生态圈视角下共享单车企业的业务扩张效果与趋势分析

An Analysis of Effect and Trend of the Business Expansion of the Bicycle-Sharing Enterprises from an Ecosystem Perspective

基于2017年5月至2019年4月我国共享单车企业的月度样本数据,构建一个面板校正标准误差(PCSE)固定效应模型,分析了业务扩张方式对企业用户规模的影响效果。实证结果显示:不同的业务扩张模式对用户规模的影响迥异,其中引入商城服务显著降低了共享单车企业的用户规模,而引入网约车服务则显著扩大了用户规模。基于生态化特征,进一步提出了共享单车企业业务生态的两种构建思路,并给出了出行服务生态圈和生活消费生态圈的扩张路径。

This paper establishes a Panel-Corrected Standard Error(PCSE)fixed effect model to analyze the effect of business expansion modes on the user scale of the bicycle-sharing enterprises by using monthly sample data from May 2017 to April 2019.The empirical results show that different modes of business expansions have widely different effect on the user scale,in which developing mall service significantly reduces the user scale while developing the online car-hailing service significantly expands the user scale.Based on the characteristics of business ecology,this paper further puts forward two thoughts of construction of business ecology of bicycle-sharing enterprises,and paths of expansion of transport service ecosystem and living consumption ecosystem.