<p>河内——小型模块化反应堆（SMRs）正在成为能源安全和工业发展的潜在解决方案，多个国家的数十亿美元项目凸显了全球对这一技术日益增长的兴趣，周一在河内举行的会议上听到。</p>
<p>在活动中，官员、外交官和行业代表表示，SMRs 可以在帮助越南实现到 2050 年净零排放目标的过程中发挥重要作用，促进其能源结构多样化。</p>
<p>活动的组织者之一《越南经济》总经理Đào Quang Bính 在开幕词中表示，全球能源行业正处于历史性的转折点。</p>
<p>他表示，在气候变化和供应链中断的背景下，净零承诺已成为塑造投资流动的新框架。</p>
<p>在越南，能源安全被视为关键优先事项，推动对清洁、稳定和自给自足电源的需求。</p>
<p>Bính 表示，对 SMR 模型的研究与修订后的《电力发展规划第八期》下的新能源场景发展相关，为制定长期可持续的国家能源战略提供了科学依据。</p>
<p>俄罗斯国家原子能公司（Rosatom）在越南的代表 Dmitry Aleksandrovich Raspopin 表示，SMRs 在满足现代能源需求方面具有优势。</p>
<p>该技术被描述为多功能的，应用范围从发电到区域供热和制冷、为数据中心供电以及替代传统发电厂。</p>
<p>他说，SMRs 的紧凑设计和减少的应急规划区域可以缓解与城市基础设施的整合。反应堆也被认为适合较小的电网和物流挑战较大的偏远地区。</p>
<p>他表示，SMRs 提供高效的土地利用和近零排放，同时提供稳定和持续的电力供应，不受天气条件的影响，并补充说，Rosatom 目前参与全球 25 个大型海外核电项目中的 22 个。</p>
<p>在同一活动中，Laurentis Energy Partners 的新核能总监 Susie Ho 表示，全球核能行业已进入她所描述的部署时代，各国正在超越承诺，开始建设项目。</p>
<p>她表示，2024 年标志着该行业的转折点，引用了在 COP28 上超过 20 个国家承诺到 2050 年将全球核能产能提高三倍的承诺。她指出，现在的关键问题是这些目标是否能够在实践中实现。</p>
<p>Ho 表示，核能发展的进展将取决于更快的许可、强大的供应链和劳动力发展。</p>
<p>她补充说，未来五年将是从规划转向执行的关键时期，受到脱碳目标、能源安全关注和人工智能需求上升的推动。</p>
<p>Laurentis Energy Partners 预测，到 2030 年，全球可能有 20-30 个 SMR 项目正在建设或处于高级许可阶段，总市场价值为 1000 亿至 1500 亿美元。</p>
<p><strong>挑战依然存在</strong></p>
<p>然而，她也警告说，行业面临着重大的结构性限制，包括熟练劳动力短缺、项目停滞多年后部署能力下降，以及核级供应链不发达。</p>
<p>许多供应商无法满足严格的核质量标准，而 ISO 9001 等认证要求涉及高昂的前期成本，她说。</p>
<p>一个关键瓶颈是，供应商不愿在没有合同的情况下投资，而项目在没有认证供应商的情况下无法推进。</p>
<p>她还指出，核能行业正在与快速扩张的人工智能行业争夺铜和高压电气设备等战略材料，人工智能驱动的数据中心需求将价格推高至数十年来的高点。</p>
<p>除了技术限制和劳动力短缺，核电面临的最大挑战仍然是融资，因为项目需要非常高的前期资本，而回报期可能延续数十年。</p>
<p>为了解决这个问题，多个国家已推出新的融资机制，旨在降低投资者的风险，提高核项目的银行可行性。</p>
<p><strong>越南的机遇</strong></p>
<p>根据 Ho 的说法，越南不需要单独承担开发核电的全部财务负担。适当的融资结构可以使国家、电力消费者和国际投资者的利益保持一致。</p>
<p>她表示，越南既有雄心也有潜力参与，强调现在的重点应从可行性讨论转向建设支持长期核能发展的基础设施，并将该国定位为清洁能源工业中心。</p>
<p>Ho 指出，核电部署的时代已经开始，补充说这是越南抓住的机会。</p>
<p>此前，工业和贸易部提议允许私营企业研究和开发 SMRs。</p>
<p>该提案是旨在消除 2026-2030 年期间国家能源发展障碍的草案决议的一部分。根据草案第三章第 10 条，允许私营公司进行 SMR 项目的研究和投资。</p>
<p>该草案决议鼓励私营企业参与 SMR 开发，为工业项目如钢铁厂、石化综合体和数据中心提供电力。</p>
<p>他们还可以参与联合研究、技术开发和技术转让。</p>
<p>对于公共部门，国有企业和研究机构将被允许在整个过程中与私营投资者合作，从研究和技术开发到建设和运营。——越南新闻社（VNS）</p>

越南 ETF - VanEck Vectors

<p>越南正在考虑小型模块化反应堆（SMRs）以增强能源安全并满足日益增长的需求。最近的一次会议强调了 SMRs 在多样化能源结构和实现 2050 年净零排放方面的潜力。专家指出，全球核能行业正进入部署阶段，预计将有大量投资。然而，技术工人短缺、融资问题和材料竞争等挑战依然存在。越南旨在利用私营部门参与 SMR 开发，协调国家、消费者和投资者的利益，以确立其作为清洁能源中心的地位</p>

<p>HÀ NỘI — Small modular reactors (SMRs) are emerging as a potential solution for energy security and industrial development, with projects worth billions of dollars in several countries underscoring growing global interest in the technology, a conference in Hà Nội heard on Monday.</p>
<div class="lb-trans"><p>河内——小型模块化反应堆（SMRs）正在成为能源安全和工业发展的潜在解决方案，多个国家的数十亿美元项目凸显了全球对这一技术日益增长的兴趣，周一在河内举行的会议上听到。</p>
</div><p>During the event, officials, diplomats and industry representatives said SMRs could play an important role in helping Việt Nam diversify its energy mix as the country pursues its net-zero emissions target by 2050.</p>
