《经济学人》越南的高科技野心，正在被电网拖垮 [B2] 原声

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P1	《经济学人》越南的高科技野心，正在被电网拖垮 [B2] 原声	4:12

P1 · 《经济学人》越南的高科技野心，正在被电网拖垮 [B2] p01 原声 (P1)

《经济学人》越南的高科技野心，正在被电网拖垮 [B2] p01 原声 (P1)

发布于 2026-10-11 · 时长 4:12

字幕摘录

时间	英文	中文
0:10	Vietnam's high-tech dreams come with an electricity problem.	越南高科技梦想带来电力问题.
0:15	To many people, Vietnam's promotion in July to upper-middle-income status by the World	对许多人来说,世界7月越南晋升为中上收入国家
0:21	Bank vindicated almost 40 years of doi moi, or renovation, the country's period of economic	银行维护了近40年的民意调查或国家经济重建时期
0:29	opening.	打开
0:30	Tho Lam, the chairman of Vietnam's Communist Party, is not satisfied.	越南共产党主席多林不满意.
0:36	If we continue with old methods, we may achieve temporary growth, he warned in May,	如果我们继续采用旧的方法, 我们可能会实现暂时的增长, 他在5月份警告,
0:41	but it will be difficult to create sustainable growth or escape the middle-income trap.	但很难创造可持续增长或摆脱中等收入陷阱。
0:47	Wages for Vietnamese workers are rising, which threatens to squeeze already narrow	越南工人的工资正在增加,有可能挤压已经很窄的工人。
0:53	margins in the manufacturing sector.	制造业的差额。
0:55	So before its workforce is priced out,	因此,在它的劳动力被定价之前,

展开字幕全文（59 条）

序号	英文	中文
1	Vietnam's high-tech dreams come with an electricity problem.	越南高科技梦想带来电力问题.
2	To many people, Vietnam's promotion in July to upper-middle-income status by the World	对许多人来说,世界7月越南晋升为中上收入国家
3	Bank vindicated almost 40 years of doi moi, or renovation, the country's period of economic	银行维护了近40年的民意调查或国家经济重建时期
4	opening.	打开
5	Tho Lam, the chairman of Vietnam's Communist Party, is not satisfied.	越南共产党主席多林不满意.
6	If we continue with old methods, we may achieve temporary growth, he warned in May,	如果我们继续采用旧的方法, 我们可能会实现暂时的增长, 他在5月份警告,
7	but it will be difficult to create sustainable growth or escape the middle-income trap.	但很难创造可持续增长或摆脱中等收入陷阱。
8	Wages for Vietnamese workers are rising, which threatens to squeeze already narrow	越南工人的工资正在增加,有可能挤压已经很窄的工人。
9	margins in the manufacturing sector.	制造业的差额。
10	So before its workforce is priced out,	因此,在它的劳动力被定价之前,
11	Vietnam's government hopes to leap up the value chain.	越南政府希望跃升价值链.
12	It intends to manufacture high-tech products	它打算制造高科技产品
13	like semiconductors, which it currently merely assembles with comparatively little value added.	如半导体,它目前只是组装,附加值相对较少。
14	But chip-making takes lots of energy, and Vietnam, which has only recently conquered	但是芯片制造需要大量能量越南最近才征服
15	chronic blackouts, needs reforms to match its ambition.	长期停电,需要改革来配合它的雄心壮志.
16	Luckily, it has a plan.	幸好它有个计划
17	Vietnam aims to bring liquefied natural gas, or LNG, into the power mix.	越南的目标是将液化天然气,即LNG,引入动力组合.
18	Imported gas can provide an efficient, steady stream of power and is ideal for energy-intensive	进口天然气可以提供高效、稳定的电力流,是能源密集型的理想途径。
19	industrial parks.	工业园区.
20	By 2030, Vietnam hopes to generate about 10% of its electricity from the stuff.	到2030年,越南希望用这些东西发电约10%。
21	But it won't meet that goal.	但它不会达到这个目标。
22	Vinh Group, the country's largest conglomerate,	文赫集团,全国最大的集团,
23	ended a $6.7 billion LNG power plant project in March, citing high costs.	3月以高成本为由结束了67亿美元的LNG发电厂项目。
24	The construction of new LNG power plants is stalling across the country,	新建的LNG电站在全国停滞,
25	and the handful that are moving forward are mostly run by state-owned enterprises,	少数前进者大多由国有企业经营,
26	including Vietnam Electricity, EVN.	包括越南电力,EVN.
27	So far, LNG contributes only about 1.6% of Vietnam's electricity.	迄今为止,LNG只贡献了越南约1.6%的电力.
28	Vietnam is not entirely to blame.	越南并非完全应该受到指责。
29	The Iran War has hit Asia-bound LNG hard.	伊朗战争重创亚洲LNG.
30	Import prices have risen by 146% since the end of February.	2月底以来,进口价格上升了146%。
31	At current prices,	现价
32	importing LNG at the rates envisioned by the 2030 plan would devour $12 billion to $16 billion,	按照2030年计划设想的速度进口LNG将消耗120亿至160亿美元,
33	14 to 18% of the country's reserves every year, says Philip Solomon, a director at BRG,	每年全国储备的14%到18%, 菲利普·所罗门,一名BRG的导演,
34	a consultancy.	a 顾问。
35	But this pressure will fade if and when global prices recede.	但是,如果全球价格下跌,这种压力就会消退。
36	The bigger problem is political.	更大的问题是政治问题。
37	Electricity in Vietnam is highly subsidized.	越南的电力补贴很高。
38	State-owned producers	国有生产者
39	are told by the government to sell their power at an artificially low cost, which makes it easier to	政府要求他们以低价出售电力,
40	enforce aggressive price caps.	执行侵略性价格上限。
41	LNG does not work that way.	LNG不是那样的
42	Building a large fleet of LNG power	建造大型LNG电力车队
43	plants takes huge amounts of capital and expertise that are beyond the state's ability to provide.	植物需要巨大的资本和专业知识超出了国家的能力。
44	Only foreign operators can do the trick, and they typically will demand higher rates than the	只有外国运营商才能这样做,他们通常会要求比
45	government prefers to pay.	政府倾向于支付。
46	This puts Vietnam in a bind.	这使越南陷入困境。
47	It can either pay for LNG, which makes	它要么支付LNG, 这使得
48	power subsidies more expensive to maintain, or abandon gas imports, jeopardizing its high-tech	电力补贴更昂贵,以维持或放弃天然气进口,危及其高技术
49	hopes.	希望。 (掌声)
50	Vietnam has struggled with this choice before.	越南以前曾为此选择而奋斗.
51	Back in 2017, it was able to attract	回到2017年,它能够吸引
52	foreign companies for solar projects with a generous feed-in tariff, a baseline rate that	外国公司用于太阳能项目,并征收优惠上网费,基线费率为:
53	the state pays for power.	国家支付权力。
54	But these rates were too expensive to maintain, so EVN retroactively cut	但是这些价格太贵无法维持所以EVN追溯性削减
55	them in 2025, slashing returns for investments totalling about $13 billion.	在2025年,投资收益被削减,总额约为130亿美元。
56	As a result, many	因此,许多人
57	foreign power developers already think twice before doing business in Vietnam.	外国电力开发商在越南做生意之前已经三思而后行.
58	Foreign power	外国势力
59	Foreign power developers already think twice before doing business in Vietnam.	外国电力开发商在越南做生意之前已经三思而后行.

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