治大學zh_TW
dc.description (描述) 行政管理碩士學程zh_TW
dc.description (描述) 95921014zh_TW
dc.description (描述) 97zh_TW
dc.description.abstract (摘要) 台商1980年代對外投資的地點是主要集中於東南亞國家,惟1990年代後期,台商對東南亞的投資明顯減少,但對中國大陸的投資卻快速增加。近來因中國大陸實施新的勞工法、兩稅合一等招商選資政策,加以越南等國積極吸引台商前往投資,已有部份台商轉赴越南、印度、印尼等國家投資,出現新一波台商海外投資風潮。
      企業從事海外投資首先面臨的重要課題即為選擇適當之「進入模式(entry mode)」,因進入模式之適當與否將對日後的經營管理與營運績效產生重大影響。企業進入國際市場的策略類型很多,每一類型都與其企業經營目標息息相關。而台商面對眾多影響進入模式的因素時,若無正確的衡量標準而逕赴海外投資,勢必增加其投資風險。
      本研究以描述性統計分析、交叉分析及變異數分析等統計方法實證分析台商赴中國大陸及海外其他地區投資之進入模式之比較及影響因素。經實證結果指出,企業之投資動機、企業規模、對外投資國家地區及產業類別對台商赴中國大陸或其他海外地區投資之進入模式之選擇具顯著性影響;國際化經驗對台商赴中國大陸或海外其他地區投資之進入模式無顯著影響。
zh_TW
dc.description.abstract (摘要) In the 1980s, Taiwan’s outward investment mainly went to Southeast Asian countries. However, in the late 1990s, the island’s investment there declined significantly, while in mainland China it rapidly increased. Recently, mainland China has made its promotion of investment by domestic and foreign enterprises alike more selective by implementing a new labor law and a unified corporate income tax rate; and Vietnam and other developing countries have moved vigorously to attract investment from Taiwan. As a result, some Taiwan businesses have shifted their investment to Vietnam, India, Indonesia and other developing countries. This appears to constitute a new trend in Taiwanese overseas investment.
      The foremost issue for an enterprise investing overseas is choosing an appropriate “entry mode”, because the entry mode will affect the enterprise’s management and performance. There are many kinds of strategies that enterprises use to enter international markets, and every kind is closely related to the goals of the investor. When Taiwan enterprises investing overseas and face numerous factors that affect their entry mode, the lack of appropriate measurement standards will inevitably increase their investment risk.
      This study uses descriptive statistical analysis, cross-analysis, and ANOVA to analyze empirically the differenced of entry modes and the factors that influence Taiwanese investment in mainland China and other overseas areas. The statistics show that the investment motivation, scale of investing business, outward investment destination, and industry category significantly affect the entry mode that Taiwan enterprises adopt when investing in mainland China and other overseas areas; international experience, however, does not significantly affect the entry mode that Taiwanese enterprises adopt.
en_US
dc.description.tableofcontents 第一章 緒論 1
     第一節 研究背景與動機 1
     第二節 研究目的 3
     第三節 研究流程 3
     第四節 研究限制 5
     第二章 相關文獻探討 6
     第一節 台商海外投資概況 6
     第二節 對外投資之法規及獎勵措施 11
     第三節 海外投資進入模式相關文獻 25
     第三章 研究方法 42
     第一節 資料來源 42
     第二節 分析方法 42
     第三節 研究架構 43
     第四節 研究假設 44
     第四章 實證結果分析 49
     第一節 敘述性統計分析 49
     第二節 交叉分析 52
     第三節 變異數分析 63
     第四節 小結 66
     第五章 結論與建議 69
     第一節 結論 69
     第二節 建議 72
     參考文獻 74
     附錄 經濟部製造業對外投資實況調查表 80
zh_TW
dc.language.iso en_US-
dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0095921014en_US
dc.subject (關鍵詞) 海外投資zh_TW
dc.subject (關鍵詞) 進入模式zh_TW
dc.subject (關鍵詞) overseas investmenten_US
dc.subject (關鍵詞) entry modeen_US
dc.title (題名) 台商赴中國大陸與海外其他地區投資之進入模式比較zh_TW
dc.title (題名) A Comparison of entry modes for Taiwan investment in Mainland China and other overseas areasen_US
dc.type (資料類型) thesisen
dc.relation.reference (參考文獻) 一、中文部分zh_TW
dc.relation.reference (參考文獻) 王濟川、郭志剛(2004),Logistic 迴歸模型—方法及應用,五南圖書公司。zh_TW
dc.relation.reference (參考文獻) 吳明峰(2008),國中生家庭機制與民主價值之關連性研究-以台北市國中為例,政治大學社會科學院行政管理碩士學程碩士論文。zh_TW
dc.relation.reference (參考文獻) 吳青松(2002),國際企業管理—管理與實務,智勝文化事業有限公司。zh_TW
dc.relation.reference (參考文獻) 吳青松、石素娟(2007),以AHP群體決策法選擇企業在特定區位之進入模式,交大管理學報,第27卷第1期,頁195--219。zh_TW
dc.relation.reference (參考文獻) 李文瑞(2000),台商赴東南亞投資進入模式決定因素之研究,亞太管理評論,第5卷第2期,頁222--236。zh_TW
dc.relation.reference (參考文獻) 李素芳(2008),台商在中國大陸投資醫療服務業之經營策略研究─以湖南旺旺醫院為例,政治大學社會科學院行政管理碩士學程碩士論文。zh_TW
dc.relation.reference (參考文獻) 林宇騰(2006),企業海外投資進入模式選擇之研究—以台灣製造業廠商赴歐洲投資為例,東華大學國際企業學系碩士論文。zh_TW
dc.relation.reference (參考文獻) 林彩梅(1994),多國籍企業論,五南書局,頁129--135。zh_TW
dc.relation.reference (參考文獻) 林惠玲、陳正倉(2003),應用統計學,雙葉書廊。zh_TW
dc.relation.reference (參考文獻) 姚美慧(1999),台商投資大陸及東南亞的進入模式與經營績效之研究,成功大學企業管理學系研究所碩士論文。zh_TW
dc.relation.reference (參考文獻) 翁景民、曾義明(1995),國際進入模式決策之折衷理論暨國際進入模式組合之研究,台大管理論叢,第6卷第2期,頁25--60。zh_TW
dc.relation.reference (參考文獻) 高長、陳威如(1998),台商赴大陸投資所有權進入權式決定因素的分析,管理學報,第15卷第3期,頁393--418。zh_TW
dc.relation.reference (參考文獻) 康信鴻、邱麗娟(1997),影響國際投資進入模式之實證研究:以台灣石化產業為例,管理評論,第16卷第2期,頁139--180。zh_TW
dc.relation.reference (參考文獻) 張瑤貞(2008),中國大陸外資政策轉變對大陸台商營運之影響,政治大學社會科學院行政管理碩士學程碩士論文。zh_TW
dc.relation.reference (參考文獻) 曹為忠、詹雪蘭、李文瑞、陳旭銘(2002),進入模式、產業環境、以及廠商特性對廠商海外市場經營績效之影響,企業管理學報,第54期,頁1-32。zh_TW
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