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数字平台相对市场势力与消费者隐私OACHSSCD

The Relative Market Power of Digital Platforms and Consumer Privacy

中文摘要英文摘要

大型数字平台利用市场势力过度采集消费者数据所引发的隐私侵犯是否应该受到反垄断法的监管是一个尚未解决的问题,基于此,探讨平台数据驱动市场势力对消费者隐私和社会福利的影响以及最优的反垄断监管政策.通过构建数据驱动商业模式双边平台寡头博弈模型分析发现,平台相对市场势力是形成消费者隐私侵犯的根本原因,平台相对市场势力的提高会加剧消费者隐私侵犯风险,并且由于平台消费者侧相对市场势力具有消费者锁定和商家锁定的双重效应,消费者侧相对市场势力会带来更糟糕的隐私侵犯和社会福利损失.同时,大数据和人工智能技术发展会加剧平台相对市场势力的隐私侵害风险,而消费者隐私意识增强和强数据驱动网络效应则会约束数字平台的过度数据采集.在反垄断执法中,采用消费者福利最大化标准有利于实现最优隐私保护,但会带来阻碍数据驱动创新的负面影响,而采用数据采集付费机制则会同时实现最优的隐私保护和数据采集利用.因此,具有支配地位的数字平台过度采集消费者数据应受到反垄断法的禁止,但要坚持保护个人数据隐私和促进数据开发利用并重,建立反垄断与个人隐私保护协同体制,采用创新中性的反垄断监管政策工具,并积极探索试点市场化隐私保护机制.

In digital markets,digital platforms collect vast amounts of multidimensional consumer data and conduct data mining based on big data and artificial intelligence technologies to accurately profile consumers and understand their personalized needs,thereby enabling more precise personalized marketing.This significantly enhances consumer experience and promotes online market transaction efficiency,but also raises concerns about personal data privacy infringement.Meanwhile,the mutually reinforcement between data-driven platform market power and user privacy infringement has become a new mechanism of digital platform monopolization.How to scientifically address the complex relationship among consumer privacy,market competition,and innovation development has become an important policy challenge for digital platform antitrust regulation. By constructing a two-sided platform oligopoly game model of data-driven business models,this analysis finds that platform relative market power is the fundamental cause of consumer privacy harm,and an increase in digital platform relative market power on either side of the market will exacerbate consumer privacy harm.Since an increase in consumer-side relative market power has both"consumer lock-in"and"merchant lock-in"effects,such an increase leads to more serious consumer privacy harm and social welfare loss.Meanwhile,the increasing integration and application of big data and artificial intelligence technologies exacerbates consumer privacy harm,whereas stronger consumer privacy preferences or stronger cross-network effects between both sides of platform users can suppress excessive data collection by digital platforms and help mitigate consumer privacy harm risks.Further analysis also finds that while adopting a consumer welfare maximization standard is conducive to achieving optimal privacy protection,it may hinder data-driven innovation.However,adopting a personal data collection payment mechanism can simultaneously achieve both optimal privacy protection and optimal data collection and utilization,though it requires effective antitrust policies as complementary measures. The main policy implication of the above analytical conclusions are that consumer privacy protection should become an important focus of digital platform antitrust regulation.Excessive consumer data collection by dominant digital platforms should be prohibited by antitrust law.However,antitrust policies for data-driven monopolization by digital platforms need to consistently adhere to the principle of balancing consumer privacy protection with the promotion of data element utilization,emphasizing the establishment of a coordinated system between antitrust regulation and personal privacy regulation,adopting innovation-neutral antitrust regulatory policy instruments,and actively exploring pilot market-based privacy protection mechanisms.

唐要家;李毓新;汪露娜

浙江财经大学 经济学院,浙江 杭州 310018浙江财经大学 经济学院,浙江 杭州 310018浙江外国语学院,商学院/创业学院,浙江 杭州 310023

数字平台相对市场势力消费者隐私隐私保护社会福利数据开发反垄断监管

digital platformrelative market powerconsumer privacyprivacy protectionsocial welfaredata exploitationantitrust regulation

《当代经济科学》 2026 (1)

75-89,15

国家社会科学基金项目(23BJY003)教育部人文社会科学重点研究基地重大项目(22JJD790008).

10.20069/j.cnki.DJKX.2026006

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