基于第四方物流的物流园区互联互通问题研究——双边市场视角
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摘要
基于4PL的现代物流园区是典型的双边市场经营平台。为解决物流园区间物流服务供给与需求的外部不均衡性,文章利用双边市场结构模型分析物流服务水平不对称的两个物流园区双边市场经营平台的互联互通,并研究物流服务水平较低的物流园区的物流服务创新、物流园区双边市场交叉网络外部性对互联互通的综合影响。求解发现,低物流服务水平的物流园区进行物流服务创新,在交叉网络外部性的综合作用下,会对两个物流园区双边市场经营平台互联互通后的利润、交易费、市场份额产生复杂的交叉影响。
The modern logistics park based on 4PL is a typical two-sided market management platform. In order to solve the external disequilibrium of the supply and demand of logistics services between the logistics parks,the structure model of the two-sided market is constructed to analyze the interconnection of the two bilateral operation platforms of the logistics park with asymmetric logistics services. It also studies the comprehensive influence of the logistics service innovation in the logistics park with lower logistics service levels and the cross network externalities on the interconnection between the two logistics parks. Studies show that the innovation of logistics services and the cross network externalities have a complex cross influence on the profits,transaction fees and market share of the two logistics parks after the two logistics parks are interconnected.
The modern logistics park based on 4PL is a typical two-sided market management platform. In order to solve the external disequilibrium of the supply and demand of logistics services between the logistics parks,the structure model of the two-sided market is constructed to analyze the interconnection of the two bilateral operation platforms of the logistics park with asymmetric logistics services. It also studies the comprehensive influence of the logistics service innovation in the logistics park with lower logistics service levels and the cross network externalities on the interconnection between the two logistics parks. Studies show that the innovation of logistics services and the cross network externalities have a complex cross influence on the profits,transaction fees and market share of the two logistics parks after the two logistics parks are interconnected.
引文
[1]ROCHET J,TIROLE J.Platform competition in two-sided markets[J].Journal of the European Economic Association,2003,1(4):990-1029.
[2]ARMSTRONG M,WRIGHT J.Two-sided markets,competitive bottlenecks and exclusive contracts[J].Economic Theory,2007,32(2):353-380.
[3]谭春平,王烨.基于第四方物流的物流园组织系统创新影响因素研究:系统组织理论与战略联盟视角[J].商业经济与管理,2017(4):28-40.
[4]谭春平,王烨.基于第四方物流的物流园区激励契约:双重任务委托代理[J].商业研究,2017(6):137-144.
[5]ARMSTRONG M.Competition in two-sided markets[J].The RAND Journal of Economics,2006,37(3):668-691.
[6]纪汉霖,管锡展.双边市场及其定价策略研究[J].外国经济与管理,2006(3):15-23.
[7]FILISTRUCCHI L,GERADIN D,DAMME E V,et al.Market definition in two-sided markets:theory and practice[J].Working Papers-Economics,2014,10(2):293-339.
[8]KAISER U,WRIGHT J.Price structure in two-sided markets:evidence from the magazine industry[J].International Journal of Industrial Organization,2006,24(1):1-28.
[9]LIU Q H,KONGSTANTINO S.Price discrimination in two-sided markets[J].Journal of Economics&Management Strategy,2013,22(4):768-786.
[10]ELIAS C.Competitive customer poaching with asymmetric firms[J].International Journal of Industiral Organization,2016,48(8):173-206.
[11]LIU Q,SERFES K.Price discrimination in two-sided markets[J].Journal of Economics&Management Strategy,2013,22(4):768-786.
[12]纪汉霖,王小芳.平台差异化且用户部分多归属的双边市场竞争[J].系统工程理论与实践,2014(6):1398-1406.
[13]ROSON R.Two-sided markets:a tentative survey[J].Review of Network Economics,2005,4(2):142-160.
[14]吴志军,赵雪.移动应用平台定价机制研究---基于双边市场理论[J].经济管理,2013(11):161-169.
