摘要
随着京东商城诉天猫商城以及阿里巴巴"二选一"被调查,互联网平台"二选一"问题成为近期社会各界关注的焦点。文章结合京东诉天猫平台"二选一"案例,运用Hotelling模型,分析了互联网平台"二选一"前后用户归属变化,并探究了互联网平台"二选一"的反竞争效应。研究结果表明:(1)互联网平台"二选一"后该平台企业入驻的商家数量随着平台交叉外部性与边际成本之差的增大而增加;(2)互联网平台交叉外部性与平台边际成本之差是影响社会总福利的重要因素;(3)大型互联网平台"二选一"显著降低了社会总福利。据此,文章提出应注重反垄断执法的边界,并对初创企业和大型互联网平台企业,分别实行包容审慎监管和严格监管机制。同时,需要建立"相关市场-平台特征-影响效应"的分析框架,从而推进互联网平台反垄断执法能力的提升。
With the lawsuit of Jingdong Mall against TMall,and the investigation into the issue of Alibaba’platform alternative choice,internet platform alternative choice has caught the attention of social sectors.Based on the case of Jingdong’s lawsuit against TMall exclusive platform choice,the paper,by means of Hotelling model,attempts to probe into the change of user’s choice of platforms before and after internet exclusive platform choice,and anti-competition effect of platform exclusive choice.The study reveals:(1)The number of platform shops increases with the gap between platform cross externality and marginal cost becoming wider.(2)The gap between internet platform cross externality and marginal cost is an important factor that affects general social welfare.(3)The exclusive choice of big internet platforms greatly reduces the general social welfare.From the above,the paper puts forward the discrimination of anti-monopoly law enforcement,which means a tolerant regulation of new businesses and a strict inspection of big internet enterprises.At the same time,the paper suggests establishing a framework for analyzing relevant market—platform characteristics—influence effect so as to improve the enforcement of internet platform anti-monopoly law.
作者
王岭
廖文军
WANG Ling;LIAO Wenjun(China Institute of Regulation Research,Zhejiang University of Finance and Economics Hangzhou 310018,Zhejiang)
出处
《管理学刊》
CSSCI
北大核心
2021年第2期80-93,共14页
Journal of Management
基金
国家自然科学基金面上项目(71773106)
浙江省自然科学基金项目(LY20G030012)
国家社会科学基金重点项目(19AJY004)。
作者简介
王岭(1983-),男,辽宁黑山人,博士,浙江财经大学中国政府管制研究院副院长、副研究员、博士生导师,研究方向:公用事业监管、环境管制、平台经济监管;廖文军(1997-),男,安徽宣城人,浙江财经大学中国政府管制研究院硕士生,研究方向:平台经济监管。
