<p>编译：Thu Trà</p>
<p>河内——越南的太阳能和风能行业正在快速扩张，但专家警告称，如果没有大规模的电池储能，充分利用该国丰富的可再生电力仍然是一个遥远的梦想。</p>
<p>电池储能系统（BESS）不再被视为辅助设备，而是清洁能源生态系统的核心组成部分。这项技术能够储存可再生电力，稳定电网频率，缓解传输拥堵，并平滑峰值和非峰值负荷。对于企业而言，这些能力转化为更低的运营成本和更高的现场绿色电力比例。</p>
<p>据 GG Industries 的销售与市场副总经理Đào Hoàng Duy 介绍，越南数百个工业园区——许多与全球供应链相连——面临着越来越大的压力，要求采用清洁能源并减少排放。</p>
<p>他告诉_saigontimes.vn_，太阳能和风能本质上是不稳定的——只有电池储能才能让企业确保可靠的电力供应。</p>
<p>Duy 指出，越南的三级电价为 BESS 的采用提供了强有力的激励，因为非峰值时段的电价大约是峰值时段价格的三分之一。一旦直接电力购买协议（DPPA）机制生效，太阳能加 BESS 的模式将使企业能够满足自身的绿色能源需求，甚至在工业园区内出售多余的电力。</p>
<p>在 2024 年初，BESS 仍然是一个新概念。但在过去六个月中，Duy 表示他的公司已咨询了 200 多家企业，显示出强烈的兴趣。然而，市场增长仍受到法律不确定性的限制，许多公司不知从何开始。</p>
<p><strong>监管混乱</strong></p>
<p>关于 BESS 投资的混乱不仅存在于企业之间，也延伸到地方当局。</p>
<p>来自富寿省工业和贸易厅的 Phan Văn Dũng 表示，许多咨询单位和企业已向他的部门寻求指导，但缺乏监管框架。</p>
<p>他告诉_saigontimes.vn_，BESS 的总容量是中央确定的，但并未分配给地方，导致各部门无法处理项目申请。</p>
<p>关于 BESS 项目是否应被归类为能源基础设施或辅助设备的不确定性进一步复杂化了问题。即使是小型项目也必须经历土地使用规划和投资审批的调整——这是一个漫长的过程，Dũng 说。</p>
<p>呼应 Dũng 的担忧，来自胡志明市的 Anh Duong Power Co 的 Trần Văn Hợi 表示，各地的解释各不相同。</p>
<p>企业花费数月时间获得建筑许可证、消防安全批准和技术评估。尽管技术迅速发展，但程序仍然过于缓慢，他说。</p>
<p>Hợi 建议制定 BESS 系统的国家标准，涵盖设计、安全和消防预防，以为地方当局提供统一的参考框架。</p>
<p><strong>市场和金融障碍</strong></p>
<p>越南能源协会副会长 Nguyễn Anh Tuấn 指出，缺乏 BESS 市场机制是最大的瓶颈。</p>
<p>没有辅助服务的支付系统，没有储存与发电之间差异的评估，也没有明确的招标流程，Tuấn 说，并补充道，缺乏可见的现金流使企业不愿进行大规模投资。</p>
<p>投资成本仍然很高，电池单元和模块占系统总价值的 85%。对于中小企业而言，建设 BESS 设施可能是一个重大财务负担。许多银行也不接受 BESS 资产作为抵押，限制了绿色融资的获取。</p>
<p>来自 GG Industries 的 Duy 呼吁国家承认 BESS 资产的价值，以发展 BESS 市场。</p>
<p>一旦法律框架建立，银行将会放贷，企业将会投资，Duy 告诉一家在线报纸。</p>
<p>行业内部人士表示，其他挑战包括复杂的电网整合以及与电池回收和处置相关的环境问题。</p>
<p><strong>进入该行业的初步步骤</strong></p>
<p>在 2025 年越南 - 中国 - 东盟国际能源论坛上，T&amp;T 集团副首席执行官 Nguyễn Thị Bình 表示，电池储能仍然是一个高门槛领域。</p>
<p>全球竞争对手，尤其是中国，在技术和规模上领先了十年，而越南目前缺乏国内制造商，她说。</p>
<p>Bình 表示，政府激励支持的本地生产可以帮助平衡竞争环境。T&amp;T 的愿景是将越南建设成为可再生能源设备的制造和技术中心，特别是在政府规划下开发的绿色工业园区内。</p>
<p>“我相信政府将大力鼓励本地生产的储能电池，特别是由越南投资者投资的电池，并且肯定会有支持和优惠机制来增强市场竞争力，” 她说。</p>
<p>T&amp;T 计划在 2026 年推出合资电池储能产品，初始年产 2GWh，并在三年内扩大到 10GWh。该计划旨在满足一旦价格和安装规定明确后的预期需求。</p>
<p>与此同时，丸红公司通过其子公司丸红绿色能源越南，已进入电池储能领域，与 Vingroup 合作开展示范项目。</p>
<p>由 VinFast Energy 开发的 BESS 已在 Vingroup 度假村安装，以利用时段电价差异降低电力成本——这是越南首批此类商业模式之一。——越南新闻社</p>

8002

<p>越南快速发展的太阳能和风能扩张面临由于电池储能系统（BESS）政策缺口带来的障碍。专家指出，BESS 对于稳定可再生能源供应和降低成本至关重要。监管混乱和高投资成本阻碍了市场增长。地方生产和政府激励措施可能提升竞争力。T&T 集团计划在 2026 年前推出合资电池储能产品，而丸红公司则与 Vingroup 启动了一项示范项目</p>

<p>Compiled by Thu Trà</p>
<div class="lb-trans"><p>编译：Thu Trà</p>
</div><p>HÀ NỘI — Việt Nam’s solar and wind sectors are expanding rapidly, but experts warn that without large-scale battery storage, fully harnessing the country’s abundant renewable electricity remains a distant dream.</p>
<div class="lb-trans"><p>河内——越南的太阳能和风能行业正在快速扩张，但专家警告称，如果没有大规模的电池储能，充分利用该国丰富的可再生电力仍然是一个遥远的梦想。</p>
