Big Data as a Strategic Asset:Competitive Advantage, Business Model Transformation,and Managerial Intelligence in Chinese Enterprises
DOI:
https://doi.org/10.65166/mnn2n380Keywords:
big data analytics capabilities, competitive advantage, business model innovation, organizational decision-making, data governance, digital transformation strategy, Chinese enterprise contextAbstract
The strategic significance of big data has become a defining feature of contemporary management discourse, yet the conditions under which big data capabilities translate into sustained competitive advantage remain incompletely understood — particularly in emerging-market contexts where institutional dynamics, platform ecosystem dominance, and regulatory complexity co-determine competitive behavior at the firm level. This paper addresses that gap through a structured thematic review of peer-reviewed literature encompassing 38 studies across five analytically distinct thematic domains: big data as a strategic resource, big data and business model transformation, big data in organizational decision-making and managerial intelligence, implementation barriers and organizational challenges, and data governance at the policy-strategy interface. The Chinese enterprise context serves as the primary analytical frame, treated not as a generic emerging-market setting but as an institutionally distinctive environment shaped by state-directed digital infrastructure, platform conglomerate dominance, and a rapidly evolving data regulatory architecture. The synthesis produces three core findings. First, big data capability generates competitive value only through organizational mediators — dynamic capabilities, learning, governance, and culture — not through technology investment alone, establishing a consistent and strategically consequential gap between infrastructure capacity and realized competitive returns. Second, competitive advantage in China's data economy operates through three distinct pathways — capability reconfiguration, business model transformation, and decision intelligence — each requiring different organizational conditions and carrying different strategic risks. Third, China's institutional environment, including its data sovereignty regulation and state industrial policy, is an active co-determinant of enterprise-level competitive behavior rather than a background condition. The paper contributes an integrated strategic framework for understanding big data as a management phenomenon, advances a substantively grounded account of the Chinese enterprise context, and generates practitioner-relevant recommendations for enterprise strategists, policymakers, and management educators navigating the competitive imperatives of the data economy.
Downloads
References
Acciarini, C., Cappa, F., Boccardelli, P., & Oriani, R. (2023). How can organizations leverage big data to innovate their business models? A systematic literature review. Technovation, 123, 102713. https://doi.org/10.1016/j.technovation.2023.102713
Aldossari, S., Mokhtar, U. A., & Ghani, A. T. A. (2023). Factor influencing the adoption of big data analytics: A systematic literature and experts review. SAGE Open, 13(4). https://doi.org/10.1177/21582440231217902
Ancillai, C., Sabatini, A., Gatti, M., & Perna, A. (2023). Digital technology and business model innovation: A systematic literature review and future research agenda. Technological Forecasting and Social Change, 188, 122307. https://doi.org/10.1016/j.techfore.2022.122307
Atento, A. G. B., & Atento, R. G. O. (2026). Legacy retail under digital disruption: Strategic insights from National Book Store's omnichannel transition in the Philippines. Journal of Enterprise Strategy & Management Innovation, 1(1). https://doi.org/10.65166/nny9z718
Atento, A. G., & Atento, R. G. (2025). A case study of Mercury Drug Corporation: Strategic adaptation to universal healthcare and digital disruption in the Philippines. International Journal of Health & Business Analytics, 1(1). https://doi.org/10.65166/zhw7dd39
Atento, R. G., Quinto, L., Espelita, C. A. M., & Castaneda, C. (2025). Integrating business and health analytics: A conceptual framework for dual outcomes in healthcare. International Journal of Health & Business Analytics, 1(1). https://doi.org/10.65166/04pdc866