<div class="lb-trans"><p>在活动中，官员、外交官和行业代表表示，SMRs 可以在帮助越南实现到 2050 年净零排放目标的过程中发挥重要作用，促进其能源结构多样化。</p>
</div><p>Đào Quang Bính, general director of <em>VnEconomy</em>, one of the event's organisers, said in his opening remarks that the global energy industry is at a historic turning point.</p>
<div class="lb-trans"><p>活动的组织者之一《越南经济》总经理Đào Quang Bính 在开幕词中表示，全球能源行业正处于历史性的转折点。</p>
</div><p>He said in the context of climate change and supply chain disruptions, the net zero commitment has become a new framework shaping investment flows.</p>
<div class="lb-trans"><p>他表示，在气候变化和供应链中断的背景下，净零承诺已成为塑造投资流动的新框架。</p>
</div><p>In Việt Nam, energy security is considered a critical priority, driving demand for clean, stable and self-sufficient power sources.</p>
<div class="lb-trans"><p>在越南，能源安全被视为关键优先事项，推动对清洁、稳定和自给自足电源的需求。</p>
</div><p>Research into SMR models is tied to the development of new energy scenarios under the revised Power Development Plan VIII, providing a scientific basis for shaping a long-term, sustainable national energy strategy, Bính said.</p>
<div class="lb-trans"><p>Bính 表示，对 SMR 模型的研究与修订后的《电力发展规划第八期》下的新能源场景发展相关，为制定长期可持续的国家能源战略提供了科学依据。</p>
</div><p>Dmitry Aleksandrovich Raspopin, Rosatom’s representative in Việt Nam, said SMRs offer advantages in meeting modern energy needs.</p>
<div class="lb-trans"><p>俄罗斯国家原子能公司（Rosatom）在越南的代表 Dmitry Aleksandrovich Raspopin 表示，SMRs 在满足现代能源需求方面具有优势。</p>
</div><p>The technology is described as versatile, with applications ranging from electricity generation to district heating and cooling, powering data centres and replacing conventional power plants.</p>
<div class="lb-trans"><p>该技术被描述为多功能的，应用范围从发电到区域供热和制冷、为数据中心供电以及替代传统发电厂。</p>
</div><p>He said the compact design and reduced emergency planning zones of SMRs could ease integration into urban infrastructure. The reactors are also considered suitable for smaller grids and remote areas with logistical challenges.</p>
<div class="lb-trans"><p>他说，SMRs 的紧凑设计和减少的应急规划区域可以缓解与城市基础设施的整合。反应堆也被认为适合较小的电网和物流挑战较大的偏远地区。</p>
</div><p>SMRs offer efficient land use and near-zero emissions, while providing a stable and continuous power supply independent of weather conditions, he said, adding that Rosatom is currently involved in 22 of the world’s 25 large overseas nuclear power plant projects.</p>
<div class="lb-trans"><p>他表示，SMRs 提供高效的土地利用和近零排放，同时提供稳定和持续的电力供应，不受天气条件的影响，并补充说，Rosatom 目前参与全球 25 个大型海外核电项目中的 22 个。</p>
</div><p>At the same event, Director of New Nuclear at Laurentis Energy Partners Susie Ho said the global nuclear sector has entered what she described as an era of deployment, as countries move beyond pledges and begin building projects.</p>