</div><p>The battery energy storage systems (BESS) are no longer viewed as auxiliary equipment but as a core component of the clean-energy ecosystem. The technology enables the storage of renewable electricity, stabilises grid frequency, eases transmission congestion and smooths peak and off-peak loads. For businesses, these capabilities translate into lower operating costs and a higher share of on-site green power.</p>
<div class="lb-trans"><p>电池储能系统（BESS）不再被视为辅助设备，而是清洁能源生态系统的核心组成部分。这项技术能够储存可再生电力，稳定电网频率，缓解传输拥堵，并平滑峰值和非峰值负荷。对于企业而言，这些能力转化为更低的运营成本和更高的现场绿色电力比例。</p>
</div><p>According to Đào Hoàng Duy, Deputy General Director of Sales &amp; Marketing at GG Industries, a manufacturer of energy storage systems, Việt Nam’s hundreds of industrial parks — many linked to global supply chains — face mounting pressure to adopt clean energy and cut emissions.</p>
<div class="lb-trans"><p>据 GG Industries 的销售与市场副总经理Đào Hoàng Duy 介绍，越南数百个工业园区——许多与全球供应链相连——面临着越来越大的压力，要求采用清洁能源并减少排放。</p>
</div><p>Solar and wind power are inherently unstable — only battery storage allows companies to secure a reliable electricity supply, he told <em>saigontimes.vn.</em></p>
<div class="lb-trans"><p>他告诉_saigontimes.vn_，太阳能和风能本质上是不稳定的——只有电池储能才能让企业确保可靠的电力供应。</p>
</div><p>Duy noted that Việt Nam’s three-tier electricity tariff provides a strong incentive for BESS adoption, as off-peak rates are roughly one-third of peak-hour prices. Once the direct power purchase agreement (DPPA) mechanism comes into effect, a solar power plus BESS model could enable companies to meet their own green-energy needs and even sell surplus electricity within industrial parks.</p>
<div class="lb-trans"><p>Duy 指出，越南的三级电价为 BESS 的采用提供了强有力的激励，因为非峰值时段的电价大约是峰值时段价格的三分之一。一旦直接电力购买协议（DPPA）机制生效，太阳能加 BESS 的模式将使企业能够满足自身的绿色能源需求，甚至在工业园区内出售多余的电力。</p>
</div><p>At the start of 2024, BESS was still a new concept. But in the past six months, Duy said his company has consulted more than 200 businesses, highlighting the strong interest. Yet market growth remains constrained by legal uncertainties, leaving many companies unsure where to begin.</p>
<div class="lb-trans"><p>在 2024 年初，BESS 仍然是一个新概念。但在过去六个月中，Duy 表示他的公司已咨询了 200 多家企业，显示出强烈的兴趣。然而，市场增长仍受到法律不确定性的限制，许多公司不知从何开始。</p>
</div><p><strong>Regulatory confusion</strong></p>
<div class="lb-trans"><p><strong>监管混乱</strong></p>
</div><p>Confusion over BESS investment extends beyond businesses to local authorities.</p>
<div class="lb-trans"><p>关于 BESS 投资的混乱不仅存在于企业之间，也延伸到地方当局。</p>
</div><p>Phan Văn Dũng from Phú Thọ Province's Department of Industry and Trade said many consulting units and businesses have approached his department for guidance, but it lacks a regulatory framework.</p>
<div class="lb-trans"><p>来自富寿省工业和贸易厅的 Phan Văn Dũng 表示，许多咨询单位和企业已向他的部门寻求指导，但缺乏监管框架。</p>
