越南柬埔寨服装出口激增：订单排至2025年的背后原因
近年来，越南和柬埔寨的纺织服装行业表现出了惊人的增长，尤其是越南，不仅在全球纺织品出口中名列前茅，甚至还超越中国，成为美国服装市场的最大供应国。
In recent years, the textile and garment industries in Vietnam and Cambodia have shown remarkable growth. Vietnam in particular has not only ranked among the top global textile exporters but has even surpassed China to become the largest supplier to the US apparel market.
据越南纺织服装协会的报告，今年前7个月越南纺织服装出口额预计将达236.4亿美元，比2023年同期增长4.58%。服装进口额预计为142亿美元，增长14.85%。
According to the Vietnam Textile and Apparel Association, Vietnam's textile and garment exports in the first seven months of this year are expected to reach $23.64 billion, a 4.58% increase compared to the same period in 2023. Apparel imports are projected at $14.2 billion, up 14.85%.
关键增长因素：
Key Growth Factors:
- 美国和欧洲等主要市场通货膨胀得到控制，购买力提升
- Inflation in major markets like the US and Europe is under control, boosting purchasing power
- 2023年品牌库存减少，企业开始补充订单
- Brand inventories decreased in 2023, prompting companies to replenish orders
- 竞争对手孟加拉国面临困难，订单转移至越南
- Competitor Bangladesh faces difficulties, leading to order transfers to Vietnam
越南驻美国大使馆经济商务处参赞杜玉兴表示，今年前几个月，越南对美国的纺织服装出口实现正增长。当大多数与越南直接竞争的国家都出现负增长率时，这是一个积极的结果。
Du Yu Xing, Commercial Counselor at the Vietnamese Embassy in the US, stated that Vietnam's textile and garment exports to the US achieved positive growth in the first few months of this year. This is a positive result when most countries directly competing with Vietnam showed negative growth rates.
越南成功的三大支柱：
Three Pillars of Vietnam's Success:
- 货币优势：越南盾对美元贬值5%，增强价格竞争力
- Currency advantage: 5% depreciation of VND against USD enhances price competitiveness
- 自贸协定：16个自贸协定覆盖60多国，主要市场零关税
- Free trade agreements: 16 FTAs covering over 60 countries, zero tariffs in major markets
- 中国投资：带来先进技术和管理经验，提升生产效率
- Chinese investment: Brings advanced technology and management expertise, improving production efficiency
柬埔寨的纺织服装业同样快速崛起，凭借廉价的劳动力和稳定的政治环境，吸引了大量外资企业。柬埔寨政府在金边和西港等地建立了多个纺织服装产业集群。
Cambodia's textile and garment industry is also rapidly emerging. With cheap labor and a stable political environment, it has attracted numerous foreign enterprises. The Cambodian government has established several textile and garment industry clusters in Phnom Penh and Sihanoukville.
未来展望：随着秋冬季节临近和美国大选前储备商品采购，越南对美出口预计将继续增长。许多企业已接到年底订单，并正在洽谈2025年初的订单。
Future Outlook: With the approaching autumn/winter season and pre-election stockpiling in the US, Vietnam's exports to America are expected to continue growing. Many companies have received year-end orders and are negotiating orders for early 2025.
