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2024年第三季度越南经济同比增长了7.4%，其中制造业同比增长11.4%，领先全球市场。
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编辑：李星
最新数据统计显示，2024年第三季度越南经济同比增长了7.4%，其中制造业同比增长11.4%，领先全球市场；另外在制造业增长的拉动下，出口额也同比增长15.3%。
如果对11.4%没什么概念，那可以对比下全球的经济，世贸组织10月10日发布的全球贸易展望更新报告称，2024年全球商品贸易量预计将增长2.7%，增幅温和，并可能延续到2025年。其中，亚洲地区今年增长最快，预计为4%。而越南的增长速度几乎是全球的4倍，亚洲整个地区的3倍。
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据李星了解，上半年欧美订单疯狂下给中国内地的同时，越南也成为全球订单瞄准的方向。由于担心下半年欧美市场选举与新贸易政策法规变化，下半年欧美市场下给中国内地工厂的订单明显放缓，而转向类似越南、印度、墨西哥等签订了自由贸易关税协议的第三方市场则迎来订单高峰期。越南第三季度的订单交付情况也充分说明了这一点。与以往越南出口增长多数依赖电子产品不同，今年第三季度越南的出口订单交付中，如纺织品和鞋类产品出口额同比增长16.7%，说明几乎越南所有的行业都接到了数量不菲的出口订单。而这一切，还是在越南北部电子产品加工区遭遇了台风灾害之后出来的数据，仅管这次风灾对于资产较重的电子制造业，并没有造成过多的损失。从产业链传出的消息显示，自中国内地疫情放开后，大批的电子制造业供应链企业涌入越南寻找投资机会，虽然一些涉及环保、消防审批的上游加工制造项目进展缓慢，但一些下游的五金加工、注塑与终端产品组装加工等，投资建厂进入量产速度比较快捷，很多工厂都在今年二季度就开始正常接单生产。而这些企业在越南的产能扩张同时，也把原来在中国内地承接的海外订单，平移到了越南来生产，这也是越南第三季度制造业增长加速的重要原因。比如在中国内地以机器人为品类的扫地机、吸尘器、割草机、电动五金工具品牌企业，从去年上半所开始，就有约九成以上的品牌企业，陆续进入越南租建厂房生产，并大部分从今年二季度开始正式量产接单。而剩下一些没有来越南建厂生产的品牌，也开始下单给已经在越南建厂的ODM厂商组织产能，从今年第三季度开始从越南交货到欧美市场。而其它的如TWS耳机、平板电脑、智能电风扇/电吹风机、智能插座等消费电子产品和AIOT物联网产品，中国ODM厂商在越南建的生产基地，也开始大量出货欧美市场，并陆续承接欧美明年上半年订单。在这些订单的拉动下，越南从中国进口的上游配套材料与零部件产品数量也大幅度增加。2024年前9个月越南从中国的进口额约达1050亿美元，中国是越南最大的进口来源地。从目前的越南加工制造市场来看，由于在越南生产带联网功能的高端产品，需要获得越南通讯监管部门的严格审查，才能获得相关的联网模块零组件进口批文与生产许可批文，所以这部分高端产品目前还无法来越南生产外，其它的中低端消费类电子产品，都开始在越南组织产能生产。此外就是前面提到的对建筑、消防、环保审批较严的上游加工部分，目前进入越南还比较困难，基本上依赖从中国进口。不过10月10日越南国会常务委员会已经就修改和补充规划法、投资法、公私合作法和招标等4部法律发表意见，提出为高科技产业投资提供特殊投资程序，包括高科技的工业园区和经济区，创新、研发（R&D）领域的项目；半导体工业、制造元件和电子电路项目等。修改相关法律成功后，从投资者注册开始15天内就能获得投资建设许可，相关投资者不必办理环境、建筑和消防等相关证件，就能立即投资开工建设；同时投资者只需要一套文件，就可以申请环境、建筑和消防等所有领域的许可证，并在30-60天后回复投资者。相关的法律将在10月21日的开幕会议上提交国民议会审议和讨论。这也表明越南政府并没有就目前的高增长率达到满意，仍然在极力优化投资环境，利用全球供应链重构的机会，吸引外资，特别是中国制造业外溢的部分，继续选择在越南投资。事实上，全球机构对越南近期的投资增长仍然十分看好，除了吸引中国制造业外溢部分外，越南本土经济的数字化与绿色能量转型，也将拉动越南经济继续向上增长，因此多数机构都把越南今年的GDP增长率调高到了7%以上。旭日大数据助力全球半导体产业链布局越南
深圳旭日大数据长期服务全球的电子制造业企业，曾推动过中国电子制造业五次产业转移。旭日大数据发现在这迁往越南的第五次产业转移，与前几次的产业转移有着巨大的不同，越南市场甚至整个东盟市场的独立性与特殊性，注定了投资越南和东盟制造业，机会更大、回报更高的同时，也要付出更多的资本与更大的努力。
近期越南政府总理范明政刚签发了关于颁布越南半导体产业发展战略（近期至2030年和远期展望至2050年）的第1018号决定（1018/QĐ-TTg）。
其中第一阶段（2024年-2030年）：利用地缘优势、半导体产业人力资源优势，有选择地吸引外商直接投资（FDI），发展成为全球半导体人力资源中心之一，形成半导体产业从研究、设计、生产、封装和测试等各阶段的基础能力。
目标为选择性吸引FDI投资，组建至少100家设计企业、1家小型半导体芯片制造工厂和10家半导体产品封装测试工厂；，开发多个行业的专用半导体产品；越南半导体产业年均收入达250亿美元以上，增加值达到10-15%，电子产业年均收入达2250亿美元以上，增加值达到10-15%；越南半导体产业人力资源规模达到5万名工程师和大学毕业生以上，结构和数量适当，满足发展需求。
为了推动越南半导体产业发展，同时为中资、台资企业进入越南市场提供舞台，旭日大数据、越南智造在众多半导体封测产业链厂商的建议下，与越南政商界一起，于2024年10月31日-11月02日，在越南胡志明SECC国际会展中心举办SEMICON VIETNAM 2024（2024越南国际集成电路及半导体产业展览会）Vietnam Int'l Exhibition For Integrated Circuit And Semiconductor Industry。
这是全球半导体产业界首次在越南举办大型半导体专业展，以产业转移浪潮对标越南全球性供应链、越南半导体及电路板发展商机衔接展、半导体供应链出海推广营销展贸平台、中越两国半导体及电路板外贸撮合、后十年越南电子业国家重点贸促活动为目标，给全球半导体企业进入越南市场提供最新的投资越南资讯，打造的专业展会、商贸、论坛服务平台。
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150+参展商、250+展位、10000+专业观众、6+国家参展、10+越南交易团；◆ 本展会立足于越南电子制造业外贸中心基地，紧扣越南工业4.0发展国家战略推动力，专注于打造成为越南半导体与集成电路产业高新技术电子供应链定制与采购综合服务平台及产品、技术材料、元器件、生产设备等产业供应链全方位配套的供需商机高效衔接展会项目。支持指导：越南工贸部、越南科技部、越南胡志明市人民委员会协办单位：越南科学院技术应用中心、越南百科大学、越南光中软件园、韩国光学工业发展协会、深圳市高科技企业协同创新促进会、旭日大数据主办单位：越南胡志明市工贸厅、越南胡志明市高新技术开发区管委会承办执行：越南胡志明市工业配套促进中心、胡志明市半导体产业协会、越南电子与电路板半导体培训中心、越南全球展业股份公司、 越南光线世界有限公司、越南骆驼会展贸促有限公司越南电视台、胡志明市电视台、越南工商论坛报、越南投资报、越南经济时报、越南电子自动化杂志、越南电子工艺杂志、越南电路板与电子系统杂志、越南电子技术杂志、越南百科大学电子计算机杂志、越南电子通讯技术杂志、越南智造、越南主流网媒（VnExpress、24h、Thanh Nien、Vietnamnet、Dan Tri，Bao Moi...）及各社交媒介。![]()
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2024越南国际集成电路及半导体产业展览会
With an increase of 11.4%, the expansion rate of Viet Nam's manufacturing shocked the world
