平臺經濟反壟斷的二元分析框架

平臺經濟是依託數位技術開展商業活動的新經濟模式，基於平臺“降低搜索與匹配成本”的核心作用，競爭與資訊控制能力之間的關聯性成為認知平臺競爭的邏輯起點。在以解決間接網路效應的效率比較為基本內涵的平臺競爭中，資料集中能夠對競爭結構產生影響、進而導致市場集中的後果，因此，擁有更高資訊匹配效率的平臺企業更容易獲得競爭優勢。為了解決平臺經濟反壟斷規制所面臨的難題，從競爭結構的視角來準確把握創新、企業規模與市場勢力之間的關係十分重要。循此路徑不難發現，在反壟斷分析中有必要引入“促進有效競爭”準則，從而與福利標準一起形成二元分析框架。藉此，反壟斷規制得以超越靜態效率、更多地關注動態效率，進而實現激勵競爭與避免抑制創新的雙重旨趣。

Platform economy is a new economic model that relies on digital technology to carry out business. Based on the platform’s essential role of “reducing search and matching costs”, the correlation between competition and information control capability becomes the logical starting point of cognizing platform competition. In the platform competition with the efficiency comparison of solving indirect network effect as the basic connotation, data concentration can influence the structure of competition, and then, lead to market concentration. So the platform with higher information matching efficiency is more likely to gain competitive advantage. In order to solve the problems of anti-monopoly regulation of platform economy, it is very important to accurately understand the relationship among innovation, enterprise scale and market power from the perspective of competition structure. Following this path, it is not hard to find that it is necessary to introduce the criterion of “promoting effective competition” into antimonopoly analysis so as to form a binary analysis framework together with welfare standard. Therefore, anti-monopoly regulation can go beyond static efficiency with more concerns about dynamic efficiency, so as to achieve the dual purposes of encouraging competition and avoiding inhibiting innovation.