日本在越南外资企业中排名第二——扩张特点及产业结构—

0311 月2025

B&Company

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。.

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。.

Japanese companies are becoming increasingly prominent in Vietnam. According to B&Company, there were approximately 1.08 million active companies in the country as of 2023, of which approximately 20,000 are foreign-invested (FDI) companies. While FDI companies account for only about 2% of the total, they are also a driving force behind the economy, generating 28% of the country’s total net revenue. By country, South Korean companies accounted for the largest number, with approximately 5,500 companies, followed by Japan and China.

Composition of foreign companies by country in Vietnam in 2023 (%)

来源：B&Company

尽管受到新冠疫情的影响，日本企业仍在继续扩张，呈现出两极分化的局面。

即使受到新冠肺炎疫情的影响，2019年至2023年间，进入越南的日本企业数量仍稳步增长。这背后的趋势是，日本企业为了摆脱对国内需求的依赖，将越南重新定位为一个增长型市场。

从地域上看，扩张主要集中在北部的河内、永福和清化省，以及南部的胡志明市、平阳和同奈省。这两个地区都拥有完善的交通基础设施和港口设施，使其成为极具优势的出口基地。除了制造业，物流、零售和信息技术相关产业也在不断聚集。

在越南经营的日本公司的发展趋势（公司）

来源：B&Company

2023年日本公司在越南的业务区域（公司）

来源：B&Company

Japan lags behind South Korea in large-scale investments and is adopting a “diversified investment” approach

On the other hand, South Korean companies are one step ahead in terms of the scale of large-scale investment projects. Since 2005, South Korean companies have made multiple factory investments worth over USD 1 billion, mainly in the manufacturing industry. In contrast, Japanese companies’ investments tend to be more diversified and cross-sectoral, spanning manufacturing, finance, real estate, and retail.

This difference stems from differences in strategy. Japanese companies aim to diversify their investments across ASEAN, while South Korea focuses its capital on Vietnam as a “strategic core base.” This has resulted in differences in the speed at which industrial clusters are formed.

日本 → 越南累计投资额（100亿日元：2005-2023年）

来源：B&Company

新趋势：日越在半导体、可再生能源和数字化转型领域的合作不断深化

日越经济伙伴关系日益紧密。在政府间合作框架下，预计日本企业将加快在半导体、数字化转型和可再生能源等新兴领域的活动。

For Japanese companies, Vietnam is no longer simply a “low-cost manufacturing base.” Its importance as a strategic base for developing next-generation industries is increasing. As the restructuring of the regional supply chain progresses, the role of Japanese companies is at a turning point, shifting from quantity to quality.

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B&公司

自2008年以来，我们是首家专注于越南市场调研的日本公司。我们提供广泛的服务，包括行业报告、行业访谈、消费者调查和商业配对。此外，我们近期还建立了一个包含超过90万家越南企业的数据库，可用于寻找合作伙伴和分析市场。.

如有任何疑问，请随时与我们联系。.

info@b-company.jp + (84) 28 3910 3913

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