Abstract Based on the data of listed firms in China’s electric vehicle industry from 2009 to 2021 and “charging infrastructure construction” policy as a natural experiment, this study uses the difference-in-differences method to empirically test the relationship between complementor incentives policy and firm disruptive innovation. The results show that: compared with firms in non-policy cities, the implementation of “charging infrastructure construction” policy makes electric vehicle (EV） firms in policy cities more active both in disruptive technological innovation and disruptive product innovation. Mechanism analysis shows that complementor incentives in charging infrastructure construction mainly promote disruptive innovation at the firm level by enhancing the R&D of new technology and the stability of industrial chain cooperation. Heterogeneity analysis shows that the impact of “charging infrastructure construction” on EV firms disruptive innovation is significantly different among firms with or without R&D background in executive teams, different industrial chain correlation degrees, different urban infrastructure levels, and different industrial chain locations, which has a selection effect.
LIN Ting,HE Yubing. Research on the Impact of Complementor Incentive on Firm Disruptive Innovation[J]. Chinese Journal of Management, 2025, 22(5): 887-.