[15]程贵孙.单边收费还是双边收费:双边市场中媒体定价模式选择[J].管理工程学报,2011(1):203-208.
[16]REISINGER M.Two-part tariff competition between two-sided platforms[J].European Economic Review,2014,68(12):168-180.
[17]TAG J,ECONOMIDES N.Network neutrality on the internet:a two-sided market analysis[J].Information Economics and Policy,2012,24(2):91-104.
[18]ANERSON E G,PARKER G,TAN B.Platform performance investment in the presence of network externalities[J].Social Science Electronic Publishing,2015,25(1):152-172.
[19]KIM D.Equilibrium analysis of a two-sided market with multiple platforms of monopoly provider[J].International Telecommunications Policy Review,2012,19(3):1-22.
[20]BARDEY D,CREMER H,LOZACHMEUR J M.Competition in two-sided markets with common network externalities[J].Review of Industrial Organization,2014,44(4):327-345.
[21]BELLEFLAMME P,PEITZ M.Platform competition and seller investment incentives[J].European Economic Review,2010,54(8):1059-1076.
[22]叶琼伟,张谦,杜萌,等.基于双边市场理论的社交网络广告定价分析[J].南开管理评论,2016(1):169-178.
[23]邱甲贤,聂富强,童牧,等.第三方电子交易平台的双边市场特征---基于在线个人借贷市场的实证分析[J].管理科学学报,2016(1):47-59.
[24]GABSZEWICZ J J,WARTHY X Y.Vertical product differentiation and two-sided markets[J].Economics Letters,2014,123(1):58-61.
[25]ECONOMIDES N,KATSAMAKAS E.Two-sided competition of proprietary vs.open source technology platforms and the implications for the software industry[J].Management Science,2006,52(7):1057-1071.
[26]EISENMANN T R,PARKER G,VAN ALSTYNE M W.Strategies for two-sided markets[J].Social Science Electronic Publishing,2006,84(10):92-101.
[27]MANTENA R,SAHA R L.Co-opetition between differentiated platforms in two-sided markets[J].Journal of Management Information Systems,2012,29(2):109-140.
[28]ROCHET J C,TIROLE J.Two-sided markets:a progress report[J].The RAND Journal of Economics,2006,37(3):645-667.
[29]SUN M,TSE E.The resource-based view of competitive advantage in two-sided markets[J].Journal of Management Studies,2009,46(1):45-64.
[30]程贵孙,陈宏民.基于双边市场的传媒产业政府规制[J].上海交通大学学报,2008(9):1479-1482.
[31]张利平.双边网络型市场结构下政府传媒规制及其优化[J].中南财经政法大学学报,2011(2):75-80.
[32]ECONOMIDES N,KATSAMAKAS E.Two-sided competition of proprietary vs.open source technology platforms and the implications for the software industry[J].Management Science,2004,28(7):1057-1071.
[33]NOCKE V,PEITZ M,STAHL K.Platform ownership[J].Journal of the European Economic Association,2007,5(6):1130-1160.
[34]戴勇.基于双边市场理论的第四方物流平台运营策略研究[J].商业经济与管理,2010(2):12-17.
[35]朱涛,郭志伟.基于双边市场理论的北京市物流信息服务平台收费定价问题探讨[J].物流科技,2012(9):84-86.
[36]刘卫华.网络外部性、双边市场与第四方物流运作探析[J].商业时代,2011(22):38-39.
[37]宋娟娟,刘伟.双边市场理论视角下物流平台运营机制分析---以公路货运平台为例[J].中国流通经济,2015(10):28-33.
[38]黄茜,刘哲.基于双边市场的城市物流共同配送案例研究---以菜鸟驿站为例[J].物流科技,2016(6):43-45.
[39]CHIOVEANU I,FAULI-OLLER R,SANDONIS J,et al.ATM surcharges:effects on deployment and welfare[J].Journal of Industrial Economics,2009,57(3):613-635.
[40]李楠,伍世安.网络产业中互联互通策略的演化博弈分析---以电信业为例[J].经济经纬,2013(6):77-82.
