中国互联网境外上市公司的聚类、回归与演化分析  

Analysis of Cluster,Regression,and Evolution on Chinese Internet Oversea-listed Companies

作　　者：楼润平[1] 孙鹏[1] 毛彧[1] 

机构地区：[1]海南大学经济与管理学院,海南海口570228

出　　处：《统计与信息论坛》2017年第12期64-71,共8页Journal of Statistics and Information

基　　金：国家自然科学基金应急管理项目<我国互联网企业成长路径与竞争优势的跨层次研究>(71640024);国家社会科学基金项目<商业生态系统与制造业价值网平台战略研究>(14BGL011)

摘　　要：使用聚类分析法,对阿里巴巴、腾讯、百度等中国互联网境外上市公司进行了聚类研究,从用户连接力和技术创新力这两个维度对它们进行了特征刻画,把它们划分为定位型、连接型和领先型这三类公司,描绘了互联网公司分类及演化方向矩阵图,探讨了每类互联网公司的进化路线。还对中国境外互联网上市公司进行了回归分析,研究发现,营收对数与用户存在显著的正相关关系。实证研究提供的经验证据,解释了互联网企业烧钱抢用户、补贴用户的现象。再进一步对盈利与用户的关系进行了回归分析,研究发现,两者具有显著正相关关系,用户的回归系数为3%,其含义为大约用户总数的3%直接贡献了利润。Using cluster analysis,this paper study Chinese internet oversea-listed companies.From two angles of user link capability and technology innovation capability,this paper characterizes these internet companies and classes them into three types：position,link,and leading.We describe a map of internet firms＇ types and evolution direction matrix and explore evolution routine of each type.This paper uses regression method for Chinese internet oversea-listed companies and finds that there exits significant positive relationship between user and revenue.This research conclusion provides empirical evidence to explain the phenomenon that internet firms spend lots of money to grab users and provide subsidies to users.Further regression analysis finds that there exits significant positive relationship between user and profit,the regression coefficient is 3% which means that about 3% of total users directly contribute profit.

关 键 词：互联网 上市公司 聚类分析 回归分析 演化分析 

分 类 号：F272[经济管理—企业管理]