我国电信行业市场势力与效率的测度及影响因素分析

Measurement of Market Power and Efficiency and Its Influence to Development of Telecommunication Industry in China

中国电信业的高速增长是源于行政垄断保护下的市场势力,还是拆分改革带来的经营效率的提高,亦或是市场结构变化的结果?基于NEIO(New Empirical Industrial Organization)方法并采用2003—2014年的全国数据,可以对我国电信业的市场势力进行实证研究与评价,并可从上述三个角度来分析其对行业发展产生的影响。研究发现,中国电信业存在较高的市场势力且其对行业的发展产生负面影响,但在2008年电信市场改革之后市场势力有所降低,运营效率和市场集中度有所提高,且后两者对电信业绩效产生正面作用,说明电信业结构调整达到了改革的初衷。因此,基于我国电信业国内市场具有多方面的巨大潜力和发展优势,应进一步开放电信市场,让更多企业特别是民营资本参与到电信业的发展建设中,加速行业有效竞争,从而促进行业发展,提升消费者福利。

The rapid growth of Chinese telecommunication industry is derived from market forces under the protection of administrative monopoly,or responds to split reform brought about improvement of operating efficiency or market structure changes? This paper is based on the NEIO method to estimate the market power and attempts to analyze its influence to development of telecommunication industry from the above three perspectives.Using the national data from 2003-2014,this paper finds that Chinese telecommunications industry has a high market power that makes negative effects,but after the reform in 2008,the market power has decreased,while operational efficiency and market concentration has increased,and the latter two have a positive effect on the performance of the telecommunication industry,indicating the reform of the telecommunication industry achieved the original intention. Therefore,based on the domestic market of telecommunication industry of our country has of great potential and development advantages,should further open telecom market and makes more and more enterprises,especially private capitals participate in development of telecommunication industry,accelerates the industry effective competition,so as to promote the development of the industry,to enhance consumer welfare.