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越南2025年1月对外投资激增5.1倍｜矿业与制造业成新热点

来源：MPI · MPI Vietnam生效日期：2025-01-31

作者：东南亚合规中心编辑团队

TL;DR · 核心要点

2025年1月，越南对外直接投资达8300万美元，同比增长5.1倍，创近年单月新高。主要投向加工制造业（74.2%）和采矿业（22.5%，同比增4.7倍），首次实现制造业零项目突破；投资覆盖菲律宾（39.4%）、印尼（37.4%）和老挝（22.3%，同比增4.4倍）等8国。截至2025年1月底，越南累计对外投资项目1839个，总投资额超22.68亿美元，重点分布于采矿（31%）、农林渔业（15%）及信息通信（13%）。对中资企业而言，越南企业加速出海将加剧东南亚本地竞合，同时带来供应链协同、第三方市场合作及合规代理服务新机遇。

✅ 合规行动清单 · Compliance Checklist

  • ›核查拟合作越南企业在MPI官网（https://www.mpi.gov.vn）登记的海外项目状态及行业分类，确保其符合中国《境外投资管理办法》备案要求。
  • ›若在菲律宾、印尼或老挝开展与越南企业联合投资，须于项目启动前30日向当地外资主管部门提交合资结构说明，并同步报备中方商务部门。
  • ›针对越南资本密集进入的加工制造与采矿领域，委托持证律所开展东道国环保、劳工及土地权属合规尽调，避免因越南合作方资质瑕疵引发连带责任。
  • ›Verify the registration status and sector classification of prospective Vietnamese partners’ overseas projects on MPI’s official portal (https://www.mpi.gov.vn) before signing agreements.
  • ›Submit joint venture structure documentation to the host country’s investment authority (e.g., BOI-PH, BKPM-ID, or Lao SEZ Office) at least 30 days prior to project commencement if partnering with Vietnamese investors in Philippines, Indonesia, or Laos.
  • ›Conduct environmental, labor, and land-title due diligence via licensed local counsel in target sectors (processing/manufacturing, mining) before capital commitment.

English Summary

In January 2025, Vietnam’s outward FDI surged to USD 83 million — 5.1 times higher than January 2024 — with new investments across 10 projects in 5 sectors and 8 countries. Key sectors were processing & manufacturing (74.2% of total, zero projects in same period last year) and mining (22.5%, +4.7x YoY). Top destinations were the Philippines (39.4%), Indonesia (37.4%), and Laos (22.3%, +4.4x YoY) — none received Vietnamese investment in Jan 2024. Cumulative valid overseas projects stood at 1,839 (USD 22.68 billion), concentrated in mining (31%), agriculture/forestry/fishery (15%), and ICT (13%). This data signals intensified Vietnamese outbound activity; foreign firms operating in target markets must monitor regulatory alignment with Vietnam’s MOU frameworks, update local partnership due diligence, and prepare for increased competition or collaboration opportunities in shared sectors.

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常见问题解答

越南企业对外投资是否需要中国监管部门审批？+
是的。中国境内主体参与越南企业主导的境外投资项目，若中方出资或提供融资，需根据《境外投资管理办法》向省级商务主管部门或商务部申请《企业境外投资证书》，并完成发改委备案。未获批前不得支付前期费用。
越南投资大幅增长是否意味着当地监管趋松？+
不准确。数据反映的是越南企业出海意愿增强，而非监管放松。MPI仍严格执行《海外投资法》第15条：所有项目须通过‘National Investment Portal’在线申报，采矿、基建等敏感领域需额外取得MPI与MOJ联合许可。
菲律宾成为越南第一大投资目的地，中资企业该如何应对？+
建议优先对接菲律宾BOI认证的越南产业园（如Clark Freeport），利用其双税收协定优惠；同步审查越菲合资协议中争议解决条款，明确约定适用新加坡国际仲裁中心（SIAC）管辖，规避本地司法不确定性。
老挝投资同比增4.4倍，是否存在政策风险？+
存在。老挝2024年修订《投资促进法实施细则》，要求外资持股超49%的矿产项目必须与老挝国家矿业公司（LNMCO）合资。越南企业多采用VIE架构规避，但该结构已被老挝财政部列为2025年重点稽查对象。
如何获取越南官方最新海外投资统计数据？+
唯一权威来源为越南计划投资部（MPI）官网‘Overseas Investment Statistics’专栏（https://www.mpi.gov.vn/en/statistics/overseas-investment），每月5日前更新上月数据，支持PDF/Excel下载，含项目编号、金额、行业代码及东道国ISIN编码。

相关关键词

Vietnam outbound investmentMPI Vietnam regulationVietnam FDI complianceSoutheast Asia investment dataVietnam overseas projects
📄 官方原文参考（英文）点击展开
Vietnam’s overseas investment in the first month of 2025 (Xem tin ảnh) (Xem tin video) Date 04/02/2025 - 15:21:00 | 5533 views View font size Text contrast Read the article Acronym Print the page Send to (MPI) - Vietnam’s overseas investment reached 83 million USD in January 2025, 5.1 times higher than the 2024 figure. Illustrative image. Vietnamese businesses pumped over 83 million USD into 10 new projects abroad in the first month of the year with no project having capital adjustment, 5.1 times higher in value than the 2024 figure. Vietnamese investors channeled capital into 5 sectors abroad, with most of the capital poured into processing and manufacturing industry (accounting for 74.2% of total investment, while there were no projects in this industry in the same period) and mining (22.5% of the total, 4.7 times higher year-on-year). The rest were construction, professional services and science-technology and information and technology. Vietnamese investments spread across 8 countries and territories in January, with Philippines emerging as the top destination, generating 39.4% of the total, and followed by Indonesia with 37.4% of the total; (meanwhile these two countries did not receive investment from Vietnam in the previous period). Laos ranked third, attracting 22.3% of investments, representing a 4.4-time increase of year on year. As of the end of January 2025, Vietnam's cumulative overseas investment included 1,839 valid projects with total capital exceeding 22.68 billion USD. Vietnamese investors have invested in 18 out of 21 industries, with capital concentrating on mining (over 7 billion USD or 31% of the total), agriculture, forestry and fishery (nearly 3.4 billion USD or 15%), and information and communications (more than 2.84 billion USD or 13%). The biggest destinations from Vietnam were Laos (nearly 5.7 billion USD of 25% of total investments); Cambodia (about 2.94 billion USD, equalling 13%); and Venezuela (1.83 billion USD or 8%)./. Bao Linh Ministry of Planning and Invesment
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