携程旅行网旅游“新零售”空间格局及形成机制——以上海市线下门店为例

基于携程位于上海市的线下门店及相关POI 数据，运用 GIS 空间分析和地理探测器等方法，探讨携程旅游“新零售”空间格局、区位选址及形成机制。结果表明：①携程旅游“新零售”在发展初期，其区位选址仍具有向心性，但不如传统零售业对城市中心区位需求强烈，向中心城区边缘及城市近郊区域下沉趋势明显；②呈现集聚分布特征，形成“多中心-外扩”式分布模式；③区位选址依赖于以写字楼为主的线下生活服务场景，对商务办公区的偏好超越对商业中心的偏好。交通区位、传统旅行社分布、地租水平影响次之，CBD 趋近度、商圈等级影响较小；④携程线下门店空间格局及区位特征是企业业务板块规划、地理实体空间竞争、区域产业配套水平共同作用形成的结果。     

THE EFFECT OF RETAIL FIRM OWNERSHIP ON PRICE EQUILIBRIUM*

ABSTRACT. This paper examines the effect of retail firm ownership on price equilibrium using a simple linear-city model. It is shown that price divergence emerges due to the differences in retail firm ownership, because retail firms under different ownership internalize shopping externalities differently. It is also shown that if a commercial center has two specialized retail firms, these stores charge the same markup for different goods at the equilibrium.     

MILL PRICING AND SPATIAL PRICE DISCRIMINATION MONOPOLY PERFORMANCE AND LOCATION WITH SPATIAL RETAIL MARKETS*

ABSTRACT. Most of the monopoly spatial price discrimination literature explicitly assumes uniform population density over space. It also implicitly assumes that firms (plants) are spatially isolated from each other with production and retail points that coincide in location. While departures from these assumptions have been explored separately in the literature, it remains to examine performance and location when these assumptions are relaxed simultaneously. What emerges in this paper is a model where density functions approximate a pair of cities isolated from other cities. Each city has its own retail market, while the location of a single production or wholesale point is determined by characteristics of the two markets. Comparisons of mill pricing and spatial price discrimination found in the spatial monopoly literature can be interpreted as special cases of the more general framework provided here.     

Accounting for Temporal Demand Variations in Retail Location Models

This article develops and calibrates a spatial interaction model (SIM) incorporating additional temporal characteristics of consumer demand for the U.K. grocery market. SIMs have been routinely used by the retail sector for location modeling and revenue prediction and have a good record of success, especially in the supermarket/hypermarket sector. However, greater planning controls and a more competitive trading environment in recent years has forced retailers to look to new markets. This has meant a greater focus on the convenience market which creates new challenges for retail location models. In this article, we present a custom built SIM for the grocery market in West Yorkshire incorporating trading and consumer data provided by a major U.K. retailer. We show that this model works well for supermarkets and hypermarkets but poorly for convenience stores. We then build a series of new demand layers taking into account the spatial distributions of demand at the time of day that consumers are likely to use grocery stores. These new demand layers include workplace populations, university student populations and secondary school children. When these demand layers are added to the models, we see a very promising increase in the accuracy of the revenue forecasts.     

Löschian Spatial Competition in an Emerging Retail Industry

Löschian competition is traditionally thought to lead to a spatial equilibrium in which firms enter an industry and disperse across geographic space until each firm earns insufficient excess profit to attract net new entrants. This paper assesses the appropriateness of Löschian analysis using video (movie) rental establishments in Toronto as a case example. The video rental business, as we know it today, began to take shape around 1980 and has since seen much turnover. The paper describes the changing pattern of single‐site and chain stores between 1982 and 1999. I use logistic regression to predict the survival of existing establishments. Using survivorship as a proxy for profit, the paper draws conclusions about the extent to which temporal changes in video store location correspond to the tenets of Löschian competition. The coexistence of chain and single‐site stores suggests that there are distinct market niches and that single‐site stores have used a “swarming” strategy to compete against chains. Conclusions are drawn about how the retail sector might evolve in the future because of the locational competition between chains and single‐site stores.     

