越南胡志明股票指数 (VN) 加自选

继上个月增长27.4%之后，到越南的国际游客人数同比增长36.9%，在2025年1月达到207万人的历史新高。来自亚洲的游客增长了42.8%，主要是柬埔寨（168.6%）、中国（137.4%）、菲律宾（104.9%）、老挝（99.4%）、日本（19.3%）和台湾（8.5%）。此外，来自美国的游客增长了23.1%，特别是来自加拿大的游客（32.7%）；而来自欧洲的人口增长了22.9%，尤其是俄罗斯（116.8%）、挪威（35.6%）、瑞典（31.8%）、波兰（29.3%）和德国（22.9%）。此外，来自澳大利亚的游客增长速度较之前的38.9%放缓了7.1%。与此同时，来自非洲的入境人数下降了2.2%。

International arrivals to Vietnam rose by 36.9% year-on-year, reaching a record high of 2.07 million in January 2025, following a 27.4% rise in the previous month. Visitors from Asia grew by 42.8%, mainly led by Cambodia (168.6%), China (137.4%), Philippines (104.9%), Laos (99.4%), Japan (19.3%), and Taiwan (8.5%). Additionally, arrivals from America grew by 23.1%, specifically from Canada (32.7%); while those from Europe jumped by 22.9%, particularly from Russia (116.8%), Norway (35.6%), Sweden (31.8%), Poland (29.3%), and Germany (22.9%). Moreover, tourists from Australia rose at a slower pace by 7.1% from 38.9% formerly. Meanwhile, arrivals from Africa declined by 2.2%.

2025年1月，越南的外国直接投资（FDI）同比增长2%，达到15.1亿美元。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48.6%，达到43.3亿美元。外国金融家将资本注入21个经济部门中的16个，其中加工和制造业占71.3%，相当于30.9亿美元。房地产紧随其后，吸引了10.9亿美元，占总数的23.5%。今年1月，越南获得了来自55个国家和地区的投资。韩国是最大的投资者，投资12.5亿美元，紧随其后的是新加坡，投资12.4亿美元。

Foreign direct investment (FDI) into Vietnam rose by 2% year-on-year to $1.51 billion in January 2025. Meanwhile, FDI pledges, an indicator of future disbursements, jumped by 48.6% from a year earlier to $4.33 billion. Foreign financiers injected their capital into 16 out of 21 economic sectors, with processing and manufacturing leading the way, accounting for 71.3% of the total registered capital, equivalent to US$3.09 billion. Real estate followed, attracting US$1.09 billion, representing 23.5% of the total. In January, Vietnam received investments from 55 countries and territories. South Korea was the largest investor with US$1.25 billion, closely followed by Singapore with US$1.24 billion.

2025年1月，越南的年通货膨胀率从12月的2.94%上升到3.63%，为去年7月以来的最高水平。主要的上涨压力来自食品和饮料服务价格（4.42%对12月的3.87%）和医疗服务价格（14.14%对5.32%）的快速上涨。饮料和烟草（2.72%对2.40%）、服装和鞋类（1.32%对1.16%）、家用电器（1.66%对1.49%）以及文化、娱乐和旅游（2.48%对2.31%）的通货膨胀率也有所上升。相比之下，住房和建筑材料的价格增长放缓（4.95%对5.16%）。与此同时，不包括波动性项目的年度核心通胀率从12月的2.85%上升至3.07%，为2023年11月以来的最高水平。按月计算，消费者价格指数在上一时期上涨0.29%之后，又上涨了0.98%。

The annual inflation rate in Vietnam rose to 3.63% in January 2025, the highest since July last year, up from 2.94% in December. Main upward pressure came from a faster increase in prices for food and beverage services (4.42% vs. 3.87% in December) and health services (14.14% vs. 5.32%). Inflation also edged higher for drinks and tobacco (2.72% vs. 2.40%), clothing and footwear (1.32% vs. 1.16%), home appliances (1.66% vs. 1.49%), and culture, entertainment, and tourism (2.48% vs. 2.31%). In contrast, price growth slowed for housing and construction materials (4.95% vs. 5.16%). Meanwhile, the annual core inflation rate, which excludes volatile items, rose to 3.07%—the highest since November 2023—up from 2.85% in December. On a monthly basis, consumer prices grew 0.98%, following a 0.29% increase in the preceding period.

2025年1月，越南零售额同比增长9.5%，而前一个月增长9.3%。这标志着零售活动连续第38个月增长，也是自2024年5月以来最强劲的增长，因为住宿和餐饮服务（14.8%对12月的13.1%）、旅游活动（17.3%对9.9%）和其他服务（9.8%对7.9%）的销售加速。另一方面，商品贸易增长放缓（8.6%对9%）。按月计算，零售活动增长2.7%。

Retail sales in Vietnam advanced by 9.5% year-on-year in January 2025 from a 9.3% increase in the previous month. This marked the 38th consecutive month of growth in retail activity and the strongest since May 2024, as sales accelerated for accommodation & food services (14.8% vs 13.1% in December), tourism activity (17.3% vs 9.9%), and other services (9.8% vs 7.9%). On the other hand, trade growth slowed for goods (8.6% vs 9%). On a monthly basis, retail activity grew by 2.7%.