低空物流赋能电商平台经济的时间利用率机制分析

An Analysis of the Time Utilization Mechanism through Which Low-Altitude Logistics Empowers E-Commerce Platforms

摘要: 低空物流正被广泛视为电商配送的效率工具，但其战略意涵远未被充分揭示。本文基于TOE框架，通过对政策文本、企业实践与行业观察的质性分析，提出低空物流并非单纯的技术升级，而是正在催生三重赋能机制：平台通过高确定性空中响应构建“时间利用率”，主导本地消费节律；通过起降节点与航路网络沉淀“空中层基础设施”，形成空间排他性；并在制度空白期以试点参与换取“制度性先发优势”，介入规则共建本研究突破“效率优化”的常规认知，揭示低空物流如何重构平台权力边界，为理解平台经济的立体化演进提供新视角，亦为防止基础设施垄断、保障中小商家公平接入提供政策启示。

Abstract: Low-altitude logistics is widely seen as an efficient tool for e-commerce delivery, yet its strategic implications remain underexplored. Drawing on the TOE framework and qualitative analysis of policy documents, corporate practices, and industry observations, this study argues that low-altitude logistics is not merely a technological upgrade but is generating a triple empowerment mechanism: platforms establish “temporal utilization” through highly reliable aerial responsiveness to shape local consumption rhythms; they build “aerial-layer infrastructure” via takeoff/landing nodes and route networks, creating spatial exclusivity; and during regulatory gaps, they gain “institutional first-mover advantage” by participating in pilots to co-shape rules. Moving beyond the conventional view of efficiency optimization, this research reveals how low-altitude logistics reconfigures platform power boundaries, offering new insights into the three-dimensional evolution of platform economies and informing policies to prevent infrastructure monopolization and ensure fair access for small and medium-sized merchants.