Awan, U., Shamim, S., Khan, Z., Zia, N. U., Shariq, S. M., & Khan, M. N. (2021). Big data analytics capability and decision-making: The role of data-driven insight on circular economy performance. Technological Forecasting and Social Change, 168, 120766. https://doi.org/10.1016/j.techfore.2021.120766
Behl, A., Chavan, M., Jain, K., Sharma, I., Pereira, V. E., & Zhang, J. Z. (2022). Role of big data analytics capabilities to improve sustainable competitive advantage of MSME service firms during COVID-19. Journal of Business Research, 148, 378-389. https://doi.org/10.1016/j.jbusres.2022.04.057
Bendal, A., Sabasa, S. A., Espelita, C. A. M. H., & Atento, R. G. O. (2026). Artificial intelligence as disruptive technology in accounting: A qualitative study of practitioner perceptions on automation, judgment, and decision support. Journal of Enterprise Strategy & Management Innovation, 1(1). https://doi.org/10.65166/0sdayg70
Bilkstyte-Skane, D., & Akstinaitė, V. (2023). Strategic organizational changes: Adopting data-driven decisions. Strategic Change, 33(2), 107-116. https://doi.org/10.1002/jsc.2566
Bouwman, H., Nikou, S., & de Reuver, M. (2019). Digitalization, business models, and SMEs: How do business model innovation practices improve performance of digitalizing SMEs? Telecommunications Policy, 43(9), 101828. https://doi.org/10.1016/j.telpol.2019.101828
Bresciani, S., Huarng, K., Malhotra, A., & Ferraris, A. (2021). Digital transformation as a springboard for product, process and business model innovation. Journal of Business Research, 128, 204-210. https://doi.org/10.1016/j.jbusres.2021.02.003
Cahyono, D., Sijabat, A., Panjaitan, M. B., Julianingsih, D., & de Lorenzo, A. G. (2025). Challenges and opportunities in implementing big data for small and medium enterprises (SMEs). Journal of Computer Science and Technology Application, 2(1), 75-83. https://doi.org/10.33050/corisinta.v2i1.74
Carandang, D., Baran, B., Espelita, C. A. M. H., Atento, A. G. B., & Atento, R. G. O. (2026). Perceptions of accounting software among SMEs in Calamba City, Philippines: A Technology-Organization-Environment (TOE) framework. Journal of Enterprise Strategy & Management Innovation, 1(1). https://doi.org/10.65166/dxqbny15
Ciacci, A., Marchi, V., & Penco, L. (2023). Business model innovation: Harnessing big data analytics and digital transformation in hostile environments. Journal of Small Business and Enterprise Development, 31(8), 22-46. https://doi.org/10.1108/jsbed-10-2022-0424
Ciampi, F., Demi, S., Magrini, A., Marzi, G., & Papa, A. (2021). Exploring the impact of big data analytics capabilities on business model innovation: The mediating role of entrepreneurial orientation. Journal of Business Research, 123, 1-13. https://doi.org/10.1016/j.jbusres.2020.09.023
Creemers, R. (2022). China's emerging data protection framework. Journal of Cybersecurity, 8(1). https://doi.org/10.1093/cybsec/tyac011
Dahiya, R., Le, S., Ring, J. K., & Watson, K. (2021). Big data analytics and competitive advantage: The strategic role of firm-specific knowledge. Journal of Strategy and Management, 15(2), 175-193. https://doi.org/10.1108/jsma-08-2020-0203
De Vecchio, P., Di Minin, A., Petruzzelli, A. M., Panniello, U., & Pirri, S. (2018). Big data for open innovation in SMEs and large corporations: Trends, opportunities, and challenges. Creativity and Innovation Management, 27(1), 6-22. https://doi.org/10.1111/caim.12224
Fast, V., Schnurr, D., & Wohlfarth, M. (2021). Regulation of data-driven market power in the digital economy: Business value creation and competitive advantages from big data. Journal of Information Technology, 36(4), 373-392. https://doi.org/10.1177/02683962211022951
Ferraris, A., Mazzoleni, A., Devalle, A., & Couturier, J. (2019). Big data analytics capabilities and knowledge management: Impact on firm performance. Management Decision, 57(8), 1923-1936. https://doi.org/10.1108/md-07-2018-0825
Gao, F. (2025). Platform, integration, or socially driven? Comparative analysis of business model evolution and strategic dynamics in Alibaba, JD.com, and Pinduoduo. Advances in Economics, Management and Political Sciences, 150, 1-12.
