CAJ | 학술논문

现有的关于流通产业组织或市场组织的分析，通常是在西方产业组织理论分析框架内进行的。其实，流通产业竞争和垄断的一般情形与制造业在许多方面存在着差异；西方经济学各种产业组织理论只是部分适合于对流通产业竞争和垄断的解释，但尽管如此，我们仍然可以借助西方理论来尝试构建流通产业组织理论的分析框架。本文在概要梳理和评论有关竞争和垄断的西方产业组织理论基础上，对流通产业竞争和垄断进行了一般理论描述，提出了流通产业组织理论框架构建的思路和设计，并结合中国流通产业现状对这一构建框架进行了解说。本文认为，流通产业组织理论的构建思路及框架设计，可以考虑围绕市场治理和政策导向两种制度分析路径来展开，在确立流通产业制度安排及主体行为的基础上，通过创新一些分析性概念，并通过构建适合于解说流通产业运行的投资函数与消费函数，对竞争和垄断现象作出符合实际的学理解释。本文的构建思路及框架设计，可视为是构建流通产业组织理论的一种学术探索。
현유적관우류통산업조직혹시장조직적분석，통상시재서방산업조직이론분석광가내진행적。기실，류통산업경쟁화롱단적일반정형여제조업재허다방면존재착차이；서방경제학각충산업조직이론지시부분괄합우대류통산업경쟁화롱단적해석，단진관여차，아문잉연가이차조서방이론래상시구건류통산업조직이론적분석광가。본문재개요소리화평론유관경쟁화롱단적서방산업조직이론기출상，대류통산업경쟁화롱단진행료일반이론묘술，제출료류통산업조직이론광가구건적사로화설계，병결합중국류통산업현상대저일구건광가진행료해설。본문인위，류통산업조직이론적구건사로급광가설계，가이고필위요시장치리화정책도향량충제도분석로경래전개，재학립류통산업제도안배급주체행위적기출상，통과창신일사분석성개념，병통과구건괄합우해설류통산업운행적투자함수여소비함수，대경쟁화롱단현상작출부합실제적학리해석。본문적구건사로급광가설계，가시위시구건류통산업조직이론적일충학술탐색。
Existing analysis on the circulation industry organization is usually in the framework of western industrial organization theory. In fact, the competition and monopoly of circulation industry are significantly different from manufacturing. Western theory of industrial organization is partially suitable for explaining the China＇s circulation industry. This paper describes the competition and monopoly phenomenon of circulation industry, puts forward constructive ideas and frame design of the circulation industry theory, and explains this framework combing with China＇s reality. This paper proposes that we can consider governance and policy oriented around the market as two systems to construct circulation industry organization theory and frame design. On the basis of establishing institutional arrangements and subject behavior, this paper innovates several analytical concepts, builds the investment function and the consumption function, and makes realistic theoretical explanation to the competition and monopoly of circulation industry. This article can be considered as academic exploration for building the circulation industrial organization theory.