“互联网+物流”与企业市场选择：理论模型、中国经验与福利效应

The lack of integrated market is a problem in China for a long time. The firms are forced to give up the domestic market but choose the foreign market because of the trade barriers in the domestic market. Fortunately, "Internet Plus Logistics" relying on the integration of the information technologies such as Internet, big data, cloud computing and the logistics can help the firms overcome the domestic trade barriers and improve the domestic market integration. The project will analyze the impact of the "Internet Plus Logistics" on the firms’ markets selection with the framework of heterogeneous firm trade and evaluate the welfare effects of the domestic market integration. The main contents include: (1) Breaking the hypothesis of the market integration in the existing models, the heterogeneous firm model that meets the reality of China will be constructed to explore the micro-mechanisms and paths of the "Internet Plus Logistics" affecting firms’ markets selection with the framework of heterogeneous firm trade;(2) The underlying mechanisms and effects of the "Internet Plus Logistics" influencing on the firms’ markets selection will be analyzed and its channels and effects will be described accurately utilizing the big data from the e-commercial platforms.(3) The implementation plan to promote the development of the "Internet plus logistics" will be constructed by evaluating the welfare effects of the domestic market integration affected by the "Internet Plus Logistics", so as to provide microcosmic evidence for the transformation and upgrading of Chinese economy.

一体化市场的缺失是中国长期以来存在的问题，严重的国内市场分割导致企业被迫“舍近求远”选择国外贸易市场，然而依托互联网、大数据、云计算等信息技术与物流深度融合的“互联网+物流”能帮助企业克服国内贸易壁垒，推动国内市场一体化。本项目将在异质企业贸易框架下考察“互联网+物流”对企业市场选择的影响，进而评估其整合国内市场一体化的福利效应。主要内容包括：(1)突破现有模型国内市场一体化的假设，引入国内市场非一体化和边际成本与固定成本之间的反向关系，在异质企业贸易框架下构建更为符合中国现实情境的异质企业贸易模型，探究“互联网+物流”影响企业市场选择的微观机制和渠道；(2)利用电商平台交易大数据，考察“互联网+物流”影响企业市场选择的内在机理，精确刻画其影响渠道与效应；(3)评估“互联网+物流”整合国内市场一体化的福利效应，构建促进“互联网+物流”发展的政策体系实施方案，为中国经济转型升级提供微观证据。

一体化市场的缺失是中国长期以来存在的问题，严重的国内市场分割导致企业被迫“舍近求远”选择国外贸易市场，然而依托互联网、大数据、云计算等信息技术与物流深度融合的“互联网+物流”能帮助企业克服国内贸易壁垒，推动国内市场一体化。本项目在异质企业贸易框架下考察了“互联网+物流”对企业市场选择的影响，进而评估其整合国内市场一体化的福利效应。主要内容包括：(1)突破现有模型国内市场一体化的假设，引入国内市场非一体化和边际成本与固定成本之间的反向关系，在异质企业贸易框架下构建更为符合中国现实情境的异质企业贸易模型，探究“互联网+物流”影响企业市场选择的微观机制和渠道；(2)利用电商平台交易大数据，考察“互联网+物流”影响企业市场选择的内在机理，精确刻画其影响渠道与效应；(3)评估“互联网+物流”整合国内市场一体化的福利效应，构建促进“互联网+物流”发展的政策体系实施方案，为中国经济转型升级提供微观证据。