
越南已批准一项计划,到2030年将国有贷款机构的最低国家持股比例设定为65%,这是重组主要企业和银行国家资本更广泛计划的一部分。
Vietnam has approved a plan to set the minimum state ownership level for state-run lenders at 65% by 2030, part of a broader programme to restructure state capital in major enterprises and banks.
该重组计划于周三晚间发布,涵盖21家国有和国家支持的企业,是越南2026-2030年国家资本重组计划的一部分,旨在保持国家对战略领域的控制,同时赋予当局调整其在选定公司和贷款机构持股的灵活性。
The restructuring plan, released late on Wednesday, covers 21 state-owned and state-backed enterprises, and forms part of Vietnam’s 2026-2030 programme to restructure state capital, with the aim of preserving state control in strategic sectors while giving authorities the flexibility to adjust their holdings in selected companies and lenders.
国家计划到2030年在越南投资发展银行(BIDV)、越南外贸股份商业银行(Vietcombank)和越南工商股份商业银行(VietinBank)中保持至少65%的股份。目前政府在BIDV的持股为76.73%,在Vietcombank的持股为74.80%,均高于新的65%门槛,而在VietinBank的持股为64.46%。
The state plans to retain shares of at least 65% in BIDV, Vietcombank and VietinBank by 2030. The government’s stakes currently stand at 76.73% in BIDV and 74.80% in Vietcombank, above the new 65% threshold, while its holding in VietinBank is 64.46%.
该决定未说明将采用何种机制达到这些持股水平,也未说明是否会进行任何股份出售、配售或资本募集。
The decision did not specify which mechanism would be used to reach those ownership levels or whether any stake sales, placements or capital raising will be undertaken.
该计划还将越南农业与农村发展银行(Agribank)的国家全资所有权维持至2030年,使其成为涉及银行中唯一一家将保持完全国有的银行。
The plan also maintains 100% state ownership in Agribank through 2030, making it the only bank among those covered that will remain fully state-owned.
国家将在其他主要战略企业中保持100%国家所有权至2030年,包括越南电力集团(EVN)、越南国家石油天然气集团(PetroVietnam)和越南高速公路发展投资总公司(VEC)。
The state will maintain 100% state ownership through 2030 in other major strategic enterprises, including Vietnam Electricity (EVN), the Vietnam National Industry-Energy Group (PetroVietnam), the Vietnam Expressway Corporation (VEC).
根据该计划,国家在越南航空的直接持股预计将从目前的39.29%上升至2030年的86.42%。
Under the plan, the state’s direct holding in Vietnam Airlines is set to rise to 86.42% by 2030 from the current level of 39.29%.
据伦敦证券交易所集团(LSEG)数据,国家资本投资公司已持有该航空公司约47%的股份。
The state-owned investor, the State Capital Investment Corporation, already holds a stake of about 47% in the airline, according to LSEG data.
该计划还设想将国家在越南橡胶集团的持股从96.77%降至75%,同时保持其多数控股地位。
The plan also envisages a reduction in the state’s stake in Vietnam Rubber Group to 75% from 96.77%, maintaining its majority control.
据当地媒体报道,截至2025年底,越南共有695家国有企业,其中包括497家由政府全资拥有的企业。
Vietnam had 695 state-owned enterprises by the end of 2025, including 497 wholly owned by the government, local media reported.