</div><p>He told <em>saigontimes.vn</em> that total BESS capacity is determined centrally but not allocated to localities, preventing departments from processing project applications.</p>
<div class="lb-trans"><p>他告诉_saigontimes.vn_，BESS 的总容量是中央确定的，但并未分配给地方，导致各部门无法处理项目申请。</p>
</div><p>Uncertainty over whether BESS projects should be classified as energy infrastructure or auxiliary equipment further complicates matters. Even small projects must navigate adjustments to land-use planning and investment approvals — a lengthy process, Dũng said.</p>
<div class="lb-trans"><p>关于 BESS 项目是否应被归类为能源基础设施或辅助设备的不确定性进一步复杂化了问题。即使是小型项目也必须经历土地使用规划和投资审批的调整——这是一个漫长的过程，Dũng 说。</p>
</div><p>Echoing Dũng’s concerns, Trần Văn Hợi from Anh Duong Power Co in HCM City said interpretations vary by locality.</p>
<div class="lb-trans"><p>呼应 Dũng 的担忧，来自胡志明市的 Anh Duong Power Co 的 Trần Văn Hợi 表示，各地的解释各不相同。</p>
</div><p>Enterprises spend months obtaining construction permits, fire safety approvals and technical appraisals. While the technology evolves rapidly, the procedures remain too slow, he said.</p>
<div class="lb-trans"><p>企业花费数月时间获得建筑许可证、消防安全批准和技术评估。尽管技术迅速发展，但程序仍然过于缓慢，他说。</p>
</div><p>Hợi proposed national standards for BESS systems, covering design, safety and fire prevention, to provide local authorities with a unified reference framework.</p>
<div class="lb-trans"><p>Hợi 建议制定 BESS 系统的国家标准，涵盖设计、安全和消防预防，以为地方当局提供统一的参考框架。</p>
</div><p><strong>Market and financial hurdles</strong></p>
<div class="lb-trans"><p><strong>市场和金融障碍</strong></p>
</div><p>Nguyễn Anh Tuấn, vice president of the Vietnam Energy Association, identified the lack of a market mechanism for BESS as the biggest bottleneck.</p>
<div class="lb-trans"><p>越南能源协会副会长 Nguyễn Anh Tuấn 指出，缺乏 BESS 市场机制是最大的瓶颈。</p>
</div><p>There is no payment system for ancillary services, no valuation of the difference between storage and generation and no clear bidding process, Tuấn said, adding that without visible cash flow, businesses are reluctant to make large investments.</p>
<div class="lb-trans"><p>没有辅助服务的支付系统，没有储存与发电之间差异的评估，也没有明确的招标流程，Tuấn 说，并补充道，缺乏可见的现金流使企业不愿进行大规模投资。</p>
</div><p>Investment costs also remain high, with battery cells and modules accounting for 85 per cent of total system value. For small and medium-sized enterprises, building a BESS facility can be a major financial burden. Many banks also do not accept BESS assets as collateral, limiting access to green financing.</p>
<div class="lb-trans"><p>投资成本仍然很高，电池单元和模块占系统总价值的 85%。对于中小企业而言，建设 BESS 设施可能是一个重大财务负担。许多银行也不接受 BESS 资产作为抵押，限制了绿色融资的获取。</p>
</div><p>Duy from GG Industries petitioned the State to recognise the value of BESS assets to develop the BESS market.</p>
<div class="lb-trans"><p>来自 GG Industries 的 Duy 呼吁国家承认 BESS 资产的价值，以发展 BESS 市场。</p>
</div><p>Once a legal framework exists, banks will lend and businesses will invest, Duy told an online newspaper.</p>
