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摘要
在全球汽车产业模块化变革的带动下，近年来我国汽车产业也开始了模块化
的进程，这一新的开发方式将为我国自主品牌的发展提供新的机遇和挑战，因此，
研究汽车企业的模块化显得尤为重要。目前，学术界对汽车模块化的理论及应用
已经做了大量的研究，但对于汽车制造企业模块化开发的价值创造路径的研究还
很少有涉及，因此，研究模块化开发的价值创造路径对于完善模块化价值创造的
相关理论，推动我国汽车业的发展具有十分重要的意义。釆用案例研究的方法，
选取了丰田汽车作为案例研究的对象，深入探析了其在实施模块化开发过程中的
价值创造路径。研究发现汽车制造企业模块化开发方式提升了企业两方面的基础
能力，即零部件通用化能力和产品解构能力，而这两种能力又提升了企业的成本
控制能力、市场敏捷性、技术创新能力和风险控制能力；产品的通用化率的提高，
一方面，减低了企业的运营成本，提高了成本控制能力，提升企业绩效增长，另
一方面，缩短了产品开发周期，提升了企业的市场敏捷性，实现了企业绩效的增
长；产品的模块化解构，使企业能够将模块整体外包，进而使产品在整车和系统
模块两个层面上都能加速技术创新，同时使零部件供应商与整车企业共同承担新
产品开发与生产的投入，从而分散了研发和生产的筹资和投资风险，进而提升了
企业风险控制能力，保障了企业绩效的稳定增长。最终发现模块化通过成本控制、
市场敏捷性、技术创新和风险控制四个方面为企业创造价值，在此基础上，提出
我国汽车制造企业应大力推进模块化战略，这将对其提升企业价值、实现跨越式
发展起到极大的推动作用，同时应注意与模块供应商的合作管理，以促进模块化
战略的顺利实施等政策建议
关键词：汽车制造，模块化，案例研究，价值创造
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Abstract
Recently, driven by the global modularity revolution in the automobile industry,
China’s auto industry has also begun the process of modularization. This new
development mode will provide new opportunities and challenges for Chinese auto
manufacturers. Therefore, studying modularity is especially important. At present, the
academia has done a lot of research on the theory and application of automotive
modularization, but there are few studies on the value creation path for modular
development of automobile manufacturers. Therefore, the study of value creation path
for modular development is important. It is of great significance to improve the relevant
theory of modular value creation and promote the development of the automotive
industry in China. Using the case study method, we selected the Toyota Motor
Corporation as the object, and in-depth analysis of its value creation path in the
implementation of the modular development process. The research found that the
modular development of auto manufacturing enterprises has improved the basic
capabilities of the company in two aspects, component universalization capabilities and
product deconstruction capabilities. These capabilities have also improved the
company's cost control, market agility, technological innovation and the risk control
capability. Due to the generalization rate of products raised, On the one hand, the
company cost control capacity improved. On the other hand, the product research time
shortened and the market agility improved. Due to the modular deconstruction of
products, companies can outsource modules. It accelerated technological innovation, on
both the vehicle and system aspect. It enabling component suppliers and auto
manufacturers jointly undertake the investment for new product development and
production, thereby diversifying the R&D and production investment risks, enhancing
the company's risk control capabilities and ensuring a steady increase in corporate
performance. Finally, we found that modularity creates value for enterprises through
four aspects: cost control, market agility, technological innovation, and risk control.
Therefore, China's auto manufacturers should vigorously promote the modularization
strategy, which will enhance their corporate value. The realization of leaps and bounds
has played a great role in promoting, and at the same time, it should pay attention to the
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cooperation management with module suppliers to promote the smooth implementation
of the modular strategy and other policy recommendations.
Key words: car manufacturer, modular, case study, value creation。