CAJ | 학술논문

从战略群组的视角出发，以中国房地产业为研究对象，以2009—2013年131家房地产业上市公司为样本，实证分析了房地产业的限购限贷等产业政策对行业结构的影响。结果如下：消极的产业政策会导致行业中战略群组数量增大、群组成员企业数量发生变化；消极的产业政策使战略群组的匹配率降低、移动率变化率加大、稳定率下降；消极的产业政策使企业与本战略群组中心的战略距离变小。研究结果表明，产业政策是行业结构变化的主要原因。在此基础上，对企业管理和政府政策制定提出了建议。
종전략군조적시각출발，이중국방지산업위연구대상，이2009—2013년131가방지산업상시공사위양본，실증분석료방지산업적한구한대등산업정책대행업결구적영향。결과여하：소겁적산업정책회도치행업중전략군조수량증대、군조성원기업수량발생변화；소겁적산업정책사전략군조적필배솔강저、이동솔변화솔가대、은정솔하강；소겁적산업정책사기업여본전략군조중심적전략거리변소。연구결과표명，산업정책시행업결구변화적주요원인。재차기출상，대기업관리화정부정책제정제출료건의。
Taking the real estate industry in China as the research object ,and selecting 131 listed companies from real estate industry as the ex‐ample ,this paper empirically tests the influence of industrial policy on industrial structure from the perspective of strategic group.The results show as follows :negative industrial policies increase the number of strategic group and the number of strategic groups etc. ;negative industrial policies reduce the mobility rate(MR) of strategic group ,and increase the mobility rate of firm ,and decrease the coefficient of stabilization ;nega‐tive industrial policies reduce the strategic distance from firm to the center of themselves strategic group.The result shows that industrial poli‐cies are the primary reason of the change of industrial structure.On the basis of these ,it gives some suggestions for business and government policies .