共享住宿如何影响房屋租赁市场?替代和供给市场规模的调节作用  

How does Sharing Accommodation Influence House Leasing Market?Moderating Roles of Substitute and Supplier Side Scale

作　　者：马双 王智豪 张超[2,3] Ma Shuang;Wang Zhihao;Zhang Chao(Information School,University of International Business and Economics,Beijing 100029;School of Tourism Sciences,Beijing International Studies University,Beijing 100024;Research Center of Beijing Tourism Development,Beijing 100024)

机构地区：[1]对外经济贸易大学信息学院,北京100029 [2]北京第二外国语学院旅游科学学院,北京100024 [3]北京旅游发展研究基地,北京100024

出　　处：《管理评论》2022年第8期134-143,共10页Management Review

基　　金：国家自然科学基金项目(72072006);国家社会科学基金项目(21BGL152,18BGL149,21AJL013);对外经济贸易大学优秀青年学者资助项目(20YQ11)。

摘　　要：共享住宿业的出现被视为破坏式创新,为相关传统行业带来机遇的同时也造成了冲击,如共享住宿的大规模发展会引起房屋租赁价格上涨。已有研究更多关注共享住宿对酒店和旅游行业的影响以及共享中的顾客需求和体验,并没有从资源要素供给角度深入探讨共享住宿对房屋租赁市场的影响。本研究采用要素市场竞争理论,基于北京、上海、广州三个城市中328个划分区域,探讨了共享住宿房源密度对房屋租赁价格的影响以及边界条件。本研究发现共享住宿房源密度促使了房屋租赁价格上涨,这一直接效应会随着替代市场和供给市场规模(即中低档酒店占比和房屋中介数量)的增长而得以缓解。本文为平台管理者、平台双边顾客以及政府对住宿市场的管理和决策制定提供了重要的实践启示。Sharing accommodation,a type of disruptive innovation,brings both opportunities and challenges to traditional industries.Sharing accommodation has a significant influence on house leasing market.Existing researches mainly focus on the influence of sharing accommodation on hotel,traveling industries and customer experience,without testing how sharing accommodation affects house leasing market from the resource supply side.Based on factor-market rivalry theory,this research examines the role of sharing accommodation density on house leasing price,as well as the boundary conditions using 328 clustering sample regions in Beijing,Shanghai and Guangzhou.It is found that sharing accommodation density increases leasing price.This main effect is attenuated by the ratio of low-end hotels and the number of housing agents.

关 键 词：共享住宿房源密度 房屋租赁价格 要素市场竞争理论 替代市场规模 供给市场规模 

分 类 号：F299.23[经济管理—国民经济]