越南電力 EPC -市場佔有率分析、產業趨勢與統計、成長預測（2025-2030）

Vietnam Power Generation EPC - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: 2025年01月05日 | 出版商:

Mordor Intelligence | 英文 95 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計越南發電EPC市場在預測期內將維持3%以上的複合年成長率。

2020 年市場受到 COVID-19 的負面影響。目前，市場已達到疫情前水準。

主要亮點

從中期來看，發電和能源消費需求的增加以及電力產業投資的增加（包括政府對可再生能源的支出增加）等因素預計將提振市場。
另一方面，佔全球發電量很大比例的燃煤發電廠的逐步淘汰，以及油價波動導致一些上游計劃的延誤，預計將阻礙越南電力EPC市場的成長。
越南政府計劃在2030年透過可再生能源滿足10%的能源需求，預計未來將為發電EPC市場創造多個商機。

越南發電EPC市場趨勢

火電可望主導市場

火力發電的來源多種多樣，例如煤炭、天然氣、核能和石油。就越南而言，僅使用上述三種能源：煤炭、天然氣和石油。
2021 年，越南消耗了約 4.3 艾焦耳的初級能源。同年，亞太地區初級能源消費量為273艾焦耳。
越南也依賴燃煤電廠。過去十年，越南大力投資燃煤電廠以滿足電力需求。 2021年2月，越南工貿部（MOIT）宣布了國家消費性電子電力發展計畫9（PDP8），計畫在2030年新增37吉瓦燃煤發電廠。
截至2022年，越南正在興建Quang Trac 1燃煤發電廠，發電容量為1.2吉瓦，預計電廠投資為12億歐元。該計劃預計2025年開始試運行，每年發電量高達84億度。
2022年3月，三星物產和Lilama從PetroVietnam Power獲得價值241.4億越南盾（10.4億美元）的越南1.5GW Nhon Trach 3&4發電廠的工程、採購和施工（EPC）合約。該計劃計劃於 2023 年至 2024 年開始試運行。 Nhon Trach 3&4 是越南第一座液化天然氣 (LNG) 發電廠。
因此，在預測期內，越南發電EPC市場很可能以傳統火力發電領域為主。

可再生能源的成長推動市場

2021年可再生能源發電發電廠裝置容量為42,727兆瓦（MW），高於2020年裝置容量38,379兆瓦（MW）。該國的可再生能源包括水力發電、太陽能、風能和生質能源。
水力發電目前是該國最大的再生能源來源，其次是太陽能，到 2021年終裝置容量約為 21,582 兆瓦 (MW)。
2022年7月，ROSATOM旗下風電部門NovaWind與安軒能源簽署了在越南建造風電場的合作協議。該協議設想夥伴關係在越南西北部的山羅省建設一個128兆瓦的風電場。
此外，越南還專注於發展可再生能源，以實現淨零碳排放並減少對煤炭進口的依賴。根據PDP8，越南計劃建造19-20GW太陽能和18-19GW風力發電。例如，2022年，越南政府當局核准在Khe Go湖和Vuc Mau湖建設兩個浮體式太陽能發電工程，總合為450MW。兩者都計劃於2023年12月底開始試運行，營運成本達3,400億美元。
因此，由於這些因素以及可再生能源的崛起，越南發電EPC市場預計在預測期內將進一步成長。

越南發電EPC產業概況

越南發電EPC市場本質上是適度整合的。市場的主要企業包括（排名不分先後）JGC Holdings、LILAMA Corporation、Doosan Heavy Industries Construction、Toshiba Corp.和IHI Corp.。

其他好處

Excel 格式的市場預測 (ME) 表
3 個月分析師支持

Key Highlights

Over the medium term, factors such as the increasing electricity generation and energy consumption demand and investments in the power sector, including increased government spending on renewable energy, are expected to boost the market.
On the other hand, the phasing out of coal-based power plants, which account for a significant share in power generation globally, and volatile crude oil prices leading to delays in several upstream projects are expected to hinder the growth of the Vietnamese power EPC market.
Nevertheless, the Vietnamese government has planned to meet 10% of its energy demand from renewable by 2030, which is expected to create several opportunities for the power EPC market in the future.

