Report

The need to expand and upgrade the national power grid

• According to the revised Power Plan VIII (RPP8), by 2030, 44% of the entire system’s installed capacity will come from renewable energy, concentrated in the Central region. Meanwhile, electricity consumption demand is in the North and South, creating a phase difference between supply and demand.
• To ensure capacity evacuation and system balancing, RPP8 aims to double the current 220kV and 500kV transmission infrastructure.
• Businesses with experience in consulting and constructing power grids such as PC1 and TV2 will directly benefit from this investment trend.
Provider
Viet Dragon Securities
Viet Dragon Securities

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Analysts
Chinh Nguyen

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