胡志明市：外国投资者市场指南

224 月2025

B&Company

经济的 / 投资

B&Company是自2008年以来第一家专注于越南市场研究和投资咨询的日本公司。.

在本“越南简报”栏目中，B&Company 的青年研究人员将及时提供有关越南工业趋势、消费趋势和社会运动的信息。.

本文使用英语撰写，其它语言版本使用自动翻译。请参考英文版以获得准确内容。尽管我们努力确保原始信息的准确性，但请分别检查每条信息。对信息的解释与未来展望是每位研究者的个人观点。.

胡志明市（HCMC）是越南最大的经济中心，经济增长迅速、基础设施完善、劳动力资源充足，营商环境日益优化，为外国投资者扩大生产、贸易和服务创造了有利条件。本文将从地理位置、基础设施、劳动力市场、经济环境和投资机遇等重要因素，对该市进行概述。

地理位置

胡志明市位于越南南部，是该国的经济、金融和文化中心。凭借其战略位置，胡志明市与东南亚地区各国之间的联系十分便捷，是国际贸易活动的重要门户。该市与平阳省、同奈省、隆安省和巴地—头顿省接壤，共同构成越南南部重点经济区域。.

胡志明市在越南地图上的位置

来源： Vi.wikipedia.org

基础设施

胡志明市正大力发展基础设施，以满足快速增长的经济需求。根据越南工商会（VCCI）2022年的报告，胡志明市在各省基础设施指数排名中位列第8位[1]. 。该指数反映了工业园区、交通线路和公共设施的质量。.

目前，胡志明市拥有17个工业园区和2个出口加工区，总面积超过 5,000公顷，在吸引投资以及推动该市经济和工业发展方面发挥着重要作用[2]. 。其中一些知名工业园区包括东南工业园区（古芝县）、永禄工业园区（平政县）、新平工业园区（新平郡）、协福工业园区（芽贝县）和新造工业园区（平新郡）[3]. 。尤其是近期，胡志明市正积极扩建和发展多个新工业园区，以满足日益增长的投资需求。具体而言，该市已规划新增800公顷工业用地，包括协福工业园区二期（近597公顷）、黎明春工业园区扩建项目、黎明春工业园区二期以及范文海工业园区一期和二期等项目[4]. 。此外，2021—2030年规划方案还提议新增10个工业园区，总面积约2,465公顷，体现了胡志明市吸引国内外大型项目的决心。.

这为吸引投资者创造了有利条件，尤其是在加工、制造和高科技产业领域。不过，也应进一步关注改善环境和工人居住空间等因素，以确保工业园区基础设施未来实现可持续发展。.

胡志明市拥有吉莱港，有助于推动进出口活动。该市还拥有新山一国际机场，每年承载数百万名国际旅客。这为物流、贸易和运输领域的投资者带来了显著优势。该市已实施一系列大型基础设施项目，尤其是在交通领域。三号环城路和四号环城路项目、胡志明市—木排高速公路，以及一号地铁线（滨城—仙泉）等地铁线路正在建设中，旨在缓解交通拥堵，并连接市中心区域与周边地区[5].

此外，胡志明市正推动数字化转型，以建设智慧城市，相关项目包括发展电子政务和提升公共服务质量。胡志明市于2024年9月25日在胡志明市高科技园区举行了第四次工业革命中心（C4IR）落成典礼[6]. 该中心采用公私合作模式运营，Viettel、Sovico、HD Bank 和 Techcombank 等大型企业参与其中。C4IR 是世界经济论坛（WEF）全球网络的一部分，也是继马来西亚之后东南亚的第二个中心。该中心聚焦四项核心技术：人工智能、5G 网络、物联网（IoT）和企业管理系统，以推动企业和行业的数字化转型。C4IR 的启用有望助力胡志明市成为创新中心，吸引技术、电信和大数据领域的投资者[7].

位于胡志明市高科技园区的第四次工业革命中心

来源： Vnexpress.net

劳动力市场

胡志明市是越南最大的经济中心，拥有年轻且多元化的劳动力，为城市经济发展作出了重要贡献。根据胡志明市人民委员会的一份报告，截至2024年，该市劳动力将超过490万人，占总人口的51.2%[8]. 2021—2024年期间，劳动力年增长率约为2%。.

根据胡志明市劳动、荣军与社会事务局开展的一项调查，2024年该市员工的平均净月薪将达到1240万越南盾。具体而言，由国家控股和出资占主导的股份制企业群体记录的平均薪资最高，达到每月1290万越南盾。其次是外商投资企业和国有资本占100%的有限责任公司，二者的平均月薪均达到1250万越南盾。相比之下，私营企业群体的平均薪资最低，仅为每月1220万越南盾[9].

胡志明市目前拥有近490万名劳动者，占总人口的51.2%，规模庞大的劳动力体现了人力资源对城市经济发展的重要贡献。其中一个突出特点是，服务业占劳动力总量的近66%。.

2024年胡志明市劳动力结构

单位：%

来源： Thanhtra.com.vn

这表明胡志明市是领先的经济和金融中心，贸易、金融、银行、保险和信息技术等服务业发展强劲。此外，工业和建筑业也占据较大比重，体现了基础设施和生产的发展。农业、林业和渔业领域的劳动力占比很小，表明劳动力结构正从农业明显转向工业和服务业。.

