用户多归属与双边平台竞争的均衡分析

为了分析存在用户多归属现象的双边平台竞争均衡的条件,构建了一个具有双边网络效应的基础模型,通过对基础模型假设条件的调整分别讨论了3种不同的归属情况:两边单归属、仅有一边多归属以及部分多归属.在3种情况下分别研究了平台企业的均衡价格和市场份额,发现用户多归属现象会直接影响平台的价格决策,平台倾向于对多归属用户收费而向单归属用户提供折扣;用户多归属不但影响了均衡的条件,也是双边市场中倾斜价格结构形成的一个原因.

An Equilibrium Analysis of Competition Between Two-Sided Platforms with Agent Multi-homing

In order to analyze the equilibrium conditions of competition between two-sided platforms with agent multi-homing,a baseline model with two-sided network effects was constructed,and by changing the model’s assumptions,the conditions under three cases were discussed,including two-sided single-homing,one side multi-homing and partial multi-homing.Based on the studies of equilibrium price and market share under the three cases,it is found that multi-homing has a direct effect on the platforms’ pricing strategies,and the platform tends to charge multi-homing agents and provide discounts for single-homing agents.The agent multi-homing not only influences the equilibrium conditions but also results in the tilt prices in two-sided markets.