任泽平：在热火朝天的越南，我看到了下一个经济增长奇迹

Group 1 - Vietnam is experiencing rapid economic growth, with a projected GDP per capita of $5,026 in 2025 and an actual GDP growth rate of 8.02% [5] - The country has maintained a GDP growth rate of around 7% over the past decade, except during the pandemic [5] - The optimism among the population is palpable, with individuals from various sectors expressing confidence in the future [7] Group 2 - Vietnam's openness is increasing, with a projected goods import and export volume of $930.5 billion in 2025, a year-on-year increase of 18.3% [8] - Foreign direct investment in Vietnam is expected to reach $38.42 billion in 2025, maintaining its position among the top 15 developing countries for attracting foreign investment [8] - The labor cost in Vietnam is rising, which may challenge the competitiveness of low-end manufacturing sectors [8] Group 3 - The population structure is young, with a median age of 32.5 years, contributing to a high-quality labor force [10] - The real estate market is experiencing significant price increases, with rental yields for apartments at 4-5% and factories at 8-10% [13] - The stock market in Vietnam has entered a bull market cycle, with the Ho Chi Minh index rising nearly 41% in 2025 [14] Group 4 - Chinese companies like Haier and TCL are gaining market share in Vietnam, with Chinese home appliances becoming synonymous with high quality [16] - The automotive and motorcycle markets are still dominated by Japanese and Korean brands, but Chinese brands are beginning to enter the market [16] - Vietnam's infrastructure is still lagging behind, with narrow streets and pollution issues, despite the rapid economic growth [18]