The latest statistics show that in the third quarter of 2024, Viet Nam's economy increased by 7.4% year-on-year, of which the manufacturing industry increased by 11.4% year-on-year, leading the global market; In addition, driven by the growth of the manufacturing industry, the export value also increased by 15.3% year-on-year. If 11.4% is not an idea, then compare it to the global economy, the WTO's October 10 Global Trade Outlook update said that global merchandise trade is expected to grow by 2.7% in 2024, a modest increase, and may continue into 2025. Among them, the Asian region has the fastest growth this year, which is expected to be 4%. Viet Nam's growth rate is almost four times that of the world and three times that of the entire Asian region.According to Li Xing, while orders from Europe and the United States were frantically placed to Chinese mainland in the first half of the year, Viet Nam also became the direction of global orders. Due to concerns about the elections in the European and American markets in the second half of the year and changes in new trade policies and regulations, orders placed in the European and American markets to Chinese mainland factories slowed down significantly in the second half of the year, while third-party markets such as Viet Nam, India, and Mexico that have signed free trade tariff agreements ushered in a peak period of orders.This is also fully illustrated by the order delivery situation in Viet Nam in the third quarter. Unlike in the past, where most of Viet Nam's export growth depended on electronic products, Viet Nam's export order deliveries in the third quarter of this year, such as textiles and footwear products, increased by 16.7% year-on-year, indicating that almost all industries in Viet Nam received a large number of export orders. And all this is still after the typhoon disaster in the electronics processing area in northern Viet Nam, although the storm did not cause too much damage to the electronics manufacturing industry with heavy assets.The news from the industrial chain shows that since the opening of the epidemic in Chinese mainland, a large number of electronics manufacturing supply chain enterprises have poured into Viet Nam to look for investment opportunities, although some upstream processing and manufacturing projects involving environmental protection and fire protection approval are progressing slowly, but some downstream hardware processing, injection molding and terminal product assembly and processing, etc., investment and construction of factories into mass production are relatively fast, and many factories have begun to receive orders for production normally in the second quarter of this year.While expanding production capacity in Viet Nam, these companies have also shifted the overseas orders originally undertaken in Chinese mainland to Viet Nam for production, which is also an important reason for the acceleration of manufacturing growth in Viet Nam in the third quarter.For example, in Chinese mainland, more than ninety percent of the brand enterprises with robots as the category of sweepers, vacuum cleaners, lawn mowers, and electric hardware tools have entered Viet Nam since the first half of last year, and most of them have officially mass-produced orders since the second quarter of this year. The remaining brands that have not come to Viet Nam to build factories have also begun to place orders for ODM manufacturers that have already built factories in Viet Nam to organize production