越南肉类加工行业在过去十年中实现了大幅增长，已成为国家经济的重要组成部分。该行业不仅保障食品安全、提升畜牧业价值，还对进出口活动作出显著贡献。该领域的扩张得益于国内需求上升、出口市场蓬勃发展以及基础设施投资增加。.

肉制品国内生产

Vietnam’s domestic meat production plays a vital role in its agricultural sector, with output showing consistent growth, from 6.4 million tons in 2020 to an estimated 7.8 million tons in 2023. Of which, pork remains the dominant product, accounting for the largest share of national meat production. Poultry is also a significant contributor with steady growth of approximately 25% from 2020 to 2023, while beef and buffalo production remains limited due to land constraints, high feed costs, and competition from imported beef[1].

Output of major livestock products

单位：万吨

来源：2023年统计年鉴

This growth reflects an rising demand for meat products driven by population increase, strong urbanization trends, and economic growth. In 2023, Vietnam’s population grew by 0.8% year-on-year, urbanization reached 38.1%, and GDP increased by 5.05%, totaling $430 billion[2].

肉制品出口与进口价值

根据越南畜牧业编辑办公室[3], in 2023, Vietnam exported 22 thousand tons of meat products, valued at over $110 million, marking a 19% increase in volume and a 30.4% rise in value from the previous year. Key export products include fresh, chilled, or frozen pork. The primary export markets were Hong Kong (54.4% share), followed by China, Belgium, and the US.

Structure of Vietnam’s main export markets for meat and meat products (% by value)

100% = 110.3 million USD

来源：畜牧业编辑办公室

Besides, in 2023, Vietnam imported 717 thousand tons of meat and meat products, worth more than 1 billion USD, up 5.4% in volume, but down 3.9% in value compared to 2022. Imported products are mainly meat and edible by-products of poultry; edible by-products of live pigs, buffaloes, and cows, chilled or frozen;… In the same year, Vietnam imported mainly from India (22.4%), and countries such as the US, Russia, and Brazil,…

进口主要由肉类及可食用副产品构成。越南进口额是出口额的十倍，反映出其在肉类质量和深加工能力方面存在局限，这在一定程度上制约了其出口竞争力。.

Structure of Vietnam’s main import markets for meat and meat products (% by value)

100% = 1.4 billion USD

来源：畜牧业编辑办公室

越南肉类加工企业概览

As of 2022, the meat processing industry in Vietnam consisted of approximately 668 enterprises, slightly fewer than in previous years. However, the sector has demonstrated impressive revenue growth, with a total valuation of over $1 billion, reflecting a growth rate of 35%. This is a significant increase compared to the growth rates of 25% in 2020 and 2021. In addition, meat processing enterprises are mainly concentrated in the South East and Red River Delta regions in Vietnam, with the proportion of large enterprises and SMEs at 5% and 30% respectively in 2022[4]

Revenue of companies in processing and preserving of meat industry in Vietnam

（单位：百万美元）

来源：B&Company 企业数据库

越南肉类加工行业部分主要企业简介

下表提供了越南前5家肉类加工公司的更多信息。除越南本土企业外，CP和Japfa等主要国际企业也已投资越南。主要产品包括猪肉、牛肉和鸡肉。此外，头部企业正日益聚焦先进加工，并建设现代化、高标准工厂。这些举措不仅旨在满足国内市场需求，也旨在拓展出口市场：

资料来源：B&Company 的综合报告

投资与基础设施发展

肉类加工行业在推动基础设施现代化和扩大产能方面的投资显著增加。例如，鸡蛋生产商 Ba Huan 已转向生产各类加工蛋制品和禽类产品，而 Masan MEATLife 作为 Masan Group 的子公司，于 2020 年在隆安省投产了投资额达 $77.6 million 美元的 MEATDeli Saigon 肉类加工综合体[5].

此外，该行业还吸引了大量国内外投资，用于建设加工设施。值得注意的是，2023 年 3 月，Vinamilk 与日本 Sojitz Corporation 成立合资企业，在越南北部永福省建设一个肉牛养殖和加工综合体，预计投资额为 $127 million 美元[6]. 。该设施占地 75 公顷，设计可容纳多达 10,000 头牛，年加工能力约为 10,000 吨牛肉。.

The complex includes a modern livestock farm and processing plant

来源：Vinamilk

挑战与机遇

尽管行业保持增长，肉类加工行业仍面临包括非洲猪瘟（ASF）在内的疾病暴发等挑战。2024 年 7 月，越南政府报告 ASF 疫情显著增加，导致超过 42,000 头猪被扑杀，较上一年同期增长五倍[7]. 。这些疫情对食品供应和通胀构成风险。.

相较之下，行业扩张也带来了技术进步和采用国际最佳实践的机遇。企业正日益投资先进加工设备，并遵循全球食品安全标准，以提升产品质量与安全性。.

结论

在国内需求增长和出口市场扩大的支撑下，越南肉类加工行业有望持续增长。持续的基础设施投资，以及对疾病防控和国际标准的重视，预计将增强该行业的韧性与竞争力。.

总之，该行业正处于关键发展阶段，在增长机遇与不断演变的挑战之间寻求平衡。随着持续投资、创新实践和战略合作的推进，该行业有望满足不断上升的全球和国内需求，并为经济作出重要贡献。.

[1] 2023 年统计年鉴

[2] 越南 GSO

[3] 畜牧编辑部

[4] B&Company 企业数据库

[5] 越南简报

[6] Sojitz

[7] Reuters

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