越南11月手机及零部件出口降幅超两成

Core Insights - Vietnam's customs data indicates that in November 2025, the country's goods export value reached $39.11 billion, reflecting a month-on-month decline of 7% [1] - The most significant drop was observed in the export of mobile phones and components, which fell by 21.5% month-on-month, marking it as one of the few key categories with a decline exceeding 20% [1] Export Performance - The export value of phones and components in November was $3.99 billion, showing a notable decrease compared to the previous month [1] - Despite the monthly decline, the overall trend for the year remains positive, with cumulative exports of phones and components reaching $52.66 billion in the first 11 months of 2025, representing a year-on-year growth of 4.8%, an increase of $2.42 billion [1] Market Structure - The export market structure shows significant differentiation, with exports to China amounting to $13.41 billion, a year-on-year decrease of 1.8% [1] - Exports to the United States reached $9.42 billion, reflecting a year-on-year increase of 0.8% [1] - Exports to the European Union totaled $6.61 billion, marking a year-on-year growth of 8.6% [1] - Emerging and key markets such as India and Japan exhibited strong performance, with export values increasing by 24.1% and 19.1% respectively [1]