Hello everyone, I am Hu Yidao, Lao Hu, pay attention to overseas markets, focus on researching global high -quality assets, if you want to open an international perspective with Lao Hu, find global opportunities, join Lao Hus private groupEssence
Follow Lao Hu, open an international perspective, and find global opportunities
Laohu historical collection:
Invest in Vietnam, half sweet, half sad.
Vietnam currently set off a wave of foreign investment, and a large number of investors are swarming in.
According to statistics, in the first nine months of 2024, there were 2,492 new foreign direct investment projects in Vietnam, an increase of 11.3%year -on -year, and the agreement amount was US $ 13.55 billion.
Among them, 1027 foreign projects increased by $ 7.64 billion, an increase of 48.1%year -on -year.
Behind this dazzling result, it is inseparable from the heavy position layout of the bosses.
In fact, as early as 2004, China became Vietnams largest trading partner, and now it has gone through 20 years.
As of the end of 2023, China has more than 4,000 investment projects in Vietnam, with a total registered capital of more than 26 billion US dollars.
In the past ten years, foreign business has increased investment in Vietnam.
Among them, the processing and manufacturing industry absorbs foreign investment as many as US $ 15.64 billion, accounting for 63.1%of Vietnams total foreign investment in the country.
Followed by real estate business projects, the investment accounts for $ 4.38 billion, about 17.7%, which is 2.2 times the same period last year.
According to statistics from the Vietnam Investment Development Department, in 2023, in the new registered capital of foreign direct investment, the funds in Mainland China are ranked second (the first is Singapore, the third is China in ChinaHong Kong), but many investment in Mainland China is conducted through Singapore and Hong Kong, China. Regardless of the number or total, Chinas investment in Vietnam is ranked first.
In terms of growth, in 2010, mainland Chinas direct investment in Vietnam was only $ 300 million, and in 2023 reached 4.4 billion US dollars, an increase of 1366%!
What is the concept of an increase of 13.6 times in direct investment?
In the past ten years, Chinas foreign investment has continued to increase high. Among them, private capitals investment in Vietnam is more popular, indicating that many mainland funds are quite optimistic about the Vietnamese market.
Optimistic about the Vietnamese market, grabbing the beach of Vietnam, but many funds and people really found that there are many opportunities in Vietnam, although there are many opportunities, but they also alsoIt is not possible to make money easily, but also a lot of research and deep understanding of the local market.
For example, in Vietnam, although the threshold for real estate investment is not high, but there are many risks.Cognition and understanding.
In Vietnam, foreigners can generally buy apartments, but there are strict restrictions on the purchase of the land, and the land cannot be purchased directly.For Chinese companies, in Vietnam, buying places can be built through legal channels, but they also face more approval procedures and restrictions.Regarding the relatively easy implementation of the leasing plant, it is a common choice for many companies to enter the Vietnamese market.
Nevertheless, in the past ten years, due to the rapid economic development of Vietnam, even Chinese investors who invest in Apartment in Vietnam have made a lot of money.
Everyone is familiar with the investment community, that is, you can meet Wenzhou people in all corners of the world.The garden is an investment factory.
But now I want to run the factory to run the factory is different.I remember in Guangning Province, Vietnam, a foreign-funded manufacturer can be registered with $ 50,000 to one million, but now it is difficult to land on this process, it is difficult to land.Later, my friend told me that although there was no explicit regulation, the investment threshold for foreign -funded factories here had increased to more than $ 5 million, and the funds should be actually in place.
I asked the reasons behind the people next to the people, saying that in 2023, Guangning Province ranked first in Vietnams total foreign capital. From January to August 2024The famous Foxconn invested 4 new factories here.Foxconns investment in Vietnam is full of 5 provinces and hired 80,000 employees, with a total investment of about 4 billion US dollars.
Now the threshold for investing in Vietnam is getting higher and higher, just like foreign investment in China 30 years ago, almost zero threshold, but 10 years ago, China, China, the threshold became higher and higher. The threshold became higher and higher.Behind it is the level of economic development.