Functional Relations in Distribution Channels and Location Patterns of the Dutch Wholesale Sector

Wholesale firms play an important role in the distribution of goods. They stimulate the flow of goods towards the final consumer by means of their intermediate position between the manufacturing sector and the retail sector in the distribution channel. This paper will focus on the question whether there is a link between the position of wholesale businesses in the distribution channel and their spatial choice of location. Can the position of the wholesale sector in the distribution channel be regarded as an influential location factor or not? As such, the location factor to elaborate is the location with regard to the suppliers and buyers of wholesale firms. First, the change of the spatial pattern over the long term is set out by means of a series of maps. Second, an inquiry has been set out in order to obtain an insight to the position of wholesale firms in the distribution channel. The major findings are that the sectors of repair shops, retail, manufacturing industry and building industry have the most business contacts with wholesale firms. Most business contacts are on a national level. The position of the wholesale sector in the distribution channel alone does not explain the choice of location. But the paper shows that the position is closely linked to other factors, such as accessibility, short distances and centrality.     

A SPATIAL COMPETITION APPROACH TO CENTRAL PLACE THEORY: SOME BASIC PRINCIPLES*

ABSTRACT. This paper investigates the potential offered by the model of spatial competition for the study of central place theory. We consider n firms selling m substitutable or complementary goods to a continuum of consumers evenly distributed along a linear segment. Consumers have the same income and the same utility function which is quadratic in the goods supplied by the firms and linear in the numeraire. The main results are as follows. (1) In any location equilibrium in which all goods are consumed everywhere, each good supplied by a single firm is sold at the market center. In Christaller's terminology, this means that when the exhaustive principle holds in equilibrium, highest-order goods are made available at the center. (2) When all goods (excluding the numéraire) are complements to each other and each good is sold by a single firm, there always exists an equilibrium in which all the firms locate coincidentally. (3) If the stores selling a given good are under the control of a single owner then, in any equilibrium for which the exhaustive principle holds, the stores are located in a way such that the total transport cost (borne by consumers) is minimized.     

中国本土零售连锁超市空间扩张特征与格局研究——以永辉超市为例

连锁超市已经成为中国零售商业的主要经营业态,以中国本土大型零售连锁超市永辉超市为例,从空间扩张模式、扩张格局和区位选择等方面对零售连锁超市空间扩张特征进行研究。结果表明:伴随中国零售市场的发展和零售业的对外开放,永辉超市在1999至2013年15年间空间扩张速度递增,呈现指数型增长态势;空间扩张模式可以归纳为区域深耕式、接触式、跳跃式和复合式扩张四种,经营成熟期以后主要表现为复合式扩张;永辉超市在跨省际空间扩张中进入城市的次序与城市人口规模呈现弱的正相关性,在省域范围内,永辉超市门店的空间扩张具有首位分布趋向特征。     

Developing and Applying a Disaggregated Retail Location Model with Extended Retail Demand Estimations

The spatial interaction model (SIM) is an important tool for retail location analysis and store revenue estimation, particularly within the grocery sector. However, there are few examples of SIM development within the literature that capture the complexities of consumer behavior or discuss model developments and extensions necessary to produce models which can predict store revenues to a high degree of accuracy. This article reports a new disaggregated model with more sophisticated demand terms which reflect different types of retail consumer (by income or social class), with different shopping behaviors in terms of brand choice. We also incorporate seasonal fluctuations in demand driven by tourism, a major source of non‐residential demand, allowing us to calibrate revenue predictions against seasonal sales fluctuations experienced at individual stores. We demonstrate that such disaggregated models need empirical data for calibration purposes, without which model extensions are likely to remain theoretical only. Using data provided by a major grocery retailer, we demonstrate that statistically, spatially, and in terms of revenue estimation, models can be shown to produce extremely good forecasts and predictions concerning store patronage and store revenues, including much more realistic behavior regarding store selection. We also show that it is possible to add a tourist demand layer, which can make considerable forecasting improvements relative to models built only with residential demand.     