<div class="lb-trans"><p>在同一活动中，Laurentis Energy Partners 的新核能总监 Susie Ho 表示，全球核能行业已进入她所描述的部署时代，各国正在超越承诺，开始建设项目。</p>
</div><p>She said 2024 marked a turning point for the industry, citing commitments made at COP28 by more than 20 countries to triple global nuclear capacity by 2050. The key question now is whether these targets can be delivered in practice, she noted.</p>
<div class="lb-trans"><p>她表示，2024 年标志着该行业的转折点，引用了在 COP28 上超过 20 个国家承诺到 2050 年将全球核能产能提高三倍的承诺。她指出，现在的关键问题是这些目标是否能够在实践中实现。</p>
</div><p>Ho said progress in nuclear development will depend on faster licensing, stronger supply chains and workforce development.</p>
<div class="lb-trans"><p>Ho 表示，核能发展的进展将取决于更快的许可、强大的供应链和劳动力发展。</p>
</div><p>She added that the next five years will be critical in shifting from planning to execution, driven by decarbonisation goals, energy security concerns and rising demand from artificial intelligence.</p>
<div class="lb-trans"><p>她补充说，未来五年将是从规划转向执行的关键时期，受到脱碳目标、能源安全关注和人工智能需求上升的推动。</p>
</div><p>Laurentis Energy Partners forecast that by 2030, there could be 20-30 SMR projects under construction or in advanced licensing stages globally, with a total market value of US$100-150 billion.</p>
<div class="lb-trans"><p>Laurentis Energy Partners 预测，到 2030 年，全球可能有 20-30 个 SMR 项目正在建设或处于高级许可阶段，总市场价值为 1000 亿至 1500 亿美元。</p>
</div><p><strong>Challenges remain</strong></p>
<div class="lb-trans"><p><strong>挑战依然存在</strong></p>
</div><p>However, she also warned that the industry faces significant structural constraints, including a shortage of skilled labour, reduced deployment capacity after years of project stagnation, and an underdeveloped nuclear-grade supply chain.</p>
<div class="lb-trans"><p>然而，她也警告说，行业面临着重大的结构性限制，包括熟练劳动力短缺、项目停滞多年后部署能力下降，以及核级供应链不发达。</p>
</div><p>Many suppliers are unable to meet strict nuclear quality standards, while certification requirements such as ISO 9001 involve high upfront costs, she said.</p>
<div class="lb-trans"><p>许多供应商无法满足严格的核质量标准，而 ISO 9001 等认证要求涉及高昂的前期成本，她说。</p>
</div><p>A key bottleneck is that suppliers are reluctant to invest without contracts, while projects cannot proceed without certified suppliers.</p>
<div class="lb-trans"><p>一个关键瓶颈是，供应商不愿在没有合同的情况下投资，而项目在没有认证供应商的情况下无法推进。</p>
</div><p>She also noted that the nuclear sector is competing with the rapidly expanding artificial intelligence industry for strategic materials such as copper and high-voltage electrical equipment, with AI-driven data centre demand pushing prices to multi-decade highs.</p>
<div class="lb-trans"><p>她还指出，核能行业正在与快速扩张的人工智能行业争夺铜和高压电气设备等战略材料，人工智能驱动的数据中心需求将价格推高至数十年来的高点。</p>
</div><p>Aside from technical constraints and workforce shortages, the biggest challenge facing nuclear power remains financing, as projects require very high upfront capital, while payback periods can stretch over decades.</p>
