编者的话："随着经济加速增长，越南今年的国内生产总值（GDP）有望超过泰国。"泰国《国家报》5 日以此为题报道称，由于公共投资的推动，越南2026年的名义GDP或将超过泰国。而与此同时，泰国则 正面临经济增长放缓、债务问题以及边境冲突等困境。美国《外交学者》杂志在回顾东南亚地区过去一 年的经济大事件时提到，越南经济在该地区的表现尤为突出。5日，越南国家统计局最新公布数据，越 南第四季度GDP同比增长8.46%，全年GDP增速为8.02%。在越南与泰国展开GDP竞赛的背景下，日本 《日经亚洲评论》报道说，这将对整个东南亚经济版图产生影响。那么，越南经济高速增长的背后有哪 些原因？未来东南亚经济格局又将迎来哪些变化？ 外媒：越南经济表现突出，泰国承压 越南在公布第四季度最新的GDP增速后，不少泰国媒体予以关注。泰国"kaohoon international"报道称， 越南经济在2025年最后一个季度的表现好于预期，制造业、投资和贸易活力使该国经受住了美国关税的 考验。"越南仍然是世界上增长最快的经济体之一，其增长得益于积极的信贷投放、越南盾汇率的走弱 以及旅游业的复苏。" 对于新公布的GDP数据，越通社报道说， ...

报道称，如果经济增长按计划加速，越南名义GDP有望在2026年或2027年达到5000亿美元水平，超越泰国，人均GDP也将突破5000美元，逐步接 近东南亚第一大经济体——印度尼西亚的水平。 不少外媒也关注到去年一年越南高速的经济增长。美国《外交学者》杂志日前回顾了2025年东南亚地区的一些重大经济事件，并在文章中报道 说，整个地区整体保持了强劲的增长态势，其中越南的表现尤为突出，证明了以出口为导向的发展模式依然行之有效，尤其是在与中国接壤的地 理优势加持下。文章也特别提到，在区域主要经济体中，泰国却成为一个例外：在出口导向型增长模式的压力下，泰国经济正逐渐陷入困境。泰 国经济的增长率很低，且似乎没有明显的解决办法，这主要与全球经济形势、与柬埔寨持续的武装冲突，以及政局变化、政府无法出台太多有效 政策有关。 【环球时报驻越南特派记者 白晓川 环球时报记者 丁雅栀 环球时报特约记者 任重】 编者的话： "随着经济加速增长，越南今年的国内生产总值 （GDP）有望超过泰国。"泰国《国家报》5日以此为题报道称，由于公共投资的推动，越南2026年的名义GDP或将超过泰国。而与此同时，泰国 则正面临经济增长放缓、债务问题 ...

11月，泰国最大的市场——美国的进口额同比增长了37.9%，达到了64.7 亿美元；而对中国市场的出口额则下降了7.8%。 在1月至11月这段时间内，出口额较去年同期增长了12.6%。该部门预计， 2025全年出口额的增长幅度将在11.6%至12.1%之间。 如此高的增长率反映出运往美国的货物数量出现了大幅增长，这一趋势主 要出现在上半年，因为生产商及其客户都试图避免面临关税威胁。 今年8月，美国对从泰国进口的大多数商品征收了19%的关税，这一税率 与其他该地区国家的税率是一致的。 11月的进口额较去年同期增长了17.6%，而此前预计这一增幅仅为14%； 因此，当月的贸易逆差达到了27.3亿美元，而预期中的逆差金额为11.2亿美 元。 该国的贸易平衡在10月份出现了34亿美元的逆差，这一数字是自2023年1 月以来最大的贸易逆差幅度。 （原标题：泰国11月的出口额增长了7.1%，这一增幅低于预期） 据曼谷邮报12月25日报道,泰国商业部周四表示，11月份，泰国出口商品的美元 价值较去年同期增长了7.1%，这一数字略低于市场预期。 该国连续第二个月出现了高于预期的贸易逆差，这是因为进口的增长速度超过 了出口的增 ...

