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題名 第三方B2B電商平臺支援環境下供應鏈金融體系之最優產銷與融資決策方法
The optimization of production, ordering and financing decisions in supply chain finance system based on a third-party B2B e-commerce platform
作者 陳美燕
貢獻者 李易諭<br>余千智
陳美燕
關鍵詞 電商平台
供應鏈金融
二階規劃
最優產銷與融資決策
敏感度分析
E-commerce platform
Supply Chain Finance
Bi-Level Programming
日期 2020
上傳時間 2-Sep-2020 11:39:22 (UTC+8)
摘要 資金流動性對供應鏈企業具有重要作用,尤其是對於供應鏈中的中小企業,但是由於中小企業的經營風險大,較難獲得金融機構的信用融資,因此越來越多的中小企業尋求供應鏈金融方式來緩解資金的壓力。與傳統的線下供應鏈金融模式相比,第三方B2B電商平臺支援環境下的供應鏈金融可以將多方系統對接,實現資訊流、物流、金流和商流的高度整合和高效協同,促進資訊在各企業之間快速流通,為眾多的企業提供融資便利。因此,本研究针對第三方B2B電商平臺支援環境下的供應鏈金融體系,當供應鏈成員企業在面臨資金約束,通過第三方B2B電商平臺供應鏈金融模式進行融資時的產銷與融資優化問題。
本研究首先進行相關文獻探討,以及結合二階規劃方法等設定研究問題、研究範圍及研究目標。
其次運用個案研究方法調查、對比和總結實務中第三方B2B電商平台供應鏈金融體系的運作模式。
再次根据個案研究結果設立本研究假設條件。本研究假設利率和質押率固定、不考慮融資作業時間及時取得錢款、到期及時還款、及時生產和運送。在這些假設條件下,建立零售商主導製造商跟隨、滿足確定性市場需求并獲利最大的最優策略之二階規劃模型。分析了無資金約束、有資金約束無供應鏈金融和有資金約束有供應鏈金融3種情境下之最優訂購、生產和融資策略。
最後運用具體數值對驗證二階規劃模型,求解零售商和製造商最優策略,對比零售商和製造商在3種情境下不同獲利情況。並對決策影響因子(融資利率、質押率、固定融資成本)進行敏感度分析。研究結果發現融資利率、質押率和固定融資成本對零售商的訂購和融資決策及累積利潤、製造商的生產和融資決策及累積利潤、電商平台累積利潤具有重要的影響。
研究發現第三方B2B電商平台支援環境下的供應鏈金融模式對緩解零售商和製造商資金約束具有一定的作用。本研究有益于補充現有文獻的研究;希望通過本研究的分析能夠對供應鏈企業產銷與融資決策提供幫助。
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描述 博士
國立政治大學
企業管理學系
104355512
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0104355512
資料類型 thesis
dc.contributor.advisor 李易諭<br>余千智zh_TW
dc.contributor.author (Authors) 陳美燕zh_TW
dc.creator (作者) 陳美燕zh_TW
dc.date (日期) 2020en_US
dc.date.accessioned 2-Sep-2020 11:39:22 (UTC+8)-
dc.date.available 2-Sep-2020 11:39:22 (UTC+8)-
dc.date.issued (上傳時間) 2-Sep-2020 11:39:22 (UTC+8)-
dc.identifier (Other Identifiers) G0104355512en_US
dc.identifier.uri (URI) http://nccur.lib.nccu.edu.tw/handle/140.119/131458-
dc.description (描述) 博士zh_TW
dc.description (描述) 國立政治大學zh_TW
dc.description (描述) 企業管理學系zh_TW
dc.description (描述) 104355512zh_TW
dc.description.abstract (摘要) 資金流動性對供應鏈企業具有重要作用,尤其是對於供應鏈中的中小企業,但是由於中小企業的經營風險大,較難獲得金融機構的信用融資,因此越來越多的中小企業尋求供應鏈金融方式來緩解資金的壓力。與傳統的線下供應鏈金融模式相比,第三方B2B電商平臺支援環境下的供應鏈金融可以將多方系統對接,實現資訊流、物流、金流和商流的高度整合和高效協同,促進資訊在各企業之間快速流通,為眾多的企業提供融資便利。因此,本研究针對第三方B2B電商平臺支援環境下的供應鏈金融體系,當供應鏈成員企業在面臨資金約束,通過第三方B2B電商平臺供應鏈金融模式進行融資時的產銷與融資優化問題。
