《2-Mr Luong-VPPA.pdf》由会员分享,可在线阅读,更多相关《2-Mr Luong-VPPA.pdf(19页珍藏版)》请在三个皮匠报告上搜索。
1、PAPER TREND IN VIETNAM 2025 SOUTHEAST ASIA SUMMIT FORUM ON PAPER&PACKAGING INDUSTRY SUSTAINABLE GROWTH CONTENTS1.Economic Context and Outlook;2.Vietnam Paper Industry Overview;3.Forecast:Opportunities,Challenges,and Development Trends toward 2030 of Vietnam Paper Industry;2ECONOMIC CONTEXT AND OUTLO
2、OKECONOMIC CONTEXT&OUTLOOK FOR VIETNAM Vietnam is entering the National Uplift Era(20252045),marked by significant institutional andadministrative reforms.The country is forecasted to achieve high GDP growthover 8%in 2025,anddouble-digit growth from 2026 onward.Vietnam is strongly promoting the digi
3、tal economy,green economy,and high-tech sectors(AI,semiconductors,chips,etc.).Substantial public investment in transport infrastructure and industrial zones.The private sector is considered a vital driver for economic development.Robust FDI attraction,especially from the US,China,Japan,and South Kor
4、ea.Gradual reduction in dependency on Chinese markets(both imports and exports)whilemaintaining supply chain relationships.Short-term challenges for exports due to US protectionist policies,but long-term potential with US pivotto the Asia-Pacific.VIETNAM PAPER INDUSTRY 2024In 2024,the paper industry
5、 reached an outputof over 6 6.822822 millionmillion tonstons,an increaseincrease ofof4 4.4 4%comparedcomparedtoto20232023.Notably,packagingpaper saw strong growth,reaching 5 5.9 9 millionmilliontonstons(+(+6 6.5 5%).At the same time,a number ofsmall and micro-scale factories in Bac Ninhweresuspended
6、,forcedtoshutdownandrelocate due to failure to meet environmentalstandards(estimated output:around 6,000 tonsper day,equivalent to nearly 2 million tonsper year).Total production Total production reached over 6.822 reached over 6.822 million tons,up 4.4%million tons,up 4.4%YoY.YoY.Packaging paper:Pa