上海大都市区物联网产业集聚与空间演化

新兴技术产业的空间集聚与扩散对大都市区的空间结构有直接的影响,厘清新兴技术产业的空间分布和区位选择规律对新兴产业集群培育和大都市区空间结构调整都具有重要的政策意义。本文分析了上海市物联网企业的空间分布和集聚特征,结果发现初创期物联网企业在郊区集聚,随后向郊区其他区域扩散,并呈现出从单极向多极集聚转变的空间演化进程。通过构建负二项回归探究上海物联网企业的区位选择因素,结果表明制度因素和企业集聚效应对企业区位选择有重要影响。在产业发展初创期,企业区位选择受政府管制和市场机制双重影响,其中制度因素发挥了关键作用;而在随后的兴起期,产业集聚效应对新企业的入驻具有强大的吸引力。     

A Note on the Geographic Interdependencies of Retail Market Areas

Central place theory describes an orderly hierarchy of places, with particular retail services developing for lower-ordered places as they reach a threshold. Yet it is likely that nearby areas could serve simultaneously as a source of demand and a source of competing supply for retail stores in a place. This paper contributes to the understanding of local economic development by modeling and estimating the geographic interdependence between a place and its neighboring areas. The simultaneous equation Tobit results suggest that such geographical interdependence exists for most retail industries, with spatial competition on the supply side being particularly important.     

A Statistical Method for Analyzing the Spatial Relationship between the Distribution of Activity Points and the Distribution of Activity Continuously Distributed over a Region

This paper shows a statistical method for analyzing the spatial relationship between the distributions of two different kinds of activity in a region. One kind of activity is discretely distributed as points in a region (such as the distribution of retail stores), and the other kind of activity is continuously distributed over the region (such as the distribution of population). First, three models representing the relationship between the above two distributions are formulated. Second, statistical methods for fitting these models to data are developed and the measures of fitness are proposed. Third, using these measures, the relationship between the distributions of thirty-seven kinds of retail stores and the distribution of population is examined in a suburb of Osaka in Japan.     

Aires de marché et choix des destinations de consommation pour les achats réalisés au cours de la semaine – Le cas de la région de Québec

Since the early 1990s, big box stores have profoundly modified the retail structure of Canadian cities. This entails multiple consequences, beyond the mere competition between establishments, for the evolving relationships between diversity of retail forms, consumer behaviour and urban planning. These relationships are explored in the Québec Metropolitan Community, using detailed databases, including establishment directories, mobility surveys and a virtual road network, integrated into a regional GIS. Trade areas of commercial streets, shopping centers and big box stores are delineated and analyzed. Consumers' attributes, such as age, gender, type of household, mode of transport, which putatively influence the probability of patronizing one type of retail cluster compared to another type, are modelled using logistic regression. The influence of the relative location of cluster types on their capacity to attract consumers is also modelled in order to gain some understanding of the competition among and between types. The analysis suggests that, by and large, the growing number of big box stores has more negative consequences for shopping centres than they have for commercial streets. The study also clearly reveals the growing importance of shopping trips in the mobility profile of households and provides a knowledge base useful for urban planning.     

跨国饮食企业的空间分布及其影响因素——星巴克在广州

以广州的76家星巴克门店为研究对象,借助空间分析和空间统计方法探讨分析了广州星巴克的空间分布特征、不同观测尺度的空间分布模式、空间分布方向、空间分布热点区域以及区位选择的影响因素。研究发现：①星巴克的空间分布总体呈现凝聚的带状分布模式;②星巴克门店在空间上呈现东北-西南方向分布特征;③星巴克门店的空间分布密度呈现出由圈内向圈外密度逐级递减的圈层结构,其热点区域聚集分布在城市中心的商圈、交通枢纽以及中高端休闲消费人群聚集区附近;④城市的交通枢纽、商圈区位以及地价水平三个因素显著影响了星巴克门店的空间布局。     

线上和线下生活服务设施可达性及其协调关系——以生鲜果蔬店铺为例

作为智慧城市的重要组成部分,“新零售”得到蓬勃发展,提供当日配送服务的“新零售”深刻影响了城市生活服务的可获取性和时空可达性。本文以南京中心城区为例,运用两步移动搜索法、耦合协调度模型等方法,探究提供当日配送生鲜果蔬服务的店铺和传统生鲜果蔬实体店空间分布特征,分析线上和线下生鲜果蔬店铺的可达性及空间协调关系。研究发现,线上生活服务遵循技术扩散假说,强化了中心城区的生活服务集聚,同时线上生活服务集聚和可达性仍受实体地理空间约束;线上生活服务有悖于效率假说,对传统生活服务的空间分异具有加强作用,整体上没有提高生活服务的供给效率和空间公平性。研究结果可为新零售影响下城市生活服务设施的配置优化提供科学依据。     

