南科大信管系郭悦在Journal of Management Information Systems发表研究成果
近日，南方科技大学信息系统与管理工程系郭悦副教授作为第一作者的学术文章“Platform Competition in the Sharing Economy: Understanding How Ride-Hailing Services Influence New Car Purchases”发表在期刊Journal of Management Information Systems (JMIS)上。JMIS与MISQ、ISR一起被公认为信息系统领域国际三大顶级期刊，是FT50期刊之一。
Ride-hailing services provide not only alternative transportation for passengers but also job opportunities for potential drivers resulting in both negative and positive effects on new car purchases. Our study assesses the impact of ride-hailing platforms’ market entry on new car purchases in the presence of platform competition. Our data is a monthly panel data on new car registration plates from 2013 to 2015 during which two leading ride-hailing platforms (Didi Chuxing and Uber) rolled out their services across select cities in China. We find that while the entry of a single ride-hailing platform led to a decline in new car purchases platform competition mitigated the negative impacts of platform entries. Our explanation is that the two competing platforms may have provided subsidies to drivers such that more people purchased new cars in order to sign up as drivers. By leveraging brand heterogeneity our analysis finds supporting evidence that platform competition has resulted in increased sales of those car brands that are commonly adopted by ride-hailing drivers. Our study contributes to the literature on pricing strategies and subsidy allocation for two-sided markets by providing empirical evidence from the ride-hailing market. It suggests that companies’ competitive strategies need to account for consumer expectations and learning in the presence of strong network effects.