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題名:旅遊地投資發展策略之動態分析
作者:歐世明
作者(外文):Shih-Ming Ou
校院名稱:中華大學
系所名稱:科技管理學系(所)
指導教授:張靖
學位類別:博士
出版日期:2009
主題關鍵詞:遊憩專門化最佳化控制理論擁擠效果距離效果外溢效果三階段賽局recreation specializationoptimal controlcrowding effectdistance effectspill-over effectthree-stage game
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當觀光收入對地方經濟發展的影響逐漸提高其比重時,旅遊地的發展與管理益發突顯其重要。本研究以動態方式探討旅遊地發展過程中投資策略的訂定及其效益。區分兩部分,第一部分探討旅客遊憩專門化投資如何隨著時間影響旅遊地的發展。模式係採用最佳化控制理論,並以調整增加遊憩專門化投資作為手段,藉以吸引旅客,或在擁擠情況發生時避免旅客持續進入旅遊地區。研究結果顯示當旅遊目的地的遊憩者人數超過承載量時,擁擠效果將導致遊憩者因不舒適感而對其效用有不利的影響,廠商也將減少投資作為因應之策,以避免更多遊憩者湧入該地;反之,廠商則以增加投資以繁榮該旅遊地。
其次,我討論兩種距離效果之間的補償效應:當地理摩擦效果阻止遠方旅客到此一遊的同時,認知距離的縮短正扮演著提高旅客出遊意願的角色。藉由內生化廠商經營策略,以三階段賽局分別探討廠商間在不合作及半勾結情況下,其經營策略、提升認知鄰近性投資與訂價之間的互動關係。本研究提供三個管理上的問題的解決方案,包含特色產品設計、提高認知鄰近性的投資量,以及產品價格。結果顯示在考量外溢效果的情形下,搭便車(Free rider)行為係廠商對提升認知鄰近性的投資意願的主要影響因素,以及在市場機制運作下,廠商以不合作為較佳策略。
As the tourism revenues gradually influence the local economy in Taiwan, how to develop and to manage tourism destinations becomes a critical issue for the government in its intention to make the tourism industry prosperous and to control tourism's environmental impacts. This research discusses two kinds of investment strategies for the growth of a tourism destination. In the first part, it explores the question of how recreation specialization affects the development of a tourism destination over time. I formulate the development process as an optimal control problem by adjusting specialization investments for the purpose of either attracting more tourists or discouraging tourists from visiting. My research suggests investment strategies for two types of tourism destination consistent with the intensity of correlation between recreational activities and degree of specialization. The data show that when the influx of tourists exceeds the carrying capacity of a destination, tourism companies will reduce investment to avoid congestion. Otherwise, companies will increase expenditures to maximize profits.
Then, I discuss that the effect of friction of geographic distance discourage tourists to visit the tourism destination, while cognitive proximity plays the role of increasing interactions between tourism companies and their potential tourists. Through an endogenous spill-over effect, this research discusses the differentiation strategy of under the three-stage game process, acquiring a better understanding of the relationship between proximity investment sizes and pricing. Accordingly, I provide solutions to the three managerial problems including featured product design, increasing cognitive proximity investment size, and pricing. I also show that with considering spill-over effect, the free-rider condition is the decisive factor in tourism companies’ investment decisions.
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