我国平台经济领域“二选一”现象的成因、影响及对策

doi:10.12267/j.issn.2096-5931.2022.01.008

信息通信技术与政策 ›› 2022, Vol. 48 ›› Issue (1): 51-56.doi: 10.12267/j.issn.2096-5931.2022.01.008

我国平台经济领域“二选一”现象的成因、影响及对策

The causes,influences and countermeasures of the “pick one of two” phenomenon in China’s platform economy

李强治¹, 王甜甜¹, 刘志鹏²

1. 中国信息通信研究院政策与经济研究所,北京 100191
2. 南开大学经济学院,天津 300071

收稿日期:2021-10-14 出版日期:2022-01-15 发布日期:2022-01-27
作者简介:
李强治,中国信息通信研究院政策与经济研究所监管研究部主任,高级工程师,主要从事电信和互联网监管政策研究工作|王甜甜,中国信息通信研究院政策与经济研究所监管研究部工程师,主要从事互联网平台治理研究工作|刘志鹏南开大学经济学院博士研究生在读,主要从事产业组织理论、数字经济等方面的研究工作

Qiangzhi LI¹, Tiantian WANG¹, Zhipeng LIU²

1. Policy and Economics Research Institute, China Academy of Information and Communications Technology, Beijing 100191, China
2. School of Economics, Nankai University, Tianjin 300071, China

Received:2021-10-14 Online:2022-01-15 Published:2022-01-27

摘要/Abstract

摘要：

“二选一”是我国平台经济领域较为常见的一种竞争策略,其实质是通过排他性交易限制第三方商家的多栖行为。我国平台经济中“二选一”现象的普及程度远超欧美发达国家,其原因包括立法与执法存在不足、线上线下深度融合、特殊的商业模式和市场环境等。从平台间竞争和平台内经营者间竞争两个维度分析了“二选一”行为对竞争的影响机理,提出跨边网络效应、用户转移成本、中小商家数量、平台双重角色等是影响竞争绩效的关键因素,并基于此,进一步提出了治理“二选一”行为的对策建议。

关键词: 平台经济, 二选一, 反垄断, 排他性交易

Abstract:

“Pick one of two”is a relatively common competitive strategy in China’s platform economy, whose essence is to restrict the multi-dwelling of third-party merchants through exclusive transactions. The popularity of“pick one of two”in China’s platform economy exceeds that in developed countries in Europe and North America. The reasons include the lack of legislation and law enforcement in the past, the deep integration of online and offline, special business models and market environments. This paper analyzes the influence mechanism of“pick one of two”behavior on competition from two dimensions, competition between platforms and competition between operators within a platform, and then proposes that cross-edge network effects, user transfer costs, the number of small and medium enterprises, and the dual role of platforms are the key factors that affect competitive performance. Based on the above, this paper further proposes countermeasures and suggestions to regulate the“pick one of two”behavior.

Key words: platform economy, pick one of two, anti-monopoly, exclusive transaction

中图分类号:

李强治, 王甜甜, 刘志鹏. 我国平台经济领域“二选一”现象的成因、影响及对策[J]. 信息通信技术与政策, 2022, 48(1): 51-56.

Qiangzhi LI, Tiantian WANG, Zhipeng LIU. The causes,influences and countermeasures of the “pick one of two” phenomenon in China’s platform economy[J]. Information and Communications Technology and Policy, 2022, 48(1): 51-56.

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http://ictp.caict.ac.cn/CN/10.12267/j.issn.2096-5931.2022.01.008

http://ictp.caict.ac.cn/CN/Y2022/V48/I1/51

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我国平台经济领域“二选一”现象的成因、影响及对策

The causes,influences and countermeasures of the “pick one of two” phenomenon in China’s platform economy

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