---
title: "东南亚在电网风险的背景下，面临着 2000 亿美元的电力需求激增"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286795830.md"
description: "东南亚的电力需求预计将在四年内激增超过 100 太瓦时，这需要 2000 亿美元的投资。分析师警告，到 2035 年，电网投资将出现 180 亿美元的年度短缺，这可能导致可再生项目的延迟和取消。在过去五年中，由于监管和系统挑战，越南、泰国和印度尼西亚的可再生项目中多达 60% 被取消"
datetime: "2026-05-18T15:51:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286795830.md)
  - [en](https://longbridge.com/en/news/286795830.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286795830.md)
---

# 东南亚在电网风险的背景下，面临着 2000 亿美元的电力需求激增

Demand surge forecast: Power needs from green sectors in Southeast Asia are set to grow by over 100 TWh in four years, requiring $200B in investments. Grid gap warning: Analysts project an $18B annual shortfall in grid investments by 2035, risking delays and cancellations of renewable projects. Project cancellations rise: Up to 60% of renewables in Vietnam, Thailand, and Indonesia were scrapped in five years due to system and regulatory hurdles.

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