In cross-border logistics, mainline carriers (MCs) confronting demand uncertainty have to share their information with the overseas regional carrier (RC) via information system or electronic data interchange. However, does the RC or the incumbent MC have incentives to disclose the demand information to a new MC? The new MC competes with the incumbent MC but has no demand information, while the incumbent MC has accumulated big data and known demand uncertainty well. In this paper, we study the supply chain parties’ preferences over information leakage in a system consisting of an incumbent MC, a new MC and an overseas RC. Interestingly, we show that, when there is no information leakage, the new MC’s signal inference dramatically restricts the RC’s pricing flexibility. This induces the RC to disclose the incumbent MC’s information. We also show that, information leakage alters the MCs’ competition and their profits by balancing the RC’s service price and the MCs’ order sizes.

中文翻译：

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考虑需求不确定性和信号推断的跨境物流供应链信息泄露

在跨境物流中，干线承运商（MC）面临需求不确定性，必须通过信息系统或电子数据交换与海外区域承运商（RC）共享信息。但是，RC 或现任 MC 是否有动力向新的 MC 披露需求信息？新的MC与现任MC竞争，但没有需求信息，而现任MC已经积累了大数据和已知的需求不确定性。在本文中，我们研究了供应链各方在由现任 MC、新 MC 和海外 RC 组成的系统中对信息泄漏的偏好。有趣的是，我们表明，当没有信息泄漏时，新 MC 的信号推断极大地限制了 RC 的定价灵活性。这导致 RC 披露现任 MC 的信息。