摘要
This paper examines how digital technologies reshape export industry chains under a low-carbon orientation amid the twin transitions of digitalization and decarbonization.Integrating Ecological Modernization Theory,Transaction Cost Economics,the Resource-Based View and Institutional Theory,it builds an analytical framework linking regulatory shocks such as the EU’s Carbon Border Adjustment Mechanism and Digital Product Passport to firm-level digital green transformation.The study identifies three mechanisms—innovation,structural optimization and resource allocation—through which AI,blockchain and product passports lower carbon intensity while reconfiguring value creation.Sectoral sketches of steel and aluminium,textiles and fashion,and electronics and batteries illustrate heterogeneous pathways and compliance pressures along global value chains.The paper also highlights rebound effects,material footprints of digital infrastructures,the digital divide and data-sovereignty concerns as risks that may erode environmental gains.It concludes with policy and managerial implications for helping export-oriented firms turn low-carbon digitalization from a cost of compliance into a source of competitiveness.
