通信市场竞争与网络投资──基于非主导运营商视角的实证研究  

Market Competition and Network Investment in China's Telecommunications Industry——Empirical Study from the Perspective of Non-dominant Operators

作　　者：王良 吴伟平 

机构地区：[1]北京邮电大学经济管理学院 [2]中国联合网络通信有限公司网络技术研究院

出　　处：《经济与管理研究》2018年第4期67-74,共8页Research on Economics and Management

基　　金：中央高校基本业务科研项目“产业链纵向合作视角下半导体产业集群升级研究”(JB160610)

摘　　要：本文通过采集企业层面2009—2016年省级面板数据,分别使用静态和动态面板数据模型,实证考察非主导运营商视角下市场竞争强度与网络投资之间的关系。结果表明,通信行业市场竞争强度与非主导运营商的网络投资呈单调正相关关系。这与早前的国有产权下国内电信运营商存在的预算软约束问题使得市场集中度与行业网络投资正相关的研究结论并不一致,而国有产权体制下,非主导运营商的投资行为依然满足市场化竞争主体理性行为的内在要求。本文的研究结果对于中国政府推进实施网络强国战略、建设一流信息基础设施具有重要的政策含义。This paper collects the latest data of 31 provincial panel data from 2009 to 2016,and uses fixed effects and dynamic panel data models to reveal the relationship between market competition and the network investment from the perspective of non-dominant operators. The results show that there is a significant positive correlation between market competition intensity and network investment of non-dominant operators,which is different from previous researches that under the state-owned property rights system,the soft constraint of budgets in the domestic telecommunication operators makes the market concentration positively correlated with the industry network investment. However,the investment behaviour of non-dominant operators is in line with the rational choice of the competitive market subject. The conclusion of this paper has important policy implications for accelerating the implementation of the strategy of strengthening the nation by network and building a first-class information infrastructure.

关 键 词：通信行业 竞争强度 网络投资 非主导运营商 

分 类 号：F623[经济管理—产业经济]