Abstract: In view of the important influence of government subsidy policies on the competitive strategies of industrial Internet platforms,to study the changes in platform quality,pricing and profit under three different subsidy methods:anarchic subsidies,consumer-oriented subsidies and platform-focused subsidies and the influence on social welfare,three kinds of duopoly models were constructed accordingly.Through case analyses,the platform qualitylevel and pricing responded to varying subsidy levels across different policy scenarios was scrutinized,and the subsequent impact on platform profitability was assessed.Additionally,an in-depth examination of social welfare was conducted.The research demonstrated that government subsidies effectively enhanced platform quality.Notably,when governments subsidized consumers,platforms with advanced IT capabilities tended to set higher prices,while platforms with weaker technology adopted the opposite strategy.For technology-leading platforms,lower consumer subsidies result in increased profits,while platform subsidies boost overall profitability.However,platforms with inferior technology only experience improved profitability with higher government subsidies.Social welfare exhibited a non-linear trend,increasing with escalating government subsidies,highlighting the positive impact of these policies.

Key words: government subsidy, industrial internet platforms, platform quality, pricing strategy

摘要： 鉴于政府补贴政策对工业互联网平台竞争策略的重要影响,为研究无补贴、消费者补贴和平台补贴3种不同补贴方式下平台的质量、定价及利润变化,并评估其对社会福利的影响,构建了相应的3种双寡头垄断模型。在此基础上深入探讨了工业互联网平台的质量水平、定价策略和不同补贴政策对平台策略决策的影响。通过案例分析比较了不同补贴政策下,平台的质量水平和定价随补贴水平变化的情况,以及补贴水平对平台利润的影响,并对社会福利进行了深入剖析。研究表明,政府对平台的补贴政策能够有效提升平台的质量水平。当政府选择补贴消费者时,具备卓越IT技术实力的平台倾向于设定更高的价格,而技术较薄弱的平台则相反。对于技术领先的平台,政府补贴水平较低时,选择补贴消费者可以为平台带来更多利润;政府补贴水平较高时,政府补贴平台则有助于提升平台的盈利水平。对于技术相对劣势的平台,只有政府补贴水平较高时平台利润才会随补贴水平的提高而增加。社会福利水平呈现为一个非单调的趋势,随着政府补贴水平的递增,社会福利水平逐渐上升,突显了政府补贴政策对社会福利的正向影响。

关键词: 政府补贴, 工业互联网平台, 平台质量, 定价策略