<p>河內——越南正將造船業定位為其海洋經濟的戰略支柱，專家表示，隨着全球競爭加劇和供應鏈壓力的增加，該行業有望成為經濟增長、物流和國家安全的強大新引擎。</p>
<p>在週一舉行的越南海洋經濟與造船研討會上，造船工業公司（SBIC）副總經理阮進達表示，最近的黨的結論第 18 號（KL/TW）重申了造船業作為國家關鍵產業的重要性，反映了發展思維的轉變，造船業不再僅僅被視為一個專業製造部門。</p>
<p>阮進達表示：“如果説造船業曾經主要從工業生產的角度來看待，現在它已被納入國家整體發展戰略，成為海洋產業的支柱。”</p>
<p>“強大的造船業有助於增強海洋主權保護，強化國家的航運自主性，減少對外國市場的依賴，降低物流成本，並在綠色經濟和全球能源轉型中發揮重要作用。”</p>
<p>阮進達指出，越南的造船業目前正處於經濟、物流和國家安全三個戰略支柱的交匯點。通過適當的支持政策，該行業有望成為新的工業增長引擎，直接為國家在未來幾年實現兩位數經濟增長的目標做出貢獻。</p>
<p>儘管潛力巨大，該行業在過去十年中面臨持續的挑戰，包括資金能力有限、生產碎片化、支持產業薄弱和本地化率低。</p>
<p>許多國內造船廠尚未建立大規模供應鏈，而國際競爭力仍然有限。</p>
<p>越南科學技術協會聯合會（VUSTA）副會長範玉靈表示，儘管該行業經歷了強有力的重組努力，但在獲取資金、掌握先進技術和吸引綠色智能造船所需的高素質人力資源方面仍面臨重大障礙。</p>
<p>他補充説，越南航運船隊的競爭力仍然有限，而該國的海運市場仍然嚴重依賴外國航運公司。</p>
<p>然而，在經歷近三十年的困難和重組後，越南的造船業逐漸恢復了活力。</p>
<p>阮進達指出，國內企業現在能夠建造高技術和環保的船舶，同時也掌握了現代軍艦的建造技術。</p>
<p>這些成就使越南在造船能力方面躋身全球前十名，儘管仍面臨財務和技術的限制。</p>
<p>阮進達表示：“造船業不再僅僅是一個製造部門。在當今地緣政治競爭和全球不穩定的背景下，它已成為國家力量的工具。”</p>
<p>他強調，如果引入適當的支持機制，該行業還可以幫助越南更好地控制物流供應鏈，持續降低物流成本，並通過製造和出口活動對 GDP 增長做出更顯著的貢獻。</p>
<p>越南海事和內陸水道管理局的代表表示，建設部已向政府提交了一項提案，旨在增強國內造船企業的能力。</p>
<p>該提案包括一系列旨在支持造船業發展的財務、税收和規劃政策。</p>
<p>與此同時，對《海事法》和《內陸水道法》的修訂預計將引入與税收、費用和投資相關的額外激勵措施，同時鼓勵國內外更大程度地參與造船發展，並優先考慮本地製造的造船產品。——越南新聞社（VNS）</p>

越南 ETF - VanEck Vectors

VNAM

<p>越南正將造船業定位為其海洋經濟的戰略支柱，旨在增強經濟增長、物流和國家安全。專家強調該行業在減少對外國市場依賴和降低物流成本方面的潛力。儘管面臨有限的財務能力和低本地化率等挑戰，國內企業現在已經能夠建造先進的船舶。政府正在提出支持該行業發展的政策，這可能對 GDP 增長和國家整體發展戰略產生重要貢獻</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>河內——越南正將造船業定位為其海洋經濟的戰略支柱，專家表示，隨着全球競爭加劇和供應鏈壓力的增加，該行業有望成為經濟增長、物流和國家安全的強大新引擎。</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>在週一舉行的越南海洋經濟與造船研討會上，造船工業公司（SBIC）副總經理阮進達表示，最近的黨的結論第 18 號（KL/TW）重申了造船業作為國家關鍵產業的重要性，反映了發展思維的轉變，造船業不再僅僅被視為一個專業製造部門。</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>阮進達表示：“如果説造船業曾經主要從工業生產的角度來看待，現在它已被納入國家整體發展戰略，成為海洋產業的支柱。”</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>“強大的造船業有助於增強海洋主權保護，強化國家的航運自主性，減少對外國市場的依賴，降低物流成本，並在綠色經濟和全球能源轉型中發揮重要作用。”</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>阮進達指出，越南的造船業目前正處於經濟、物流和國家安全三個戰略支柱的交匯點。通過適當的支持政策，該行業有望成為新的工業增長引擎，直接為國家在未來幾年實現兩位數經濟增長的目標做出貢獻。</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>儘管潛力巨大，該行業在過去十年中面臨持續的挑戰，包括資金能力有限、生產碎片化、支持產業薄弱和本地化率低。</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>許多國內造船廠尚未建立大規模供應鏈，而國際競爭力仍然有限。</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>越南科學技術協會聯合會（VUSTA）副會長範玉靈表示，儘管該行業經歷了強有力的重組努力，但在獲取資金、掌握先進技術和吸引綠色智能造船所需的高素質人力資源方面仍面臨重大障礙。</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>他補充説，越南航運船隊的競爭力仍然有限，而該國的海運市場仍然嚴重依賴外國航運公司。</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，在經歷近三十年的困難和重組後，越南的造船業逐漸恢復了活力。</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>阮進達指出，國內企業現在能夠建造高技術和環保的船舶，同時也掌握了現代軍艦的建造技術。</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>這些成就使越南在造船能力方面躋身全球前十名，儘管仍面臨財務和技術的限制。</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>阮進達表示：“造船業不再僅僅是一個製造部門。在當今地緣政治競爭和全球不穩定的背景下，它已成為國家力量的工具。”</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>他強調，如果引入適當的支持機制，該行業還可以幫助越南更好地控制物流供應鏈，持續降低物流成本，並通過製造和出口活動對 GDP 增長做出更顯著的貢獻。</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>越南海事和內陸水道管理局的代表表示，建設部已向政府提交了一項提案，旨在增強國內造船企業的能力。</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>該提案包括一系列旨在支持造船業發展的財務、税收和規劃政策。</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>與此同時，對《海事法》和《內陸水道法》的修訂預計將引入與税收、費用和投資相關的額外激勵措施，同時鼓勵國內外更大程度地參與造船發展，並優先考慮本地製造的造船產品。——越南新聞社（VNS）</p>
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越南將造船業視為新的工業增長動力