<div class="lb-trans"><p>一旦法律框架建立，银行将会放贷，企业将会投资，Duy 告诉一家在线报纸。</p>
</div><p>Other challenges include complex grid integration and environmental concerns related to battery recycling and disposal, industry insiders said.</p>
<div class="lb-trans"><p>行业内部人士表示，其他挑战包括复杂的电网整合以及与电池回收和处置相关的环境问题。</p>
</div><p><strong>Initial steps into the sector</strong></p>
<div class="lb-trans"><p><strong>进入该行业的初步步骤</strong></p>
</div><p>At the Việt Nam-China-ASEAN International Energy Forum 2025, T&amp;T Group’s Deputy CEO Nguyễn Thị Bình said battery storage was still a high-barrier field.</p>
<div class="lb-trans"><p>在 2025 年越南 - 中国 - 东盟国际能源论坛上，T&amp;T 集团副首席执行官 Nguyễn Thị Bình 表示，电池储能仍然是一个高门槛领域。</p>
</div><p>Global competitors, especially in China, had a decade-long lead in technology and scale, while Việt Nam currently lacked domestic manufacturers, she said.</p>
<div class="lb-trans"><p>全球竞争对手，尤其是中国，在技术和规模上领先了十年，而越南目前缺乏国内制造商，她说。</p>
</div><p>Bình said local production, supported by government incentives, could help level the playing field. T&amp;T’s vision was to build Việt Nam into a manufacturing and technology hub for renewable energy equipment, especially in the green industrial parks being developed under government planning.</p>
<div class="lb-trans"><p>Bình 表示，政府激励支持的本地生产可以帮助平衡竞争环境。T&amp;T 的愿景是将越南建设成为可再生能源设备的制造和技术中心，特别是在政府规划下开发的绿色工业园区内。</p>
</div><p>&#34;I believe the Government will strongly encourage locally produced storage batteries, especially those invested in by Vietnamese investors, and there will certainly be supportive and preferential mechanisms to enhance competitiveness in the market,” she said.</p>
<div class="lb-trans"><p>“我相信政府将大力鼓励本地生产的储能电池，特别是由越南投资者投资的电池，并且肯定会有支持和优惠机制来增强市场竞争力，” 她说。</p>
</div><p>T&amp;T plans to launch joint-venture battery storage products in 2026, starting with 2GWh annual production and scaling up to 10GWh within three years. This initiative is intended to meet anticipated demand once pricing and installation regulations are clarified.</p>
<div class="lb-trans"><p>T&amp;T 计划在 2026 年推出合资电池储能产品，初始年产 2GWh，并在三年内扩大到 10GWh。该计划旨在满足一旦价格和安装规定明确后的预期需求。</p>
</div><p>Meanwhile, Marubeni Corporation, via its subsidiary Marubeni Green Power Việt Nam, has entered the battery storage sector with a demonstration project in partnership with Vingroup.</p>
<div class="lb-trans"><p>与此同时，丸红公司通过其子公司丸红绿色能源越南，已进入电池储能领域，与 Vingroup 合作开展示范项目。</p>
</div><p>A VinFast Energy-developed BESS was installed at a Vingroup resort to reduce electricity costs by leveraging time-of-use rate differences — one of the first such business models in Việt Nam. — VNS</p>
<div class="lb-trans"><p>由 VinFast Energy 开发的 BESS 已在 Vingroup 度假村安装，以利用时段电价差异降低电力成本——这是越南首批此类商业模式之一。——越南新闻社</p>
</div>

政策上的差距阻碍了越南在电池储能领域的推进