<p>河内——越南正将造船业定位为其海洋经济的战略支柱，专家表示，随着全球竞争加剧和供应链压力的增加，该行业有望成为经济增长、物流和国家安全的强大新引擎。</p>
<p>在周一举行的越南海洋经济与造船研讨会上，造船工业公司（SBIC）副总经理阮进达表示，最近的党的结论第 18 号（KL/TW）重申了造船业作为国家关键产业的重要性，反映了发展思维的转变，造船业不再仅仅被视为一个专业制造部门。</p>
<p>阮进达表示：“如果说造船业曾经主要从工业生产的角度来看待，现在它已被纳入国家整体发展战略，成为海洋产业的支柱。”</p>
<p>“强大的造船业有助于增强海洋主权保护，强化国家的航运自主性，减少对外国市场的依赖，降低物流成本，并在绿色经济和全球能源转型中发挥重要作用。”</p>
<p>阮进达指出，越南的造船业目前正处于经济、物流和国家安全三个战略支柱的交汇点。通过适当的支持政策，该行业有望成为新的工业增长引擎，直接为国家在未来几年实现两位数经济增长的目标做出贡献。</p>
<p>尽管潜力巨大，该行业在过去十年中面临持续的挑战，包括资金能力有限、生产碎片化、支持产业薄弱和本地化率低。</p>
<p>许多国内造船厂尚未建立大规模供应链，而国际竞争力仍然有限。</p>
<p>越南科学技术协会联合会（VUSTA）副会长范玉灵表示，尽管该行业经历了强有力的重组努力，但在获取资金、掌握先进技术和吸引绿色智能造船所需的高素质人力资源方面仍面临重大障碍。</p>
<p>他补充说，越南航运船队的竞争力仍然有限，而该国的海运市场仍然严重依赖外国航运公司。</p>
<p>然而，在经历近三十年的困难和重组后，越南的造船业逐渐恢复了活力。</p>
<p>阮进达指出，国内企业现在能够建造高技术和环保的船舶，同时也掌握了现代军舰的建造技术。</p>
<p>这些成就使越南在造船能力方面跻身全球前十名，尽管仍面临财务和技术的限制。</p>
<p>阮进达表示：“造船业不再仅仅是一个制造部门。在当今地缘政治竞争和全球不稳定的背景下，它已成为国家力量的工具。”</p>
<p>他强调，如果引入适当的支持机制，该行业还可以帮助越南更好地控制物流供应链，持续降低物流成本，并通过制造和出口活动对 GDP 增长做出更显著的贡献。</p>
<p>越南海事和内陆水道管理局的代表表示，建设部已向政府提交了一项提案，旨在增强国内造船企业的能力。</p>
<p>该提案包括一系列旨在支持造船业发展的财务、税收和规划政策。</p>
<p>与此同时，对《海事法》和《内陆水道法》的修订预计将引入与税收、费用和投资相关的额外激励措施，同时鼓励国内外更大程度地参与造船发展，并优先考虑本地制造的造船产品。——越南新闻社（VNS）</p>

越南 ETF - VanEck Vectors

VNAM

<p>越南正将造船业定位为其海洋经济的战略支柱，旨在增强经济增长、物流和国家安全。专家强调该行业在减少对外国市场依赖和降低物流成本方面的潜力。尽管面临有限的财务能力和低本地化率等挑战，国内企业现在已经能够建造先进的船舶。政府正在提出支持该行业发展的政策，这可能对 GDP 增长和国家整体发展战略产生重要贡献</p>

