2.1. Research on the Digitalization and Green Transformation of Ports
With the rapid development of the global economy and continuous technological progress, the digitalization and green transformation of ports have become the core driving force for the maritime industry to move toward a higher level. Academic research in this field focuses on three key areas: the development process and stages of port digitalization, the implementation and impact of digital port technology, and the performance evaluation and decision support of digital ports. Examining the progression and phases of port digitalization elucidates the transformation of ports from paperless to automated to fully digital applications [
20]. This evolution takes place in three distinct stages. The first stage was the information digitization phase in the 1980s, characterized by electronic data interchange (EDI) technology [
21]. Next is technological digitization from 1990 to 2010, encompassing the Truck Appointment System (TAS) and Automatic Identification System (AIS) for vessels and environmental awareness and positioning identification technologies. This period is foundational for the subsequent automation of terminal operations. Third is the digital application stage from 2010 to now, emphasizing information flow and data communication within port areas and promoting automation through sensor and machine communication technology [
21]. This digitalization process improves the performance and safety of the port and reduces operating costs. However, the success of digital transformation also relies on specialized software and professionals with expertise in port operations and information systems, serving as a bridge to promote cross-departmental collaboration and staff training [
16]. These factors work together to enable the digital transformation of ports to proceed smoothly, laying a solid foundation for future development [
22,
23].
The second major area of research on the digitalization and green transformation of ports focuses on the implementation and impact of digital port technologies. This investigation explores the potential to significantly improve the operational efficiency, safety, and sustainability of ports through the extensive application of cutting-edge technologies, such as the Internet of Things (IoT), automation systems, electronic data interchange (EDI), and the Automatic Identification System (AIS). Ref. [
24] argues that the IoT is the fundamental component in developing smart ports, emphasizing the critical role of cutting-edge technological innovations. Incorporating smart technologies has significantly bolstered port operations, delivering improvements in efficiency, shortening delays, and heightening transparency and security.
Digital technologies address labor shortages, maintain operational stability, and protect employee well-being [
18]. Smart ports advance by embracing environmental and sustainability principles, striving to establish a greener operational framework. These ports enhance efficiency through improved information flows, optimizing transportation routes and alleviating congestion in port areas [
25]. This strategy improves efficiency and reduces waiting times and emissions, aligning with environmental objectives. Ref. [
16] proposed four alternative approaches for analyzing smart port development, focusing on critical aspects. Ref. [
26] identified the determinants that influence the design of smart ports in the domains of automation, environmental considerations, and intelligence. In a separate study, ref. [
26] utilized the analytical hierarchy process (AHP) and the decision and evaluation of multiple attributes technique (DEMATEL) to systematically assess the key indicators of smart port service quality and their interdependencies. Their research underscores the importance of accuracy, security, and efficiency in cargo handling, electronic document exchange, and the optimization of container logistics.
The third research area of port digitalization and green transformation focuses on performance evaluation and decision support for digital ports. Scholars are committed to analyzing key performance indicators (KPIs) and exploring how to improve port operational efficiency through effective evaluation tools and models. To quantitatively assess the comprehensive performance of smart ports, ref. [
27] introduced the Smart Port Index (SPI), a comprehensive framework that includes four fundamental performance metrics: operations, environmental footprint, energy efficacy, and safety and security. Ref. [
23] conducted a unique study identifying the critical success factors for port digitalization. They categorized these factors into three primary dimensions: integrating innovative digital technologies, deploying novel digital solutions, and executing effective digital business management. They drew inspiration from Wiesböck’s foundational information technology (IT) framework. Consequently, ref. [
28] implemented an innovative hybrid assessment methodology to evaluate the performance of six Chinese ports, considering a wide range of factors, including service quality, technology, sustainability, clustering, hub functionalities, and governance and policy considerations. Ref. [
29] created a game theory model to determine the most effective strategy for adopting smart technologies in ports and examined the impact of network externalities on port pricing and adoption decisions.
Scholars frequently employ the expert evaluation method in the port industry to rank and evaluate the relative significance of various service quality items by assigning specific weight values. Ref. [
30] implemented the analytic hierarchy process (AHP) to evaluate the competitiveness of ten ports in South Korea and China. Ref. [
31] implemented the AHP to determine that port efficiency is the most significant factor influencing shippers’ decisions. In the context of the fourth industrial revolution, ref. [
32] examined the strategic requirements of the shipping and port logistics industry and employed AHP to evaluate the significance of various strategies. Ref. [
33] identified six critical factors for successfully implementing blockchain in the maritime industry through the study of AHP.
