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越南的“四驾马车”：2026年的政治格局重塑能否兑现增长承诺？

在越南迎来数十年来最重大的领导层换届之际，投资者应了解哪些信息

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Jamille Tran

Jamille Tran

Published Thu, Jan 1, 2026 · 07:00 AM
    • 越南的“新时代”以集体领导的“四驾马车”为支撑，并以执政党在科学技术、国际一体化、法治和私营部门引领增长这四个领域的决议为基础。
    • 越南的“新时代”以集体领导的“四驾马车”为支撑，并以执政党在科学技术、国际一体化、法治和私营部门引领增长这四个领域的决议为基础。 图片来源：BTVISUAL

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    【胡志明市】越南正带着强劲势头、远大抱负和罕见的政治共识迈入2026年。越共总书记To Lam将其描述为一个“国家崛起时代”——致力于在2045年前推动越南成为高收入国家。

    执政的共产党定于2026年1月召开其五年一度的全国代表大会以选举领导人，随后将于3月举行国会代表和地方立法机构的全国选举。

    尽管过去的党代会大多是批准已达成的共识结果，但即将到来的这次换届，恰逢越南自1980年代“革新开放”（Doi Moi）以来最激进的发展议程，同时也面临日益加剧的全球贸易不确定性和地缘政治紧张局势。

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