地缘大变局

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越南撤县并省,真正的大变局来了
虎嗅APP· 2025-03-16 02:31
Core Viewpoint - Vietnam is undergoing significant administrative reforms, including the reduction of provincial units by approximately 50% and the elimination of county-level administrative units, signaling a major shift in governance and economic strategy [1][2][3]. Group 1: Administrative Reforms - Vietnam plans to cut the number of provincial administrative units from 63 to a significantly lower number, reflecting a need for streamlined governance [6][12]. - The reform will eliminate around 100,000 public sector jobs, which is about 20% of the total public positions, indicating a substantial reduction in bureaucratic overhead [3][19]. - The current administrative structure consists of a three-tier system (province-county-commune), which will be simplified to a two-tier system (province-commune) [17][18]. Group 2: Economic Context - Vietnam's GDP reached approximately $476.3 billion in 2024, with a year-on-year growth of 7.09%, positioning it among the fastest-growing economies in Asia [33][39]. - The government has set an ambitious economic growth target of 8% for 2025, up from a previous target of 6.5%-7.0% [32]. - Vietnam aims to become a high-income country by 2045, requiring a doubling of its GDP over the next 20 years, which necessitates sustained growth rates of 6%-8% [34][38]. Group 3: Global Positioning - Vietnam is strategically positioned to benefit from global industrial shifts and geopolitical changes, enhancing its attractiveness for foreign investment [41][42]. - The country is actively engaging in international trade agreements, such as RCEP and CPTPP, to strengthen its economic ties with major economies [44]. - Vietnam's "Doi Moi" reforms, akin to China's reforms, aim to revitalize its economy through both economic and political changes [46][48]. Group 4: Challenges and Opportunities - Despite its growth, Vietnam's GDP is still lower than that of individual Chinese provinces, and its per capita GDP is only $4,700, which is less than one-third of China's [50][51]. - The manufacturing sector remains heavily reliant on foreign investment, lacking a complete industrial base [51]. - The potential for growth is significant, as Vietnam's current economic trajectory mirrors the early stages of China's economic rise [53].
中国GDP十强省生变
投资界· 2025-02-15 07:50
以下文章来源于国民经略 ,作者凯风 国民经略 . 谁进谁退。 作者 | 凯风 来源 | 国民经略 (ID:guominjinglve) 省域经济,谁进谁退? 时隔5年,我国进行了 第五次经济普查 ,由于增加"虚拟租金",全国GDP大幅调增3 . 4 万亿。 与上一轮经济普查不同,当时14省遭遇"挤水分",这一次全部调增,可谓"雨露均沾"。 与此同时,过去一年,外界大环境日趋复杂严峻,内部有效需求不足,房地产仍在深度 调整,加上新一轮科技革命和产业变革如火如荼, 省域经济出现明显分化。 考虑到五经普调增,加上各省经济面临不同的压力,区域经济版图再次重构。 在这里,读懂中国经济、城市和楼市 | | | | --- | --- | | K | 1 | | | | 2024初核 | 2023普查 | 2023初核 | 示在增量 | 普查调整 | 合计增量 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 广东 | 141634 | 137905 | 135673 | 3728 | 2232 | 5961 | | 2 | 江苏 | 137008 | 13 ...