越南太阳能市场：市场占有率分析、产业趋势与统计、成长预测（2026-2031年）

越南太阳能市场在 2025 年的价值为 19.5 吉瓦，预计到 2031 年将达到 37.63 吉瓦，高于 2026 年的 21.76 吉瓦。

预计在预测期（2026-2031 年）内，复合年增长率将达到 11.58%。

这一上升趋势反映了2020年上网电价补贴（FIT）制度结束后推行的政策改革、第八个电力发展规划（PDP8）的扩展以及组件成本的持续下降。浮体式太阳能的竞标、直接购电协议（DPPA）的引入以及资料中心对全天候清洁能源的需求正在推动成长，而电网发展和上网电价补贴政策的不确定性则限制了近期的运作风险。 2020年至2024年，组件资本支出下降了36%，高辐照度地区大型电站的平准化度电成本（LCOE）已降至每千瓦时0.04美元以下。此外，优惠的气候融资管道进一步鼓励了私部门的投资。儘管南部地区电网拥堵，大型计划实施也面临瓶颈，但在太阳能与储能混合利用的强制性政策以及企业购电协议（PPA）承诺的推动下，预计到2030年，该国的太阳能市场仍将保持两位数的增长。

越南太阳能市场趋势与展望

第八个电力发展计画（PDP8）已将太阳能发电目标修订为2030年达到34吉瓦。

2025年4月发布的第768号决议修订了第八版电力发展计画（PDP8），将2030年太阳能发电装置容量上限提高至46.5-73.4吉瓦。这要求安装永续两小时的电池储能设施。开发商目前正在安装锂离子电池系统，每千瓦时成本为200-250美元，这意味着一座100兆瓦的电站需要额外投资4000万至5000万美元，从而可以利用晚间高峰时段比白天高出30-40%的电价。虽然宁顺省和平顺省已简化了超过储能容量上限计划的审批程序，但北部省份由于电网基础设施薄弱而导致审批延误。越南电力公司估计，需要150亿美元的新电网投资才能满足PDP8的能源需求，但指出平均每年的投资额仅12亿美元，可能与该计画的下限相符。然而，该政策巩固了越南太阳能市场的长期前景，并为省级土地竞标和私营部门资金筹措结构提供了指南。

企业购电协议及绿色贷款交易推动工商业需求

80/2024号法令允许每月用电量超过20万千瓦时的消费者签订购电协议（DPPA）。短短六个月内，总计1.77吉瓦的24个计划被列入等候核准。纺织、电子和食品加工企业为了对冲价格风险并获得ESG认证，倾向于选择虚拟购电协议，因为这种协议可以帮助它们避免每公里50万至200万美元的专用线路建设成本。世界银行承诺在2024年投入5亿美元用于可再生能源併网，亚洲开发银行则在2023年至2024年间拨款17亿美元用于屋顶太阳能和微电网建设。预计到2027年，谷歌和微软等超大规模资料中心业者将签署约300兆瓦的专用太阳能合同，以实现其全天候无碳运营的目标。虽然 20 万千瓦时的阈值限制了中小企业的进入，但这项法规将加速越南太阳能市场的商业性转型。

越南南部电网拥塞和发电量减少

宁顺省和平顺省的太阳能发电量已超过当地需求，导致500千伏干线接近其热负载极限运作，迫使越南电力集团（EVN）在2020年削减高达60%的过剩发电量。在旱季高峰期，平均削减​​率高达15%至25%，严重影响计划盈利。一项计画投资150亿美元的高压直流输电扩建工程要到2027年才能全面运作，新增容量将面临电网监管风险。目前，贷款机构要求购买削减保险，导致债务利差增加50至75个基点。虽然强制性10%的电池储能有助于平衡电力供应，但无法抵消持续数天的电力过剩，这成为越南太阳能市场发展的一大限制因素。

细分市场分析

到2025年，太阳能係统将以19.5吉瓦的装置容量占据主导地位，并因资本投资持续下降，在2031年之前保持11.58%的复合年增长率。由于缺乏动态效率所需的直接太阳辐射，聚光型太阳热能发电在越南仍不具备商业性可行性。宁顺省的公用事业规模地面安装系统采用单轴追踪器，发电量提高了12%至18%，而都市区屋顶安装则利用组件级电力电子设备来最大限度地减少阴影遮蔽造成的损失。水力发电厂的浮体式太阳能发电系统拓展了安装地点的选择范围，并可利用现有电网。 TOPCon和异质结组件的快速普及（预计2024年将占出货量的35%）将有助于降低系统总成本。另一方面，聚光太阳能发电（CSP）资本密集度很高，成本在每千瓦3000美元至4000美元之间，而普通太阳能发电的成本仅为每千瓦550美元至650美元，而且聚光太阳能发电还会受到湿度造成的光学损耗，因此，到2031年之前，其前景黯淡。这巩固了普通太阳能发电在越南太阳能市场的主导地位。