A Micro-Econometric Store Choice Model Incorporating Multi- and Omni-Channel Shopping: The Case of Furniture Retailing in Germany

Online retailing and multi-/omni-channel shopping are gaining in importance. However, there is a significant lack of research focused on incorporating online shopping into models of spatial shopping behavior. The present study aims (1) to construct a store choice model which includes both physical and online stores as well as the opportunity for omni-channel shopping, and (2) to identify the main drivers of spatial shopping behavior given the availability of both channels. Based on a representative survey, this study employs a revealed-preference approach toward store choice and expenditures in furniture retailing. The statistical analysis is performed using a hurdle model approach, with the expenditures of individual consumers at (online or physical) furniture stores serving as the dependent variable. Results show that channel choice (online vs. offline) is mainly influenced by psychographic characteristics, place of residence, and age of the consumers. Store choice and expenditures are primarily explained by store features such as assortment size, omni-channel integration, and accessibility. This study demonstrates that e-shopping can be integrated into a store choice model and that both the modeling approach and the subsequent findings are of significance for retail companies and spatial planning.     

互联网技术应用对零售业空间组织影响研究进展

互联网技术应用对零售业空间组织的影响已成为当今学术界研究热点。本文利用文献资料法和对比分析法,梳理了国内外互联网技术应用对零售业空间组织结构、零售企业区位选择与布局、市场空间等方面的影响研究,并提出了未来人文地理学须进一步强化的研究内容。结果表明：20世纪90年代中期以来,互联网技术应用对零售业空间组织影响的研究成果日益丰富,且涉及到经济地理学和商业学等学科,研究方法主要以定性为主,且定量研究日益增多,但对互联网技术应用对传统零售业区位选择和销售腹地的影响、中小网络零售企业空间组织、运输距离对网络零售企业销售空间影响以及出口跨境网络零售企业销售空间格局等方面研究还需完善,未来研究应注重吸收其他学科理论和方法,强化实证研究结论的科学性。     

Evolving retail landscapes: power retail in Canada

During the last fifteen years the Canadian retail landscape has been transformed by the growth and clustering of big box retailers into a range of 'power retail' developments. This has brought new retailers into Canada (predominantly U.S. retailers) with different business strategies that have lead to different consumer behaviour. The power retail phenomenon encompasses all aspects of the retail offer (price, product, service, etc.) and is not simply about the size of stores. These developments have led to new types of commercial clusters—power centres and power nodes—that have challenged both planning policy and the existing retail hierarchy across Canada, and conversely, provided substantial scope for retailers and developers to exploit market opportunities. The article discusses the alternate definitions of power retail, estimates the magnitude of this activity, and examines the spatial pattern and preferences of these new retail locations. The development of power retail is tracked across Canada and regional variations examined. The key trends in power retail growth are identified and potential directions for future development suggested.     

THE SPATIAL STRUCTURE OF HIERARCHICAL INTER-URBAN SYSTEMS: EQUILIBRIUM AND OPTIMUM*

In this paper, I model a simple hierarchical inter-urban system in which the location of business firms is considered together with the determination of residential land-use patterns. By supposing a spatial externality between the business firms and all the residents of the region, three spatial structures are obtained: monocentricity, multicentricity, and a separate pattern where cities are spatially split with an agricultural land existing between them. It is also shown that the spatial structures of monocentric and multicentric patterns formed by the market principle tend to be more concentrated than the optimum.     

ON THE IMPACT OF LABOR MARKET MATCHING ON REGIONAL DISPARITIES*

ABSTRACT We propose a model where imperfect matching between firms and workers on local labor markets leads to incentives for spatial agglomeration. We show that the occurrence of spatial agglomeration depends on initial size differences in terms of both number of workers and firms. Allowing for dynamics of workers' and firms' location choices, we show that the spatial outcome depends crucially on different dimensions of agents' mobility. The effect of a higher level of human capital on regional disparities depends on whether it makes workers more mobile or more specialized on the labor market.