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双边市场是产业组织理论的新前沿,但目前尚缺乏统一的判断标准,导致双边市场概念在现实中有被滥用或误用的倾向,不利于双边平台企业商业模式的设计及相关规制政策的制定。本文从判别条件与识别方法两方面对双边市场进行正本清源:首先,强调了辨识双边市场的重要性及其难点;然后,对“价格结构非中性说”与“交叉网络外部性说”进行比较分析,明确了双边市场的根本特征,进而提出两项定性判断基准;最后,系统论述了定量识别双边市场的检验方法。本文认为,交叉网络外部性是双边市场的标识特征;据此遵循逻辑演绎与实证检验相结合的策略,采用改进的结构化计量模型与归属曲线模型辨识双边市场可以满足理论基础的坚实性、因果效应的可识别性和计量模型的适切性。
Bilateral market is the new frontier of the theory of industrial organization. However, there is still a lack of a unified standard of judgment, which leads to the tendency of abuse or misuse of the concept of bilateral market in reality, which is not conducive to the design of bilateral business models and the formulation of relevant regulatory policies. . Firstly, it emphasizes the importance and difficulty of identifying the bilateral markets. Then, the thesis discusses the cross-network externality of “non-neutrality in price structure” and “cross talk” ", Make clear the basic characteristics of the bilateral market, and then put forward two qualitative criteria; Finally, the paper discusses the quantitative identification of bilateral market testing methods. This paper argues that cross-network externality is the identification characteristic of the bilateral markets; accordingly, following the combination of logical deduction and empirical test, the improved structured econometric model and attribution curve model are used to identify the solidity, Identifiability of effects and appropriateness of econometric models.