# Malaysia Energy Overhaul: Solar Surge and Nuclear Ambitions Drive Utility Sector Growth
*Author: Solar PV Expert | Category: news | Published: Wed Jun 10 2026 09:35:46 GMT+0000 (Coordinated Universal Time)*

### English
* **Renewable Transition**: Malaysia aims for a 70% renewable energy mix by 2050, with plans to phase out coal-fired power.
* **Solar Expansion**: Capacity is projected to exceed 6.5 GW between 2026 and 2029, creating $3.25B to $5.75B in EPC opportunities.
* **Nuclear Integration**: Nuclear power is being explored as a baseload source to stabilize the grid, with policy decisions expected post-2030.
* **Regulatory Framework**: The Atomic Energy Licensing Act (Amendment) 2025 provides a full-lifecycle regulatory framework for nuclear materials and safety.
* **Economic Factors**: Nuclear plants offer high capacity factors (90%+) and long lifespans (60-80 years), acting as a hedge against volatile LNG (up 110% YTD) and coal prices.
* **Key Players**: Tenaga Nasional, Solarvest Holdings, Pekat Group, and Northern Solar are identified as top sector picks.

### 中文
* **可再生能源转型**：马来西亚目标在2050年实现70%的可再生能源占比，并计划逐步淘汰燃煤发电。
* **太阳能扩张**：预计2026年至2029年间，太阳能装机容量将超过6.5 GW，带来32.5亿至57.5亿美元的工程、采购及建设（EPC）机会。
* **核能整合**：马来西亚正探索将核能作为基荷能源以稳定电网，政策决定预计将在2030年后作出。
* **监管框架**：2025年《原子能许可法（修订案）》已生效，为核材料及安全提供了全生命周期的监管框架。
* **经济因素**：核电站具有高容量因子（90%以上）和长寿命（60-80年）优势，可作为对冲液化天然气（年初至今上涨110%）和煤炭价格波动的手段。
* **重点企业**：国家能源公司（Tenaga Nasional）、Solarvest Holdings、Pekat Group以及Northern Solar被视为该领域的重点关注对象。