越南太陽能 -市場佔有率分析、行業趨勢和統計、成長預測（2025-2030）

越南太陽能市場規模（裝置量）預計將從2025年的19.26吉瓦擴大到2030年的21.73吉瓦，預測期間（2025-2030年）複合年成長率為2.44%。

主要亮點

• 從中期來看，可再生能源發電產業投資的增加、重點地區電力需求的增加以及國家加強從石化燃料發電轉型的力度是預測期內的市場促進因素。
• 另一方面，研究期間擴大採用替代清潔能源來源以及太陽能發電工程的高昂初始投資成本預計也將阻礙市場成長。
• 越南電力發展第七計畫計劃在八年內將可再生能源的佔有率提高到10%。該國還計劃減少進口燃煤電力的使用，為太陽能市場創造巨大機會。

越南太陽能市場趨勢

光伏（PV）領域預計將主導市場

• 由於太陽能模組成本的下降及其在發電和熱水等各種應用中的多功能性，預計光伏（PV）領域將在預測期內佔據最大的市場佔有率。
• 根據IRENA 2024年可再生能源統計數據，越南太陽能發電裝置容量從2022年的16,698MW增加至2023年的約17,077MW。這一成長歸因於越南大規模部署太陽能發電裝置，尤其是公共事業。工業和貿易部（MOIT）進一步計劃在未來幾年增加太陽能裝置容量。
• 2023年5月，越南政府啟動了1,350億美元的能源戰略。光伏（PV）系統將透過淨計量計畫安裝在該國一半的住宅屋頂上。政府希望在八年內成為電力出口國。
• 此外，越南近年來太陽能發電工程顯著成長。政府也實施了支持措施和獎勵，鼓勵對包括太陽能在內的可再生能源的投資。政府已向主要電力公司分配了多個計劃，以改善全國的基礎設施，並在未來一年增加全國的能源產量。
• 例如，截至2024年2月，政府宣布海浪綠色氫能太陽能光電園區容量為4,300兆瓦，計畫於2027年開始試運行，胡志明市屋頂太陽能光電園區、順南太陽能發電公司裝置容量為630MW的工廠計畫於2027年開始試運行我們宣布了諸如 Project 之類的計劃。這些計劃預計將在未來幾年增加全部區域的太陽能產量。
• 由於上述發展，預計太陽能發電領域在預測期內將佔據越南最大的市場佔有率。

電力需求增加帶動市場需求

• 越南能源部預測，由於新發電廠的發展落後於該國能源消耗的快速擴張，該國將出現電力短缺。
• 由於工業化和經濟現代化的進步，越南的能源需求預計在未來七年將以每年8%以上的速度成長。
• 政府宣布了修訂計劃，到2024年將整體供電量增加4.4千瓦時，達到3106億度。該措施恰逢該國經濟快速復甦，電力需求不斷增加。
• 2024年第一季，越南電力實現商業發電量626.6億度，較2023年同期成長11.42%。預計2024年4月至2024年7月，能源需求總量為1114.68億度，比原計劃增加23億度。
• 此外，越南預計未來兩年將需要 96,500 兆瓦的電力，未來七年將需要 129,500 兆瓦的電力，以滿足不斷成長的需求。為了滿足不斷成長的電力需求，到2030年，越南每年將需要約100億美元。由於資本要求較高，政府允許越南能源產業公司 100% 外資持股。
• 根據世界能源資料統計回顧，2022年越南全國發電量為180.4兆瓦時，較2021年成長2.3%。到2023年，太陽能將佔該國總發電量的很大一部分，並且在未來幾年可能會增加。
• 太陽能發電工程的實施部分滿足了越南日益成長的電力需求。這些計劃在實現該國能源結構多元化、減少對石化燃料的依賴以及滿足不斷成長的電力需求方面發揮關鍵作用。近年來，全部區域的投資大幅增加。
• 例如，中國太陽能板製造商天合光能在2023年11月宣布，未來幾年將投資4.2億美元用於全部區域屋頂太陽能發電工程的研發。此類投資將有助於即將推出的發電工程滿足預測期內不斷成長的電力需求。
• 因此，越南正在重點發展再生能源來源，以滿足未來的電力需求，這推動了越南太陽能市場的成長。

