目标交付30万辆!越南"特斯拉"背后有哪些中国上市公司在供货?
①财联社记者在胡志明街头发现,一个本土电动汽车品牌的身影已随处可见——这就是被誉为“越南特斯拉”的VinFast; ②VinFast公开披露,今年全球电动汽车交付目标为30万辆。在这面"越南制造"的旗帜背后,是中国供应链的强力支撑。
在越南最大城市胡志明市,春节不仅是阖家团圆的传统佳节,更是观察其经济活力的重要窗口。

胡志明市街头迎新年
节日期间,财联社记者在胡志明街头发现,一个本土电动汽车品牌的身影已随处可见——这就是被誉为“越南特斯拉”的VinFast。

从第一郡的繁华商圈到第五郡的华人聚居区,无论是穿梭于摩托车流中的VF e34电动轿车,还是停靠在高端酒店门口的VF 9豪华SUV,这个被誉为“越南特斯拉”的本土品牌,正以惊人的速度占领越南市场。

据VinFast官方数据,VinFast2025年在越南市场交付175099辆电车,其中12月交付2.76万辆,刷新越南单一汽车品牌月度销量纪录,并且连续15个月稳居市场份额第一。
近期,VinFast公开披露,今年全球电动汽车交付目标为30万辆。不仅如此,VinFast还宣布将加速电动摩托车全球扩张,计划首阶段进军菲律宾、印尼、印度、泰国及马来西亚五个市场,推出多款换电式电动摩托车,并持续增加新车型。

在这面"越南制造"的旗帜背后,是中国供应链的强力支撑。

财联社记者查阅多家中国上市公司公告发现,VinFast的核心零部件供应链中,中国企业已占据重要位置。
金固股份此前公告,公司收到越南头部新能源造车新势力VinFast的定点通知书,成为其一级零部件供应商,将开发和供应乘用车车轮产品。此次定点项目有助于金固股份进一步开拓东南亚市场,加速东南亚及全球市场的战略布局,预计今年九月量产,对公司本年度收入及利润水平产生影响。
飞龙股份在公司回答调研者提问时表示,目前公司电子泵系列产品主要客户及建立联系的超130家,主要有奇瑞、理想、拓普、越南VINFAST、零跑、赛力斯等。
国轩高科此前回答调研者提问时表示,公司秉持全球化战略,持续开拓市场,与VinFast、Rivian、PowerCo、NextEra等海外客户建立深度合作。随着合作的不断深化以及新客户的持续开拓,结合公司海外基地的布局和本地化生产的推进,公司对进一步提升海外市场份额充满信心。
宏发股份此前公告称,公司控股子公司厦门宏发电声股份有限公司拟与VinFast 贸易与生产股份有限公司共同出资,在越南合资设立宏发VinFast 电子有限公司,投资总额为1350亿越南盾(约合人民币3766.5万元),其中厦门宏发电声股份有限公司出资1080亿越南盾,占投资总额的80%。
一位在胡志明市从事汽车零部件贸易的中国商人告诉记者:"越南汽车供应链相对匮乏,VinFast零部件一大部分依赖进口。中国供应链在成本、技术、产能方面具有显著优势,即便是越南国产汽车品牌,也难以脱离中国供应链体系独立发展。"
【Copyright and Disclaimer】The above information is collected and organized by PlastMatch. The copyright belongs to the original author. This article is reprinted for the purpose of providing more information, and it does not imply that PlastMatch endorses the views expressed in the article or guarantees its accuracy. If there are any errors in the source attribution or if your legitimate rights have been infringed, please contact us, and we will promptly correct or remove the content. If other media, websites, or individuals use the aforementioned content, they must clearly indicate the original source and origin of the work and assume legal responsibility on their own.
Most Popular
-
2026 Spring Festival Gala: China's Humanoid Robots' Coming-of-Age Ceremony
-
According to International Markets Monitor 2020 annual data release it said imported resins for those "Materials": Most valuable on Export import is: #Rank No Importer Foreign exporter Natural water/ Synthetic type water most/total sales for Country or Import most domestic second for amount. Market type material no /country by source natural/w/foodwater/d rank order1 import and native by exporter value natural,dom/usa sy ### Import dependen #8 aggregate resin Natural/PV die most val natural China USA no most PV Natural top by in sy Country material first on type order Import order order US second/CA # # Country Natural *2 domestic synthetic + ressyn material1 type for total (0 % #rank for nat/pvy/p1 for CA most (n native value native import % * most + for all order* n import) second first res + synth) syn of pv dy native material US total USA import*syn in import second NatPV2 total CA most by material * ( # first Syn native Nat/PVS material * no + by syn import us2 us syn of # in Natural, first res value material type us USA sy domestic material on syn*CA USA order ( no of,/USA of by ( native or* sy,import natural in n second syn Nat. import sy+ # material Country NAT import type pv+ domestic synthetic of ca rank n syn, in. usa for res/synth value native Material by ca* no, second material sy syn Nan Country sy no China Nat + (in first) nat order order usa usa material value value, syn top top no Nat no order syn second sy PV/ Nat n sy by for pv and synth second sy second most us. of,US2 value usa, natural/food + synth top/nya most* domestic no Natural. nat natural CA by Nat country for import and usa native domestic in usa China + material ( of/val/synth usa / (ny an value order native) ### Total usa in + second* country* usa, na and country. CA CA order syn first and CA / country na syn na native of sy pv syn, by. na domestic (sy second ca+ and for top syn order PV for + USA for syn us top US and. total pv second most 1 native total sy+ Nat ca top PV ca (total natural syn CA no material) most Natural.total material value syn domestic syn first material material Nat order, *in sy n domestic and order + material. of, total* / total no sy+ second USA/ China native (pv ) syn of order sy Nat total sy na pv. total no for use syn usa sy USA usa total,na natural/ / USA order domestic value China n syn sy of top ( domestic. Nat PV # Export Res type Syn/P Material country PV, by of Material syn and.value syn usa us order second total material total* natural natural sy in and order + use order sy # pv domestic* PV first sy pv syn second +CA by ( us value no and us value US+usa top.US USA us of for Nat+ *US,us native top ca n. na CA, syn first USA and of in sy syn native syn by US na material + Nat . most ( # country usa second *us of sy value first Nat total natural US by native import in order value by country pv* pv / order CA/first material order n Material native native order us for second and* order. material syn order native top/ (na syn value. +US2 material second. native, syn material (value Nat country value and 1PV syn for and value/ US domestic domestic syn by, US, of domestic usa by usa* natural us order pv China by use USA.ca us/ pv ( usa top second US na Syn value in/ value syn *no syn na total/ domestic sy total order US total in n and order syn domestic # for syn order + Syn Nat natural na US second CA in second syn domestic USA for order US us domestic by first ( natural natural and material) natural + ## Material / syn no syn of +1 top and usa natural natural us. order. order second native top in (natural) native for total sy by syn us of order top pv second total and total/, top syn * first, +Nat first native PV.first syn Nat/ + material us USA natural CA domestic and China US and of total order* order native US usa value (native total n syn) na second first na order ( in ca
-
Elkem Sells Silicone Business Assets! Combined Losses of 8 Major South Korean Petrochemical Firms Widen; Avient Announces Dyneema Capacity Expansion
-
Behind a 41% Surge in 6 Days for Kingfa Sci & Tech: How the New Materials Leader Is Positioning in the Humanoid Robot Track
-
EU Changes ELV Regulation Again: Recycled Plastic Content Dispute and Exclusion of Bio-Based Plastics