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Stricter margin squeeze regulation to achieve non-discrimination in digital markets 更严格的利润挤压监管,以实现数字市场的非歧视
IF 3.2 3区 经济学 Q1 ECONOMICS Pub Date : 2026-01-27 DOI: 10.1016/j.infoecopol.2026.101159
Øystein Foros , Arne Rogde Gramstad , Bjørn Hansen
Non-discrimination clauses are once again central in digital markets, echoing the 1990s debates on telecom liberalization and resurfacing in later discussions on net neutrality. In practice, they often appear as margin squeeze regulations, requiring vertically integrated firms to offer wholesale access with a minimum margin between retail and wholesale prices—the margin’s size determining the rule’s strictness. We show that binding margin squeeze constraints can soften downstream competition, creating a trade-off between product variety and retail prices for both total and consumer welfare. Stricter rules, however, do not spur wholesale access competition, unlike direct wholesale price caps. These results have important implications for telecom and digital market regulation, where regulation of gatekeepers is tightening.
非歧视条款再次成为数字市场的核心,呼应了20世纪90年代关于电信自由化的辩论,并在后来关于网络中立性的讨论中重新出现。在实践中,它们通常表现为挤压利润的规定,要求垂直整合的公司以零售和批发价格之间的最小利润提供批发渠道——利润的大小决定了规则的严格程度。我们表明,具有约束力的利润挤压约束可以软化下游竞争,在产品种类和零售价格之间创造一种权衡,既有利于总福利,也有利于消费者福利。然而,与直接的批发价格上限不同,更严格的规定不会刺激批发准入竞争。这些结果对电信和数字市场监管具有重要意义,其中对看门人的监管正在收紧。
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引用次数: 0
Reaching the last mile: Digitalization of tax administration and VAT compliance at the retail stage 到达最后一公里:零售阶段的税务管理和增值税合规数字化
IF 3.2 3区 经济学 Q1 ECONOMICS Pub Date : 2025-11-21 DOI: 10.1016/j.infoecopol.2025.101151
Chao Fang , Jiafeng Pan , Peng Wu
Value-added tax (VAT) can promote tax compliance along the supply chain, yet it fails at the retail stage where consumers typically do not request receipts. This study examines whether the digitalization of tax administration can address this problem. Using firm-level tax survey data from China and employing a triple-difference strategy, this paper finds that with Golden Tax Project Phase 3 (GTP3), retail firms' reported revenue and VAT payment have shown a notable increase compared to wholesale firms. Further analysis suggests that GTP3 restricted firms from strategically adjusting their inputs and outputs to minimize VAT payments.
增值税(VAT)可以促进整个供应链的税收合规,但它在零售阶段失效,因为消费者通常不要求收据。本研究探讨税务管理的数字化能否解决这一问题。利用中国企业层面的税收调查数据,采用三差策略,本文发现,与批发企业相比,黄金税收项目第三阶段(GTP3)零售企业的报告收入和增值税缴纳显著增加。进一步分析表明,GTP3限制了企业战略性地调整其投入和产出,以最大限度地减少增值税支付。
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引用次数: 0
Does mobile network coverage increase the performance of informal firms? Evidence from sub-Saharan Africa 移动网络覆盖是否提高了非正规企业的绩效?来自撒哈拉以南非洲的证据
IF 3.2 3区 经济学 Q1 ECONOMICS Pub Date : 2025-11-15 DOI: 10.1016/j.infoecopol.2025.101150
Damien Girollet
This paper investigates whether mobile network coverage affects the performance of informal firms in Africa. Using business surveys conducted by Research ICT Africa in 2017-18 in eight sub-Saharan African countries, we rely on historic exposure to lightning strikes as an instrument for mobile network coverage to address endogeneity issues. Our findings show that firms with access to mobile connectivity report significantly higher sales and profits, supporting theoretical predictions on the overall positive effects of digital technology diffusion. As expected, this effect is even stronger for informal firms that actively leverage mobile technologies in their business operations, reflecting the direct benefits of purposeful adoption. These findings suggest that, while mobile network coverage and mobile phone ownership have expanded rapidly across Africa, effective adoption of mobile technology remains a key priority. Significant challenges persist regarding digital inequalities in usage, driven by affordability and skill gaps, highlighting the need for public policies to ensure that informal firms have equitable access to the economic opportunities offered by digital infrastructure.
