超越 APC：经济可持续的期刊开放获取出版模式研究

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[中图分类号] G237 [文献标识码] A [文章编号] 1009-5853（2026）02-0087-11

Beyond APC ： Economically Sustainable Models for Journal Open Access Publishing

Tian Zhengzheng

（School of Information Management， Wuhan University， Wuhan， 430072）

[Abstract] This paper systematically analyzes the challenges of the APC model， including pricing opacity， escalating costs， and inequitable access to publication， alongside the inherent limitations of transformative agreements as a transitional solution， particularly cost rigidity and persistently low journal flip rates. These findings reveal that APC-based economic logic is fundamentally ill-suited to sustaining journal OA publishing. The paper then examines the economic rationale， current practices， and practical challenges of three non-APC OA models： Diamond OA， Green OA， and S2O. As the broader adoption of these models remains constrained by evaluation systems， academic culture， market structure， and infrastructure， progress requires coordinated efforts across four dimensions： reforming research assessment， shifting academic community norms and behavior， rebalancing power in the scholarly publishing market， and securing long-term public investment in open science infrastructure， with the ultimate aim of building a diversified portfolio of OA publishing models responsive to the varied needs of publishers， disciplines， and regions.

[Key words] Open access Academic publishing APC Academic equity Economic sustainability

1 引言

1980 年代，高校财政紧缩，期刊订阅价格却以远超通胀率的速度飙升，图书馆越来越难以负担期刊订阅成本，由此引发举世公认的期刊危机 [1] 。（剩余19646字）