俄罗斯卫星通讯社越南新闻12月21日报道，据越南海关最新公布的数据，今年年初至12月15日，越 南累计出口商品4518亿美元。其中，计算机、电子产品及零部件出口逾1019亿美元，首次突破1000亿美 元，占全国出口总额的22.6%，同比增长48.73%，相当于增加逾334亿美元，成为越南全年整体出口增 长的关键驱动力。 美国仍然是该类产品最大的出口目的地，出口金额达379亿美元，同比大幅增长80.7%。其次是中 国内地，贸易额达152.8亿美元，增长37.6%。其他市场也取得正增长，包括：欧洲98.8亿美元，增长 10.6%；中国香港96.9亿美元，增长30.8%；韩国77.6亿美元，增长52.2%。 （原标题：2025年越南计算机、电子产品及零部件出口首次突破1000亿美元） ...

Core Insights - Vietnam's electronics industry has achieved a record export value of nearly 143 billion USD from the beginning of the year until November 15, 2025 [1] - The export of computers, electronic products, and components reached 92.13 billion USD, marking a year-on-year growth of 48.3% [1] - Mobile phones and components exported amounted to 50.83 billion USD, with a year-on-year increase of 5% [1] - The electronics sector has created over 1.5 million jobs, with localization rates in certain sub-sectors rising to 40%-50% [1]

Group 1 - The core viewpoint of the articles highlights that Vietnam's exports of computers, electronic products, and components reached $87.29 billion in the first ten months of 2025, marking a 47.9% year-on-year increase, and accounting for 22.3% of Vietnam's total exports [1] - The United States remains the largest market for Vietnam's electronic exports, with imports amounting to $34.14 billion, reflecting a significant year-on-year growth of 78% [1] - Other major export markets also experienced substantial growth, including China with $13.98 billion (39.8% increase), Hong Kong with $8.81 billion (29.6% increase), the EU with $8.79 billion (11.5% increase), and South Korea with $7.05 billion (55.4% increase) [1] Group 2 - In the first ten months of this year, the total import value of computers, electronic products, and components reached $123.15 billion, representing a year-on-year increase of 39.1%, and accounting for nearly 33% of the national imports [2] - The import value for these products has already exceeded the total for the entire year of 2024 by approximately $16 billion [2] - The main supply markets for these imports are still China, South Korea, Taiwan, and Japan, with China being the largest supplier at $42.97 billion (50.3% increase), followed by South Korea at $30.9 billion (17.1% increase), Taiwan at $19.42 billion (71% increase), and Japan at $7.02 billion (20.9% increase) [2]

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].

Core Insights - Vietnam's total import and export value reached over 39 billion USD from September 1 to 15, with exports at 19.2 billion USD and imports at 19.85 billion USD [1] - The total import and export value of Vietnam exceeded 637 billion USD as of September 15, with exports at 325.26 billion USD and imports at 311.95 billion USD, resulting in a trade surplus of 13.31 billion USD [1] Export Summary - Four categories of goods exceeded 1 billion USD in exports during the first half of September, with the highest being computers, electronic products, and components at 4.85 billion USD [1] - Other significant export categories included machinery, equipment, tools, and parts at 2.52 billion USD, mobile phones and components at 2.37 billion USD, and textiles at 1.5 billion USD [1] Import Summary - Two categories of goods exceeded 1 billion USD in imports, with computers, electronic products, and components at 7.07 billion USD [1] - Machinery, equipment, tools, and accessories accounted for 2.74 billion USD in imports [1]

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]

Core Insights - Thailand continues to be Vietnam's largest trading partner in Southeast Asia as of July 2025, with positive trade dynamics observed [1] Trade Data Summary - Vietnam's total imports from Thailand reached $7.46 billion, marking a 10.32% increase compared to the same period in 2024 [1] - Vietnam's total exports to Thailand amounted to $4.84 billion, reflecting a growth of 4.6% [1] - The largest export category from Vietnam to Thailand is computers, electronic products, and components, with an export value of $875.1 million, which represents a significant year-on-year increase of 107% [1]