胡志明市——越南国家电力公司已经取消了两个用电高峰期中的一个，并将另一个延长了两个小时，此举旨在当需求最高且太阳能发电减弱时，减轻电网负荷。
HO CHI MINH CITY -- Vietnam's state power utility has scrapped one of two peak power pricing periods and extended the other by two hours, moves aimed at reducing grid strain when demand is highest and solar generation falls away.
上午9点30分至上午11点30分的高峰期已被取消，而晚间高峰期现在则延长至下午5点30分到晚上10点30分。
The peak period from 9:30 a.m. to 11:30 a.m. has been scrapped, while the evening peak now runs from 5:30 p.m. to 10:30 p.m.
这些变动是国有的越南电力集团（EVN）于周日推出的一项新关税结构的一部分。
The changes come under a new tariff structure rolled out Sunday by state-owned Electricity Vietnam (EVN).
这些变化反映了越南迅速的太阳能建设如何改变了电力需求模式，但也可能重塑制造商、可再生能源开发商以及希望在该国初具规模的直接购电协议（DPPA）计划下从生产商处购买能源的公司的激励机制。
They reflect how Vietnam's rapid solar buildout has altered electricity demand patterns but could also reshape incentives for manufacturers, renewable-energy developers and companies seeking to buy energy from producers under the country's nascent direct power purchase agreement (DPPA) scheme.
由于太阳能发电在全国范围内迅速扩大，官员们对这些时段短缺的担忧有所减少，生产商在白天将不再获得更高的价格。
Producers will no longer receive higher prices during the day, with officials less worried about shortages during those hours now that solar generation has rapidly expanded across the country.
越南电力集团于周日开始这一过渡，就在同一天，为响应政府支持消费者和企业的命令，该集团将零售电价平均下调了2%。政府表示，此举将使通货膨胀率下降0.08个百分点。在中东战争引发的能源危机中，较高的价格一直是人们担忧的问题。
EVN began the transition on Sunday, the same day it cut retail electricity prices by an average of 2% in response to a government order to support consumers and businesses. The government said the reduction would shave 0.08 of a percentage point off inflation. Higher prices have been a concern amid the energy crisis triggered by the Middle East war.
越南已成为东盟顶尖的太阳能生产国，但最新的关税变动凸显了决策者面临的一项挑战：如何在增加可再生能源发电的同时，确保在太阳能电力消失的夜间有充足的电力供应。
Vietnam has become ASEAN's top solar producer, but the latest tariff changes underscore a challenge facing policymakers: How can they increase renewable generation while ensuring adequate power supplies at night, when solar output disappears?
向单一高峰期的转变预计将使某些公司比其他公司受益更多。在高峰定价结束后多开一个午夜班的工厂电费可能会降低，而配有电池的工厂则可以储存中午生成的太阳能并在晚间使用。
The shift to a single peak period is expected to benefit some companies more than others. Factories that run an extra midnight shift after peak pricing ends could see lower electricity bills, while those with batteries can store solar power generated at noon and deploy it in the evening.
这些变化也恰逢直接购电协议迎来一个重要过渡期，目前有数十个项目正在推进中，其中包括涉及三星和乐高的标志性交易。
The changes also coincide with an important transition for DPPAs, with dozens of projects in the works, including landmark deals involving Samsung and Lego.
律所Allens合伙人兼直接购电协议专家吉尔斯·库珀（Giles Cooper）对《日经亚洲》表示，取消一个高峰期可能是“激励工业领域脱碳的一个减速带”。“它有可能发出关于供应电力真实成本的错误信号，而此时正需要对一个可再生能源间歇性占比不断上升、快速扩张的电力系统进行投资。”据官方媒体《越南新闻》报道，高峰时段完全移至晚间是“受白天太阳能发电量增加的推动”。
Removing a peak period may be "a speedbump to incentivizing industrial sector decarbonisation," Giles Cooper, a partner at Allens law firm and DPPA specialist, told Nikkei Asia. "It risks sending the wrong signal about the true costs of supplying electricity while needing to invest in a rapidly expanding power system with a growing share of variable renewable energy." The shift of peak hours entirely to the evening was "prompted by the increasing use of solar power during the day," according to state-run Vietnam News.
