When Sharing Economy Meets Traditional Business: Coopetition Between Ride-Sharing Platforms and Car-Rental Firms

IF 5 3区管理学 Q1 INFORMATION SCIENCE & LIBRARY SCIENCE

Information Systems Research Pub Date : 2023-10-03 DOI:10.1287/isre.2022.0011

Chenglong Zhang, Jianqing Chen, Srinivasan Raghunathan

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引用次数: 0

Abstract

Coopetition has been a common practice, especially among emerging markets. The coopetition relationship between a ride-sharing platform and a car-rental firm is distinct in that they operate under two different business models. Although the platform controls both its demand and supply by setting rider prices and driver wages, the car-rental firm operates under the traditional model with a fixed supply and cost structure. Both the platform and car-rental firm compete for riders seeking transportation. If the two cooperate, a driver is allowed to rent from the rental firm and drive for the platform; otherwise, only those owning personal vehicles are allowed to drive for the platform. We show that such supply-side cooperation intensifies demand-side price competition and decreases total revenue. Therefore, coopetition is mutually beneficial only when it leads to a significant decrease in supply costs. We find that the two firms are likely to form a coopetition relationship when the total rider market size is not high, the degree of rider substitutability between the two firms is low, and the platform has a significant market-size advantage over the rental firm. Coopetition between the platform and the rental firm benefits riders and hurts drivers, but it benefits society overall.

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当共享经济遇上传统商业:共享出行平台与汽车租赁公司的合作

合作一直是一种普遍做法，尤其是在新兴市场中。共享出行平台和汽车租赁公司之间的合作关系是截然不同的，因为它们在两种不同的商业模式下运作。虽然该平台通过设定乘客价格和司机工资来控制其需求和供给，但该租车公司在传统模式下运营，具有固定的供应和成本结构。打车平台和租车公司都在争夺想要搭车的乘客。如果两者合作，则允许一名司机从租赁公司租赁并为平台驾驶;否则，只有拥有私家车的人才可以使用该平台。研究表明，供给侧的合作加剧了需求侧的价格竞争，降低了总收入。因此，只有当合作导致供应成本显著降低时，合作才是互利的。我们发现，当总骑手市场规模不高，两家公司之间的骑手可替代性程度较低，平台对租赁公司具有显著的市场规模优势时，两家公司很可能形成合作关系。平台和租赁公司之间的合作对乘客有利，对司机不利，但对整个社会有利。

本文章由计算机程序翻译，如有差异，请以英文原文为准。

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来源期刊

Information Systems Research Multiple-

CiteScore

9.10

自引率

8.20%

发文量

120

期刊介绍： ISR (Information Systems Research) is a journal of INFORMS, the Institute for Operations Research and the Management Sciences. Information Systems Research is a leading international journal of theory, research, and intellectual development, focused on information systems in organizations, institutions, the economy, and society.