1386亿美元！特朗普关税下，越南对美出口额缘何越走越高？

Group 1 - From August this year, the U.S. imposed a 20% import tariff on Vietnam, yet Vietnam's exports to the U.S. continue to grow, with a trade surplus reaching $121.6 billion in the first 11 months of 2025, a 27.5% increase year-on-year [1] - Vietnam's exports to the U.S. amounted to $138.6 billion in the first 11 months, reflecting a year-on-year growth of 27.3% [1] - The U.S. remains Vietnam's largest export market, with a diverse range of products from footwear to furniture [1] Group 2 - In November, Vietnam's exports grew by 15.1% year-on-year, reaching $39.1 billion, although this growth rate was below economists' expectations [3] - Vietnam's imports also fell short of expectations, growing by 16% to $38 billion, with raw materials and production components making up the majority of imports [3] - The manufacturing sector in Vietnam showed positive growth, with industrial production value increasing by 11.8% year-on-year in November [3] Group 3 - On October 26, the U.S. and Vietnam reached a "Reciprocal Trade Agreement Framework," where Vietnam committed to providing preferential market access for most U.S. agricultural products [4] - As part of the agreement, Vietnam Airlines signed an $8 billion deal for 50 Boeing aircraft, and Vietnamese companies reached over $2.9 billion in agricultural procurement memorandums with U.S. firms [4] - The framework is still undergoing legal text negotiations and requires domestic procedures in both countries before it can take effect [4] Group 4 - Vietnam's actual foreign direct investment (FDI) utilization reached $23.6 billion in the first 11 months, marking an 8.9% increase and a five-year high [5] - The manufacturing and processing sectors attracted $19.56 billion in FDI, accounting for 82.9% of the total, while the real estate sector attracted $1.67 billion [5] - The registered capital for FDI reached $33.69 billion, a 7.4% increase compared to the previous year [5] Group 5 - Among the registered FDI capital, $15.96 billion was allocated to 3,695 new projects, with Singapore being the largest investor at $4.29 billion [6] - The industrial base in Vietnam is significantly strengthening, with a focus on high-value industries such as electronics and semiconductors [6] - The year 2026 is anticipated to be crucial for Vietnam's industrial market due to improved production prospects and a stable investment environment [6]