Garmaki, M., Gharib, R. K., & Boughzala, I. (2023). Big data analytics capability and contribution to firm performance: The mediating effect of organizational learning. Journal of Enterprise Information Management, 36(5), 1161-1184. https://doi.org/10.1108/jeim-06-2021-0247
Ghasemaghaei, M., & Calic, G. (2022). The duality of big data in explaining decision-making quality. Journal of Computer Information Systems, 62(5), 993-1004. https://doi.org/10.1080/08874417.2021.1939756
Ghasemaghaei, M., & Turel, O. (2022). The duality of big data in explaining decision-making quality. Journal of Computer Information Systems, 63(5), 1093-1111. https://doi.org/10.1080/08874417.2022.2125103
Ghasemaghaei, M., Ebrahimi, S., & Hassanein, K. (2018). Data analytics competency for improving firm decision making performance. Journal of Strategic Information Systems, 27(1), 101-113. https://doi.org/10.1016/j.jsis.2017.10.001
Hu, X., Jiang, Y., Guo, P., & Li, M. (2024). How does China's big data policy affect the digital economy of cities? Evidence from national big data comprehensive pilot zones. Heliyon, 10(2). https://doi.org/10.1016/j.heliyon.2024.e24638
Huynh, M.-T., Nippa, M., & Aichner, T. (2023). Big data analytics capabilities: Patchwork or progress? A systematic review of the status quo and implications for future research. Technological Forecasting and Social Change, 197, 122884. https://doi.org/10.1016/j.techfore.2023.122884
Ji, K. (2023). The current situation and countermeasures of Chinese enterprise management under big data. Academic Journal of Management and Social Sciences, 4(1), 120-122. https://doi.org/10.54097/ajmss.v4i1.11717
Justy, T., Pellegrin-Boucher, E., Lescop, D., Granata, J., & Gupta, S. (2023). On the edge of big data: Drivers and barriers to data analytics adoption in SMEs. Technovation, 127, 102850. https://doi.org/10.1016/j.technovation.2023.102850
Kgakatsi, M., Galeboe, O., Molelekwa, K., & Thango, B. (2024). The impact of big data on SME performance: A systematic review. Businesses, 4(4), 632-695. https://doi.org/10.3390/businesses4040038
Komolafe, A. I., Olarinoye, Y. T., & Adedeji, B. A. (2024). Business analytics adoption in emerging markets: A systematic review. Journal of Business Research, 172, 114407. https://doi.org/10.1016/j.jbusres.2024.114407
Kraus, S., Breier, M., Lim, W. M., Dabic, M., Kumar, S., Kanbach, D. K.,
Mukherjee, D., Corvello, V., Chousa, J. P., Liguori, E. W., Palacios-Marques, D., Schiavone, F., Ferraris, A., Fernandes, C., & Ferreira, J. J. (2022). Literature reviews as independent studies: Guidelines for academic practice. Review of Managerial Science, 16(8), 2577-2595. https://doi.org/10.1007/s11846-022-00588-8
Li, L., Lin, J., Ouyang, Y., & Luo, X. (2021). Evaluating the impact of big data analytics usage on the decision-making quality of organizations. Technological Forecasting and Social Change, 175, 121355. https://doi.org/10.1016/j.techfore.2021.121355
Li, L., Su, F., Zhang, W., & Mao, J. (2017). Digital transformation by SME entrepreneurs: A capability perspective. Information Systems Journal, 28(6), 1129-1157. https://doi.org/10.1111/isj.12153
Liu, L. (2021). The rise of data politics: Digital China and the world. Studies in Comparative International Development, 56(1), 45-67. https://doi.org/10.1007/s12116-021-09319-8
Luo, X., Zhang, Y., & Wang, H. (2025). Can digital transformation policy drive digital innovation of Chinese enterprises: Based on the quasi-natural experiment of big data comprehensive pilot zones. Chinese Management Studies, 19(2), 334-358. https://doi.org/10.1108/CMS-03-2024-0112
