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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
《合规指引》用非强制力的指引,与被规制者合作,是在监管者与被监管者间搭建起了一个有效的沟通 机制,让治理在合作中完善。 《合规指引》突出了国内反垄断部门面对市场新情况、新模式等的敏感适应和应对能力。 近年来国内平台经济发展迅速,极大提高了社会资源配置效率,推动了技术创新和产业变革,极大地为 人们的物质文化生活带来诸多便利;同时,平台经济的发展也为经济社会带来新的变化,反映在反垄断 领域就是平台的双边市场特征和多主体交易结构,使市场结构更趋网状化特征,增加了交易的复杂性, 增加了垄断行为边界的识别、评估和规制难度,尤其是平台规则、数据、算法、技术手段等,不仅面临 着如何系统排除、限制竞争行为,如何有效保护消费者合法权益问题,而且对平台运营者来说,其商业 模式、经营行为的合规边界也亟需适度指引。 一个不容忽视和回避的问题是,任何涉嫌垄断活动的行为,不论是垄断协议还是滥用市场支配地位,其 背后都存在一个普遍的问题症结,那就是交易相对弱势方的合法权益在现有秩序下未能获得充分满足, 如弱势方维权成本高,弱势方缺乏通透的维权渠道和司法救济能力,及信息的不对称性和不完备性等, 导致了侵权成本低、侵权发现成本高。 合作治理的 ...
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.