越南太陽能產業概況

越南的太陽能市場是半固定的。市場上營運的主要企業包括（排名不分先後）Song Giang Solar Power JSC、Vietnam Sunergy Joint Stock Company、Sharp Energy Solutions Corporation、Berkeley Energy Commercial & Industrial Solutions 和 Tata Power Solar Systems Ltd。

其他好處

• Excel 格式的市場預測 (ME) 表
• 3 個月分析師支持

目錄

第1章簡介

• 調查範圍
• 市場定義
• 研究場所

第 2 章執行摘要

第3章調查方法

第4章市場概況

• 介紹
• 可再生能源結構（越南，2023 年）
• 2029年太陽能裝置容量及預測（單位：GW）
• 政府法規和措施
• 最新趨勢和發展
• 市場動態
  • 促進因素
    • 加大可再生能源產業投資
    • 主要州電力需求增加
  • 抑制因素
    • 更多採用替代清潔能源來源
• 供應鏈分析
• PESTLE分析

第5章市場區隔

• 技術部分
  • 光伏（PV）
  • 聚光型太陽光電（CSP）

第6章 競爭狀況

• 併購、合資、聯盟、協議
• 主要企業策略
• 公司簡介
  • SONG GIANG SOLARPOWER JSC
  • Vietnam Sunergy Joint
  • SONG GIANG SOLARPOWER JSC
  • Vietnam Sunergy Joint
  • Sharp Energy Solutions Corporation
  • TATA POWER SOLAR SYSTEMS LTD
  • Vivaan Solar Private Limited
  • B.Grimm Power Public Co Ltd
  • ACWA Power Company
  • Wuxi Suntech Power Co. Ltd
  • Berkeley Energy Commercial & Industrial Solutions
• 市場排名分析

第7章 市場機會及未來趨勢

• 越南電力發展七計劃旨在提高可再生能源比例

The Vietnam Solar Energy Market size in terms of installed base is expected to grow from 19.26 gigawatt in 2025 to 21.73 gigawatt by 2030, at a CAGR of 2.44% during the forecast period (2025-2030).

Key Highlights

• Over the medium period, the increasing investments in the renewable energy industry, increasing electricity demand in major provinces, and the country's growing efforts to transition from fossil fuel-based power generation are among the factors expected to drive the market during the forecast period.
• On the other hand, market growth is also expected to be hindered by the increasing adoption of alternative clean energy sources and high initial investment costs of solar projects during the study period.
• Nevertheless, Vietnam's Power Development Plan VII intends to boost the share of renewable energy to 10% in eight years. The country also plans to reduce the use of imported coal-fired electricity, culminating in a major opportunity for its solar energy market.

Vietnam Solar Energy Market Trends

The Solar Photovoltaic (PV) Segment is Expected to Dominate the Market

• The solar PV segment will likely account for the largest market share during the forecast period, in line with the declining costs of solar modules and their versatility in various applications, like electricity generation and water heating.
• According to the IRENA Renewable Energy Statistics 2024, the installed solar PV capacity in Vietnam was around 17,077 MW in 2023, up from 16,698 MW in 2022. The growth resulted from massive deployments of solar PV installations in Vietnam, particularly for utility projects. The Ministry of Industry and Trade (MOIT) has more plans to increase the solar PV installed capacity over the coming years.
• In May 2023, the Vietnamese government launched a USD 135 billion energy strategy. Through a net-metering scheme, half of the country's residential rooftops will be outfitted with photovoltaic (PV) systems. The government hopes to be a power exporter in eight years.
• Furthermore, Vietnam has experienced significant growth in solar PV projects in recent years. The government has also implemented supportive policies and incentives to encourage investments in renewable energy, including solar power. The government has allotted several projects to leading solar companies to improve infrastructure across the country and increase energy production over the coming year across the country.
• For instance, as of February 2024, the government announced several projects, including Hai Lang Green Hydrogen Solar PV Park, with a capacity of 4,300 MW and expected to be commissioned by 2027; Ho Chi Minh Rooftop Solar PV Park, with a capacity of 1,000 MW and to be commissioned by 2025; Thuan Nam Solar Power Plant Project, with a capacity of 630 MW and to be commissioned by 2027. These projects are likely to increase solar energy production across the region in the coming years.
• Owing to the aforementioned developments, the solar PV segment is expected to have the largest market share in Vietnam during the forecast period.