Lutfi, A., Alsyouf, A., Almaiah, M. A., Alrawad, M., Abdo, A. A. K., Al-Khasawneh, A. L., Ibrahim, N., & Saad, M. (2022). Factors influencing the adoption of big data analytics in the digital transformation era: Case study of Jordanian SMEs. Sustainability, 14(3), 1802. https://doi.org/10.3390/su14031802
Mazzei, M. J., & Noble, D. W. (2019). Big data and strategy: Theoretical foundations and new opportunities. In IntechOpen eBooks. IntechOpen. https://doi.org/10.5772/intechopen.84819
Merendino, A., Dibb, S., Meadows, M., Quinn, L., Wilson, D. C., Simkin, L., & Canhoto, A. I. (2018). Big data, big decisions: The impact of big data on board level decision-making. Journal of Business Research, 93, 67-78. https://doi.org/10.1016/j.jbusres.2018.08.029
Mikalef, P., Krogstie, J., Pappas, I. O., & Pavlou, P. A. (2020). Exploring the relationship between big data analytics capability and competitive performance: The mediating roles of dynamic and operational capabilities. Information & Management, 57(2), 103169. https://doi.org/10.1016/j.im.2019.05.004
Niu, Y., Ying, L., Jie, Y., Bao, M., & Sivaparthipan, C. B. (2021). Organizational business intelligence and decision making using big data analytics. Information Processing & Management, 58(6), 102725. https://doi.org/10.1016/j.ipm.2021.102725
Paul, J., Merchant, A., Dwivedi, Y. K., & Rose, G. M. (2021). Writing an impactful review article: What do we know and what do we need to know? Journal of Business Research, 133, 337-340. https://doi.org/10.1016/j.jbusres.2021.05.005
Ranjan, J., & Foropon, C. (2021). Big data analytics in building the competitive intelligence of organizations. International Journal of Information Management, 56, 102231. https://doi.org/10.1016/j.ijinfomgt.2020.102231
Rao, L., Tian, Y., & Atento, R. G. O. (2025). Adoption and perceived effectiveness of AI in education: Personalization, outcomes, and equity. International Journal of Health & Business Analytics, 1(1). https://doi.org/10.65166/qgq89291
Raut, R. D., Yadav, V. S., Cheikhrouhou, N., Narwane, V. S., & Narkhede, B. E. (2020). Big data analytics: Implementation challenges in Indian manufacturing supply chains. Computers in Industry, 125, 103368. https://doi.org/10.1016/j.compind.2020.103368
Sestino, A., Prete, M. I., Piper, L., & Guido, G. (2020). Internet of things and big data as enablers for business digitalization strategies. Technovation, 98, 102173. https://doi.org/10.1016/j.technovation.2020.102173
Shah, T. R. (2021). Can big data analytics help organizations achieve
sustainable competitive advantage? A developmental inquiry. Technology in Society, 66, 101650. https://doi.org/10.1016/j.techsoc.2021.101650
Shamim, S., Zeng, J., Khan, Z., & Zia, N. U. (2020). Big data analytics capability and decision making performance in emerging market firms: The role of contractual and relational governance mechanisms. Technological Forecasting and Social Change, 161, 120315. https://doi.org/10.1016/j.techfore.2020.120315
Shamim, S., Zeng, J., Shariq, S. M., & Khan, Z. (2018). Role of big data management in enhancing big data decision-making capability and quality among Chinese firms: A dynamic capabilities view. Information & Management, 56(6), 103135. https://doi.org/10.1016/j.im.2018.12.003
Shan, S., Luo, Y., Zhou, Y., & Wei, Y. (2018). Big data analysis adaptation and enterprises' competitive advantages: The perspective of dynamic capability and resource-based theories. Technology Analysis & Strategic Management, 31(4), 406-420. https://doi.org/10.1080/09537325.2018.1516866
