数字物流发展对新能源汽车供应链韧性的影响效应研究

Research on the Impact Effect of Digital Logistics Development on the Resilience of New Energy Vehicle Supply Chains

摘要: 本研究旨在探讨数字物流发展对中国新能源汽车供应链韧性的影响及其作用机制。文章基于2016年至2025年的中国省际面板数据，构建了包含政策支持度、配套能力、生产能力等指标的新能源汽车供应链韧性评价体系，以及包含物流投入产出及数字化基础的数字物流发展水平评价体系。通过双向固定效应模型进行实证检验，研究发现数字物流发展对新能源汽车供应链韧性具有显著的正向促进作用，且经过稳健性检验后结论依然成立。异质性分析表明，该促进作用对市场导向性省份最强，制造导向型省份次之，资源导向型省份地区不显著。最后，文章提出了加强数字物流基础设施建设和实施差异化区域发展策略的政策建议。

Abstract: This study aims to investigate the impact and mechanism of digital logistics development on the resilience of China’s new energy vehicle supply chain. Based on China’s provincial panel data from 2016 to 2025, this paper constructs an evaluation system for the resilience of the new energy vehicle supply chain, covering indicators such as policy support, supporting capacity and production capacity, as well as an evaluation system for the development level of digital logistics, including logistics input-output and digital infrastructure. Empirical tests using the two-way fixed-effects model show that digital logistics development has a significant positive effect on the resilience of the new energy vehicle supply chain, and the conclusion remains valid after robustness tests. Heterogeneity analysis indicates that this promoting effect is the strongest in market-oriented provinces, followed by manufacturing-oriented provinces, and insignificant in resource-oriented provinces. Finally, this paper puts forward policy suggestions on strengthening the construction of digital logistics infrastructure and implementing differentiated regional development strategies.