随着开发人员部署双面组件和直流耦合电池，并搭配混合逆变器，技术创新正在加速发展，往返效率可达92-94%。在50MW以上的电站中，串列型逆变器正在取代集中式逆变器，提高了系统的韧性，并支援容量的逐步扩展。储能强制性要求正在改变采购模式：一套45MW/90MWh的储能係统与一座450MW的太阳能电站相结合，透过尖峰时段的电价边际收益克服了投资壁垒，为越南太阳能市场的混合化发展铺平了道路。

越南太阳能市场报告按技术（太阳能和聚光型太阳热能发电）、併网类型（併网和离网）以及最终用户（大型公用事业公司、商业/工业用户和住宅）进行细分。市场规模和预测以装置容量（吉瓦）为单位。

其他福利：

• Excel格式的市场预测（ME）表
• 3个月的分析师支持

目录

第一章 引言

• 研究假设和市场定义
• 调查范围

第二章调查方法

第三章执行摘要

第四章 市场情势

• 市场概览
• 市场驱动因素
  • 补贴上网电价（FIT）及屋顶净计量
  • 第八个电力发展计画（PDP8）将太阳能发电目标扩大到2030年达到34吉瓦。
  • 购电协议 (PPA) 和绿色贷款交易的增加将推动工商业需求。
  • 一级光学模组资本支出下降（2020-2024年：-36%）
  • 可再生运作采购，资料中心建设迅速成长。
  • 地方政府土地权竞标倾向在灌溉水库中建造浮体式太阳能发电设施。
• 市场限制
  • 越南南部电网拥塞和发电量减少
  • 不明确的FIT减免与价格上限制度
  • 自2026年起，国内一级EPC（工程、采购、施工）承包能力将出现短缺
  • 投资者担忧大型商业和工业系统屋顶结构的强度。
• 供应链分析
• 监管环境
• 技术展望
• 波特五力模型
  • 新进入者的威胁
  • 供应商的议价能力
  • 买方的议价能力
  • 替代品的威胁
  • 竞争对手之间的竞争
• PESTEL 分析

第五章 市场规模与成长预测

• 透过技术
  • 太阳能发电（PV）
  • 聚光型太阳热能发电（CSP）
• 按网格类型
  • 併网
  • 离网
• 最终用户
  • 公用事业规模
  • 商业和工业（C&I）
  • 住宅
• 按成分（定性分析）
  • 光学模组/面板
  • 逆变器（组串式、集中式、微型）
  • 安装和追踪系统
  • 系统周边设备和电气设备
  • 储能和混合整合

第六章 竞争情势

• 市场集中度
• 策略性倡议（併购、伙伴关係、购电协议）
• 市场占有率分析（主要企业的市场排名和份额）
• 公司简介
  • Song Giang Solar Power JSC
  • Vietnam Sunergy JSC
  • Sharp Energy Solutions Corp.
  • Tata Power Solar Systems Ltd
  • Shire Oak International Ltd
  • B.Grimm Power PCL
  • VU Phong Energy Group JSC
  • Longi Green Energy Technology Co. Ltd
  • Trina Solar Co. Ltd
  • Berkeley Energy C&I Solutions
  • Trung Nam Group
  • BIM Group（AC Renewables）
  • Bamboo Capital-CME Solar
  • Xuan Cau Holdings
  • T&T Group
  • SkyX Solar
  • First Solar Inc.
  • JA Solar Technology Co. Ltd
  • Canadian Solar Inc.
  • Sunseap（EDP Renewables）

第七章 市场机会与未来展望

The Vietnam Solar Energy Market was valued at 19.5 gigawatt in 2025 and estimated to grow from 21.76 gigawatt in 2026 to reach 37.63 gigawatt by 2031, at a CAGR of 11.58% during the forecast period (2026-2031).

