Abstract: Servitization of manufacturing and service productization is a new trend to manufacturing enterprise’s business model innovation. This article introduces new theory of service dominant logic, from the perspective of the user's value proposition to measure business model innovation, like value proposition could be classified as functional and emotional value proposition, and analyses the theoretical framework of three, aiming to explore the relationship of business model innovation and manufacturing service performance. Meanwhile, this paper taking 339 manufacturing enterprise as the research object, divides the sample into two kinds of value proposition, and establish simultaneous equation model to empirically test triadic relation. This research shows that: business model innovation plays a role as adjustment to performance of servitization, provide emotional value proposition is higher than functional value proposition of enterprise performance, and the degree of servitization has a 'U' relationship with the performance of manufacturers.

摘要： 制造服务化和服务产品化是制造型企业开展商业模式创新的新趋势。本文引入服务主导逻辑的新理论基础，尝试从用户价值主张考查商业模式创新的新视角，即重点细分功能型与情感型的价值主张，构建它们与服务化程度、制造型企业绩效的关系框架，探讨制造服务化中情感型价值主张创新对企业绩效的影响。同时，论文选取我国创业板上339家上市制造型企业为样本，通过文本挖掘和扎根理论方法，对样本企业的价值主张进行聚类，并建立联立方程模型实证检验三者间关系。研究表明：商业模式创新在制造服务化中起着正向的调节作用，即提供情感型价值主张会高于提供功能型价值主张的企业绩效，而服务化程度则与制造型企业绩效存在“U型”曲线关系。