[41]纪汉霖,王小芳.双边市场视角下平台互联互通问题的研究[J].南方经济,2007(11):72-82.
[42]胥莉,陈宏民,潘小军.消费者多方持有行为与厂商的兼容性选择:基于双边市场理论的探讨[J].世界经济,2006(12):28-40.
[43]DOGANOGLU T,WRIGHT J.Multihoming and compatibility[J].International Journal of Industrial Organization,2006,24(1):45-67.
[44]司马红,程华.双边市场中的客户基础建立策略:关于日本电子货币产业的考察[J].管理评论,2012(11):37-43.
[45]KATZ M L,SHAPIRO C.Network externalities,competition,and compatibility[J].American Economic Review,1985,75(3):424-440.
(1)为简便起见,根据双边市场特征和物流园区收取的物业租赁和管理费的性质,将物业租赁与管理费统称为“入驻费”,即物流园区入驻企业入驻物流园所要交纳的门槛费。
[2]ARMSTRONG M,WRIGHT J.Two-sided markets,competitive bottlenecks and exclusive contracts[J].Economic Theory,2007,32(2):353-380.
[3]谭春平,王烨.基于第四方物流的物流园组织系统创新影响因素研究:系统组织理论与战略联盟视角[J].商业经济与管理,2017(4):28-40.
[4]谭春平,王烨.基于第四方物流的物流园区激励契约:双重任务委托代理[J].商业研究,2017(6):137-144.
[5]ARMSTRONG M.Competition in two-sided markets[J].The RAND Journal of Economics,2006,37(3):668-691.
[6]纪汉霖,管锡展.双边市场及其定价策略研究[J].外国经济与管理,2006(3):15-23.
[7]FILISTRUCCHI L,GERADIN D,DAMME E V,et al.Market definition in two-sided markets:theory and practice[J].Working Papers-Economics,2014,10(2):293-339.
[8]KAISER U,WRIGHT J.Price structure in two-sided markets:evidence from the magazine industry[J].International Journal of Industrial Organization,2006,24(1):1-28.
[9]LIU Q H,KONGSTANTINO S.Price discrimination in two-sided markets[J].Journal of Economics&Management Strategy,2013,22(4):768-786.
[10]ELIAS C.Competitive customer poaching with asymmetric firms[J].International Journal of Industiral Organization,2016,48(8):173-206.
[11]LIU Q,SERFES K.Price discrimination in two-sided markets[J].Journal of Economics&Management Strategy,2013,22(4):768-786.
[12]纪汉霖,王小芳.平台差异化且用户部分多归属的双边市场竞争[J].系统工程理论与实践,2014(6):1398-1406.
[13]ROSON R.Two-sided markets:a tentative survey[J].Review of Network Economics,2005,4(2):142-160.
[14]吴志军,赵雪.移动应用平台定价机制研究---基于双边市场理论[J].经济管理,2013(11):161-169.
[15]程贵孙.单边收费还是双边收费:双边市场中媒体定价模式选择[J].管理工程学报,2011(1):203-208.
[16]REISINGER M.Two-part tariff competition between two-sided platforms[J].European Economic Review,2014,68(12):168-180.
[17]TAG J,ECONOMIDES N.Network neutrality on the internet:a two-sided market analysis[J].Information Economics and Policy,2012,24(2):91-104.
[18]ANERSON E G,PARKER G,TAN B.Platform performance investment in the presence of network externalities[J].Social Science Electronic Publishing,2015,25(1):152-172.
[19]KIM D.Equilibrium analysis of a two-sided market with multiple platforms of monopoly provider[J].International Telecommunications Policy Review,2012,19(3):1-22.
[20]BARDEY D,CREMER H,LOZACHMEUR J M.Competition in two-sided markets with common network externalities[J].Review of Industrial Organization,2014,44(4):327-345.
[21]BELLEFLAMME P,PEITZ M.Platform competition and seller investment incentives[J].European Economic Review,2010,54(8):1059-1076.