从这个意义上说，太阳能发电可能已经成了自身成功的受害者。随着太阳能装机容量迅速扩大并缓解了对白天供应的担忧，决策者将重点转移到了可再生能源发电量下降但需求依然强劲的晚间。
In that sense, solar power may have become a victim of its own success. As solar capacity expanded rapidly and eased daytime supply concerns, policymakers shifted their focus to the evening, when renewable generation drops off, but demand remains strong.
施耐德电气（Schneider Electric）电力系统副总裁泰黄琼（Thai Hoang Quynh，音译）表示，预计该行业将继续扩张。这家德国公司曾就一项每年为其位于太原省的工厂购买70吉瓦时太阳能电力的交易向三星提供咨询，该交易使碳排放量减少了4.6万吨。
But the industry is expected to continue expanding, said Thai Hoang Quynh, vice president of power systems at Schneider Electric. The German company advised Samsung on a deal to buy 70 gigawatt-hours of solar power a year for its plant in Thai Nguyen reducing carbon emissions by 46,000 tons.
位于太原省的三星电机越南公司。三星于6月宣布了越南首个虚拟直接购电协议，这是企业用户与电力生产商之间日渐增多的可再生能源交易市场的一部分。
Samsung Electro-Mechanics Vietnam in Thai Nguyen province. Samsung announced Vietnam's first virtual direct power purchase agreement in June, part of a growing market for renewable energy deals between corporate users and power producers.
琼在周四的英国-越南商业论坛上表示：“好处在于成本是固定的，并且这被认证为是可再生能源。”他补充说，供应商和当地分支机构越来越需要达到由全球跨国公司设定的绿色目标。“可再生能源可以帮助供应商减少排放。”这笔于6月宣布的三星交易是越南首个虚拟直接购电协议。这家韩国科技巨头继续从电网接收电力，而其他地方的生产商则通过发电来抵消该消费量。
"The benefit is there are fixed costs, and this is certified as renewable," Quynh said at the U.K.-Vietnam Business Forum on Thursday, adding that vendors and local branches increasingly are required to meet green targets set by global corporations. "Renewable energy can help suppliers reduce their emissions." The Samsung deal, announced in June, is Vietnam's first virtual DPPA. The South Korean tech titan continues to receive electricity from the grid while a producer elsewhere offsets that consumption by generating solar power.
大多数其他直接购电协议都是实体安排，例如太阳能发电场直接向企业客户供电。琼预计，随着工业园区采用直接采购并允许一个租户从另一个租户那里购买电力，此类交易将会增多。
Most other DPPAs are physical arrangements, such as a solar farm supplying power directly to a corporate customer. Quynh expects more such deals as industrial parks adopt direct purchases, allowing one tenant to buy electricity from another.
同样，越南新加坡工业园区去年与乐高签署了一项直接购电协议，这家丹麦玩具制造商将该协议描述为“专为越南工业使用而设计的首个大规模可再生能源解决方案”。乐高此前曾告诉《日经亚洲》，越南的太阳能装机容量是其决定建造其所谓的全球最具可持续性工厂的关键因素，这证明了可再生能源对在越投资的制造商日益重要。
Similarly, the Vietnam Singapore Industrial Park signed a DPPA with Lego last year, a deal the Danish toymaker described as "the first large-scale renewable energy solution specifically designed for industrial use in Vietnam." Lego previously told Nikkei Asia that Vietnam's solar capacity was key to its decision to build what it called its most sustainable factory globally, demonstrating the rising importance of renewable energy for manufacturers investing in the country.