The upward curve reflects policy recalibration following the 2020 feed-in tariff (FIT) sunset, the expansion of Power Development Plan VIII (PDP8), and ongoing module-cost deflation. Competitive land auctions for floating arrays, the rollout of direct power-purchase agreements (DPPAs), and data-center procurement for 24X7 clean power underpin demand momentum, while transmission build-outs and FIT uncertainty temper near-term commissioning risk. Module capex fell 36% between 2020 and 2024, compressing utility-scale levelized costs below USD 0.04 per kWh in high-insolation provinces, and concessional climate-finance pipelines are amplifying the private sector's appetite. Despite grid congestion in the south and execution bottlenecks for large projects, hybrid solar-plus-storage mandates and corporate offtake commitments position the Vietnam solar energy market for double-digit growth through 2030.

Vietnam Solar Energy Market Trends and Insights

Power Development Plan VIII Upsizing Solar Target to 34 GW by 2030

Decision 768, issued in April 2025, reset the PDP8, raising the 2030 solar ceiling to 46.5-73.4 GW and mandating battery energy storage equal to at least 10% of the nameplate capacity with a 2-hour duration. Developers now finance lithium-ion arrays costing USD 200-250 per kWh, adding USD 40-50 million to a 100 MW plant, yet unlocking evening-peak tariffs 30-40% above midday rates. Ninh Thuan and Binh Thuan have streamlined permits for projects exceeding the storage threshold, whereas northern provinces lag due to weaker grid infrastructure. Electricity Vietnam estimates that USD 15 billion in new transmission is required to absorb PDP8 volumes, but the annual spend averages only USD 1.2 billion, implying that deployment will likely track the plan's lower bound. The policy nonetheless anchors long-term visibility for the Vietnam solar energy market, guiding provincial land auctions and private-sector financing structures.

Corporate PPAs & Green-Loan Pipelines Accelerating C&I Demand

Decree 80/2024 unlocked DPPAs for consumers topping 200,000 kWh per month, and within six months, 24 projects totaling 1.77 GW entered the approval queue. Textile, electronics, and food processors are chasing tariff hedges and ESG credentials, favoring virtual PPAs that avoid private-line build costs of USD 0.5-2 million per kilometer. The World Bank committed USD 500 million in 2024 for renewable integration, while the Asian Development Bank disbursed USD 1.7 billion during 2023-24 for rooftop solar and microgrids. Hyperscalers such as Google and Microsoft expect to contract close to 300 MW of dedicated solar by 2027 to meet 24X7 carbon-free goals. Although the 200,000 kWh threshold limits SME participation, the decree accelerates the commercial pivot within the Vietnam solar energy market.

Grid Congestion & Curtailment in Southern Vietnam

Solar output in Ninh Thuan and Binh Thuan already exceeds local demand, and the 500 kV backbone operates near thermal limits, forcing Electricity Vietnam to curtail up to 60% of excess generation in 2020. Curtailment averages 15-25% during dry-season peaks, undermining project returns. The planned HVDC reinforcement, worth USD 15 billion, will not be fully online until 2027, leaving new capacity exposed to dispatch risk. Lenders now insist on curtailment insurance, adding 50-75 basis-point spreads to debt. Mandatory 10% battery storage helps time-shift energy but cannot offset multi-day oversupply events, keeping this restraint a prominent drag on the Vietnam solar energy market.

Other drivers and restraints analyzed in the detailed report include:

1. Surge in Data-Center Build-Outs with 24X7 Renewables Procurement
2. Declining Capex of Tier-1 PV Modules (-36% 2020-24)
3. Uncertain FIT Step-Down & Price-Cap Regime

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Solar photovoltaic systems controlled the entire 19.5 GW base in 2025, and continued capex declines support an 11.58% CAGR to 2031. Concentrated solar power remains commercially unviable in Vietnam because the country lacks the direct-normal irradiance required for thermodynamic efficiency. Utility-scale ground mounts in Ninh Thuan utilize single-axis trackers to achieve 12-18% yield gains, whereas urban rooftops rely on module-level power electronics to minimize shading losses. Floating PV on hydropower reservoirs broadens the siting palette and leverages existing transmission. The rapid uptake of TOPCon and heterojunction modules, already accounting for 35% of 2024 shipments, reduces balance-of-system costs. CSP's higher capital intensity of USD 3,000-4,000 per kW, compared to USD 550-650 for PV, together with humidity-driven optical losses, negates its prospects through 2031, cementing photovoltaic primacy in the Vietnam solar energy market.