本文研究了移动网络覆盖是否会影响非洲非正规企业的绩效。利用ICT非洲研究中心2017- 2018年在八个撒哈拉以南非洲国家进行的商业调查,我们将雷击的历史暴露程度作为移动网络覆盖的工具,以解决内禀性问题。我们的研究结果表明,拥有移动连接的企业报告了显著更高的销售额和利润,支持了关于数字技术扩散总体积极影响的理论预测。正如预期的那样,对于那些在业务运营中积极利用移动技术的非正式公司来说,这种影响甚至更强,这反映了有目的采用移动技术的直接好处。这些发现表明,尽管移动网络覆盖范围和移动电话拥有量在非洲迅速扩大,但有效采用移动技术仍然是一个关键的优先事项。在可负担性和技能差距的推动下,数字使用方面的不平等仍然存在重大挑战,突出表明需要制定公共政策,确保非正规企业公平获得数字基础设施提供的经济机会。
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引用次数: 0
From black box to glass box: algorithmic explainability as a strategic decision 从黑盒到玻璃盒:作为战略决策的算法可解释性
IF 3.2 3区 经济学 Q1 ECONOMICS Pub Date : 2025-10-22 DOI: 10.1016/j.infoecopol.2025.101149
Xavier Lambin , Adrien Raizonville
The best-performing algorithms are often the least explainable. In parallel, there is growing concern and evidence that algorithms may autonomously engage in misconduct. Inspired by recent regulatory proposals, we propose a simple model of firm compliance and explainability decisions under the threat of (costly and imperfect) regulatory audits. When audit efficacy is independent of explainability, audits and transparency always encourage investment in explainability, with transparency signaling compliance. However, if explainability strongly improves audit efficacy, firms may hide misconduct behind opaque algorithms, a phenomenon exacerbated by opportunistic auditing policies. In these cases, audits may stimulate the proliferation of black box algorithms.
性能最好的算法往往是最难以解释的。与此同时,越来越多的担忧和证据表明,算法可能会自主地从事不当行为。受最近的监管建议的启发,我们提出了一个简单的模型,在(昂贵且不完善的)监管审计的威胁下,公司的合规性和可解释性决策。当审计有效性独立于可解释性时,审计和透明度总是鼓励对可解释性的投资,透明度标志着合规性。然而,如果可解释性极大地提高了审计效率,那么公司可能会将不当行为隐藏在不透明的算法背后,而机会主义审计政策加剧了这一现象。在这些情况下,审计可能会刺激黑盒算法的扩散。
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引用次数: 0
The effect of lobbies' narratives on academics' perceptions of scientific publishing: A survey experiment 说客叙事对学者对科学出版认知的影响:一项调查实验
IF 3.2 3区 经济学 Q1 ECONOMICS Pub Date : 2025-10-02 DOI: 10.1016/j.infoecopol.2025.101148
Giulia Rossello , Arianna Martinelli
Biased lobbying narratives shape the perceptions of citizens, practitioners, and policymakers. Copyright lobbies are particularly active today in influencing the Open Access transition. This paper investigates whether opposing copyright lobbies' narratives affect scholars' views on the publishing system. To test the persuasive power of these narratives, we conducted a large-scale randomized survey experiment in six European countries. Scholars were randomly assigned to a control group or exposed to one of two promotional videos representing opposing lobbying interests. The first video presented the publishers' narrative, portraying publishers as innovative firms and guardians of ethics and scientific advancement. The second video presented the narrative of copyright activists, depicting publishers as greedy and unethical. Our findings document scholars' general discontent with the publishing system. However, both lobbying narratives successfully influenced perceptions in favor of their respective causes. Overall, the publishers' narrative had a slightly smaller persuasive effect, largely due to a subset of participants who exhibited strong emotional reactions to the activists' messaging.