<div class="lb-trans"><p>除了技术限制和劳动力短缺，核电面临的最大挑战仍然是融资，因为项目需要非常高的前期资本，而回报期可能延续数十年。</p>
</div><p>To address this, several countries have introduced new financing mechanisms aimed at lowering risk for investors and improving the bankability of nuclear projects.</p>
<div class="lb-trans"><p>为了解决这个问题，多个国家已推出新的融资机制，旨在降低投资者的风险，提高核项目的银行可行性。</p>
</div><p><strong>Opportunities for Việt Nam</strong></p>
<div class="lb-trans"><p><strong>越南的机遇</strong></p>
</div><p>According to Ho, Việt Nam does not need to shoulder the full financial burden of developing nuclear power alone. Appropriate financing structures could align the interests of the State, electricity consumers and international investors.</p>
<div class="lb-trans"><p>根据 Ho 的说法，越南不需要单独承担开发核电的全部财务负担。适当的融资结构可以使国家、电力消费者和国际投资者的利益保持一致。</p>
</div><p>She said that Việt Nam has both the ambition and potential to participate, stressing that the focus should now shift from feasibility discussions to building the infrastructure required to support long-term nuclear development and position the country as a clean energy industrial hub.</p>
<div class="lb-trans"><p>她表示，越南既有雄心也有潜力参与，强调现在的重点应从可行性讨论转向建设支持长期核能发展的基础设施，并将该国定位为清洁能源工业中心。</p>
</div><p>Ho noted that the era of nuclear power deployment has begun, adding that this is an opportunity for Việt Nam to seize.</p>
<div class="lb-trans"><p>Ho 指出，核电部署的时代已经开始，补充说这是越南抓住的机会。</p>
</div><p>Previously, the Ministry of Industry and Trade proposed allowing private enterprises to research and develop SMRs.</p>
<div class="lb-trans"><p>此前，工业和贸易部提议允许私营企业研究和开发 SMRs。</p>
</div><p>This proposal forms part of a draft resolution aimed at removing barriers to national energy development during the 2026-2030 period. Under Article 10, Chapter III of the draft, private companies would be permitted to conduct research and invest in SMR projects.</p>
<div class="lb-trans"><p>该提案是旨在消除 2026-2030 年期间国家能源发展障碍的草案决议的一部分。根据草案第三章第 10 条，允许私营公司进行 SMR 项目的研究和投资。</p>
</div><p>The draft resolution encourages private enterprises to participate in SMR development to supply electricity for industrial projects, such as steel plants, petrochemical complexes and data centres.</p>
<div class="lb-trans"><p>该草案决议鼓励私营企业参与 SMR 开发，为工业项目如钢铁厂、石化综合体和数据中心提供电力。</p>
</div><p>They may also engage in joint research, technology development and technology transfer.</p>
<div class="lb-trans"><p>他们还可以参与联合研究、技术开发和技术转让。</p>
</div><p>For the public sector, State-owned corporations and research institutes will be allowed to collaborate with private investors throughout the process, from research and technological development to construction and operation. — VNS</p>
<div class="lb-trans"><p>对于公共部门，国有企业和研究机构将被允许在整个过程中与私营投资者合作，从研究和技术开发到建设和运营。——越南新闻社（VNS）</p>
</div>

越南在能源需求不断增长的背景下考虑发展小规模核电