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“覃学苦练(64):精读硕士论文《考虑原制造商双向公平关切的闭环供应链决策研究》绪论(2)”
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Today, the editor brings you an article.
“Qin Xuekulian (64): Intensive reading of the master's thesis "Research on closed-loop supply chain decision-making considering the two-way fairness concerns of the original manufacturer" (2)”
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一、思维导图(Mind mapping)
本精读内容梳理了闭环供应链、消费者支付意愿、专利许可、公平关切四大领域的文献研究并指出当前研究局限与两大关键缺口,阐述了以“原制造商、零售商与第三方再制造商”双渠道闭环供应链为对象的三类决策模型构建、分析及契约验证等研究内容与五步逻辑闭环技术路线,还点明了研究视角、模型设定、场景设计三方面创新点。
This intensive reading content reviews the literature research in four major areas: closed-loop supply chain, consumer willingness to pay, patent licensing, and fairness concerns, and points out the current research limitations and two key gaps. It explains the research content and five-step logical closed-loop technical route, including the construction, analysis, and contract verification of three types of decision models based on the dual-channel closed-loop supply chain of "original manufacturers, retailers, and third-party remanufacturers". Additionally, it highlights three innovative aspects from a research perspective: model setting, scenario design.
二、精读内容(Intensive reading content)
(一)文献综述(Literature review)
1.闭环供应链的相关研究(Research on closed-loop supply chains)
闭环供应链研究已围绕定价、协调、回收渠道、双渠道运营及政府政策形成理论体系:回收渠道方面,明确零售商或三方协同回收更高效,需契约优化协调;政府政策研究聚焦碳税、补贴等对企业低碳与再制造的激励;双渠道研究则提供渠道冲突化解与契约设计方案。
Closed-loop supply chain research has formed a theoretical system centered around pricing, coordination, recycling channels, dual-channel operations, and government policies. Regarding recycling channels, it is clear that collaborative recycling by retailers or three parties is more efficient, requiring contract optimization and coordination. Government policy research focuses on incentives such as carbon taxes and subsidies for companies engaged in low-carbon and remanufacturing activities. Dual-channel research provides solutions for resolving channel conflicts and designing contracts.
研究存在局限:一是多关注单一主体再制造,对混合再制造模式探索不足;二是鲜少系统结合电商双渠道背景与企业公平关切等行为偏好,与实际决策场景脱节。
The research has limitations: first, it focuses more on remanufacturing by a single entity and lacks exploration of mixed remanufacturing models; second, it rarely systematically combines the dual-channel background of e-commerce with behavioral preferences such as corporate fairness concerns, which is out of touch with actual decision-making scenarios.
2.消费者支付意愿的相关研究(Research on consumer willingness to pay)
消费者支付意愿研究是闭环供应链决策的重要支撑,现有成果明确消费者对新产品与再制造产品支付意愿有差异,再制造产品因“非全新”被低估价值且企业需区分两类产品避品牌风险,同时识别出产品质量感知、环保观念、品牌认知等关键影响因素,还通过效用模型联结支付意愿与市场需求,为企业定价及产品策略提供理论依据。
Research on consumer willingness to pay is an important support for closed-loop supply chain decision-making. Existing results clearly show that consumers have different willingness to pay for new products and remanufactured products. Remanufactured products are underestimated because they are "not brand new" and companies need to distinguish between the two types of products to avoid brand risks. At the same time, key influencing factors such as product quality perception, environmental protection concepts, and brand awareness are identified. The willingness to pay is also linked to market demand through a utility model, providing a theoretical basis for corporate pricing and product strategies.
研究存在局限:一是场景覆盖单一,多聚焦 “新产品vs单一再制造产品”的支付差异,忽视原制造商与第三方再制造产品的消费者偏好区分,与现实市场产品格局脱节;二是变量挖掘不深,对数字化时代下社交口碑、社区互动等新兴影响因素关注不足,难以全面解释当下消费决策逻辑。
The research has limitations: first, the scenario coverage is single, focusing more on the payment differences between "new products vs. single remanufactured products", ignoring the consumer preference differences between original manufacturers and third-party remanufactured products, and being out of touch with the actual market product structure; second, the variables are not explored in depth, and there is insufficient attention paid to emerging influencing factors such as social word-of-mouth and community interaction in the digital age, making it difficult to fully explain the current consumer decision-making logic.
