（原标题：美国继续保持越南计算机、电子产品及零部件最大出口市场地位） 今年前10个月，计算机、电子产品及零部件进口总额达1231.5亿美元，同比增长39.1%，占全国进 口总额的近33%。特别是，该类产品前10个月的进口额已比2024年全年高出约160亿美元。主要供应市 场仍然是中国大陆、韩国、中国台湾和日本。中国大陆仍是最大供应国，进口额429.7亿美元，同比增 长50.3%；其次是韩国，进口额309亿美元，同比增长17.1%；中国台湾为194.2亿美元，同比增长71%， 增幅最大；日本为70.2亿美元，同比增长20.9%。 美国仍是越南此类商品的最大消费市场，自越进口达341.4亿美元，同比增长78%。除美国外，对 其他主要出口市场也保持较快增长。对华出口139.8亿美元，同比增长39.8%；对中国香港出口88.1亿美 元，同比增长29.6%；对欧盟（27国）出口87.9亿美元，同比增长11.5%；对韩国出口70.5亿美元，同比 增长55.4%。 《越南经济》11月19日报道，2025年前10个月，越南计算机、电子产品及零部件出口额达872.9亿 美元，同比增长47.9%，占越南出口总额的22.3%。该类 ...

Core Viewpoint - Vietnam's GDP growth reached 8.23% year-on-year in Q3 2025, with a cumulative growth of 7.85% for the first three quarters, marking the fastest growth in three years despite a complex global economic environment [1][3]. Group 1: Economic Growth Drivers - The strong performance of the manufacturing sector is the core driver of Vietnam's economic growth, supported by robust exports and foreign direct investment (FDI) [1][3]. - Vietnam's total goods import and export volume reached $680.66 billion in the first nine months of 2025, a year-on-year increase of 17.3%, with exports growing by 16% and imports by 18.8%, resulting in a trade surplus of $16.82 billion [1][2]. Group 2: Export Performance - Exports are a key engine for Vietnam's economic growth, with export value nearing $349 billion in the first nine months of 2025, reflecting a 16% year-on-year increase [2]. - Major export categories include computers, electronic products, and components, with export values of $38.41 billion, and mobile phones and components at $22.4 billion [2]. Group 3: Foreign Direct Investment - Vietnam attracted a total of $28.54 billion in foreign investment by September 30, 2025, a year-on-year increase of 15.2%, with actual FDI reaching $18.8 billion, up 8.5%, marking a five-year high [2]. - The processing and manufacturing sector accounted for 82.8% of the total actual foreign investment, with additional capital for existing projects soaring by 122% to $8.95 billion [2]. Group 4: Domestic Consumption and Business Activity - Domestic consumption has significantly contributed to economic growth, with over 230,000 new or resumed businesses in the first nine months of 2025, a 26.4% year-on-year increase [3]. - The survey of manufacturing and processing enterprises indicated that 40.8% expect improved conditions in Q4, while 41.7% anticipate stable operations [3]. Group 5: Monetary Policy and Economic Outlook - The central bank of Vietnam has maintained stable monetary policy to address inflation and exchange rate fluctuations, demonstrating economic resilience despite currency volatility [3]. - The strong economic growth in Q3 2025 reflects Vietnam's adaptability to global challenges, with coordinated development across industries and a focus on achieving a 10% growth target for 2026 [3][4].

9月上半月，越南出口额超过10亿美元的商品类别有4类，其中，出口额最高的是计算机、电子产品 及零部件，出口额达48.5亿美元；其次是机械、设备、工具及其零部件，出口额达25.2亿美元；手机及 其零配件，出口额达23.7亿美元；纺织品，出口额达15亿美元。进口方面，进口额过10亿美元的商品有 两大类：计算机、电子产品及零部件70.7亿美元；机械、设备、工具及配件27.4亿美元。 （原标题：截至9月15日，越南进出口总额突破6370亿美元） （驻胡志明市总领馆经商处） 《投资报》9月21日报道称，据越南海关总署统计，9月1日至15日，越南进出口总额达390多亿美 元，其中出口额达192亿美元，进口额达198.5亿美元。 截至9月15日，越南全国进出口总额超过6370亿美元，其中出口额达3252.6亿美元，进口额达3119.5 亿美元，贸易顺差133.1亿美元。 ...