有偏见的游说叙事塑造了公民、从业人员和政策制定者的看法。如今,版权游说团体在影响开放获取过渡方面尤为活跃。本文考察了反对版权游说团体的叙述是否会影响学者对出版制度的看法。为了测试这些叙述的说服力,我们在六个欧洲国家进行了大规模的随机调查实验。学者们被随机分配到一个对照组,或者观看两个代表对立游说利益的宣传视频中的一个。第一个视频展示了出版商的叙述,将出版商描绘成创新的公司和道德和科学进步的守护者。第二个视频呈现了版权活动家的叙述,将出版商描绘成贪婪和不道德的人。我们的调查结果记录了学者们对出版制度的普遍不满。然而,两种游说叙事都成功地影响了人们对各自事业的看法。总的来说,出版商的叙述的说服力略小,这主要是由于一部分参与者对活动家的信息表现出强烈的情绪反应。
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引用次数: 0
Big data and firm-level productivity – A cross-country comparison 大数据与企业层面的生产力——一个跨国比较
IF 3.2 3区 经济学 Q1 ECONOMICS Pub Date : 2025-09-11 DOI: 10.1016/j.infoecopol.2025.101147
Raphaela Andres , Thomas Niebel , Robin Sack
Until today, the question of how digitalisation and, in particular, individual digital technologies affect productivity is still the subject of controversial debate. Using administrative firm-level data provided by the Dutch and the German statistical offices, we investigate the economic importance of data, in particular, the relation between the application of big data analytics (BDA) and labour productivity (LP) at the firm level. We find that a simple binary measure indicating the mere usage of BDA fails to capture the association between BDA and LP. In contrast, measures of BDA diversity, defined as conducting BDA across multiple data sources, clearly show a positive and statistically significant relationship between BDA and LP, even after controlling for a firm's general digitalisation level. Hence, our results suggest that one mechanism through which firms conducting BDA may achieve greater productivity gains is by incorporating data from multiple domains.
直到今天,数字化,特别是个别数字技术如何影响生产力的问题仍然是有争议的辩论主题。利用荷兰和德国统计局提供的行政企业层面的数据,我们调查了数据的经济重要性,特别是大数据分析(BDA)的应用与企业层面的劳动生产率(LP)之间的关系。我们发现,仅仅使用BDA的简单二值度量无法捕捉BDA和LP之间的关联。相比之下,BDA多样性的测量(定义为跨多个数据源进行BDA)清楚地显示,即使在控制了公司的总体数字化水平之后,BDA与LP之间也存在正相关的统计显著关系。因此,我们的研究结果表明,实施BDA的公司可以通过整合来自多个领域的数据来实现更大的生产力收益。
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引用次数: 0
Economies of scope in data aggregation: Evidence from health data 数据汇总中的范围经济:来自卫生数据的证据
IF 3.2 3区 经济学 Q1 ECONOMICS Pub Date : 2025-08-07 DOI: 10.1016/j.infoecopol.2025.101146
Bruno Carballa-Smichowski , Néstor Duch-Brown , Seyit Höcük , Pradeep Kumar , Bertin Martens , Joris Mulder , Patricia Prüfer
Economies of scope in data aggregation (ESDA) are generated by the combination of complementary datasets involving the same observations. We estimate ESDA by progressively and randomly adding health and socioeconomic variables (predictors) to the machine-learning models we use to predict health outcomes. We find a positive effect of the number of variables on prediction quality, while holding the number of observations constant. We observe a positive relationship between variable complementarity and ESDA. ESDA show signs of increasing returns followed by decreasing returns. We further observe a long tail of highly contributing predictors in our data. These findings indicate that the nature of returns to scope in data aggregation may depend on the distribution of the predictors' information content. This underscores the importance of variable characteristics in determining ESDA's potential to create data barriers to entry. These results can help policymakers in designing data sharing initiatives such as the European Union's Common European Data Spaces.
数据聚合中的范围经济(ESDA)是由涉及相同观测值的互补数据集的组合产生的。我们通过逐步和随机地将健康和社会经济变量(预测因子)添加到我们用于预测健康结果的机器学习模型中来估计ESDA。我们发现在保持观测数不变的情况下,变量数对预测质量有积极影响。我们观察到变量互补性与ESDA之间存在正相关关系。ESDA表现出收益先增加后减少的迹象。在我们的数据中,我们进一步观察到高贡献预测因子的长尾。这些发现表明,在数据汇总中,范围回报的性质可能取决于预测者信息内容的分布。这强调了可变特征在确定ESDA是否有可能创建数据进入壁垒方面的重要性。这些结果可以帮助决策者设计数据共享计划,如欧盟的欧洲共同数据空间。
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引用次数: 0
The wave of government digitalization: How government digital procurement affects residents’ employment 政府数字化浪潮:政府数字化采购如何影响居民就业
IF 3.2 3区 经济学 Q1 ECONOMICS Pub Date : 2025-07-29 DOI: 10.1016/j.infoecopol.2025.101145
Wei Jiang, Chunxing Gao
With the expansion of the scale of government digital procurement, its impact on economic life, especially on the labor market, has become increasingly evident. This paper employs Double Machine Learning (DML) estimation techniques to examine the impact of local government digital procurement on resident employment. The research findings indicate that local government digital procurement significantly reduces the unemployment rate among residents, and this conclusion holds after rigorous robustness checks. Further analysis reveals that these positive effects on employment are achieved through increased capital investment, enhanced job value, and improved productivity. Additionally, the impact of government digital procurement on employment is more pronounced in non-digital industries, and the beneficial effects on employment are more significant in regions with a larger proportion of the tertiary industry, higher levels of foreign investment, and more comprehensive social security systems.
