共享经济与价值创造——共享经济的经济学分析

Sharing Economy and Value Creation

作为互联网技术推动下的创新实践,共享经济的出现不仅改变了消费者的日常生活,直接提升了消费者的福利水平,而且能够充分利用闲置资源,对企业的经营活动与价值创造产生重要影响。本文建立了包含共享经济市场与传统商品市场在内的局部均衡模型,比较并刻画在共享经济出现前后企业价值创造方式的改变,并在此基础上分析了网约车政策等政府规制行为的影响。研究发现,较之传统经济,共享经济由于具有资源配置效应和资源开发效应而使企业的价值创造得以提升。而以网约车新政为代表的对共享经济规制的政策,提高了私家车主进入市场的难度,降低了网约车平台的利润,对于私家车主自身的影响则具有不确定性。

The emerging of the sharing economy,the innovative practice promoted by Internet technology,changes not only the consumers'behavior,but also the business activities and value creation of the enterprises.It directly improves consumers’welfare and fully takes advantage of idle resources.The authors try to analyze the sharing economy by the classical economics paradigm.The theoretical model includes the sharing economy market and the traditional market,which is used to compare the value creation of ex and post sharing economy.Based on the model,the authors also have some further discussion about the regulation of online cab.The results suggest that the sharing economy improves the value creation by mainly such two ways as resource allocation effect and resource development effect.And the sharing economy,such as online cab,related regulation policy increases the entry difficulty of private car owners,reduces the profit of the platform of online cab,and have uncertain effect on car owners.