管理评论

管理评论 ›› 2022, Vol. 34 ›› Issue (3): 338-352.

• 案例研究 • 上一篇    

平台经济反垄断的双边市场治理路径——基于阿里垄断事件的案例研究

陈庭强, 沈嘉贤, 杨青浩, 胡毅   

  1. 1. 南京工业大学经济与管理学院, 南京 211816;
    2. 中国科学院数学与系统科学研究院, 北京 100190;
    3. 中国科学院大学经济与管理学院, 北京 100190;
    4. 中国科学院大数据挖掘与知识管理重点实验室, 北京 100190
  • 出版日期:2022-03-28 发布日期:2022-04-20
  • 通讯作者: 胡毅（通讯作者），中国科学院大学经济与管理学院、中国科学院大数据挖掘与知识管理重点实验室副教授，硕士生导师，博士
  • 作者简介:陈庭强，南京工业大学经济与管理学院、中国科学院数学与系统科学研究院教授，博士生导师，博士;沈嘉贤，南京工业大学经济与管理学院硕士研究生;杨青浩，南京工业大学经济与管理学院硕士研究生
  • 基金资助:
    国家自然科学基金项目(71871115);江苏高校哲学社会科学研究重大项目(2019SJZDA035);江苏高校"青蓝工程"中青年学术带头人。

The Bilateral Market Governance Path of Platform Economy Anti-monopoly——Based on the Case Study of Alibaba Monopoly Event

Chen Tingqiang, Shen Jiaxian, Yang Qinghao, Hu Yi   

  1. 1. School of Economics and Management, Nanjing Tech University, Nanjing 211816;
    2. Academy of Mathematics and Systems Science, Chinese Academy of Sciences, Beijing 100190;
    3. School of Economics and Management, University of Chinese Academy of Sciences, Beijing 100190;
    4. Key Laboratory of Big Data Mining and Knowledge Management, Chinese Academy of Sciences, Beijing 100190
  • Online:2022-03-28 Published:2022-04-20

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摘要： 2021年4月10日国家市场监督管理总局对阿里巴巴集团控股有限公司(简称阿里)垄断行为依法处以182.28亿元的罚款,引发人们对平台经济垄断问题的关注。本文以阿里垄断事件为案例研究对象,全面梳理国内外反垄断背景、阿里垄断事件的关联事件以及事件的影响,揭示平台经济反垄断的必要性与重要性。聚焦平台经济反垄断治理问题,剖析平台经济双边市场模式以及平台经济垄断与数据的关系,并基于双边市场理论解析平台经济垄断行为的成因。基于此,深度挖掘平台经济垄断特征和平台经济反垄断监管难点,并从双边市场监管角度提出了加强平台经济垄断市场的精确界定、完善平台经济垄断行为的统一认定、提高平台经济垄断监管的实际效果等双边市场治理路径与对策。本文研究对我国平台经济反垄断监管的进一步发展具有理论意义和实践价值。

关键词: 阿里垄断事件, 平台经济, 数据要素, 反垄断, 双边市场

Abstract: On April 10, 2021, the State Administration for Market Regulation imposed a fine of RMB18.228 billion on Alibaba for its monopoly behavior, which aroused people’s attention to the monopoly of platform economy. This paper takes Alibaba monopoly event as the case study object, comprehensively sorts out the anti-monopoly background at home and abroad, the related events of Alibaba monopoly event and the impact of the event, and reveals the necessity and importance of platform economy anti-monopoly. Focusing on the anti-monopoly governance of platform economy, this paper analyzes the bilateral market model of platform economy and the relationship between platform economy monopoly and data, and analyzes the causes of platform economy monopoly behavior based on the theory of bilateral market. Based on this, this paper deeply explores the characteristics of platform economy monopoly and the difficulties in anti-monopoly regulation of platform economy. In addition, from the perspective of bilateral market regulation, the relevant paths and measures in relation to bilateral market governance are proposed, such as strengthening the precise definition of platform economy monopoly market, consummating the unified identification of platform economy monopoly behavior, and improving the actual effect of platform economy monopoly regulation. This study has theoretical significance and practical value for the further development of anti-monopoly regulation of Chinese platform economy.

Key words: Alibaba monopoly event, platform economy, data elements, anti-monopoly, bilateral market