多归宿
TRIPS体系结构
竞赛(生物学)
业务
共享单车
收入
投资(军事)
市场份额
网络效应
产业组织
市场规模
微观经济学
营销
经济
商业
运输工程
财务
计算机科学
互联网
万维网
工程类
政治
生物
因特网协议
法学
生态学
政治学
作者
Guangyu Cao,Ginger Zhe Jin,Xi Weng,L. P. Zhou
标识
DOI:10.1111/1756-2171.12391
摘要
Using staggered entry of two dockless bike-sharing firms, we study whether the entrant expands or steals the market from the incumbent in 59 cities. Compared with 23 cities without entry, the entry helps the incumbent to serve more trips, make more bike investment, achieve higher revenue per trip, improve bike utilization, and form a wider and more dispersed network. The market-expanding effect on new users dominates a significant market-stealing effect on old users. These findings, plus a theory that highlights consumer search and network effects, suggest that a market with positive network effects and multihoming users is not necessarily winner-takes-all.
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