Increasing Electricity Demand is Driving Market Demand

• The Vietnamese Ministry of Energy has projected that the country is expected to suffer power shortages because the development of new power plants is lagging behind the rapidly expanding energy consumption in the country.
• Energy demand in Vietnam is expected to rise by more than 8% annually over the next seven years, in line with increasing industrialization and economic modernization.
• The government unveiled a revised plan to raise the supply of power by 2024 to 310.6 billion kWh overall, an increase of 4.4 kWh. This action is consistent with the nation's quick economic recovery, which has increased electricity demand.
• In the first quarter of 2024, Vietnam Power achieved a commercial power output of 62.66 billion kWh, an increase of 11.42% over the same period in 2023. With preparations spanning April through July 2024 and a total energy requirement of 111.468 billion kWh, the plan represents a 2.3 billion kWh increase over the prior plan.
• Moreover, Vietnam is expected to need 96,500MW of electricity in the next two years and 129,500MW in the next seven years to meet the rising demand. To meet the upcoming electricity demand, Vietnam requires around USD 10 billion annually until 2030 to cater to the growing demand. Owing to such high capital requirements, the government has allowed 100% foreign ownership of Vietnamese companies in the energy industry.
• According to the Statistical Review of World Energy Data, in 2022, electricity generation across the country was 180.4 Terawatt-hours, an increase of 2.3% compared to 2021. Solar energy registered a significant share in the total electricity generation across the country in 2023, which is likely to rise in the coming years.
• The implementation of solar PV projects has partly fulfilled Vietnam's increased electricity demand. These projects play a crucial role in diversifying the country's energy mix, reducing reliance on fossil fuels, and meeting growing electricity needs. Investments have risen significantly across the region in the past few years.
• For instance, in November 2023, Trina Solar, a Chinese solar panel manufacturer, announced an investment of USD 420 million for research and development in rooftop solar power projects across the region in the coming years. These types of investments help upcoming solar projects to fulfill the rising electricity demand during the forecast period.
• Thus, Vietnam is focusing on renewable energy sources to meet the future electricity demand, which is propelling the growth of its solar energy market.

Vietnam Solar Energy Industry Overview

The Vietnamese solar energy market is semi-consolidated. Some of the major companies operating in the market (in no particular order) include Song Giang Solar Power JSC, Vietnam Sunergy Joint Stock Company, Sharp Energy Solutions Corporation, Berkeley Energy Commercial & Industrial Solutions, and Tata Power Solar Systems Ltd.

Additional Benefits:

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

TABLE OF CONTENTS

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 Renewable Energy Mix, Vietnam, 2023
• 4.3 Solar Energy Installed Capacity and Forecast, in GW, till 2029
• 4.4 Government Policies and Regulations
• 4.5 Recent Trends and Developments
• 4.6 Market Dynamics
  • 4.6.1 Drivers
    • 4.6.1.1 Increasing Investments in the Renewable Energy Industry
    • 4.6.1.2 Increasing Electricity Demand in Major Provinces
  • 4.6.2 Restraints
    • 4.6.2.1 Increasing Adoption of Alternative Clean Energy Sources
• 4.7 Supply Chain Analysis
• 4.8 PESTLE Analysis

5 MARKET SEGMENTATION

• 5.1 Technology
  • 5.1.1 Solar Photovoltaic (PV)
  • 5.1.2 Concentrated Solar Power (CSP)

6 COMPETITIVE LANDSCAPE

• 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
• 6.2 Strategies Adopted by Leading Players
• 6.3 Company Profiles
  • 6.3.1 SONG GIANG SOLARPOWER JSC
  • 6.3.2 Vietnam Sunergy Joint

Stock Company

• 6.3.3 Sharp Energy Solutions Corporation
• 6.3.4 TATA POWER SOLAR SYSTEMS LTD
• 6.3.5 Vivaan Solar Private Limited
• 6.3.6 B.Grimm Power Public Co Ltd
• 6.3.7 ACWA Power Company
• 6.3.8 Wuxi Suntech Power Co. Ltd
• 6.3.9 Berkeley Energy Commercial & Industrial Solutions
• 6.4 Market Ranking Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

• 7.1 Vietnam's Power Development Plan VII Intends to Increase the Share of Renewable Energy