Vietnam Automotive Market Q1 2026: Rekod Gro Signal bilong Saplai Sen Ekspansen

Maket bilong ol kar long Vietnam i givim wanpela gutpela toksave long namba wan kwata bilong 2026: indastri i no wok long kamap gut gen tasol, tasol em i wok long go bikpela hariap we i nidim ol saveman bilong saplai sen long olgeta hap bilong wol long luksave hariap long en. Olgeta kar ol i salim long Vietnam i kamap 162,039 yunit long Q1 2026, na dispela i makim wanpela strongpela 36% inkris long yia-over-yia. Long namel bilong dispela bikpela senis em VinFast, em kampani bilong Vietnam we i save wokim ol samting bilong wokim ol samting (OEM), we i bin ripotim rekot bilong ol 'electric vehicle' (EV) deliveri bilong 58,577 yunit long wol long wankain taim, em i 61% antap long yia i go pinis.

 

Tasol dispela atikol i no stori long ol winmani o winmani long olgeta kwata. Em i stori long wanem samting ol dispela namba bilong deliveri i makim: wanpela prodaksen ekosistem we i wok long go bikpela hariap, bikpela laik long painim ol komponen bilong ol samting long ples, na senis long straksa we ol saplaia bilong ol kar i no inap long lusim tingting long en. Taim ol lain bilong bungim ol kar long Vietnam i wok long go hariap, ol saplai sen bilong apstrim, stat long ol 'precision metal tube' i go inap long ol 'thermal management components', i wok long bungim bikpela sans.

 

Long ol seksen i kam bihain, mipela i brukim daun ol Q1 maket data, painimaut wanem samting VinFast i makim long ol Tier-1 na Tier-2 saplaia, glasim polisi na ol indastrial fos we i senisim 'automotive supply chain' bilong Vietnam, na painimaut weol metal tube komponen bilong karfit insait long dispela ekspansen.

 

 

 

Total Maket Volium na Grot Trajektori

 

Vietnam Automobile Manufacturers' Association (VAMA) i ripot olsem ol memba kampani bilong en i salim 94,857 kar long Q1 2026, we i soim olsem i gat 31% inkris taim yumi skelim wantaim wankain taim long 2025. Tasol, piksa bilong maket i kamap moa yet taim yumi tingim ol non--VAMA lida bilong Hyundai Than Than, na dispela i bin pusim ol kar wantaim olgeta maket bilong ol kar long Vietnam i go antap long 162,039 yunit long dispela kwata, em i 36% long yia-over-yia.

 

Long mun Mas 2026 tasol ol i salim 70,859 kar, na dispela i makim bikpela inkris long 122% long mun Mas 2025 na i soim olsem ol i wok long go antap hariap na i no go daun.

 

Metric	Q1 2026	Q1 2025	Senis
VAMA Memba Sales	94,857	72,409	+31%
Total Maket (Incl. Hyundai & VinFast)	162,039	~119,146	+36%
CBU (Fully Built-Up) Imports	51,910	37,082	+40%
CKD (Knocked-Down) Lokal Asembli	42,947	35,327	+22%
Ol salim bilong mun Mas 2026	70,859	31,923	+122%

Ol as: VAMA Monthly Report, Báo Tin Tức, Focus2move

 

Divergens namel long CBU impot (+40%) na CKD lokal asembli (+22%) i gat bikpela mining. Ol kar we ol i wokim pinis i wok long kam insait long Vietnam hariap tru, tasol isi isi gro bilong ol kar we ol i bin brukim i soim olsem ol lokal prodaksen kapasiti i no inap yet long kisim ol askim. Dispela spes i kamapim wanpela windo bilong ol saplaia bilong ol komponen we inap long sapotim wok bilong bungim ol samting insait long kantri.

 

Segmen Breakdaun: Pasenja vs. Komesel Vehikel

 

Rikaveri long Q1 2026 i bin bikpela-long olgeta kain kar. Salim bilong ol pasindia kar long mun Mas i bin kamap long 24,858 yunit, i go antap long 101% long mun-long-mun, na ol sel bilong ol komesal kar i bin kamap long 13,323 yunit, i go antap long 104%. Ol spot yutiliti kar (SUV), ol 'crossover', na ol 'multi-purpose vehicles' (MPV) i wok long bosim tingting bilong ol manmeri, na dispela i soim olsem Vietnam i wok long senis long ol 'urban mobility' nid na gro bilong 'middle-class diman bilong ol kain kain famili na komesel trenspot solusen.

