CEMENT INDUSTRY EYES RECOVERY IN 2025 AFTER YEARS OF GLUT
The cement industry is showing signs of recovery this year after two years of oversupply and weak domestic demand, driven by accelerated public investment in infrastructure development and lower input costs. According to the Ministry of Construction, the sector recorded strong growth in the first six months of the year, with output reaching 49.8 million tonnes, up 18 per cent, and sales rising 14 per cent to 54 million tonnes.
VN CRAB CASH FLOWS IN AS EXPORTS SNAP DECADE RECORD
Việt Nam’s crab and sentinel crab exports have clawed their way to a record high, reaching more than US$173 million in the first half of 2025 — a 38 per cent surge year-on-year and the strongest performance in a decade, according to the Việt Nam Association of Seafood Exporters and Producers (VASEP). The sharp growth has been fuelled by soaring demand from China and steady purchasing from Japan, with Việt Nam’s crabs recognised for their quality and ability to meet the rigorous standards of demanding markets.
M&A ACTIVITY RISES TO $786M IN JULY
The mergers and acquisitions (M&A) landscape in Việt Nam experienced a significant uptick in July, with 34 completed transactions amounting to an impressive total of nearly US$786 million. This surge, reported by independent CPA firm Grant Thornton, highlights a renewed vigour in the market, particularly across key sectors such as real estate, technology, energy, logistics and healthcare.
FDI DISBURSEMENT HITS 5-YEAR HIGH
Arecent report released by the National Statistics Office (NSO) under the Ministry of Finance showed that the registered foreign investment in Vietnam totaled US$24.09 billion in the first seven months of 2025, representing a year-on-year growth of 27.3%. Amid global economic volatility, the foreign investment flow in the reporting period is a prominent bright spot.
RETAIL SALES OF GOODS, SERVICES RECORD POSITIVE GROWTH
Trade and tourism activities continued to show positive growth last month, with total retail sales of goods and consumer service revenue estimated at VNĐ576.4 trillion (US$21.98 billion), up 1.1 per cent month-on-month and 9.2 per cent year-on-year, according to the National Statistics Office under the Ministry of Finance.
KEY PUBLIC INVESTMENT DRIVING SUSTAINABLE GROWTH IN VIETNAM
In the first seven months of 2025, public investment in Vietnam improved significantly, as the disbursement rate rose from nearly 9% in the first quarter to almost 44% by the end of July, much higher than during the same period last year. The Government has identified public investment as the primary tool to drive growth while exports and consumption face numerous risks.
CEMENT FIRMS SEE STRONG PROFITS IN Q2, SIGNALLING A BRIGHT FUTURE FOR STOCKS
Việt Nam's cement sector is witnessing a significant turnaround, as several companies report impressive profits amid ongoing competitive pressures from oversupply. This resurgence is seen as a positive signal for the entire industry, especially with the anticipated boost from public investment in the latter half of the year.
VIETNAMESE BANANAS GAIN FOOTHOLD IN JAPAN
Japanese trade statistics show that imports of Vietnamese bananas reached 33,000 tonnes in 2024 — almost 14 times higher than in 2019, raising Việt Nam’s market share in Japan from just 0.2 per cent to 3.2 per cent. In July alone, exports of Vietnamese bananas to the Tokyo region more than doubled compared to the same period last year.
