从“市场内竞争”到“为市场竞争”:创新型行业的反垄断政策研究

From "in the Market" to "for the Market" :a study of Anti-trust Policy in Innovative Industry

传统的反垄断标准和程序适用于成本驱动的传统工业行业,追求静态的资源配置效率。创新型行业以技术范式转移为特征,竞争形式从"市场内竞争"转向"为市场竞争",因此,传统的反垄断执法标准和程序难以适应创新驱动的高新技术产业。实证研究发现,我国高新技术产业的不稳定指数显著高于传统行业,稳定的集中度背后隐藏着巨大的市场份额流动性。我国将来在制定创新型行业的竞争政策时,不能简单套用传统的行业反垄断标准和程序,必须摒弃"竞争越强越好"的传统理念,要从构建理想的市场结构转向鼓励创新。

Traditional antitrust standards and procedures apply to the cost-driven traditional industry, which pursuits the static efficiency of resources allocation. To innovative industry with technology paradigm shifts as main characteristic and competition form from ＂in the market＂ to ＂for the market＂ , result in anti-trust procedures have defects in innovation-driven high-tech industry. Empirical study finds the instability index of China＇s high-tech industry is higher than traditional industry significantly, which suggests massive market share mobility hidden by stable market concentration. To competition policy implementation of China＇s innovative industry, policy makers should abandon the idea of ＂the stronger of competition the better＂ and apply traditional anti-trust standards and procedures to innovative industry mechanistically, realize competition policy objective from ideal structure to encouraging innovation finally.