Since last year, a large number of domestic giants have also deployed the Vietnamese market.
If BYDs investment in Vietnam exceeds US $ 250 million (about 1.7 billion yuan).The export parts of the assembly plant built in Thailand.
TEMU, a cross -border e -commerce platform for Pinduoduo, is further expanding the Southeast Asian market, and this year has also launched the Vietnamese and Brunei market.
Chinese companies, while constantly entering the Vietnamese market, are also profoundly changing the lives of Vietnamese people.
For example, the well -known company Goer shares, the latest factory invested in Vietnam occupy more than 500,000 square meters, and the cumulative investment is nearly 10 billion yuan, creating the local area, created the local areaTens of thousands of jobs!
Li Xun is precise. This year, it invested 330 million US dollars in North Jiangjiang Province, Vietnam, with a total investment of $ 504 million.
Geely Motors of Ningbo announced that it is planned to expand production in Vietnam, and will jointly build a factory with an annual output of 75,000 vehicles with a total investment of about 75,000 vehicles with Hanoi.It was $ 168 million.
Everyone looks at the following picture. There are really many well -known domestic listed companies in Vietnam.
The company chooses to invest in Vietnam thousands of miles away, and it is naturally for profit.
For example, in terms of taxation, Vietnamese Prime Minister has previously said that in order to attract more foreign companies to come to Vietnam, it has promulgated a law on the implementation of the worlds lowest taxation and will be promulgated.Investment incentive policy.
In terms of cost, Vietnam has rich human resources and has a relatively low human cost, which provides a cost advantage for labor -intensive industries.
From the perspective of finance, the Vietnamese capital market has developed rapidly in recent years, providing foreign investors with investment opportunities and good returns, especially in the field of finance and real estate.Many hot money poured into this market.
In terms of housing prices, the housing prices indexes of houses and office buildings in Hanoi and Ho Chi Minh City have shown an upward trend.
The housing price index of the Hanoi residentiality index rose for 12 consecutive quarters, with an average price of 37 million Yue South Shield/㎡, an increase of 8%month -on -month.
Housing price indexes in Ho Chi Minh City have also risen, especially the 9th county B market housing prices rose 13% month -on -month, and the house prices of NHA BE rose 5% month -on -month.
If you warn Vietnam real estate in 2023, you will find the news of collapse everywhere, and the news of real estate companies. Therefore, 2023, 2023, 2023The negative news of the Vietnamese property market in the year also dismissed some foreign investors.
But the price of Hanoi apartment is still rising sharply, and it has risen for 12 consecutive quarters. Why is this?
Friends who understand the logic of rising house prices, understand at a glance.
The fundamental reason for the rise in housing prices in a country in a city is more due to factors such as supply relationships and economic development, population growth, urbanization process, and land supply relationships.
The natural rise of the price of Hanoi apartments cannot escape this logic. In 2023, the price of Hanoi apartment out of independence is the main reason behind it is: supply is in short supply.
According to research at the end of 2020 in the Hanoi population department, the average population of the capital Hanoi increases by 160,000 per year.The growth of the urban population is naturally that house prices have soared when the supply speed is not fast enough.
House prices have risen, exports have increased high, and the economy will take off.
In the worlds worst in 2022, Vietnam reached 8%of its economic growth miracle.
Vietnams economic growth goal this year is still between 6.8%and 7%. This goal can be ranked all over the world.
In 2024, countless people asked me, where did the funds go to sea?
I visited and investigated many markets. The last answer told me that Vietnam, Thailand, Japan, and Australia are a good choice.
Now whether you are a business or a family, you can tell you very clearly that if you dont go to sea, you will go out.
Globalized asset allocation has become a must -answer question for most companies and families.
Finally, if you want to know more about my recent market (A shares), global markets (US stocks, Japanese, global real estate, USDebt) The latest trend research and judgment, welcome Add the group under the code , I only share my analysis of the global macro market in the group every week.
Follow Lao Hu, open an international perspective, and find global opportunities