Innovation accelerates as developers deploy bifacial modules and DC-coupled batteries via hybrid inverters that yield round-trip efficiencies of 92-94%. String-inverter architectures are replacing central units in plants exceeding 50 MW, enhancing fault tolerance and facilitating incremental capacity additions. Battery mandates reshape procurement: 45 MW/90 MWh stacks paired with 450 MW solar farms now clear investment hurdles under peak-tariff spreads, signaling a hybridized roadmap for Vietnam's solar energy market.

The Vietnam Solar Energy Market Report is Segmented by Technology (Solar Photovoltaic and Concentrated Solar Power), Grid Type (On-Grid and Off-Grid), and End-User (Utility-Scale, Commercial and Industrial, and Residential). The Market Sizes and Forecasts are Provided in Terms of Installed Capacity (GW).

List of Companies Covered in this Report:

1. Song Giang Solar Power JSC
2. Vietnam Sunergy JSC
3. Sharp Energy Solutions Corp.
4. Tata Power Solar Systems Ltd
5. Shire Oak International Ltd
6. B.Grimm Power PCL
7. VU Phong Energy Group JSC
8. Longi Green Energy Technology Co. Ltd
9. Trina Solar Co. Ltd
10. Berkeley Energy C&I Solutions
11. Trung Nam Group
12. BIM Group (AC Renewables)
13. Bamboo Capital - CME Solar
14. Xuan Cau Holdings
15. T&T Group
16. SkyX Solar
17. First Solar Inc.
18. JA Solar Technology Co. Ltd
19. Canadian Solar Inc.
20. Sunseap (EDP Renewables)

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Subsidised feed-in-tariffs (FiTs) & rooftop net-metering schemes
  • 4.2.2 Power Development Plan VIII (PDP8) upsizing solar target to 34 GW by 2030
  • 4.2.3 Corporate PPAs & Green-loan pipelines accelerating C&I demand
  • 4.2.4 Declining capex of Tier-1 PV modules (-36 % 2020-24)
  • 4.2.5 Surge in data-centre build-outs with 24 X 7 renewables procurement
  • 4.2.6 Provincial land-use auctions favouring floating PV on irrigation reservoirs
• 4.3 Market Restraints
  • 4.3.1 Grid congestion & curtailment in Southern Vietnam
  • 4.3.2 Uncertain FIT step-down & price-cap regime
  • 4.3.3 Shortage of local tier-1 EPC capacity post-2026
  • 4.3.4 Investor scepticism over roof structural integrity for large C&I systems
• 4.4 Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porters Five Forces
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Bargaining Power of Buyers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry
• 4.8 PESTLE Analysis

5 Market Size & Growth Forecasts

• 5.1 By Technology
  • 5.1.1 Solar Photovoltaic (PV)
  • 5.1.2 Concentrated Solar Power (CSP)
• 5.2 By Grid Type
  • 5.2.1 On-Grid
  • 5.2.2 Off-Grid
• 5.3 By End-User
  • 5.3.1 Utility-Scale
  • 5.3.2 Commercial and Industrial (C&I)
  • 5.3.3 Residential
• 5.4 By Component (Qualitative Analysis)
  • 5.4.1 Solar Modules/Panels
  • 5.4.2 Inverters (String, Central, Micro)
  • 5.4.3 Mounting and Tracking Systems
  • 5.4.4 Balance-of-System and Electricals
  • 5.4.5 Energy Storage and Hybrid Integration

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves (M&A, Partnerships, PPAs)
• 6.3 Market Share Analysis (Market Rank/Share for key companies)
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Products & Services, and Recent Developments)
  • 6.4.1 Song Giang Solar Power JSC
  • 6.4.2 Vietnam Sunergy JSC
  • 6.4.3 Sharp Energy Solutions Corp.
  • 6.4.4 Tata Power Solar Systems Ltd
  • 6.4.5 Shire Oak International Ltd
  • 6.4.6 B.Grimm Power PCL
  • 6.4.7 VU Phong Energy Group JSC
  • 6.4.8 Longi Green Energy Technology Co. Ltd
  • 6.4.9 Trina Solar Co. Ltd
  • 6.4.10 Berkeley Energy C&I Solutions
  • 6.4.11 Trung Nam Group
  • 6.4.12 BIM Group (AC Renewables)
  • 6.4.13 Bamboo Capital - CME Solar
  • 6.4.14 Xuan Cau Holdings
  • 6.4.15 T&T Group
  • 6.4.16 SkyX Solar
  • 6.4.17 First Solar Inc.
  • 6.4.18 JA Solar Technology Co. Ltd
  • 6.4.19 Canadian Solar Inc.
  • 6.4.20 Sunseap (EDP Renewables)

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-need Assessment