China-Vietnam Infrastructure & New Energy: Mutually Beneficial Pathways

Vietnam North-South High-Speed Rail:
Vietnam's North-South High-Speed Rail (Hanoi-Ho Chi Minh City, total length 1,541 km, total investment US$67.34 billion) is planned to start construction at the end of 2026 and be operational by 2035. Technology transfer negotiations and localization requirements create conditions for Vietnam to connect with Chinese enterprises and generate profits. After completion, the project will activate the沿线economy and indirectly drive income growth in related industries.

Profit Pathways: Vietnamese enterprises undertake subcontracting projects such as track laying and station construction; share land and commercial dividends through TOD development; absorb technology and expand production capacity through joint venture factories.

Ho Chi Minh City Metro Line 2:
Ho Chi Minh City Metro Line 2 (total length 11 km, total investment US$2 billion) will start construction in 2025 and be operational by 2030. Full-chain participation by Chinese enterprises provides stable profit channels for Vietnamese enterprises, and the project's technology also drives the growth of local teams.

Profit Pathways: Vietnamese enterprises participate in supporting projects such as station decoration and electromechanical installation; obtain commercial benefits through TOD development; increase income by exporting technical talents and services.

New Energy Industry:
Vietnam plans to install 183 GW of renewable energy capacity by 2030, providing a market for connecting with Chinese enterprises' new energy industry chain. Chinese enterprises have deployed a complete industry chain in Vietnam, coupled with Vietnam's policy dividends, driving local income growth. However, land and power grid risks need to be guarded against.

Profit Pathways: Vietnamese enterprises undertake supporting links such as operation and maintenance, and tower manufacturing; participate in dividends from joint venture projects; expand exports through technology transfer; deploy the hydrogen energy industry chain to seize new opportunities.

Risk Prevention and Control: Vietnam needs to prevent and control policy and performance risks, establish a full-cycle evaluation mechanism; build a talent team, improve the ability to undertake orders and technology docking, and consolidate the foundation for long-term profitability.

The core of Vietnam's profit-making from China is to connect with the advantages of Chinese enterprises and profit through paths such as subcontracting, manufacturing, and development. The key is to prevent and control risks, improve capabilities, and achieve the transformation from short-term income to long-term profitability. It is recommended to establish a policy tracking mechanism to optimize strategies.