#Vietnam Briefing News » 中美贸易战对越南的影响 Comments Feed alternate alternate (BUTTON) × * About us * Topics * Bookstore * Events * Partners * INTERNATIONAL DESKS * Contact + + + + (BUTTON) ____________________ * [abLogo90x90.png] * [aseanLogo90x90.png] * [cbLogo90x90.png] * [ibLogo90x90.png] * [srbLogo90x90.png] * [vbLogo90x90.png] * [rbLogo90x90.png] * [flag-american.png] EN * [flag-american.png] EN * [flag-french.png] FR * [flag-german.png] DE * [flag-italian.png] IT * [flag-russian.png] RU * [flag-spanish.png] ES * [flag-chinese.png] CN SUBSCRIBE * Topics * 中美贸易战对越南的影响 中美贸易战对越南的影响 * * * * * * * * August 14, 2019 Posted by Vietnam Briefing Reading Time: 1 minute 在过去的几个月里，美国与中国一直在来回博弈，互相对许多商品征收关税，例如，农产品、汽车、化学制品、机械、金属，以及医疗器械。两国都在考虑进一步 征收报复性关税。世界上两个最大经济体的贸易争端将会对其他国家产生层叠效应，包括越南——这个已经面临美国升高的钢铁类关税的国家。因为美国和中国是 越南的顶级贸易伙伴，而越南的商品又在中国的价值链中，所以这场贸易战争将会对其产生直接或间接影响。 关税的影响 积极影响 如果关税被严格限制在中国且不会波及跨境供应链，越南的出口商的竞争力将会增强并迎来高涨的商品需求，特别是纺织品和服装。 对于投资者来说，越南同时也能作为替代中国的另一个选择。越南正受益于“中国+1”战略，其中驻华投资者们转移并扩张到别的国家以增加市场准入，分散风 险，以及减少劳动成本。这场规模不断扩大的贸易战争只会加速投资转移，特别是对于劳动密集型消费品行业，例如服装、鞋履以及电子产品。 越南作为一个出口导向型经济，外商直接投资（FDI）市场占了多数出口份额。鉴于制造厂商为了减少美国对中国征收关税的影响将持续重构他们的供应链，越 南将会吸引更多投资者。 对于大多数新型经济体，尤其是在东南亚，短期来看一些产业可能会受到影响。但是长期来看，这些经济体将会受益于此。 消极影响 出口导向型经济有许多优势，但也有不可避免的缺陷，诸如严重依赖于外商直接投资和暴露于全球市场波动。越南外商投资企业支配着出口，然而本地制造厂商却 仍在一直在艰难求生。 此外，如果美国对中国更广泛地加征关税，跨境供应链将会受到震动。这将影响到越南向中国的出口，尤其当越南向中国出口的产品作为中国对外出口商品的组成 部分时。类似的影响将同样作用于中美价值链中的其他经济体。 面对更高的关税，驻华企业会将原材料出口导向越南以保持平衡。这将影响到越南本地产业。 展望 为了使贸易争端中产生的风险最小化，越南必须专注于扩大其市场准入。该国已经参与了许多自由贸易协定（FTA），其中两个重大的自由贸易协定将于近期生 效：全面且先进的跨太平洋伙伴关系协定（CPTPP）和欧盟-越南自由贸易协定（EVFTA）。这样越南将会有机会增多对其他市场的出口。 然而，越南一直困扰于其不发达供应链，严重的原材料进口依赖，以及配套产业的缺乏。为了在贸易战中生存下来也为了充分利用即将生效的自由贸易协定（FT A），越南需要致力于移除这些障碍。 Share this: * Click to share on Facebook (Opens in new window) * Click to share on LinkedIn (Opens in new window) * Click to share on Twitter (Opens in new window) * Click to share on Google+ (Opens in new window) * Click to share on Reddit (Opens in new window) * Click to email this to a friend (Opens in new window) * Click to print (Opens in new window) * __________________________________________________________________ 协力管理咨询是一家在亚洲范围内，为中国及国际企业投资者提供境外投资市场，法律，税务，人力资源的多领域专业咨询公司。我们在全球有28个分支机构3 00名员工，并与全球100个国家的620家律所，会计师事务所联盟。境外投资部为中国境外投资企业提供一站式咨询，包含：境外投资政策咨询， 境外市场调研，商业机会匹配，尽职调查，海外公司注册及财税服务。更多问询，请联系：outbound@dezshira.com Previous Article « 2018年越南清廉指数（CPI）排名下降 Next Article Related reading * [DSA_Brochure_English_New_1.jpg] May 01, 2018 Dezan Shira & Associates' Service Brochure Dezan Shira & Associates´ brochure offers a comprehensive overview of the services provided by the firm. 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