越南胡志明股票指数 (VN) 加自选

越南贸易部周一宣布，越南对源自中国的某些热轧卷钢产品征收高达27.83%的反倾销税。该关税于7月6日生效，在类似的临时措施到期后将继续实施五年。今年3月，该部实施了为期120天的临时反倾销税。该调查于2024年7月启动，此前越南生产商对不公平的贸易行为提出了投诉。缴纳27.83%关税的公司包括宝山钢铁和马鞍山钢铁。铁道部表示，广西柳州钢铁集团将面临23.1%的关税，高于3月份征收的19.38%。去年1月至9月，越南进口了近880万吨热轧钢，其中72%来自中国。

Vietnam has imposed an anti-dumping levy of up to 27.83% on certain hot-rolled coil steel products originating from China, the Ministry of Trade announced on Monday. The tariff took effect on July 6 and will remain in place for five years, following the expiration of a similar temporary measure. In March, the ministry had implemented a provisional anti-dumping duty that lasted 120 days. The investigation was launched in July 2024 after Vietnamese producers filed complaints about unfair trade practices. Companies subject to the 27.83% duties include Baoshan Iron & Steel and Maanshan Iron & Steel. Guangxi Liuzhou Iron and Steel Group will face a duty of 23.1%, up from the 19.38% rate imposed in March, the ministry said. Between January and September of last year, Vietnam imported nearly 8.8 million tons of hot-rolled steel—72% of which came from China.

2025年上半年，越南的外国直接投资（FDI）同比增长8.1%，达到117.2亿美元。这是过去五年六个月来实现的最高外国直接投资。与此同时，作为未来支出指标的外国直接投资承诺额达到215.2亿美元，同比增长32.6%。前六个月，制造业和加工业吸引了最多的外国投资，总计120亿美元（占总数的56.6%），其次是房地产，为51.7亿美元（24%）。科技部门获得11.8亿美元，供水和废物处理获得9.029亿美元。从来源来看，新加坡以46亿美元位居榜首，占外国流入总额的21.4%，尽管与2024年同期相比下降了24.8%。韩国以30多亿美元排名第二，占总额的14.3%，是上一年的两倍多。

Foreign direct investment (FDI) in Vietnam increased by 8.1% year-on-year (YoY) to USD 11.72 billion in the first half of 2025. This was the highest realized foreign direct investment for a six-month period in the past five years. Meanwhile, FDI pledges—an indicator of future disbursements—reached USD 21.52 billion, rising 32.6% YoY. In the first six months, the manufacturing and processing sectors attracted the most foreign investment, totaling USD 12 billion (56.6% of the total), followed by real estate with USD 5.17 billion (24%). The science and technology sector received USD 1.18 billion, while water supply and waste treatment brought in USD 902.9 million. By source, Singapore remained at the top with USD 4.6 billion, representing 21.4% of total foreign inflows—although this marked a 24.8% decline compared to the same period in 2024. South Korea ranked second with more than USD 3 billion, accounting for 14.3% of the total and more than double its amount from the previous year.

2025年6月，越南的贸易顺差从2024年同月的32亿美元收窄至28.3亿美元，原因是出口增长低于进口，这是连续第四个月出现顺差。出口额为394.9亿美元，同比增长16.3%，进口额为366.6亿美元，增长20.2%。2025年上半年，中国实现贸易顺差76.3亿美元，进出口分别增长14.4%和17.9%。在此期间，加工工业品的总出货量达到1942.8亿美元，占出口总额的88.4%。美国仍然是越南最大的出口市场，营业额达到709.1亿美元。2024年，对美国的出口约占越南国内生产总值的30%。周三，两国签署了一项贸易协议，根据该协议，美国将对从越南进口的商品征收20%的关税，低于此前计划的46%。

Vietnam's trade surplus narrowed to USD 2.83 billion in June 2025, down from USD 3.2 billion in the same month of 2024, as exports rose less than imports, marking the fourth consecutive month of surplus. Exports increased by 16.3% year-on-year to USD 39.49 billion, while imports surged 20.2% to USD 36.66 billion. In the first half of 2025, the country recorded a trade surplus of USD 7.63 billion, with exports and imports rising by 14.4% and 17.9%, respectively. During this period, total shipments of processed industrial goods reached USD 194.28 billion, accounting for 88.4% of total exports. The United States remained Vietnam's largest export market, with turnover reaching USD 70.91 billion. In 2024, shipments to the US represented about 30% of Vietnam's GDP. On Wednesday, the two countries signed a trade deal under which the US will impose a 20% tariff on imports from Vietnam, down from the previously planned 46% levy.

据闪电估计，越南2025年第二季度国内生产总值同比增长7.96%，较第一季度的6.93%有所加速，为2022年第三季度以来的最快增速。最新结果仅略低于河内至少8%的全年增长目标。所有行业都显示出更强劲的增长，包括服务业（8.46%对第一季度的7.70%）、工业和建筑业（8.97%对7.42%）以及农业（3.89%对2025年上半年），越南经济增长了7.52%，创下了2011年至2025年间上半年的最高增长率。

Vietnam’s GDP expanded 7.96% yoy in Q2 2025, accelerating from a 6.93% expansion in Q1 and marking the fastest pace since Q3 2022, according to flash estimates. The latest result was just short of Hanoi's full-year growth target of at least 8%. All sectors showed stronger growth, including services (8.46% vs 7.70% in Q1), industry and construction (8.97% vs 7.42%), and agriculture (3.89% vs During H1 of 2025, Vietnam’s economy grew 7.52%, marking the highest H1 growth rate between 2011 and 2025.