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猛砸万亿做基建,越南在布什么“棋局”?
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-22 13:07
Group 1 - Vietnam government has announced the launch and completion of 250 large-scale infrastructure projects with a total investment of 1,280 trillion VND (approximately 50 billion USD) [1] - The infrastructure investment is seen as a key driver for Vietnam's economic growth and modernization over the next 10 to 20 years [1][4] - The public investment expenditure in Vietnam surged by 40% year-on-year in the first half of the year, reaching 268.1 trillion VND (approximately 10.3 billion USD) [6] Group 2 - Vietnam's road quality ranks 109th globally, indicating significant infrastructure challenges, particularly in major cities like Ho Chi Minh and Hanoi [2] - The railway system is largely outdated, with most tracks dating back to the French colonial era, limiting capacity and speed [2] - Power supply issues have led to nationwide blackouts, affecting major companies and prompting the government to seek electricity imports [3] Group 3 - Vietnam is focusing on improving infrastructure to address challenges such as increased tariffs from the US and to meet its GDP growth target of 8.3%-8.5% for the year [6] - The government is funding 129 of the 250 projects, while 121 projects are supported by private and foreign capital, highlighting a reliance on external investment [7] - The participation of Chinese companies in Vietnam's infrastructure projects is increasing, with examples including the construction of metro lines and highways [10][11] Group 4 - The Vietnamese government aims to alleviate financial pressure through Public-Private Partnerships (PPP), but attracting private investment remains a challenge [7][8] - Experts suggest that Chinese companies should form strategic alliances to avoid internal competition in the crowded Vietnamese market [11] - There is a shift in Chinese companies' approach to overseas infrastructure projects, focusing on smaller, manageable projects to mitigate risks [11][12]