随着政府数字化采购规模的不断扩大,其对经济生活尤其是劳动力市场的影响日益明显。本文采用双机器学习(DML)估计技术考察了地方政府数字化采购对居民就业的影响。研究结果表明,地方政府数字化采购显著降低了居民失业率,经过严格的稳健性检验,这一结论成立。进一步分析表明,这些对就业的积极影响是通过增加资本投资、提高工作价值和提高生产率来实现的。此外,政府数字采购对非数字产业就业的影响更为明显,在第三产业比重较大、外商投资水平较高、社会保障体系较完善的地区,对就业的有利影响更为显著。
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引用次数: 0
The Shapley index for music streaming platforms 音乐流媒体平台的Shapley指数
IF 4.5 3区 经济学 Q1 ECONOMICS Pub Date : 2025-07-01 DOI: 10.1016/j.infoecopol.2025.101142
Gustavo Bergantiños , Juan D. Moreno-Ternero
We study an index to measure the popularity of artists in music streaming platforms. This index, which can be used to allocate the amount raised via paid subscriptions among participating artists, is based on the Shapley value, a centerpiece in cooperative game theory. We characterize this Shapley index combining several axioms formalizing principles with normative appeal. This permits to place the index in the literature, as an alternative to the well-known (and widely used in the industry) pro-rata and user-centric indices.
我们研究了一个指数来衡量艺术家在音乐流媒体平台上的受欢迎程度。该指数基于合作博弈论的核心要素沙普利值(Shapley value),可用于在参与的艺术家之间分配通过付费订阅筹集的资金。我们结合几个具有规范性吸引力的形式化原则的公理来描述这个沙普利指数。这允许将索引放置在文献中,作为众所周知的(在业界广泛使用的)按比例和以用户为中心的索引的替代方案。
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引用次数: 0
Managing network traffic with discriminatory strategies: A study of zero-rating in an Internet market monopoly 以歧视性策略管理网络流量:互联网市场垄断下的零评级研究
IF 4.5 3区 经济学 Q1 ECONOMICS Pub Date : 2025-06-27 DOI: 10.1016/j.infoecopol.2025.101141
L. Pinar-Garcia , I. Arribas , A. Urbano
Zero-rating is a recent practice that allows internet providers to discriminate among content. We offer new insights on the role of zero-rating practices when there is network congestion. In a market where consumers differ in their preferences for network speed, those who value network speed more create a congestion externality for an Internet Service Provider that limits its ability to capture consumer surplus from those who value network speed less. The monopolist may internalize the network congestion by using two discriminatory strategies: a menu of tariffs as a screening mechanism between consumers and zero-rating as a content revaluation tool. The combination of the two strategies acts as a mechanism to control network traffic without incremental provisioning of capacity. This is done by managing the network flow, through the strategic reallocation of the network traffic between content providers and consumers. Finally, zero-rating is detrimental to consumers independently of their type.
零评级是最近的一种做法,允许互联网提供商对内容进行歧视。我们对网络拥塞时零评级做法的作用提供了新的见解。在一个消费者对网络速度偏好不同的市场中,那些更看重网络速度的人会给互联网服务提供商带来拥堵外部性,从而限制了它从那些不那么看重网络速度的人那里获取消费者剩余的能力。垄断者可能通过使用两种歧视性策略将网络拥塞内部化:一种是将关税菜单作为消费者之间的筛选机制,另一种是将零评级作为内容重估工具。这两种策略的组合可以作为一种机制来控制网络流量,而无需增加容量供应。这是通过在内容提供者和消费者之间战略性地重新分配网络流量来管理网络流来实现的。最后,零评级对不同类型的消费者都是有害的。
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引用次数: 0
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Information Economics and Policy
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