摘要
为充分发挥区块链的溯源作用与信息作用,本文基于信息经济学,构建质量信号传递理论模型,通过比较无区块链采用、制造商主导区块链采用与零售商主导区块链采用3种情形,揭示出质量信息不对称情况下制造商或零售商主导区块链采用时机及均衡状态下的最优策略选择,并从供应链整体福利视角辨别谁主导区块链采用更能创造价值。研究发现:在制造商与零售商主导区块链均能获得收益时,制造商主导更能发挥区块链的优势作用,增加供应链整体福利,实现制造商、零售商及消费者三方共赢。重要的是,区块链的采用存在区块链收益外溢及成本高所造成的投资激励不足问题,将导致区块链采用失败,无法实现区块链价值创造。本文提出消费者福利转移及政府补贴两种机制,以使其转化成最优均衡状态。最后,本文建议通过综合施策有效应对供应链内部利益竞争引起的采用困境,提升区块链的价值创造能力。
In order to give full play to the traceability and information role of blockchain,this paper constructs a theoretical model of quality signaling based on information economics,reveals the timing and optimal strategy selection of manufacturer-led or retailer-led blockchain adoption in the equilibrium state under the condition of asymmetric quality information by comparing the three scenarios of no blockchain adoption,manufacturer-led blockchain adoption,and retailer-led blockchain adoption and identifies who leads the blockchain adoption to create more value from a welfare perspective of the whole supply chain.The study finds that when both manufacturer-led and retailer-led blockchain can be beneficial,manufacturer-led blockchain can better utilize the advantages of blockchain,increase the overall welfare of the supply chain,and achieve a win-win situation for manufacturers,retailers,and consumers.Importantly,blockchain adoption suffers from insufficient investment incentives caused by blockchain revenue spillovers and high costs,which will lead to blockchain adoption failure and fail to realize blockchain value creation.This paper proposes two mechanisms,consumer welfare transfer and government subsidy,to transform it into an optimal equilibrium.Finally,this paper suggests that comprehensive measures should be taken to effectively address the adoption dilemma caused by internal interest competition in the supply chain,and enhance the value creation capability of blockchain.
作者
李秋香
马草原
谢磊
王宗宪
毛照昉
Li Qiuxiang;Ma Caoyuan;Xie Lei;Wang Zongxian;Mao Zhaofang(Business School,Henan University;School of Management,Shandong University;College of Engineering,Peking University;College of Management and Economics,Tianjin University)
出处
《管理世界》
CSSCI
北大核心
2024年第8期98-118,共21页
Journal of Management World
基金
国家自然科学基金重大研究计划项目“面向智能制造价值链的生产自组织协同机理与管理方法”(基金号:92167206)
国家社科基金一般项目“数字经济条件下生产性服务业与制造业融合发展研究”(基金号:22BJY225)的资助。
关键词
区块链
价值创造
信号传递
策略选择
福利转移
blockchain
value creation
signaling
strategy selection
welfare transfer