关于培训水平和招聘需求，根据胡志明市人力资源预测与劳动力市场信息中心（Falmi）2024年的调查结果，99.13%的求职者接受过培训，其中70.06%拥有大学或更高学历[10]. 需求较高的职业包括高管、内部控制人员、项目管理人员、商务人员、销售主管、会计、营销、市场研究、网页设计师和建筑师[11].

经济

胡志明市是越南最大的经济中心，约占全国国内生产总值的22%。.[12]. 2024年，该市地区生产总值（GRDP）预计将达到700亿美元，较上年增长7.17%[13]. 人均国内生产总值预计将在2024年达到约7600美元，并有望在2025年达到8500美元，使胡志明市跻身全国收入最高的地区之列[14].

胡志明市的经济结构正在发生显著转变，主要由服务业和工业贡献。服务业占比最大，反映了该市作为商业、金融和服务中心的地位，涵盖银行、保险、房地产和物流等行业。工业则包括纺织、制鞋、机械、塑料和电子等主要行业。近年来，胡志明市正着力转向高技术产业，例如半导体芯片制造，以提升附加值和竞争力[15]. 尽管农业仅占胡志明市国内生产总值的一小部分，但其在为该市及周边地区提供食品方面仍发挥着重要作用。这一转变体现了胡志明市经济的强劲和可持续发展。.

Economic structure of Ho Chi Minh City in 2024

单位：%

来源： Ttbc-hcm.gov.vn

Ho Chi Minh City (HCMC) is making a strong transition from the traditional growth model to the development of knowledge industry and digital economy. The city focuses on areas such as high technology, creative industry and scientific and technological research. In particular, the establishment of the HCMC International Financial Center in the Thu Thiem new urban area is being implemented, aiming to open up many opportunities for foreign investors in the fields of finance, banking and securities[16].

One of the important goals of Ho Chi Minh City in the coming years is to increase the proportion of the digital technology industry in the economy. Ho Chi Minh City aims for the digital economy to contribute 25% of GRDP by 2025, 40% by 2030 and 50% by 2045[17]. To achieve this goal, the city focuses on developing digital technology industries, especially artificial intelligence and semiconductor industries, while supporting digital transformation for small and medium-sized enterprises[18].

投资

Ho Chi Minh City continues to affirm its leading position in attracting foreign direct investment (FDI) in Vietnam. According to data from the Ho Chi Minh City People’s Committee, in 2024, the total FDI capital invested in the city reached 2.2 billion USD, down 39.5% compared to the previous year[19]. In 2024, 695 projects in the fields of wholesale and retail, automobile, motorcycle and motorbike repair, accounted for 55% of the total newly registered capital. Next are specialized sectors, science and technology with 256 projects, accounting for 16.6% of the total newly registered capital. The real estate sector has 10 projects, with a total investment value of 45.6 million USD, accounting for 9.6% of the total newly registered FDI capital in the year.

According to the Ho Chi Minh City Statistics Office in November 2024, Singapore continued to be the leading country in terms of registered investment capital in the city with 179 projects and a total capital of 119.4 million USD. Followed by Japan with 117.1 million USD and South Korea with 65.6 million USD.

In recent years, Ho Chi Minh City has strongly attracted investment sources in many important fields such as high technology, real estate and transport infrastructure. The city continues to be an attractive destination for foreign investors thanks to its economic development support policies, investment incentives and strategic location in the region. Investment in high technology, especially in fields such as semiconductors, microchips, artificial intelligence (AI) and information technology, is increasing strongly. Large international corporations in the technology industry have chosen Ho Chi Minh City as the place to develop high-tech research and production centers, contributing to the city’s strong transformation towards modernization and sustainability[20]. In addition, Ho Chi Minh City also focuses on developing transport infrastructure to connect technology zones, such as implementing urban railway projects and expanding arterial roads. The city has called for investment in many transport infrastructure projects, including the Can Gio international transit port project and expressways[21]. These efforts reflect the shift in investment in Ho Chi Minh City, towards sustainable development and convenient traffic connections, contributing to enhancing the city’s position in the region and the world.

Outstanding investment projects in Ho Chi Minh City

部门	投资者	地区	年	项目
Semiconductor technology	半导体工业公司	荷兰	2023	Investing over 4.9 million USD in Ho Chi Minh City High-Tech Park to produce semiconductor chips
Semiconductor technology, microchip	Marvell Technology Group	美国	2024	Expanding chip design center in Ho Chi Minh City, serving cloud data center and AI
Artificial Intelligence (AI), supercomputers	英伟达	美国	2024	Establishing AI Research and Development Center, installing supercomputer in Ho Chi Minh City
Transport infrastructure, metro	Vingroup Corporation	Vietnam	2025	Proposal to invest in a metro line from Ho Chi Minh City to Can Gio, 48.7 km long, to improve traffic connectivity

来源：BC 综合

结论

Ho Chi Minh City continues to affirm itself as an ideal destination for foreign investors thanks to its strategic location, developed infrastructure, and a dynamic business environment. With a focus on high-tech industries, renewable energy, logistics, and real estate, the city has been attracting strong investment capital from international corporations. Despite certain challenges, such as a temporary decline in total FDI capital in some sectors, Ho Chi Minh City has maintained a stable growth momentum thanks to policies to encourage investment and sustainable development. Major projects such as transport infrastructure development, high-tech centers, and satellite urban areas continue to attract attention from investors. With all these factors, Ho Chi Minh City is clearly a potential market “handbook”, bringing great opportunities for foreign investors in seeking profits and sustainable development in Vietnam.

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