首页|协调与套利:经济社会学视角下的跨境电商市场转型研究

协调与套利:经济社会学视角下的跨境电商市场转型研究

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基于跨境电商卖家与平台之间的权力关系与长期不对称依赖,处在弱势地位的卖家存在着提升结构性自主与开展策略性行动的强烈动机。卖家群体对依赖关系的再配置,引发了跨境电商市场的转型,即从一家独大、一超多强,再转向到网络化交易结构的变迁。借助于安克创新、SHEIN与亚马逊等代表性的组织,分析其各自占据的生态位、竞争优势与关系结构,指出卖家的扩张存在着从对平台的高度依附,到自有品牌与营销体系建构,再到全面实施"平台化"战略的一般化路径。在市场转型过程中,物流仓储、SaaS与在线支付等大量细分而专业的服务商迅速壮大。以齐美尔的三边群体理论为核心,建立了套利经纪与协调经纪两种理想类型,利用卖家由小到大、由弱变强变迁中的策略调整,揭示中国卖家在出海过程中的身份变迁与转型逻辑,为宏观市场转型提供了基于经济社会学视角的机制解释。
Coordination and Arbitrage:From the Perspective of Economic Sociology Transformation of Cross-border E-commerce Market
Based on the power relationship and long-term asymmetric dependence between cross-border e-commerce sellers and platforms,it is pointed out that sellers in a vulnerable position have a strong motivation to enhance structural autonomy and carry out strategic actions.Furthermore,the reconfiguration of dependence relationships among seller groups has triggered the transformation of the cross-border e-commerce market,that is,from a single giant to a super market with many strong players,and then to a networked transaction structure.With the help of representative organizations such as Anchor Innovation,Shein and Amazon,we analyze their respective ecological positions,competitive advantages and relationship structures,and point out that there exists a generalized path for the expansion of sellers from a high degree of dependence on the platform,to the construction of their own brands and marketing systems,and to the full implementation of the "platformization" strategy.In the process of transformation,a large number of segmented and professional service providers in the cross-border e-commerce market,such as logistics warehousing,SaaS and online payment,have rapidly emerged and grown.Using Simmel's triad theory as the core resource,we establish the ideal types of arbitrage brokerage and coordination brokerage,and reveal the process of Chinese sellers going overseas through the adjustment of brokerage strategies as sellers grow from small to large and from weak to strong.It also provides a middle-level explanation method for macro-market transformation based on the perspective of economic sociology.

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南京大学社会学院

中国制造 平台化 市场过程 经纪过程 三人群体

2024

新经济
广东省社会科学院港澳研究中心

新经济

影响因子:0.036
ISSN:1009-8461
年,卷(期):2024.(2)
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