3. 专利许可在供应链领域的相关研究(Research on patent licensing in the supply chain)
现有研究供应链中专利许可以其作为原制造商限制第三方再制造、平衡利益的核心工具为核心,聚焦专利许可费定价与供应链协调作用,现有成果已证实专利许可费可帮助原制造商调节再制造方行为、分享利润,且需通过收益共享、成本共担等契约优化供应链协调,部分研究还将其拓展至双渠道场景以缓解 “双重边际效应”。
Existing research on patent licensing in the supply chain focuses on patent licensing as a core tool for original manufacturers to restrict third-party remanufacturing and balance interests, and focuses on the pricing of patent licensing fees and the coordination of the supply chain. Existing results have confirmed that patent licensing fees can help original manufacturers regulate the behavior of remanufacturing parties and share profits, and it is necessary to optimize supply chain coordination through contracts such as revenue sharing and cost sharing. Some studies have also expanded it to dual-channel scenarios to alleviate the "double marginal effect."
但研究存在局限:未纳入企业双向公平关切行为,难以解释“竞争+公平感知”复合场景下的专利许可费定价逻辑,与实际供应链决策中企业兼顾利润与公平的需求脱节。
However, the research has limitations: it does not incorporate the two-way fairness concerns of enterprises, making it difficult to explain the pricing logic of patent licensing fees under the complex scenario of "competition + fairness perception", and it is out of touch with the needs of enterprises to balance profits and fairness in actual supply chain decision-making.
4.公平关切在供应链领域的相关研究(Research on fairness concerns in the supply chain)
供应链公平关切研究以纵向公平关切上下游利润分配为核心,多基于两级供应链展开,已证实合理契约可协调公平关切下的供应链,且部分研究将其拓展至新闻、航运等细分供应链场景。而双向公平关切研究极少,仅少数成果证实其存在或分析讨价还价问题,未涉及闭环供应链。
Research on supply chain fairness concerns focuses on vertical fairness concerns, often based on two-tier supply chains. It has been demonstrated that reasonable contracts can coordinate supply chains under fairness concerns, and some research has extended this research to niche supply chain scenarios such as news and shipping. However, research on two-way fairness concerns is extremely limited, with only a few studies confirming their existence or analyzing bargaining issues, and none addressing closed-loop supply chains.
但研究存在局限:一是聚焦单向公平关切,忽视成员对竞争对手利润差异的横向公平关切;二是研究场景单一,未与混合再制造、双渠道场景结合,与实际供应链复杂决策需求脱节。
However, the research has limitations: first, it focuses on one-way fairness concerns and ignores members' horizontal fairness concerns about profit differences among competitors; second, the research scenario is single and is not combined with hybrid remanufacturing and dual-channel scenarios, which are out of touch with the complex decision-making needs of the actual supply chain.
5.研究评述(Research review)
综合文献梳理,当前闭环供应链研究存在两方面关键缺口:一是混合再制造场景中,现有研究多关注模式选择与竞争协调,未纳入企业双向公平关切行为,也鲜少结合电商双渠道对传统运营的冲击;二是虽纳入专利许可与消费者支付意愿,但未充分区分消费者对原制造商与第三方再制造产品的支付差异,模型现实性不足。
A comprehensive literature review shows that there are two key gaps in current closed-loop supply chain research: first, in the hybrid remanufacturing scenario, existing research focuses more on model selection and competitive coordination, does not incorporate the two-way fairness concerns of enterprises, and rarely combines the impact of e-commerce dual channels on traditional operations; second, although patent licensing and consumer willingness to pay are included, the difference in consumer payments for original manufacturers and third-party remanufactured products is not fully distinguished, and the model lacks realism.
