越南大面积停电引发外贸订单回流 中国跨境企业如何应对？
越南电力危机持续发酵 | Vietnam's Power Crisis Continues to Escalate
自2023年5月起，越南北部地区因电力供应紧张出现大面积停电现象。部分地区实施临时配电措施：白天优先保障生产用电，夜间优先生活用电。对于紧急订单，工厂需申请在凌晨特定时段生产。
Since May 2023, northern Vietnam has experienced widespread power outages due to tight electricity supply. Some regions have implemented temporary power distribution measures: priority for production during daytime and residential use at night. Factories with urgent orders need to apply for production during specific early morning hours.
跨境企业生产受影响 | Impact on Cross-Border Enterprises
包括乐歌股份、巨星科技、华宝新能等在内的中国跨境电商企业在越南建有大量工厂。随着年中大促临近，停电问题直接影响其生产、交付和备货能力。
Chinese cross-border e-commerce companies including Loctek, GreatStar, and Poweroak have established numerous factories in Vietnam. With mid-year promotions approaching, power outages directly affect their production, delivery, and inventory capabilities.
订单回流中国 | Orders Returning to China
值得注意的是，越南电力危机导致部分外贸订单回流中国。有供应商表示："上月开始明显忙碌，晚班产线全面恢复，周日也不休息，并开始重新招工。"
Notably, Vietnam's power crisis has led to some foreign trade orders returning to China. A supplier stated: "Since last month, we've become significantly busier, with night shifts fully resumed, no days off even on Sundays, and recruitment has restarted."
电力短缺原因分析 | Analysis of Power Shortage Causes
1. 极端高温天气：越南北部地区气温高达37-43°C，空调使用量激增
2. 降雨量减少：水电站因河流水位过低被迫停运
3. 能源结构问题：越南电力60%依赖水电，可再生能源占比不足
1. Extreme heat: Temperatures in northern Vietnam reached 37-43°C, causing surge in AC usage
2. Reduced rainfall: Hydropower plants forced to shut down due to low river levels
3. Energy structure issues: Vietnam relies on hydropower for 60% of electricity, with insufficient renewable energy
企业应对措施 | Corporate Response Strategies
华宝新能：紧急派遣团队赴越考察便携储能产品市场机会
乐歌股份：越南工厂位于南部暂未受影响
健盛集团：采用自备发电机应对限电
Poweroak: Dispatched team to Vietnam to explore portable energy storage market opportunities
Loctek: Factories located in southern Vietnam remain unaffected
Jasan Group: Using self-provided generators to cope with power restrictions
商机与挑战并存 | Opportunities and Challenges Coexist
1. 储能产品需求上升：便携式储能、家庭光伏系统等
2. 发电机市场火爆：河内及周边省市发电机租赁需求激增
3. 供应链调整：部分企业考虑将产能转移回中国或东南亚其他国家
1. Growing demand for energy storage: Portable power stations, home solar systems, etc.
2. Booming generator market: Surging demand for generator rentals in Hanoi and surrounding areas
3. Supply chain adjustments: Some companies considering relocating production back to China or other Southeast Asian countries