 

Elektrifikesen Akseleresen

 

Elektrifikeseni no moa wanpela bikpela samting long Vietnam. Em i wok long kamap olsem nambawan samting bilong maket. Sales bilong ol 'hybrid electric vehicle' (HEV) i kamap long 5,125 yunit long Q1 2026, na i go antap tupela taim long yia-over-yia, na long mun Mas tasol i bin go antap long 248%. Ol 'battery electric vehicles' (BEVs) i stap aninit long VinFast, we i bin givim 53,684 EVs long maket bilong Vietnam insait long dispela kwata.

 

Kombain elektrifikesen trajektori, we i karamapim tupela haibrid na pure lektrik akiteksa, i min olsem ol komponen saplaia i mas redi long tupela-teknoloji landskep na i no long wanpela EV senis.

 

 

Ol 'operational metrics' bilong VinFast insait long Q1 2026 i stori long wanpela stori we i go moa long 'brand' yet. Ol i stap olsem wanpela 'barometer' bilong luksave long bikpela wok bilong Vietnam long wokim ol samting, 'supply chain maturity', na 'industrial ambition' bilong Vietnam.

 

Ol rekot deliveri i soim olsem prodaksen i wok long go bikpela

 

Ol global EV deliveri bilong VinFast bilong 58,577 yunit long Q1 2026 i makim 61% inkris long yia-over-yia. Insait long Vietnam, ol deliveri i go antap long 53%, na dispela i strongim posisen bilong kampani olsem namba wan OEM bilong domestik maket, na dispela posisen em i bin holim stat long Septemba 2024.

 

Deliveri potfolio i soim tu olsem ol i gat kain kain prodaksen. Limo Green model i go pas wantaim 12,693 yunit, bihain long en em VF 3 (11,088 yunit) na VF 5 (8,490 yunit), wantaim planti moa model i helpim dispela total. Dispela 'multi-model simultaneous ramp-ap i no kamap nating. Dispela i soim olsem taim bilong prodaksen bilong VinFast, taim bilong ol kar long muv long asembli lain, na ol saplaia kodinesen kapabiliti i kamap long indastriel-skel sinkronisasen.

 

Taim wanpela OEM i givim moa long wanpela tenpela kain model long wankain taim long ol pasindia, komesel, na speselis segmen, saplai sen bilong em i menesim planti tausen pat namba, planti handet Tier-1 saplaia, na ol kompleks inbound lojistik. VinFast i winim dispela mak taim em i holim yet 'delivery momentum' na dispela i soim olsem 'automotive supplier ecosystem' bilong Vietnam i wok long kamap bikpela hariap, maski i gat ol spes i stap yet.

 

Global Ritel Netwok Ekspansen

 

VinFast i go bikpela tru long Q1 2026. Ol sorum long wol i kamap long 447 long pinis bilong kwata-, na kampani i stap namba wan long BEV sels long Filipins, namba foa long India, na namba eit long Indonesia. Netwok bilong bihain long salim samting i wok long go bikpela hariap tru: VinFast i sainim ol memoranda bilong andastanding (MOU) wantaim 29 nupela sevis patna long kamapim ol standet EV sevis woksop, wantaim mak bilong 2026 long winim 1,100 sevis woksop long wol long Not Amerika, Yurop, Midel Is, na Esia.

 

Dispela i min wanem long ol saplaia? Bihain long-ekspansen i tanim i go stret long diman bilong ol spesel pat. Olgeta nupela sevis woksop i nidim wanpela inventori bilong ol samting bilong senisim, stat long ol 'brake line' i go inap long ol 'structural bracket'. Long ol kampani i save wokim ol 'tube' na 'pipe' bilong ol kar, 'aftermarket' i makim namba tu rot bilong kisim mani we i save kamap wantaim olgeta kar we ol i salim i kam.

 

Tupela-Wila Ekosistem Sineji

 

Pefomens bilong VinFast long Q1 i go moa long ol 'four-wheelers. Kampani i bin givim 143,136 lektrik tu-wil, em i 219% yia-over-yia inkris, na kisim 17% bilong olgeta motobaik maket bilong Vietnam (inkludim tupela lektrik na intanel kombusen model) long Mas 2026.

