Abstract

The security of new energy vehicle (NEV) industry chains has become a strategic issue for industrial competitiveness, the energy transition, and economic security. This study examines how digital economy capabilities jointly support NEV industry chain security across 30 provincial-level administrative regions in China. Drawing on Organizational Information Processing Theory and Dynamic Capability Theory, we conceptualize artificial intelligence capability (AIC), big data analytics capability (BDA), cloud computing infrastructure (CCI), and blockchain application level (BCL) as complementary information-processing and reconfiguration capabilities. We combine Necessary Condition Analysis (NCA), fuzzy-set Qualitative Comparative Analysis (fsQCA), and Random Forest/SHAP analysis. The revised results show that AIC is a practically necessary condition for supply chain resilience, BDA is a necessary condition for achieving a high cybersecurity level, and BCL is a dimension-specific necessary condition for data security. Four sufficient configurational paths—technology-driven, data-driven, infrastructure-driven, and security-synergistic—lead to high comprehensive NEV industry chain security. Robustness checks using alternative calibration anchors and consistency thresholds show that the core configurations are stable. A revised machine learning specification using only digital economy predictors confirms the high relative importance of AIC. It also shows that the marginal contribution of AIC tends to flatten beyond the upper-middle range. The findings provide a configurational and regionally differentiated perspective on digital economy empowerment while avoiding overgeneralization beyond the Chinese provincial context.

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