东南亚必需消费可选消费：越南调研反馈，消费高增长的变革市场，由制造转向品牌出海新机遇

[Table_Title] 研究报告 Research Report 7 Dec 2024 东南亚必需消费可选消费 Southeast Asia Staples Discretionary 越南调研反馈：消费高增长的变革市场，由制造转向品牌出海新机遇 Vietnam Research Feedback: A transformative market with high growth, going abroad from manufacturing to brand 宋琦 Qi Song 胡佳璐 Rebecca Hu 汪立亭 Liting Wang 闻宏伟 Hongwei Wen q.song@htisec.com rebecca.jl.hu@htisec.com liting.wang@htisec.com hongwei.wen@htisec.com [Table_yemei1] 热点速评 Flash Analysis [Table_summary] (Please see APPENDIX 1 for English summary) 越南调研为期 4 天，共调研 10 家公司，均为消费领域公司，涵盖纯 ...