Change in anti-monopoly regulation and corresponding response from the perspective of dynamic competition in digital economy

doi:10.12267/j.issn.2096-5931.2023.03.002

Abstract

Abstract:

Dynamic competition has become a basic form of competition in digital economy, which is quite different from traditional economy in spatial level, subject boundary and time density of competition. The main reason is the comprehensive influence of factors such as technological innovation, business model innovation, and external resource support. Dynamic competition brings theoretical and practical impacts to anti-monopoly regulation in China. Several suggestions are proposed to cope with the existing predicament and further promote the healthy development of China’s digital economy, such as taking innovative environment building as the fundamental goal, adopting the anti-monopoly regulatory thinking, and carrying out structural adjustments.

Key words: digital economy, dynamic competition, anti-monopoly law, innovation

CLC Number:

D922.2

LI Mei. Change in anti-monopoly regulation and corresponding response from the perspective of dynamic competition in digital economy[J]. Information and Communications Technology and Policy, 2023, 49(3): 11-17.

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URL:

http://ictp.caict.ac.cn/EN/10.12267/j.issn.2096-5931.2023.03.002

http://ictp.caict.ac.cn/EN/Y2023/V49/I3/11

Figures/Tables 2

References 8

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对经营者合谋稳定性评估的相关市场因素	动态竞争对相关因素的影响
公司数量	不确定性增大
创新	不确定性增大
进入壁垒	—
互动频率	不确定性增大
供给侧市场透明度	不确定性增大
需求侧市场透明度	不确定性增大
产品差异化	—

对经营者合谋稳定性评估的相关市场因素	动态竞争对相关因素的影响
公司数量	不确定性增大
创新	不确定性增大
进入壁垒	—
互动频率	不确定性增大
供给侧市场透明度	不确定性增大
需求侧市场透明度	不确定性增大
产品差异化	—

待分析问题	证据来源
a.市场定义:市场是平台吗? b.如果是,应该定义一个多边市场还是两个相互关联的市场?	有关平台商业模式的信息(公司内部文件、分析师报告、市场参与者的信息请求) 有关外部性的信息(广告商、消费者调查等) 关于定价策略的信息(不同业务部门之间交叉补贴的证据,内部定价文件)
市场定义:纳入竞争的非价格维度	有关消费者偏好的信息(调查、分析报告、访谈) 有关公司及其竞争对手对竞争相关维度看法的信息(内部文件、访谈) 关于创新的信息(研发支出、过去的产品变化模式或新产品、公司内部文件、分析师报告)
需求可替代性	有关消费者替代品的信息以及替代品的限制,例如由于转换成本(调查、分析师报告、访谈、内部公司战略文件)等因素用于计算需求弹性的销售数据,估计转移率,并进行事件研究
进入壁垒和潜在竞争	来自最近的、潜在的或失败的进入者(或媒体评论)的访谈,内容涉及成本、监管负担、网络效应、技术因素和需求方特征信息验证潜在进入壁垒(例如,是否存在对现任者的监管豁免,以及投资业务案例、电子邮件通信、研究报告等内部文件) 有关数据和网络效应在市场中的作用信息(信息请求、分析报告、内部文件)
盈利能力	来自公司的数据,包括用于计算勒纳指数的收入和成本数据投资分析师的评论、内部文件或财务顾问的文件
市场占有率	来自公司和竞争对手的数据来自第三方数据提供商的数据有关非价格竞争的信息

待分析问题	证据来源
a.市场定义:市场是平台吗? b.如果是,应该定义一个多边市场还是两个相互关联的市场?	有关平台商业模式的信息(公司内部文件、分析师报告、市场参与者的信息请求) 有关外部性的信息(广告商、消费者调查等) 关于定价策略的信息(不同业务部门之间交叉补贴的证据,内部定价文件)
市场定义:纳入竞争的非价格维度	有关消费者偏好的信息(调查、分析报告、访谈) 有关公司及其竞争对手对竞争相关维度看法的信息(内部文件、访谈) 关于创新的信息(研发支出、过去的产品变化模式或新产品、公司内部文件、分析师报告)
需求可替代性	有关消费者替代品的信息以及替代品的限制,例如由于转换成本(调查、分析师报告、访谈、内部公司战略文件)等因素用于计算需求弹性的销售数据,估计转移率,并进行事件研究
进入壁垒和潜在竞争	来自最近的、潜在的或失败的进入者(或媒体评论)的访谈,内容涉及成本、监管负担、网络效应、技术因素和需求方特征信息验证潜在进入壁垒(例如,是否存在对现任者的监管豁免,以及投资业务案例、电子邮件通信、研究报告等内部文件) 有关数据和网络效应在市场中的作用信息(信息请求、分析报告、内部文件)
盈利能力	来自公司的数据,包括用于计算勒纳指数的收入和成本数据投资分析师的评论、内部文件或财务顾问的文件
市场占有率	来自公司和竞争对手的数据来自第三方数据提供商的数据有关非价格竞争的信息

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