 

Dispela em i bikpela samting long ol saplaia bilong ol metal komponen bikos tupela-wil na foapela-wil i serim ol 'apstream manufacturing ecosystems'. Ol banis bilong bateri, ol haus bilong ol mota, ol freim straksa, naol samting bilong rausim winolgeta i kisim long wankain pul bilongwok long ain. Taim 'green mobility ecosystem' bilong Vietnam i wok long go bikpela, ol manmeri i laikim wok bilong wokim ol ain, bending, weldim, haidrofoming, na laser-katim bai go antap long olgeta kain kar.

 

Moa ritim:Vietnam's Electric Two-Wheeler Maket na senis i go long sastenebel mobiliti

 

Wanem samting VinFast's Scaling i minim long bikpela saplai sen

 

VinFast i bin pablikly komitim em long wanpela moa aset-lait, kapital-efisien opereting model. Long sait bilong wok, dispela i min olsem kampani bai dipen moa long ol ekstenel saplaia netwok na i no long 'vertical integration'. Long ol Tier-1 na Tier-2 komponen manifakta, dispela em i wanpela 'structural tailwind': wanpela OEM we i save autsosim na i no insosim i save kamapim ol sans bilong kisim ol samting long olgeta kain samting.

 

Tasol, domestik saplai beis bilong Vietnam i stap liklik yet long sampela bikpela samting. Reit bilong ol kar long kantri, we ol i skelim long sea bilong ol komponen we ol i kisim insait long Vietnam, i stap aninit yet long ol level we ol i lukim long Thailand o Indonesia. Dispela dipendensi long kisim ol samting i kam insait long kantri i kamapim wanpela gutpela samting long ol global saplaia wantaim lokal presens long kisim sea taim lokalisesen i go hariap.

 

 

Polisi Tailwind: Lokalisesen na Senisim Impot

 

Ol 'regulatory framework' bilong Vietnam long sait bilong ol kar i wok long senis long sapotim wok bilong wokim ol kar insait long kantri. Aninit long Dikri 116/2017/ND-CP, gavman i kamapim ol samting we ol i mas mekim long wokim ol kar, bungim, kisim i kam insait long kantri, na kisim ol sevis bilong waranti. Long mun Me 2026, Ministri bilong Indastri na Tred i salim wanpela draf senis i go long gavman, na i tok ol i mas mekim sampela moa senis long kirapim wok bilong kamapim ol samting long ples.

 

Long wankain taim, ol fri tred agrimen, wantaim EU-Vietnam Fri Tred Agrimen (EVFTA), i save putim ol strongpela lo bilong as bilong en. Long kisim ol 'preferential tariffs', ol kar na ol samting bilong en i mas inapim ol mak bilong ol samting we ol i makim long ples. Dispela reguletori akiteksa i kamapim ol dairekt fainensel insentiv bilong ol OEM na Tier-1 saplaia long kisim ol samting long ol Vietnam-bes manifakta.

 

Tripela-Fes Lokalisesen Rotmap

 

Ol saplai sen bilong ol kar long Vietnam i bihainim wanpela rot we ol i ken save long en:

 

Steij	Fokas	Lokal Konten Level	Taimlain
Fes 1	Asembli na modular prodaksen; kisim i kam insait long ol bikpela samting	Daunbilo	2018–2024
Fes 2	Wok bilong stretim ol samting we i no bikpela samting (ol 'wiring harness', ol samting insait long haus, ol samting bilong ain)	Midium	2025–2028
Fes 3	Selektiv lokalisesen bilong ol kompleks komponen (ol ensin, ol transmisin, ol ilektronik)	Hai	2029+

 

Vietnam i wok long senis nau long Fes 1 i go long Fes 2. Wok bilong wokim ol samting long ain, bendim ol paip, weldim, stempim, na katim i stap insait long ol wok bilong Fes 2. Dispela taim i stret wantaim 'demand inflection point' we i kamap long 'maket expansion' bilong Q1.

 

Ol hevi bilong saplai sen na ol samting we i bikpela samting long mekim

 

Ol faktori bilong wokim ol kar long Vietnam i save wok aninit long ol bikpela mak bilong 'Overall Equipment Effectiveness' (OEE), we taim ol i no plenim wok bilong ol, dispela inap long kostim planti tausen dola long wan wan minit. Ol disisen bilong baim ol samting insait long dispela envairomen i no bihainim prais tasol, tasol ol i bosim hevi. Ol OEM baia i no save oditim hap tasol, tasol sistem i stap baksait long en: 'batch traceability', ol 'incoming inspection protocols', 'gauge control', na ol 'process audit logs'.

