供应链部分整合对制造商渠道入侵的影响  

The role of partial supply chain integration on manufacturer encroachm

作　　者：李金溪 易余胤[2] LI Jin-xi;YI Yu-yin(School of Digital Economy and Management,Suzhou City University,Suzhou 215104,China;Management School,Jinan University,Guangzhou 510632,China)

机构地区：[1]苏州城市学院数字经济与管理学院,苏州215104 [2]暨南大学管理学院,广州510632

出　　处：《管理科学学报》2024年第5期76-92,共17页Journal of Management Sciences in China

基　　金：广东省自然科学基金资助项目(2021A1515012002).

摘　　要：过去研究渠道入侵问题主要聚焦于集中和分散的供应链,但在实际的商业实践中部分整合的供应链十分普遍.供应链部分整合分为部分前向整合(供应链上游企业持有下游企业的部分股份,记为PFI)以及部分后向整合(供应链下游企业拥有上游企业的部分股份,记为PBI).本研究在这两种不同的整合方式下研究制造商线上渠道入侵问题,研究发现:在PFI下,入侵总是制造商的占优策略,但不一定有利于零售商.仅当制造商持有股份较小且直销成本较大时,制造商入侵会带来双赢(win-win).然而,在PBI下入侵并不总是制造商的占优策略,尤其是在零售商持有股份较大且直销渠道效率不高时入侵更要慎重.此外,当制造商入侵但不销售(只展示产品信息)时,在PFI下入侵总是对制造商有利对零售商不利,从而形成win-lose的局面,而在PBI下则会导致win-win,win-lose,lose-win三种结果.A great number of research has studied the problem of manufacturer encroachment on a centralized or decentralized supply chain.However,the partial supply chain integration is very common in business practice.It is divided into the partial forward integration(the upstream firm holds a part of the shares of the downstream firm,which is recorded as PFI)and the partial backward integration(the downstream firm owns a part of the stocks of the upstream firm,which is noted as PBI).This paper explores manufacturer encroachment under the two partial integration structures.It is found that encroachment is a dominant strategy for the manufacturer,but not necessarily beneficial to the retailer under PFI.If,and only if,the manufacturer holds a small share and the direct selling cost is high,the manufacturer encroachment will bring a win-win outcome.However,encroachment is no longer the dominant strategy for the manufacturer under PBI,especially when the retailer holds a large stake and the direct selling channel is inefficient.In addition,when the manufacturer builds a direct channel but does not sell(only display product information),encroachment is always beneficial to the manufacturer and disadvantageous to the retailer(i.e.,resulting in a win-lose situation)under PFI,while it may lead to win-win,win-lose,and lose-win outcomes under PBI.

关 键 词：供应链部分整合 制造商入侵 博弈论 

分 类 号：F272[经济管理—企业管理]