---
title: "東南亞在電網風險的背景下，面臨着 2000 億美元的電力需求激增"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286795830.md"
description: "東南亞的電力需求預計將在四年內激增超過 100 太瓦時，這需要 2000 億美元的投資。分析師警告，到 2035 年，電網投資將出現 180 億美元的年度短缺，這可能導致可再生項目的延遲和取消。在過去五年中，由於監管和系統挑戰，越南、泰國和印度尼西亞的可再生項目中多達 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)
---

# 東南亞在電網風險的背景下，面臨着 2000 億美元的電力需求激增

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.

### 相關股票

- [EIDO.US](https://longbridge.com/zh-HK/quote/EIDO.US.md)
- [THD.US](https://longbridge.com/zh-HK/quote/THD.US.md)
- [VNM.US](https://longbridge.com/zh-HK/quote/VNM.US.md)

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