当代财经 ›› 2017, Vol. 0 ›› Issue (03): 297-.

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互联网平台电商企业的垄断势力与结构——对百度搜索平台客户集中度的测算

徐齐利   

  1. (首都经济贸易大学 经济学院,北京 100070)
  • 收稿日期:2016-11-11 发布日期:2021-01-21
  • 作者简介:徐齐利,首都经济贸易大学博士研究生,主要从事企业组织理论、产业组织理论研究,联系方式xu.qili@163.com。

Monopoly Power and Structure of E-Business on Internet Platform: A Measurement of Customer Concentration on Baidu Search Platform

XU Qi-li   

  1. (Capital University of Economics and Business, Beijing 100070, China)
  • Received:2016-11-11 Published:2021-01-21

摘要: 为弥补互联网平台电商企业垄断研究的缺位,本文围绕集中度提出测算互联网平台电商企业垄断势力与结构的递进式理论和模型:集中度的视角性测算用于界定垄断主体和维度,整体性测算给定视角下的垄断势力,分解性测算给定垄断势力下的垄断结构,寡头性测算给定垄断结构下的寡头结构,流动性测算给定垄断势力与结构下的进入壁垒。对百度搜索平台进行实测发现:单纯份额类的集中度指标如基尼系数更能反映互联网平台电商企业的垄断势力;平台内电商垄断势力强劲,基尼系数为0.9以上;形成该垄断势力的垄断结构主要由医疗健康、教育培训、招商加盟、商务服务类的电商组成;该垄断结构已极化为寡占与追赶二元结构;该垄断势力与结构的固化致使进入壁垒森严。经实证检验,该集中度测算体系“市场界定→垄断势力→垄断结构→进入壁垒”是在现有体系“市场界定→垄断势力→进入壁垒”基础上的边际进步,且实证结果对“互联网+”行动计划具有一定的指导作用。

关键词: 垄断,集中度,电商,互联网平台

Abstract: To make up for the lack of researches on E-commerce enterprise monopoly on the internet platform, this paper puts forward a progressive theory and model to measure the monopoly power and structure of E-commerce enterprises on the internet platform around the concentration ratio: the measurement from the perspective of concentration is to define the main body and dimensions of monopoly, the integrality is to measure the monopoly power from the given perspective, the decomposability is to measure the monopoly structure under the given monopoly power, the oligopoly is to measure the oligopoly structure under the given monopoly structure, and the liquidity is to measure the entry barriers under the given monopoly power and structure. The results of the actual measurement on Baidu search engine show that the concentration index of the simple share type, such as Gini coefficient, can better reflect the monopoly power of the E-commerce enterprises on internet platform, that the monopoly power of the E-businesses on the platform is stronger with a Gini coefficient above 0.9, that the monopoly structure forming the monopoly power is mainly made up of the E-businesses in healthcare, education and training, investment joining, and business services, that the monopoly structure has been polarized into a dual structure of oligopoly and catching-up, and that the solidification of the monopoly power and structure makes the entry barrier even harder to break. Through the empirical test, it can be seen that this concentration measurement system (market definition ?monopolistic power ?monopolistic structure ?entry barriers) is a marginal advance on the basis of the existing system (market definition ?monopoly power ?entry barriers), and the empirical results can play a certain role in guiding China’s “Internet +” Action Plan.

Key words: monopoly; concentration ratio; E-business; internet platform