本研究首先進行相關文獻探討,以及結合二階規劃方法等設定研究問題、研究範圍及研究目標。
其次運用個案研究方法調查、對比和總結實務中第三方B2B電商平台供應鏈金融體系的運作模式。
再次根据個案研究結果設立本研究假設條件。本研究假設利率和質押率固定、不考慮融資作業時間及時取得錢款、到期及時還款、及時生產和運送。在這些假設條件下,建立零售商主導製造商跟隨、滿足確定性市場需求并獲利最大的最優策略之二階規劃模型。分析了無資金約束、有資金約束無供應鏈金融和有資金約束有供應鏈金融3種情境下之最優訂購、生產和融資策略。
最後運用具體數值對驗證二階規劃模型,求解零售商和製造商最優策略,對比零售商和製造商在3種情境下不同獲利情況。並對決策影響因子(融資利率、質押率、固定融資成本)進行敏感度分析。研究結果發現融資利率、質押率和固定融資成本對零售商的訂購和融資決策及累積利潤、製造商的生產和融資決策及累積利潤、電商平台累積利潤具有重要的影響。
研究發現第三方B2B電商平台支援環境下的供應鏈金融模式對緩解零售商和製造商資金約束具有一定的作用。本研究有益于補充現有文獻的研究;希望通過本研究的分析能夠對供應鏈企業產銷與融資決策提供幫助。
zh_TW
dc.description.tableofcontents 摘 要 i
目錄 ii
第一章 緒論 1
第一節 研究背景與動機 1
第二節 研究問題與研究目標 8
第三節 研究對象與研究流程 9
第二章 文獻回顧 13
第一節 供應鏈金融相關文獻回顧 13
第二節 電商平臺供應鏈金融相關文獻回顧 51
第三節 供應鏈最優訂貨策略、生產策略和融資策略相關文獻回顧 58
第四節 文獻缺口 64
第三章 研究方法 67
第一節 個案研究(Case study) 68
第二節 二階規劃(Bi-level Programming) 70
第四章 基於第三方B2B電商平臺的供應鏈金融個案研究 80
第一節、中國大陸供應鏈金融發展階段 80
第二節 第三方B2B電商平臺的供應鏈金融案例研究 85
第五章 二階規劃模型建立與求解 108
第一節 研究模型說明與假設 109
第二節 二階規劃模型的建立 113
第三節 数值分析 128
第六章 敏感度分析 155
第一節 零售商和製造商利率敏感度分析 155
第二節 質押率敏感度分析 160
第三節 固定融資成本敏感度分析 165
第四節 電商平台和整體供應鏈利率敏感度分析 170
第五節 敏感度分析結論及議題討論 175
第七章 結論與建議 177
第一節 研究結果與結論 177
第二節 建議 179
第三節 研究貢獻 180
第四節 研究限制與後續研究方向 181
附錄 183
References 216
zh_TW
dc.format.extent 9128570 bytes-
dc.format.mimetype application/pdf-
dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0104355512en_US
dc.subject (關鍵詞) 電商平台zh_TW
dc.subject (關鍵詞) 供應鏈金融zh_TW
dc.subject (關鍵詞) 二階規劃zh_TW
dc.subject (關鍵詞) 最優產銷與融資決策zh_TW
dc.subject (關鍵詞) 敏感度分析zh_TW
dc.subject (關鍵詞) E-commerce platformen_US
dc.subject (關鍵詞) Supply Chain Financeen_US
dc.subject (關鍵詞) Bi-Level Programmingen_US
dc.title (題名) 第三方B2B電商平臺支援環境下供應鏈金融體系之最優產銷與融資決策方法zh_TW
dc.title (題名) The optimization of production, ordering and financing decisions in supply chain finance system based on a third-party B2B e-commerce platformen_US
dc.type (資料類型) thesisen_US
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dc.identifier.doi (DOI) 10.6814/NCCU202001485en_US