 

Intanesenel Otomotiv Task Fos (IATF) 16949 kwaliti menesmen standet i kamap olsem de fakto entri tiket bilong ol saplaia husat i laik sevim ol OEM bilong Vietnam. Sapos ol i no gat dispela setifikesen, ol kampani we i gat save long wokim ol samting ol i hatwok long insait long ol wok bilong baim ol samting.

 

EV-Spesifik Saplai Sen Dimand

 

Ol kar we i save ron long lektrik i save putim ol narapela narapela lo long ol saplaia bilong ol metal komponen:

• Laitweit: EVs dimanaluminium paip, ol 'high-strength precision steel tubes, na ol i sepim ol profail bilong daunim hevi bilong bateri na tu lukautim gutpela bilong straksa.
• Menesmen bilong hat: Ol 'battery cooling circuits', ol 'motor heat exchanger', na ol 'power electronics cooling' i nidim ol 'tubing' we i no inap bagarap na i gat strongpela 'dimensional tolerances'.
• Ol straksa bilong sesis: Ol 'battery pack enclosures' na bodi -insait long -waitpela straksa memba yusimhydroformednalaser-weldedol 'tubular' asembli.

 

Taim Vietnam i wok long go insait long EV, VinFast i kirapim na bihain ol OEM bilong Saina na Korea i kam insait, ol manmeri i laikim ol dispela gutpela 'tube' na 'pipe' konfiguresen bai winim ol 'exhaust' na 'fuel line' aplikesen.

 

 

We ol metal tiub i fit insait long EV na ICE saplai sen

 

Ol 'automotive metal tubes' i stap yet olsem ol samting we i bikpela samting long ol 'internal combustion engine' (ICE) na ol 'electric vehicle architecture'. Ol spesifik aplikesen i senis, tasol as tingting i stap yet:

• Ol sistem bilong rausim win: Taim ol BEV i rausim ol 'traditional exhaust systems', ol 'hybrid' kar (we i winim tupela taim ol i salim long Q1) i nidim yet ol 'exhaust components' we i gat bikpela 'efficiency'. Ol komesel kar long Vietnam i stap yet long ICE-pawa, na dispela i mekim na ol i laikim ol 'exhaust tube'.
• Ol lain bilong bensin: Ol 'hybrid architecture' i save dipen long ol 'high-pressure fuel injection lines na ol 'tank connection tubing' we i mas sanap strong long taim bilong seksek, 'temperature cycling', na 'corrosion'.
• Ol Brek Lain: Sefti-em i bikpela samting long olgeta kain kar, ol 'brake tubing' i mas inapim ol strongpela presa reiting na ol standet bilong sakim korosen maski wanem kain 'powertrain' konfiguresen.
• Ol 'Structural Tubes': Ol freim bilong sia, ol 'chassis brackets', na, tasol long ol EV, ol 'battery pack brackets' olgeta i dipen long ol 'tube components' we ol i wokim stret.
• Ol 'Cooling Tubes': Ol 'thermal management tubing' bilong mekim bateri na mota i kol i makim wanpela bikpela -growth kategori we i go stret wantaim ol EV prodaksen volium.

 

Ol samting na proses i wok long kamap

 

Ol samting i wok long senis bihainim ol samting bilong pawa na ol samting bilong rausim ol pipia:

Meteriel	Wok	Olgeta lain i wok long bihainim
Bikpela-Strong Presisen Stil	Ol samting bilong straksa, ol samting bilong sesis	I wok long askim long strong-long-hevi optimizesen
Steinles Stiel	Ol sistem bilong rausim win, ol seket bilong mekim kol	Groa insait long korosen-spesifikesen
Aluminium	Ol hap bilong EV, haus bilong bateri	Mekim hariap adopsen bilong daunim hevi
Ain i gat kot long en	Ol lain bilong bensin, ol lain bilong brek	Gutpela askim wantaim strongpela korosen standet

 

Ol wok bilong wokim ol samting i wok long go het wankain. Antap long pasin bilong katim na bendim ol 'tube', ol saplaia bilong Vietnam i nidim moa yet ol gutpela samting: 'automated laser cutting', 'robotic welding', 'hydroforming' bilong ol kompleks 'geometries', na 'end-forming bilong ol 'leak-free connections'.

