Abstract: Achieving firms’ digital transformation success during coopetition has become the focus of academia and industry. Based on dynamic capability theory, we introduce three dimensions of coopetition capabilities (Coopetition Mindset (CM), Analytical Acumen (AA) and Executional Skills (ES)) as key drivers in firms’ digital transformation performance (DTP), and further discuss the roles of the digital atmosphere of coopetition (DAC) and the digital technology embedding adaptability (DTEA). Through analyzing the questionnaire data of 196 strategic emerging industries in Southwest China, we find that CM, AA and ES positively impact DTP. The DAC enhances the positive effect of CM on DTP, while the DTEA enhances the positive impact of ES on DTP; Integrating the DAC and the DTEA enhances the positive effect of CM, AA and ES on DTP respectively. Research conclusions complement the theoretical framework and boundary conditions of the impact of coopetition capabilities on digital transformation, as well as provide useful insights for managers on how to pursue better firms’ digital transformation performance in coopetition.

摘要： 企业如何在竞合中提高数字化转型成功率成为学界与业界的关注焦点。基于动态能力理论，研究尝试引入竞合能力的三个维度(竞合思维、敏锐分析、执行技能)作为驱动企业数字化转型绩效的关键要素，并进一步讨论竞合数字氛围与数字技术嵌入适应性在二者关系中的作用。通过分析196份战略性新兴产业企业的大样本问卷数据发现：竞合思维、敏锐分析与执行技能对数字化转型绩效均具有积极影响。竞合数字氛围增强了竞合思维对数字化转型绩效的积极影响，而数字技术嵌入适应性增强了执行技能对数字化转型绩效的促进作用；整合竞合数字氛围与数字技术嵌入适应性分别增强了竞合思维、敏锐分析、执行技能对数字化转型绩效的正向影响。研究结论不仅补充了竞合能力影响数字化转型绩效的理论框架与边界条件，还对管理者如何在竞合中提高企业数字化转型成功率提供了有益洞见。