Vietnam Power Generation EPC Market Trends

Thermal Expected to Dominate the Market

Thermal power is generated through various sources such as coal, natural gas, nuclear, and oil. In the case of Vietnam, out of the above-mentioned sources, only three are being used, i.e., coal, natural gas, and oil.
In 2021, approximately 4.3 exajoules of primary energy were consumed in Vietnam. In the same year, the primary energy consumption in the Asia-Pacific region amounted to 273 exajoules.
Vietnam is also dependent on coal power plants. In the past decade, the country heavily invested in coal power plants to meet its power demand. In February 2021, the Ministry of Industry and Trade of Vietnam (MOIT) released the national power development plan 9 (PDP8), where the country plans to add 37 gigawatts of coal-fired power plants by 2030.
As of 2022, the Quang Trach 1 Coal-fired Power Plant was under construction in Vietnam with a capacity of 1.2 gigawatts, with an estimated plant investment of EUR 1.2 billion. The project is expected to be commissioned by 2025 and generate up to 8.4 billion kilowatt-hours of electricity per year.
In March 2022, Samsung C&T and Lilama secured an engineering, procurement, and construction (EPC) contract worth VND 24.14 billion (USD1.04 billion) from PetroVietnam Power for the 1.5GW Nhon Trach 3&4 power plant in Vietnam. The project is expected to be commissioned during the 2023-2024 period. Nhon Trach 3&4 is Vietnam's first liquefied natural gas (LNG) fueled power plant.
Therefore, owing to such factors, the conventional thermal segment is likely to dominate the Vietnamese power generation EPC market during the forecast period.

Increasing Renewable Energy Expected to Drive the Market

In 2021, the total renewable energy generation plant installed capacity in the country was 42,727 megawatts (MW), which was higher than the installation capacity of 2020, i.e., 38,379 megawatts (MW). Renewable energy in the country includes hydro, solar, wind, and bio-energy.
Currently, hydro energy is the largest source of renewable energy in the country, followed by solar energy, which saw a record installation of approximately 21,582 megawatts (MW) by the end of 2021.
In July 2022, NovaWind, ROSATOM's wind power division, and An Xuan Energy signed a cooperation agreement to build a Vietnamese wind farm. This agreement envisages a partnership for constructing a 128 MW wind farm in Son La Province, north-western Vietnam.
In addition, the country is focusing on renewable energy to achieve net zero carbon emission and reduce reliance on coal imports. Under the PDP8, the country plans to construct 19-20 GW of solar energy and 18-19 GW of wind energy. For example, in 2022, Vietnam's government authorities approved the construction of two floating solar projects on the Khe Go and Vuc Mau lakes with a total capacity of 450 MW. Both are expected to be commissioned by the end of December 2023 and cost USD 340 billion.
Hence, owing to such factors and increasing renewable energy, the Vietnamese power generation EPC market is expected to grow further during the forecast period.

Vietnam Power Generation EPC Industry Overview

The Vietnamese power generation EPC market is moderately consolidated in nature. Some of the major players in the market (in no particular order) include JGC Holdings Corporation, LILAMA Corporation, Doosan Heavy Industries Construction Co. Ltd, Toshiba Corp., and IHI Corp.

Additional Benefits:

The market estimate (ME) sheet in Excel format
3 months of analyst support

1 INTRODUCTION

1.1 Scope of the Study
1.2 Market Definition
1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

4.1 Introduction
4.2 Market Size and Demand Forecast in USD billion, till 2027
4.3 Recent Trends and Developments
4.4 Government Policies and Regulations
4.5 Market Dynamics
- 4.5.1 Drivers
- 4.5.2 Restraints
4.6 Supply Chain Analysis
4.7 PESTLE Analysis

5 MARKET SEGEMENTATION

5.1 Power Generation Source
- 5.1.1 Thermal
- 5.1.2 Hydroelectric
- 5.1.3 Nuclear
- 5.1.4 Renewables
5.2 Power Transmission and Distribution (T&D) - (Qualitative Analysis Only)

6 COMPETITIVE LANDSCAPE

6.1 Mergers, Acquisitions, Collaborations, and Joint Ventures
6.2 Strategies Adopted by Key Players
6.3 Company Profiles
- 6.3.1 AES Corporation
- 6.3.2 IHI Corp.
- 6.3.3 Toshiba Corp.
- 6.3.4 CTCI Corporation
- 6.3.5 Doosan Heavy Industries Construction Co. Ltd
- 6.3.6 LILAMA Corporation
- 6.3.7 PALMA VIET NAM
- 6.3.8 JGC HOLDINGS CORPORATION