Core Viewpoint - Vietnam's export of computers, electronic products, and components reached $66.87 billion in the first eight months of 2025, marking a year-on-year increase of 43.1% [1] Group 1: Export Performance - The United States remains Vietnam's largest market for electronic exports, with an export value of $26.1 billion, reflecting a year-on-year growth of 67.7% [1] - China ranks second, with an export value of $11.02 billion, showing a year-on-year increase of 38.6% [1] Group 2: Import Performance - In August, Vietnam's imports of computers, electronic products, and components amounted to $14.13 billion, representing a month-on-month increase of 2.1% [1] - From January to August, the total import value approached $96 billion, which is a year-on-year growth of 38.2%, accounting for 32% of Vietnam's total imports during the same period [1]

（原标题：泰国继续是越南在东南亚最大贸易伙伴） 越南《海关在线》8月26日报道，根据越南海关局初步数据统计，截至2025年7月越南与泰国双边贸 易总体呈良好态势，泰国继续保持越南在东南亚最大贸易伙伴地位。越南对泰国的进口总额为74.6亿美 元，较2024年同期增长10.32%；越南对泰国的出口总额达到48.4亿美元，增长4.6%，最大出口商品类别 为计算机、电子产品及零部件，出口额达8.751亿美元，同比增长107%。 ...

越南《海关在线》8月25日报道，根据越南海关局最新数据统计，截至2025年8月15日，越南出口总额 2826.1亿美元，同比增长15%以上，其中计算机、电子产品及零部件出口额为613.2亿美元，比去年同期 增长42.6%（增加了约183亿美元），约占越南全国出口总额的21.7%，占比与去年同期相比上升了4.2个 百分点。 ...

机械、设备、工具及零配件是第二大进口商品类别，进口额达334.9亿美元，增长24.5%，与去年同 期相比增加了65.8亿美元。 其余8大进口商品类别分别为：各类织物87.5亿美元，同比增长3.2%；塑料原料73.2亿美元，增长 11.58%；常规金属63.8亿美元，同比增长7.8%；塑料制品59.3亿美元，增长19.56%；各类手机及零部件 58.8亿美元，增长8.3%；钢铁62.3亿美元，下降9.6%；化学品46.1亿美元，下降6.1%；原油45.4亿美 元，下降10.45%。 今年前7个月，越南前5大进口市场分别是中国、韩国、东盟、日本、美国。其中，中国市场进口额 达1014.5亿美元，增长27.2%，比去年同期增加217.1亿美元，占越南全国进口总额的40.2%。 （原标题：今年前7个月，越南进口额最高的10种商品类别统计） 越南《海关在线》8月17日报道，据越南海关最新统计数据，截至2025年7月，越南进口商品总额约 2522.6亿美元，同比增长17.9%，与去年同期相比增加383.5亿美元。 越南十大进口商品类别中，有两类商品的进口额超100亿美元。其中，进口额最高的为计算机、电 子产品及零部件，进 ...

Group 1: Trade Tariffs and Agreements - The U.S. President Trump announced a range of tariffs from 25% to 40% on imports from several countries, including significant rates for Southeast Asian nations like 20% for the Philippines and 40% for Myanmar [1] - The trade agreement with Vietnam contrasts sharply with the tariffs imposed on other countries, highlighting a disparity in U.S. trade policy [2][25] - Vietnam's response to U.S. tariffs included a commitment to zero tariffs on U.S. imports and significant purchases of U.S. goods, indicating a strategic compromise under pressure [9][15] Group 2: Vietnam's Strategic Considerations - Vietnam's negotiations reflect a balancing act between U.S. and Chinese influences, as it relies heavily on both for exports and imports [10] - The country faces competition from other developing nations, necessitating a favorable tariff rate to maintain its position as a manufacturing hub [12] - Vietnam's domestic reforms are crucial for maintaining economic growth, especially in light of potential tariff impacts on its economy [14] Group 3: Short-term Gains vs. Long-term Risks - The trade agreement may provide short-term benefits by reducing tariffs from 46% to 20%, enhancing Vietnam's competitiveness in the U.S. market [15][16] - However, the long-term implications include potential over-reliance on U.S. markets and the risk of domestic industries being overwhelmed by American competition [21][22] - Vietnam's early concessions could undermine regional solidarity within ASEAN, affecting its standing and influence among Southeast Asian nations [22][23] Group 4: Broader Implications of U.S. Trade Policy - Other countries may not follow Vietnam's lead in compromising with the U.S. due to lower dependency on the American market, allowing them more negotiating leverage [26] - Growing dissatisfaction with U.S. trade tactics could push countries towards alternative partnerships, indicating a shift in global trade dynamics [27] - The Vietnam-U.S. trade agreement may not serve as a model for other nations, as the unique circumstances surrounding Vietnam's negotiations differ significantly from those of its neighbors [24]