西方产业组织理论中后向一体化的逻辑

本文通过对西方产业组织理论纵向关系中的后向一体化战略背后的经济机理进行探讨,指出作为企业增长的一种战略选择,厂商后向一体化可能出自不同的动机,既可以降低交易成本、提高企业效率;同时也可能排斥竞争,进而造成市场封杀。后向一体化是我国行政性买方垄断厂商所采取的主要形式,但后向一体化本身并不一定是买方垄断行为,因此界定后向一体化所带来的社会成本和收益具有较强的理论和现实意义。

The Logic of Backward Integration in Industrial Organization

This article discusses the economic mechanism of backward integration strategy of vertical relations in industri-al organization theory. We argue that as a strategy choice of growth, the enterprise's strategy of backward integration may pro-ceed from different motivation. This strategy could reduce transaction costs and improve efficiency of transaction, and simulta-neously limit the competition and make the market force-out. Backward integration is the main characteristic of administrative monopsony enterprises in China. As backward integration strategy is not always monopsony action, so the comparison of social benefits and social costs of backward integration have much theoretic and practical meaning.