Moreover, ref. [
34] implemented AHP to assess various proposals and identify an appropriate location from three logistics areas to establish a smart port. For example, to evaluate the relative importance of the three elements of smart ports—intelligence, automation, and environment—[
26] implemented AHP. Ref. [
2] also implemented AHP to ascertain the critical success factors of smart ports, which include tangibility, reliability, assurance, responsiveness, and empathy. Furthermore, scholars implemented the fuzzy Delphi method and fuzzy AHP in shipping research. Ref. [
35] examined the primary determinants influencing adopting big data in the maritime industry. In addition, ref. [
36] investigated the fundamental components of sustainable port operations, while ref. [
37] employed the Delphi method to identify the primary variables that influence container carriers using coastal shipping.
Further, ref. [
18] used expert interviews and literature reviews to evaluate smart ports’ development status and challenges on domestic and international scales. They implemented the fuzzy Delphi method and fuzzy AHP to identify the critical dimensions and factors of the target company. The study determined that the “digital solutions” dimension was of the greatest importance, with the following factors ranking among the top five: “carbon emission management”, “port security enhancement”, “technical standardization”, “digital asset management”, and “supply chain optimization”. To establish causal relationships between risks and port management technology, ref. [
38] implemented DEMATEL, and ref. [
39] implemented it to investigate the development of intelligent ports while [
40] employed the gray system theory and DEMATEL to examine the impediments to developing smart ports in China. Scholars frequently use the DEMATEL technique to address multi-criteria evaluation issues involving multiple criteria’s interdependence. DEMATEL can quantify the relationships between criteria to identify the causal relationships between key factors, thereby providing robust support for decision-making.
Ref. [
27] point out that although the maritime logistics industry has embarked on digital transformation, many areas still have not fully enjoyed the dividends of digitalization. There are various reasons behind this phenomenon. For example, information security issues pose a significant obstacle, and the existing laws and regulations are not yet perfect, resulting in an insecure online environment severely restricting the widespread use of digitalization at the enterprise level. Despite the potential for digital technology to enhance operational efficiency in shipping and port operations, integrating new and legacy technologies is a protracted endeavor, necessitating substantial investment in transforming conventional terminals. In addition, it takes time for terminal workers to become familiar with new technologies, accompanied by high training costs. It also requires more technical personnel with professional skills [
18]. At the systemic level, while individual ports diligently construct their proprietary digital platforms, standardization remains a critical area for enhancement.
Consequently, given the intricate interplay among diverse factors, this research employs the fuzzy DEMATEL method to delineate the pivotal success factors for promoting port green transformation through digital technology. The advantage of the fuzzy DEMATEL method is that it can effectively deal with data ambiguity and uncertainty while comprehensively evaluating the interactions between multiple factors. Compared with AHP+DEMATEL, fuzzy DEMATEL is more suitable for analyzing port green transformation because it can more accurately capture the complex relationships and key success factors under the influence of digital technology. This study marks the pioneering use of the fuzzy DEMATEL method for analyzing the critical success factors in promoting the green transformation of ports via digital technology.
2.2. Theory Development and Critical Success Factors
Synthesizing principles from sustainable supply chain management and system dynamics theories provide the theoretical foundation for this research. The objective is to examine the key success factors associated with using digital technology to drive the green transformation of ports. As a forward-looking management philosophy, the sustainable supply chain management theory reveals the deep logic behind the green transformation of ports from an ecological integration perspective. It focuses on the linear process of the supply chain and emphasizes the harmonious coexistence of three factors: ecology, economy, and society. Empowered by digital technology, this theory explores the central role of technological innovation in advancing green supply chain upgrades [
41].
In the integration of digital technologies and infrastructure, the harmonious blend of intelligent vessel scheduling and traffic optimization, cutting-edge logistics equipment, IoT technology, and sophisticated energy management systems collectively drives the green transformation of ports. This synergy enhances operational efficiency, reduces environmental impact through optimized vessel movements and reduced emissions, streamlines cargo handling with automated equipment, leverages real-time data for informed decision-making, and ensures sustainable energy use, all contributing to a more eco-friendly and efficient port ecosystem [
42].
System dynamics theory, with its unique dynamic simulation capabilities, provides an in-depth systematic analysis tool for the green transformation of ports. With the help of digital technologies, the theory reveals how complex feedback loops and structural changes can effectively promote the green transformation of port systems [
43]. In the analysis process, system dynamics theory emphasizes the direct impact of digital technologies on energy efficiency, pollution control, and resource recycling and explores in depth the dynamic changes and cumulative effects of these impacts over time [
44]. Specifically, in digital management and operational optimization, the system dynamics theory underscores the necessity of key factors such as automated customs clearance management, digital twin technology, intelligent risk monitoring, predictive maintenance, and equipment management. Concurrently, with optimizing environment and safety management in a digitally driven environment, the theory highlights the importance of environmental and waste management systems, blockchain and port safety management, digital carbon emission monitoring, and green supply chain information. These elements collectively constitute a robust theoretical and practical framework essential for fostering the green transformation of ports.