Shtub, T. G., & Gal, M. S. (2022). The competitive effects of China's legal data regime. Journal of Competition Law & Economics, 18(4), 936-970. https://doi.org/10.1093/joclec/nhac007
Su, R., & Zhang, D. (2025). Adaptive sovereignty: China's evolving legislative framework for transnational data governance. Politics and Governance, 13. https://doi.org/10.17645/pag.10413
Teodosio, G. M., Atento, R. G., Boa, R. A., Malijan, A., Malolos, Q. A., Merciales, P. A., & Ricablanca, P. J. (2025). Creating a Blue Ocean for family-owned SMEs: Value innovation, digital transformation, and sustainability in the case of Ivan Color Paint Center. International Journal of Health & Business Analytics, 1(2). https://doi.org/10.65166/x4kqee91
Vafaei-Zadeh, A., Hanifah, H., Foroughi, B., & Salamzadeh, Y. (2024). The interactive effects of capabilities and data-driven culture on sustained competitive advantage. IEEE Transactions on Engineering Management, 71, 3890-3903. https://doi.org/10.1109/TEM.2022.3203357
Wang, J. (2022). Performative innovation: Data governance in China's fintech industries. Big Data & Society, 9(2). https://doi.org/10.1177/20539517221123312
Xie, Z., Hall, J., McCarthy, I. P., Skitmore, M., & Shen, L. (2021). Big data and emerging market firms' innovation in an open economy: The diversification strategy perspective. Technological Forecasting and Social Change, 173, 121108. https://doi.org/10.1016/j.techfore.2021.121108
Xu, M., Zhang, Y., Sun, H., Tang, Y., & Li, J. (2024). How digital transformation enhances corporate innovation performance: The mediating roles of big data capabilities and organizational agility. Heliyon, 10(14). https://doi.org/10.1016/j.heliyon.2024.e34905
Yang, C. (2023). Digital economy drives regional industrial structure upgrading: Empirical evidence from China's comprehensive big data pilot zone policy. PLOS ONE, 18(12). https://doi.org/10.1371/journal.pone.0295609
Yasmin, M., Tatoglu, E., Kilic, H. S., Zaim, S., & Delen, D. (2020). Big data analytics capabilities and firm performance: An integrated MCDM approach. Journal of Business Research, 114, 1-15. https://doi.org/10.1016/j.jbusres.2020.03.028
Zeng, J., & Glaister, K. W. (2017). Value creation from big data: Looking inside the black box. Strategic Organization, 16(2), 105-140. https://doi.org/10.1177/1476127017697510
Zhang, J. (2024). Main issues and countermeasures for the development of small and medium-sized enterprises in China. Finance & Economics, 1(5). https://doi.org/10.61173/53h23671
Zhang, L. (2025). Market in the fragmented state: Alibaba and the Chinese governance regime of big tech. Social Media + Society, 11(2). https://doi.org/10.1177/20563051251340147
Zhang, Z., Shang, Y., Cheng, L., & Hu, A. (2022). Big data capability and sustainable competitive advantage: The mediating role of ambidextrous innovation strategy. Sustainability, 14(14), 8249. https://doi.org/10.3390/su14148249
Zhenbin, Z. (2023). China's data strategies: Institutionalisation, activation, and layering (pp. 119-160). https://doi.org/10.5040/9781509973682.ch-007
Downloads
Published
Issue
Section
License
Copyright (c) 2026 Journal of Enterprise Strategy and Management Innovation (JESMI)

This work is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License.
This work is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License.
Authors retain copyright of their articles but grant the Journal of Enterprise Strategy and Management Innovation (JESMI) the right of first publication.