钱贵明:南京大学经济学院经济学博士研究生。研究方向:产业经济与数字创新。胡蕾:中共安徽省委党校(安徽行政学院)讲师,南京大学经济学院经济学博士研究生。研究方向:产业经济与数字经济
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本文受国家社科基金青年项目 “我国数字产业集群竞争力测度与提升路径研究”(项目编号:21CTJ026)资助
数字技术驱动下的平台经济迅猛发展,依托平台企业的平台经济在发展过程中产生了诸多乱象,包括平台企业立足数字智能技术实现用户技术锁定、消费者杀熟以及掠夺性定价等,由此引致了平台垄断,并对平台用户权益以及社会福利产生了诸多负外部性。强化平台之间用户、数据、技术等要素的透明与流通,实现平台商业层面的“生态互通”有助于强化平台企业的竞争逻辑,提升平台经济的可持续性。基于此,本文以“生态互通”为研究情境,考察其在平台双边市场带来的消费者归属的转变,在经典的霍特林模型基础上,分析生态互通对平台经济系统内不同参与者福利的影响,通过研究发现生态互通能有效促进商家和消费者福利增长,在平台运营稳定后,生态互通也能促进平台企业收益增长,但是在运营初期,由于固定成本较高,生态互通会降低平台企业的收益。据此,提出在政府层面应加强对不正当竞争的监管,在企业层面应推动要素互通的竞争理念,在用户层面应引导消费者流动,最终合力推动生态互通运行模式的实质性构建。
The development of the mobile Internet has abandoned the nature of the open interconnection network,which makes the chaos of blocking and shielding emerge in an endless stream in the economic field of the Internet platform,which seriously damages the welfare of merchants,consumers,and the platform itself.To this end,the Ministry of Industry and Information Technology launched the Internet transformation and rectification campaign in July 2021,aiming to strengthen the circulation of users,data,technology and other elements between different platforms,in order to achieve "ecological connectivity" and build an orderly market operation mechanism.Therefore,combining with the ecological exchange ownership shift brought about by the consumers,based on the classic hotelling model,analyses the ecological system of the platform economy within the influence of different participants' welfare,found that ecological exchange can effectively promote the growth of businesses and consumers welfare,after running stable platform,ecological communication also can promote platform corporate earnings growth,However,in the early stage of operation,due to the high fixed cost,ecological interconnection will reduce the revenue of platform enterprises.Therefore,it is suggested that the government should strengthen the supervision of unfair competition,promote the competition concept of winwin cooperation at the enterprise level,guide the flow of consumers at the user level,and finally promote the substantive construction of the operation mode of ecological interconnection.
钱贵明,胡蕾.平台企业“生态互通”的社会福利分配效应研究*[J].上海对外经贸大学学报,2023,(1):109-124.
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