(二)研究内容与技术路线图(Research content and technology roadmap)
1.研究内容(Research content)
本文以“原制造商+零售商+第三方再制造商”的双渠道闭环供应链为对象,聚焦混合再制造与双渠道销售场景,核心内容为:纳入消费者支付意愿差异与专利保护,构建三类决策模型;用博弈论求解均衡解,分析原制造商双向公平关切对定价、需求量等的影响;设计收益共享契约,验证其缓解 “双重边际效应” 及实现供应链帕累托优化的效果。
This paper takes the dual-channel closed-loop supply chain of "original manufacturer + retailer + third-party remanufacturer" as the object, focusing on hybrid remanufacturing and dual-channel sales scenarios. The core content is: incorporating differences in consumer willingness to pay and patent protection to construct three types of decision-making models; using game theory to solve equilibrium solutions and analyze the impact of the original manufacturer's two-way fairness concerns on pricing, demand, etc.; designing a revenue-sharing contract to verify its effectiveness in mitigating the "double marginal effect" and achieving Pareto optimization of the supply chain.
2.技术路线图(Technology roadmap)
本文技术路线分五步形成逻辑闭环:第一步以绪论明确研究必要性与方向;第二步梳理核心理论支撑模型构建;第三步开展公平中性下供应链决策研究并建立基准模型;第四步聚焦双向公平关切下供应链决策,完成核心研究;第五步通过总结输出研究成果与实践参考。
The technical route of this article forms a logical closed loop in five steps: the first step is to clarify the necessity and direction of the research with the introduction; the second step is to sort out the core theoretical support model construction; the third step is to conduct supply chain decision-making research under fairness and neutrality and establish a benchmark model; the fourth step is to focus on supply chain decision-making under two-way fairness concerns and complete the core research; the fifth step is to output research results and practical references through summary.
(三) 研究创新点(Research innovations)
1.研究视角创新(Innovative research perspective)
突破现有研究单向公平关切局限,同时纳入原制造商的纵向公平关切与横向公平关切,分析其对供应链定价、利润、消费者福利的综合影响;设计收益共享契约协调存在双向公平关切的闭环供应链,填补该场景下协调机制空白。
Break through the limitations of existing research on one-way fairness concerns, incorporate the original manufacturers' vertical and horizontal fairness concerns, and analyze their comprehensive impact on supply chain pricing, profits, and consumer welfare; design a revenue-sharing contract to coordinate the closed-loop supply chain with two-way fairness concerns, filling the gap in the coordination mechanism in this scenario.
2.模型设定创新(Innovation in model setting)
从实际出发,同时纳入两大关键现实因素,一是区分消费者对新产品、原制造商再制造产品、第三方再制造产品的支付意愿,避免传统模型同质化支付意愿的假设偏差;二是结合专利许可与双渠道,还原原制造商收专利许可费限制第三方再制造、再制造产品线上直销且新产品线下零售的真实运营模式,提升模型现实解释力。
Starting from reality, two key real-world factors are incorporated at the same time. The first is to differentiate consumers' willingness to pay for new products, products remanufactured by original manufacturers, and products remanufactured by third parties, so as to avoid the assumption bias of homogeneous payment willingness in traditional models. The second is to combine patent licensing with dual channels to restore the actual operating model in which the original manufacturer collects patent licensing fees to restrict third-party remanufacturing, remanufactured products are sold directly online, and new products are sold offline, thereby improving the model's realistic explanatory power.
3.场景设计创新(Innovation in scene design)
突破现有研究“单一再制造主体+单渠道”的场景局限,聚焦更普遍的“混合再制造+双渠道销售”场景,分析该场景下双向公平关切的作用机制,为企业实际运营提供更精准的决策参考。
Break through the limitations of the existing research scenario of "single remanufacturing entity + single channel", focus on the more general "mixed remanufacturing + dual-channel sales" scenario, analyze the role mechanism of two-way fairness concerns in this scenario, and provide more accurate decision-making reference for the actual operation of enterprises.
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翻译:谷歌翻译
参考资料:百度百科、Chat GPT
参考文献:闫毓敏.考虑原制造商双向公平关切的闭环供应链决策研究[D].湖南大学,2021.
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来源:LearningYard学苑