[22]叶琼伟,张谦,杜萌,等.基于双边市场理论的社交网络广告定价分析[J].南开管理评论,2016(1):169-178.
[23]邱甲贤,聂富强,童牧,等.第三方电子交易平台的双边市场特征---基于在线个人借贷市场的实证分析[J].管理科学学报,2016(1):47-59.
[24]GABSZEWICZ J J,WARTHY X Y.Vertical product differentiation and two-sided markets[J].Economics Letters,2014,123(1):58-61.
[25]ECONOMIDES N,KATSAMAKAS E.Two-sided competition of proprietary vs.open source technology platforms and the implications for the software industry[J].Management Science,2006,52(7):1057-1071.
[26]EISENMANN T R,PARKER G,VAN ALSTYNE M W.Strategies for two-sided markets[J].Social Science Electronic Publishing,2006,84(10):92-101.
[27]MANTENA R,SAHA R L.Co-opetition between differentiated platforms in two-sided markets[J].Journal of Management Information Systems,2012,29(2):109-140.
[28]ROCHET J C,TIROLE J.Two-sided markets:a progress report[J].The RAND Journal of Economics,2006,37(3):645-667.
[29]SUN M,TSE E.The resource-based view of competitive advantage in two-sided markets[J].Journal of Management Studies,2009,46(1):45-64.
[30]程贵孙,陈宏民.基于双边市场的传媒产业政府规制[J].上海交通大学学报,2008(9):1479-1482.
[31]张利平.双边网络型市场结构下政府传媒规制及其优化[J].中南财经政法大学学报,2011(2):75-80.
[32]ECONOMIDES N,KATSAMAKAS E.Two-sided competition of proprietary vs.open source technology platforms and the implications for the software industry[J].Management Science,2004,28(7):1057-1071.
[33]NOCKE V,PEITZ M,STAHL K.Platform ownership[J].Journal of the European Economic Association,2007,5(6):1130-1160.
[34]戴勇.基于双边市场理论的第四方物流平台运营策略研究[J].商业经济与管理,2010(2):12-17.
[35]朱涛,郭志伟.基于双边市场理论的北京市物流信息服务平台收费定价问题探讨[J].物流科技,2012(9):84-86.
[36]刘卫华.网络外部性、双边市场与第四方物流运作探析[J].商业时代,2011(22):38-39.
[37]宋娟娟,刘伟.双边市场理论视角下物流平台运营机制分析---以公路货运平台为例[J].中国流通经济,2015(10):28-33.
[38]黄茜,刘哲.基于双边市场的城市物流共同配送案例研究---以菜鸟驿站为例[J].物流科技,2016(6):43-45.
[39]CHIOVEANU I,FAULI-OLLER R,SANDONIS J,et al.ATM surcharges:effects on deployment and welfare[J].Journal of Industrial Economics,2009,57(3):613-635.
[40]李楠,伍世安.网络产业中互联互通策略的演化博弈分析---以电信业为例[J].经济经纬,2013(6):77-82.
[41]纪汉霖,王小芳.双边市场视角下平台互联互通问题的研究[J].南方经济,2007(11):72-82.
[42]胥莉,陈宏民,潘小军.消费者多方持有行为与厂商的兼容性选择:基于双边市场理论的探讨[J].世界经济,2006(12):28-40.
[43]DOGANOGLU T,WRIGHT J.Multihoming and compatibility[J].International Journal of Industrial Organization,2006,24(1):45-67.
[44]司马红,程华.双边市场中的客户基础建立策略:关于日本电子货币产业的考察[J].管理评论,2012(11):37-43.
[45]KATZ M L,SHAPIRO C.Network externalities,competition,and compatibility[J].American Economic Review,1985,75(3):424-440.
(1)为简便起见,根据双边市场特征和物流园区收取的物业租赁和管理费的性质,将物业租赁与管理费统称为“入驻费”,即物流园区入驻企业入驻物流园所要交纳的门槛费。