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超越制造业产业群：越南“革新开放2.0”开启新投资机遇与挑战

在不断变化的全球局势下，该国企业正采取“边走边调”的策略

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Mindy Tan

Mindy Tan

Published Thu, Apr 16, 2026 · 11:00 AM
    • 西贡码头国际金融中心（IFC）大厦被誉为越南国际金融中心区的首个旗舰项目。
    • 西贡码头国际金融中心（IFC）大厦被誉为越南国际金融中心区的首个旗舰项目。 摄影：JAMILLE TRAN, BT

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    [新加坡] 在商业背景下提及越南，大多数人都会想到它在全球制造业产业群中扮演的关键角色。

    这个东南亚国家一直是“中国加一”策略的主要受益者，而这一策略自2020年以来可以说一直在加速。但越南的目标远不止成为一个制造业中心，近期一系列全面的立法改革就证明了这一点。

    这场自上而下的改革被一些人称为“革新开放2.0”（Doi Moi 2.0），意为“革新”。在总书记 To Lam 的领导下，这场改革彰显了越南的宏大国家抱负：在2030年前实现国内生产总值年均增长10%，目标是到2045年成为高收入发达国家。

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