capacity, and from Viet Nam to the European and American markets from the third quarter of this year.Other consumer electronics products such as TWS earphones, tablet computers, smart fans/hair dryers, smart sockets and AIOT Internet of Things products, the production bases built by Chinese ODM manufacturers in Viet Nam have also begun to ship a large number of European and American markets, and have successively undertaken orders from Europe and the United States in the first half of next year.Driven by these orders, Viet Nam's imports of upstream supporting materials and parts from China have also increased significantly.Viet Nam's imports from China reached about US$105 billion in the first nine months of 2024, and China is Viet Nam's largest source of imports.From the current Viet Nam processing and manufacturing market, due to the production of high-end products with networking functions in Viet Nam, it is necessary to obtain strict review by the Viet Nam communications regulatory department in order to obtain the relevant import approval and production license approval of networking module components, so this part of the high-end products is currently unable to come to Viet Nam for production, other low-end consumer electronic products, have begun to organize production capacity in Viet Nam.In addition, the upstream processing part, which has strict approvals for construction, fire protection and environmental protection, is still difficult to enter Viet Nam and basically relies on imports from China.However, on October 10, the Standing Committee of the National Assembly of Viet Nam issued opinions on amending and supplementing four laws, including the Planning Law, the Investment Law, the Public-Private Cooperation Law and the Tendering Law, proposing special investment procedures for investment in high-tech industries, including high-tech industrial parks and economic zones, projects in the fields of innovation and research and development (R&D); Semiconductor industry, manufacturing components and electronic circuit projects, etc.After the successful revision of the relevant laws, the investment and construction permit can be obtained within 15 days from the date of registration of the investor, and the relevant investor can immediately invest and start construction without having to apply for relevant documents such as environment, construction and fire protection; At the same time, investors only need one set of documents to apply for permits in all areas such as environmental, building and fire protection, and get back to investors after 30-60 days. The relevant laws will be presented to the National Assembly for consideration and discussion at the opening session on 21 October.This also shows that the Viet Nam government is not satisfied with the current high growth rate, and is still trying its best to optimize the investment environment, take advantage of the opportunity of global supply chain restructuring, attract foreign investment, especially the spillover part of China's manufacturing industry, and continue to choose to invest in Viet Nam.In fact, global institutions are still very optimistic about Viet Nam's recent investment growth, in addition to attracting China's manufacturing spillover, Viet Nam's local economy's digitalization and green energy transformation will also drive Viet Nam's economy to continue to grow upward, so most institutions have raised Viet Nam's GDP growth rate to more than 7% this year.![]()
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