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以共治清除平台市场竞争中的顽瘴痼疾
Sou Hu Cai Jing· 2025-11-16 23:25
本报特约评论员 对于平台经济,既应支持其发展有利于方便群众生活的积极的一面,又要创新监管理念和方式,着力营 造公平竞争市场环境,实现互联网市场上开放型生态竞争系统的稳定运行。在数字经济时代,平台反垄 断需要走向多元共治,同时秉持"预防式"和"回应式"的治理理念。预防式治理是为了预防平台新型垄断 的风险,回应式治理则旨在回应市场需求的政府监管思路。在两者并重的基础上,从平台自治、社会监 督和政府监管三个层面构建平台反垄断多元共治的新局面。 我国平台经济发展正处在关键时期,如何加强平台经济领域反垄断监管备受关注。市场监管总局日前发 布《互联网平台反垄断合规指引(征求意见稿)》,面向社会公开征求意见。《指引》旨在通过构 建"风险识别—风险管理—合规保障"的合规框架,引导平台经营者建立起防范垄断行为风险的"免疫系 统",更好为自身规范经营和市场公平竞争保驾护航。 互联网平台,是在互联网技术条件下发展起来的一种新的社会分工协作组织形式,是继市场、企业之后 的第三种资源配置方式。近年来,我国平台经济快速发展,在提高社会资源配置效率、推动技术创新和 产业变革、促进经济社会发展等方面发挥着重要作用。目前,我国平台经济发展涉及 ...
一财社论:合规指引是合作治理新尝试
Di Yi Cai Jing· 2025-11-16 12:18
Core Viewpoint - The "Compliance Guidelines" aim to establish an effective communication mechanism between regulators and regulated entities, promoting cooperation in governance and enhancing antitrust compliance management within the platform economy [1][6]. Summary by Sections Regulatory Context - The State Administration for Market Regulation has drafted the "Antitrust Compliance Guidelines for Internet Platforms (Draft for Public Consultation)" to guide platform operators in preventing antitrust compliance risks and protecting legitimate rights and interests [1][2]. Market Dynamics - The rapid development of the platform economy has improved resource allocation efficiency and driven technological innovation, but it has also introduced complexities in antitrust regulation due to the unique characteristics of platform markets, such as bilateral market features and multi-party transaction structures [2][3]. Compliance Challenges - Current antitrust compliance anxieties include issues like algorithm collusion, unfair pricing, and discriminatory treatment among platforms, which can infringe on the legitimate rights of others and disrupt fair competition [3][5]. Cooperative Governance - The guidelines represent a beneficial attempt at cooperative governance, signaling that regulators and platform participants share a common goal of achieving fair competition, thus improving perceptions of regulation as a facilitator rather than a restriction [4][6]. Protection of Vulnerable Parties - A significant issue in antitrust activities is the inadequate protection of the legitimate rights of weaker parties in transactions, necessitating the establishment of low-cost channels for rights protection and the introduction of collective litigation and other mechanisms to balance competitive fairness [5][6].
中美技术差距分析2025-竞争格局与战略启示
2025-05-20 05:38
Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the **US-China technology competition** and its implications across various sectors, including **artificial intelligence (AI)**, **semiconductors**, **advanced manufacturing**, **biopharmaceuticals**, and **5G technology** [7][11][24][45]. Core Insights and Arguments 1. Technology Competition Landscape - The US and China are engaged in intense competition in key technology areas, impacting economic, national security, and global influence [7][11]. - Both countries have increased investments in AI, semiconductors, and advanced manufacturing in recent years [7][11]. - The report aims to provide a comprehensive diagnosis of technology competition for government policy and investment recommendations [7][11]. 2. Key Findings - **China's Infrastructure Advantage**: China leads in manufacturing, 5G, and battery technology [11]. - **US Leadership in Cutting-Edge Technologies**: The US maintains an edge in AI, quantum computing, and biotechnology [11]. - **Diverging Priorities**: Some US industry stakeholders have shifted focus to AI and fintech, while government agencies continue to prioritize advanced networks and computing [11]. - **Commercialization Gaps**: China leads in biomanufacturing and biopharmaceutical markets [11]. 3. Advanced Battery Technology - China dominates battery production, while the US aims to close the gap through initiatives like the Inflation Reduction Act (IRA) [17][19]. - The number of US battery facilities is projected to increase from 2 in 2019 to over 34 by 2024, with nearly $43 billion in investments from 2023 to 2024 [17][19]. 4. Advanced Manufacturing - China accounts for 35% of global manufacturing output, significantly higher than the US's 12% [24]. - The Chinese government has ramped up support for advanced manufacturing, with loans increasing from $63 billion in 2019 to $680 billion in 2023 [24]. - The US leads in generative AI and smart manufacturing software, driving innovation in advanced manufacturing [24]. 5. Artificial Intelligence - The US AI ecosystem is led by private companies, with significant investments and talent concentration [29][30]. - China has emerged as a strong competitor, with a growing number of large model developers and advancements in AI applications [30]. 6. Biopharmaceuticals - The US remains dominant in innovation, supported by strong intellectual property protections and high research funding [33]. - China is accelerating its biopharmaceutical innovation, with investments reaching $21 billion in 2023 [33]. 7. Commercial Drones - China leads the global commercial drone market, with DJI holding over 90% of the consumer market share [40]. - US security concerns over Chinese drones have led to increased scrutiny and potential market restrictions [40]. 8. 5G Technology - China has deployed over 4 million 5G base stations, far exceeding the US's 100,000 [45]. - Chinese companies like Huawei and ZTE dominate the global 5G equipment market due to competitive pricing and government support [45]. 9. Fusion Energy - The US leads in fusion research and investment, achieving significant milestones in net energy gain [54]. - China is investing heavily in fusion infrastructure, with a focus on commercial applications [54]. Important but Overlooked Content - The report highlights the potential for AI to accelerate battery material research, significantly reducing development time from 20 years to one week [20]. - The US faces challenges in AI data center energy consumption, projected to account for 8% of US electricity by 2030 [32]. - The emergence of new training paradigms for AI models could address computational resource shortages [32]. - The geopolitical landscape may influence the future of technology collaboration and competition, particularly in biopharmaceuticals and AI [35][66]. This summary encapsulates the critical insights and findings from the conference call, providing a comprehensive overview of the current state and future outlook of US-China technology competition across various sectors.