<p>HÀ NỘI — Việt Nam is positioning shipbuilding as a strategic pillar of its marine economy, with experts saying the industry could become a powerful new engine for economic growth, logistics and national security amid rising global competition and supply chain pressures.</p>
<div class="lb-trans"><p>河内——越南正将造船业定位为其海洋经济的战略支柱，专家表示，随着全球竞争加剧和供应链压力的增加，该行业有望成为经济增长、物流和国家安全的强大新引擎。</p>
</div><p>Speaking at a seminar on Việt Nam’s marine economy and shipbuilding on Monday, Nguyễn Tiến Đạt, deputy general director of the Shipbuilding Industry Corporation (SBIC), said a recent Party Conclusion No.18-KL/TW had reaffirmed shipbuilding as a key national industry, reflecting a shift in development thinking, with shipbuilding no longer viewed solely as a specialised manufacturing sector.</p>
<div class="lb-trans"><p>在周一举行的越南海洋经济与造船研讨会上，造船工业公司（SBIC）副总经理阮进达表示，最近的党的结论第 18 号（KL/TW）重申了造船业作为国家关键产业的重要性，反映了发展思维的转变，造船业不再仅仅被视为一个专业制造部门。</p>
</div><p>“If shipbuilding was once viewed mainly from the perspective of industrial production, it is now being integrated into the country’s overall development strategy as the backbone of the marine industry,” Đạt said.</p>
<div class="lb-trans"><p>阮进达表示：“如果说造船业曾经主要从工业生产的角度来看待，现在它已被纳入国家整体发展战略，成为海洋产业的支柱。”</p>
</div><p>“A strong shipbuilding industry helps enhance maritime sovereignty protection, strengthens the country’s shipping autonomy, reduces dependence on foreign markets, lowers logistics costs and plays an important role in the green economy and global energy transition.”</p>
<div class="lb-trans"><p>“强大的造船业有助于增强海洋主权保护，强化国家的航运自主性，减少对外国市场的依赖，降低物流成本，并在绿色经济和全球能源转型中发挥重要作用。”</p>
</div><p>According to Đạt, Việt Nam’s shipbuilding industry currently stands at the intersection of three strategic pillars: economy, logistics and national security. With appropriate support policies, the sector could emerge as a new industrial growth engine contributing directly to the country’s goal of achieving double-digit economic growth in the coming years.</p>
<div class="lb-trans"><p>阮进达指出，越南的造船业目前正处于经济、物流和国家安全三个战略支柱的交汇点。通过适当的支持政策，该行业有望成为新的工业增长引擎，直接为国家在未来几年实现两位数经济增长的目标做出贡献。</p>
</div><p>Despite its potential, the industry has faced persistent challenges over the past decade, including limited financial capacity, fragmented production, weak supporting industries and low localisation rates.</p>
<div class="lb-trans"><p>尽管潜力巨大，该行业在过去十年中面临持续的挑战，包括资金能力有限、生产碎片化、支持产业薄弱和本地化率低。</p>
</div><p>Many domestic shipyards have yet to establish large-scale supply chains, while international competitiveness remains modest.</p>
<div class="lb-trans"><p>许多国内造船厂尚未建立大规模供应链，而国际竞争力仍然有限。</p>
</div><p>Phạm Ngọc Linh, vice president of the Vietnam Union of Science and Technology Associations (VUSTA), said although the industry has undergone strong restructuring efforts, it still faces major obstacles in accessing capital, mastering advanced technologies and attracting high-quality human resources needed for green and smart shipbuilding.</p>
<div class="lb-trans"><p>越南科学技术协会联合会（VUSTA）副会长范玉灵表示，尽管该行业经历了强有力的重组努力，但在获取资金、掌握先进技术和吸引绿色智能造船所需的高素质人力资源方面仍面临重大障碍。</p>
</div><p>He added that the competitiveness of Việt Nam’s shipping fleet remained limited, while the country’s maritime transport market continued to rely heavily on foreign shipping lines.</p>
<div class="lb-trans"><p>他补充说，越南航运船队的竞争力仍然有限，而该国的海运市场仍然严重依赖外国航运公司。</p>
</div><p>However, after nearly three decades of difficulties and restructuring, Việt Nam’s shipbuilding industry has gradually regained momentum.</p>
<div class="lb-trans"><p>然而，在经历近三十年的困难和重组后，越南的造船业逐渐恢复了活力。</p>
</div><p>Đạt noted that domestic enterprises are now capable of building high-technology and environmentally friendly vessels, while also mastering the construction of modern military ships.</p>
<div class="lb-trans"><p>阮进达指出，国内企业现在能够建造高技术和环保的船舶，同时也掌握了现代军舰的建造技术。</p>
</div><p>These achievements have helped place Việt Nam among the world’s top 10 shipbuilding nations in terms of capacity despite ongoing financial and technological constraints.</p>
<div class="lb-trans"><p>这些成就使越南在造船能力方面跻身全球前十名，尽管仍面临财务和技术的限制。</p>
</div><p>“Shipbuilding is no longer simply a manufacturing sector. In today’s context of geopolitical competition and global instability, it has become an instrument of national power,” Đạt said.</p>
<div class="lb-trans"><p>阮进达表示：“造船业不再仅仅是一个制造部门。在当今地缘政治竞争和全球不稳定的背景下，它已成为国家力量的工具。”</p>
</div><p>He stressed that the industry could also help Việt Nam gain greater control over logistics supply chains, sustainably reduce logistics costs and contribute more significantly to GDP growth through manufacturing and export activities if adequate support mechanisms are introduced.</p>
<div class="lb-trans"><p>他强调，如果引入适当的支持机制，该行业还可以帮助越南更好地控制物流供应链，持续降低物流成本，并通过制造和出口活动对 GDP 增长做出更显著的贡献。</p>
</div><p>Representatives from the Vietnam Maritime and Inland Waterways Administration said the Ministry of Construction had submitted a proposal to the Government aimed at enhancing the capacity of domestic shipbuilding enterprises.</p>
<div class="lb-trans"><p>越南海事和内陆水道管理局的代表表示，建设部已向政府提交了一项提案，旨在增强国内造船企业的能力。</p>
</div><p>The proposal includes a range of financial, tax and planning policies designed to support the development of the shipbuilding industry.</p>
<div class="lb-trans"><p>该提案包括一系列旨在支持造船业发展的财务、税收和规划政策。</p>
</div><p>At the same time, revisions to the Maritime Code and Inland Waterways Law are expected to introduce additional incentives related to taxes, fees and investment, while encouraging greater domestic and foreign participation in shipbuilding development and prioritising locally made shipbuilding products. — VNS</p>
<div class="lb-trans"><p>与此同时，对《海事法》和《内陆水道法》的修订预计将引入与税收、费用和投资相关的额外激励措施，同时鼓励国内外更大程度地参与造船发展，并优先考虑本地制造的造船产品。——越南新闻社（VNS）</p>
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越南将造船业视为新的工业增长动力