越南部分新兴产业介绍：外国投资者战略指南（1）

234 月2025

B&Company

投资

B&Company 是第一家自 2008 年起在越南专门从事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。.

本文以英文撰写，其他语言版本为自动翻译版本。请以英文版本为准。尽管我们力求确保原始信息的准确性，但请您自行核实每条信息。文中的解读和未来展望均为各研究者的个人观点。.

概述

越南正在发展成为区域创新中心。凭借年轻的人口结构、快速增长的中产阶级以及亲商政策，越南为外国投资者提供了肥沃的土壤，尤其是在三个潜力巨大的行业：信息技术与人工智能 (AI)、可再生能源以及医疗保健。

根据越南报告对高增长潜力行业的调查结果¹ 在2022年至2024年三年间500家FAST500企业的参与下，信息技术、制药与医疗保健、电力/能源成为持续获得最高且最稳定支持率的三大行业。

从FAST500 Business角度看最具潜力的行业
单位：%

来源： 越南报告

越南部分新兴产业介绍

信息技术与人工智能

碳当前形势

越南信息通信技术 (ICT) 行业正经历着指数级增长。据越南信息通信部的数据，预计到 2024 年，越南 ICT 行业的总收入将达到 4,244 万亿越南盾（相当于 1,659 亿美元），比 2023 年增长 13.21 万亿越南盾。在其子行业中，软件外包业务蓬勃发展，FPT、VNG、TMA Solutions 和 MoMo 等领先公司正在该地区拓展业务。

每年约有 5 万名 ICT 毕业生进入劳动力市场，但该行业仍面临高达 40 万名专业人才短缺，无法满足市场需求².

越南年轻工人积极将人工智能应用于工作
来源： 越南信息和通信技术展览会

越南也是一个开放且具有前瞻性的市场，积极采用人工智能 (AI) 来提高生产力。越南工人能够快速采用科技，紧跟全球发展步伐。关键指标包括：

– 70% have used AI tools at work³.

– 54% report AI boosts productivity and idea generation⁴.

– 90% express a desire to delegate as much work as possible to AI in order to reduce their workload⁵.

发展展望

– According to the Ministry of Information and Communications, Vietnam’s ICT sector aims to reach USD 170 billion in revenue by 2025, accounting for over 12% of national GDP.

– The AI market is valued at around US$547.1 million in 2023 and is expected to reach US$2.06 billion by 2032, with a compound annual growth rate (CAGR) of 15.8% during this period⁶.

– Vietnam is well-positioned to become the regional hub for AI innovation, driven by growing demand for digital services and smart technologies.

值得注意的国内人工智能初创公司包括 ZaloAI、Trusting Social、VinAI、Utop 和 RADA，它们正在引领越南的创新竞赛。

政府激励措施

越南政府认识到信息通信技术和人工智能的巨大潜力，出台了多项重要政策以加速发展。第127/QD-TTg号决定——《国家人工智能战略（2021-2030）》包括：

– Tax holidays for AI startups for up to 4 years.

– Matching grants for international R&D collaboration.

– Public-private partnerships to develop AI universities and tech zones.

政府还将社会保障、医疗记录和教育平台等公共服务数字化，创造了巨大的 B2G（企业对政府）机会。

重点投资案例

Nvidia 与 FPT 在河内举行签约仪式
来源： 越南快运

– Hana Micron (South Korea) plans to invest approximately USD 930 million by 2026 to expand chip packaging operations in Vietnam.

– Google is considering building a large data center near Ho Chi Minh City, marking its first significant investment in Vietnam by a U.S. tech company⁷.

– FPT x NVIDIA: Joint USD 200 million investment to build Vietnam’s first “AI Factory”.

– VinAI, a domestic AI startup, has raised USD 50 million to apply AI in retail, logistics, and security.

可再生能源与绿色基础设施

当前形势

– Rising electricity demand: Vietnam’s electricity demand is forecast to increase by 12%–13% in 2025, driven by rapid industrialization and urbanization.

– As of the end of 2023, renewable energy accounted for 27% of the total installed power generation capacity in Vietnam⁸太阳能和风能项目正在蓬勃发展；然而，基础设施的限制正在减缓它们的进展。

可再生能源和绿色基础设施： A New Direction Promising Vietnam’s Future Development
来源： hdll.vn

发展展望

越南政府正在投资国家电网的现代化和扩建，以满足日益增长的需求并有效整合可再生能源。

– Country’s target of 30.4 GW of solar and 6 GW of offshore wind by 2030⁹.

– Renewable energy demand is rising due to rapid urbanization and industrial growth.

政府政策

– Decree 80/2024/NĐ-CP enables Direct Power Purchase Agreements (DPPA), supporting energy diversification, reducing fossil fuel dependence, and strengthening energy security. It reflects Vietnam’s push to ease power sector monopolies

– Feed-in-Tariff (FIT) revisions, especially by promoting subsidies for renewable energy sectors, to strengthen long-term investor confidence in wind, solar, and biomass projects, which remain largely untapped in Vietnam

重点投资案例

– At the end of 2021, the Adani Group (India) invested in two renewable energy projects in Vietnam, including a wind power project operated by Adani Phuoc Minh Wind Power Co., Ltd. with a capacity of 27.3 MW in Phuoc Minh commune, Thuan Nam district, Ninh Thuan province; and a 50 MW solar power project also located in Ninh Thuan

– PNE AG (Germany) proposed a $4.6 billion offshore wind power project in Vietnam back in 2019. After six years of development, the project has recently shown some positive progress

– On March 5, 2025, Japanese Ambassador to Vietnam Ito Naoki affirmed that the Japan Bank for International Cooperation (JBIC) and Japanese enterprises will jointly invest in 14 projects in Vietnam, including wind power plants, with total capital reaching up to USD 20 billion

医疗保健与医疗创新

当前形势

– Vietnam’s total healthcare expenditure increased from USD 16.1 billion to USD 22 billion during the period from 2017 to 2022. In addition, Vietnam’s healthcare expenditure as a percentage of GDP rose from 4.52% in 2016 to approximately 6.5% in 2022¹⁰.

– Statistics from the Ministry of Health show that, over the past decade, Vietnam’s per capita healthcare spending has grown by an average of 11% annually. The average number of hospital visits per person per year increased from 1.89 visits in 2010 to 2.95 visits in 2020. However, this figure remains significantly lower than in other countries in the region, such as Thailand (3.5 visits/year) and China (4.9 visits/year). Therefore, there remains substantial room for growth in healthcare services in the coming years.

来源： 统计局

发展展望

– Medical device market set to reach $2.1 billion by 2026¹¹.

– In 2020, the Ministry of Health launched 1,000 Telehealth sites connected to over 30 major hospitals, supporting consultations and treatment of complex cases

政府政策

2024年《医疗检查和治疗法》简化了外商直接投资程序：

– No requirement for foreign investors to partner with state hospitals.

– 100% foreign-owned clinics and hospitals are allowed.

– Tax cuts, import duty waivers, and faster licensing timelines.

重点投资案例

– Thomson Medical acquired FV Hospital for $381 million.

– Fujifilm Vietnam launched an AI-assisted diagnostic system in partnership with public hospitals.

– Siemens Healthier, GE Healthcare, and Medtronic continue expanding footprints.