电商平台何以影响服装业工人议价能力——基于劳动价值商品链视角

How Do E-commerce Platforms Affect Garment Workers' Bargaining Power?——A Perspective Based on the Labor-Value Commodity Chain

  • 摘要: 数字化转型已成为推动中国制造业高质量发展的重要策略,但学界对于电商平台驱动的数字化转型如何影响制造业工人议价能力的系统分析仍然不足。基于劳动价值商品链的理论视角,采用访谈与参与式观察相结合的方法,依托2011—2025年对广州、嘉兴、杭州、东莞等服装产业集聚地的长期调研资料,研究发现国内电商平台通过对流量和数据的控制赚取高额流量费,并利用比价系统、仅退款等机制挤压生产环节工人的议价空间;跨境电商平台则通过产品核价系统、罚款机制等影响工人的议价空间。工人主要借助服装业整体性缺工、整件车工的结构性缺工和不稳定订单造成的摩擦性缺工机会获得临时性议价能力,但其议价能力受市场景气程度影响而处于剧烈变动状态。日薪工和家庭工等灵活就业形态普遍存在于电商服装业,削弱了工人非正式的组织性力量。

     

    Abstract: Digital transformation has become an important strategy for promoting high-quality development of China's manufacturing industry. However, systematic analysis of how e-commerce platform-driven digital transformation affects manufacturing workers' bargaining power remains insufficient. Drawing on the theoretical perspective of labor-value commodity chains, this study explores the mechanisms through which the rise of e-commerce platforms influences garment workers' bargaining power. Employing a combination of interviews and participatory observation, this research draws on the authors' long-term fieldwork data collected between 2011 and 2025 in major garment industry clusters including Guangzhou, Jiaxing, Hangzhou, Dongguan, and other cities. The findings reveal that domestic e-commerce platforms extract substantial traffic fees through their control over traffic and data, while compressing workers' bargaining space via price comparison systems and refund-only policies. Cross-border e-commerce platforms, on the other hand, affect workers' bargaining space through product pricing systems and penalty mechanisms. Workers primarily gain temporary bargaining power through overall labor shortages in the garment industry, structural shortages of all-round skilled workers, and frictional shortages caused by unstable orders. However, their bargaining power remains highly volatile and subject to market conditions. Flexible employment forms such as daily-wage workers and home-based workers are prevalent in the e-commerce garment industry, which undermines workers' informal associational power.

     

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