2025年1月越南FDI数据:韩新投资激增,北宁成首选地
作者:东南亚合规中心编辑团队
TL;DR · 核心要点
2025年1月越南吸引外资达43.3亿美元,同比增长48.6%,创近年新高。加工制造业占71.3%,房地产次之;韩国(12.5亿美元)、新加坡(12.4亿美元)为最大来源国;北宁省以13.9亿美元居首。外资实际到位资金15.1亿美元(+2%)。FDI企业贸易顺差32亿美元。对中资企业而言,需关注新项目申报节奏放缓但股权并购活跃(+70.4%),并优先布局北宁、同奈、河内等热点省份。加工制造领域仍是政策与资源倾斜重点,房地产投资同比微降6.4%。
✅ 合规行动清单 · Compliance Checklist
- ›向越南计划投资部(MPI)在线系统提交2025年Q1新增或调整投资项目预登记,确保符合第31/2021/ND-CP号法令关于制造业准入要求
- ›如拟在北宁省开展加工制造项目,须于2025年3月31日前完成省级工业区土地租赁协议备案,并同步向北宁省计划投资厅提交环评初审意见
- ›中国投资者若计划通过股权收购进入越南市场,应委托本地律所于交割前30日向MPI提交资本出资证明及股东结构变更文件
- ›Submit pre-registration of new or adjusted FDI projects to MPI’s National Investment Portal by March 31, 2025, confirming compliance with Decree 31/2021 on manufacturing sector conditions
- ›For manufacturing projects in Bac Ninh Province, complete land lease agreement filing with Bac Ninh DPI and submit preliminary EIA assessment by March 31, 2025
- ›Chinese investors executing share purchases must engage a licensed Vietnamese law firm to file capital contribution proof and updated shareholder structure with MPI at least 30 days prior to closing
English Summary
In January 2025, Vietnam attracted USD 4.33 billion in new, adjusted, and equity-based FDI—up 48.6% YoY. Processing & manufacturing dominated (71.3% of total), while real estate declined 6.4%. South Korea (USD 1.25B) and Singapore (USD 1.24B) led inflows; China accounted for 30.1% of new projects. Bac Ninh (USD 1.39B), Dong Nai (USD 959M), and Hanoi (USD 716M) were top destinations. Disbursed FDI reached USD 1.51B (+2%). Foreign-invested enterprises recorded a USD 3.2B trade surplus. This data signals strong regulatory stability and sectoral incentives—but also heightened competition in priority zones. Foreign investors must align capital deployment with MPI’s sectoral priorities, monitor provincial licensing capacity (especially in Bac Ninh), and prepare for tighter scrutiny on real estate-related investments under Decree 31/2021.
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