越南10年期国债 (Vietnam10Y) 加自选

根据越南共产党总书记托林4月5日的一封信，越南已提出取消对美国进口商品的所有关税，以回应唐纳德·特朗普总统新宣布的对越南商品征收46%的关税。彭博新闻社看到的这封信敦促美国将原定于4月9日后生效的关税推迟至少45天，并避免进一步增加关税或费用。此举旨在缓解特朗普上周以贸易不平衡为由对越南征收世界上最高关税后的紧张局势。林的信证实了特朗普周五在两位领导人通话后在Truth Social上发表的评论。这种情况突显出越南作为制造业和出口中心的重要性日益增加，尤其是在全球公司寻求中国的替代品之际。

Vietnam has offered to eliminate all tariffs on U.S. imports in response to President Donald Trump’s newly announced 46% levy on Vietnamese goods, according to an April 5 letter from Communist Party chief To Lam. The letter, seen by Bloomberg News, urges the U.S. to delay implementation of the tariff—set to take effect after April 9—by at least 45 days and to refrain from adding further tariffs or fees. The move aims to ease tensions after Trump imposed one of the world’s highest tariff rates on Vietnam last week, citing trade imbalances. Lam’s letter confirms Trump’s comments made on Friday on Truth Social following a call between the two leaders. The situation underscores Vietnam’s growing importance as a manufacturing and export hub, especially as global companies seek alternatives to China.

2025年前三个月，越南的外国直接投资（FDI）同比增长7.2%，达到49.6亿美元。与此同时，作为未来支出指标的外国直接投资承诺额同比增长34.7%，达到109.8亿美元。

Foreign direct investment (FDI) into Vietnam grew 7.2% year-on-year to USD 4.96 billion in the first three months of 2025. Meanwhile, FDI pledges, an indicator of future disbursements, jumped by 34.7% from a year earlier to USD $10.98 billion.

由于出口增长低于进口，越南2025年3月的商品贸易顺差从去年同期的27.8亿美元降至16.3亿美元。出口额为385.1亿美元，同比增长14.5%，进口额为368.8亿美元，增长19.0%。

Vietnam's trade surplus declined to USD 1.63 billion in goods for March 2025, down from a USD 2.78 billion surplus in the same month last year, as exports grew less than imports. Exports increased by 14.5% yoy to USD 38.51 billion, while imports rose 19.0% to USD 36.88 billion.

2025年3月，越南的国际游客人数同比增长28.5%，达到205万人，比上个月的23.7%增长更快。来自亚洲的游客增长了32.1%，主要是中国（79.1%）、台湾（10.6%）、日本（9.9%）和柬埔寨（165.2%）。此外，来自美国的入境人数增长了4.6%，主要来自美国（2.3%），而来自欧洲的入境人数增加了21.5%，特别是来自俄罗斯（122.0%）、英国（22.5%）、法国（25.4%）和德国（17.7%）。此外，来自澳大利亚的游客增长了20.4%。然而，来自非洲的入境人数下降了18.7%。今年前三个月，游客人数增长了29.6%，达到602万人。

International arrivals to Vietnam expanded by 28.5% year-on-year to 2.05 million in March 2025, accelerating from a 23.7% growth in the previous month. Visitors from Asia grew by 32.1%, mainly led by China (79.1%), Taiwan (10.6%), Japan (9.9%), and Cambodia (165.2%). Additionally, arrivals from America rose by 4.6%, mostly from the US (2.3%), while those from Europe added 21.5%, particularly from Russia (122.0%), the UK (22.5%), France (25.4%), and Germany (17.7%). Further, tourists from Australia increased 20.4%. However, arrivals from Africa slipped by 18.7%. For the first three months of the year, tourist arrivals gained 29.6% to 6.02 million.