 

Salens bilong painim ol samting bilong ol OEM long Vietnam-

 

Ol domestik saplaia bilong Vietnam i bungim hevi long wok bilong wokim ol 'precision metal tube'. Ol masin stua long ples i ken wokim ol liklik samting we ol i wokim, tasol wok bilong IATF 16949 setifikesen, ol gutpela masin bilong prosesim ol samting, na ol OEM-level kwaliti sistem i stap yet namel long liklik namba bilong ol rijonal na global saplaia.

 

Long ol OEM we i wok long Vietnam, taim ol i kisim ol metal tube long ol saplaia i stap longwe, dispela i save kamapim tripela hevi we i save kamap planti taim:

• Ol taim bilong lid i go longpela: Ol wok bilong karim ol samting long solwara na kastom i save putim sampela wik long ol sediul bilong salim ol samting, na dispela i save mekim ol wok bilong kamapim ol samting insait long- taim (JIT) i hat.
• Mani na takis i senis senis: Kros-boda prokiumen i save putim ol baia long ol senis long 'exchange rate' na ol senis long ol 'import duty structures'.
• Hevi bilong bihainim lo bilong as bilong en: Sapos i no gat wok bilong wokim ol samting long ples, ol OEM i hatwok long inapim ol mak bilong ol samting long ples we ol i nidim long EVFTA na ol narapela 'preferential trede' arenjmen.

 

Ol dispela hevi i kamapim askim long ol global saplaia we inap long givim ol setifiket otomotiv-kwaliti komponen wantaim sapot bilong ol lokal Vietnam.

 

 

IATF 16949-Certified Manufacturing for Automotive Excellence

 

CBIESi wok aninit long IATF 16949 setifikesen, em i nambawan mak bilong ol 'automotive quality management systems'. Wantaim moa long tupela ten yia bilong indastri ekspiriens na moa long 3,000 projek we ol i pinisim, CBIES i save wokim ol 'precision steel tubes', ol 'processed tube parts', na ol samting bilong kar we i save helpim ol OEM na Tier-1 saplaia long Not Amerika, Yurop, na Saut-is Esia.

 

Ol prodak potfolio i karamapim:

• Ol 'Precision Steel Tubes': Kabon stiel (ol i weldim, i no gat rop, i pulim long kol, i gat hat-tritim, i gat bikpela strong, i gat koting, i gat seip), steinles stiel, aluminium, na ol spesel aloi (nikel-bes, titanium, aloi stiel).
• Ol hap bilong tiub we ol i bin prosesim: Bending, weldim, haidrofoming, laser katim, end-fomim, stampim, na sutim.
• Ol samting bilong kar: Ol samting bilong 'exhaust system' na ol samting bilong 'seat system'.

 

Vietnam Lokal Presens, Global Kapabiliti

 

CBIES i bin kirapim wanpela opis long Vietnamlong givim lokal teknikel sapot, saplai sen kodinesen, na kastoma sevis long ol OEM na Tier-1 saplaia we i wok insait long rijon. Dispela lokal presens i kamap strong moa long wanpela global ekspot netwok we i karamapim moa long 50 kantri, na dispela i mekim CBIES i ken yusim intanesenel manufakturing skel na tu givim gutpela sevis we i stret long maket.

 

Tingting bilong kampani long wok i stap long wanem samting em i kolim5C Ekselens Ensin: Customer-centricity, Communication, Control, Continuous Improvement, and Cost-effectiveness. Dispela fremwok i tanim ol samting ol kastoma i laikim i go long 'manufacturing agility', wanpela bikpela samting taim ol OEM i stretim ol prodaksen sediul long bekim hevi bilong maket.

 

Co-Divelopmen na Rapid Prototyping

 

CBIES i save bungim ol kastoma long rot bilong wanpela 'joint innovation model', na ol i save insait long wok bilong wokim ol komponen long taim bilong divelopmen na i no save go insait long taim bilong 'quoting'. Taim ol i wok hariap, dispela i larim CBIES long rekomendim ol samting bilong senisim ol samting, stretim ol wok, na stretim ol samting bilong wokim ol samting (DFM) we i daunim kos na taim bilong wokim ol samting pastaim long ol i wokim ol tul.

 

Dispela ko-divelopmen kapabiliti i kisim sapot long hariap prototaip na pailot prodaksen, na i mekim gutpela senis long liklik-batch validesen i go long ful-volium manufaksing. Long ol OEM bilong Vietnam we i wok long go bikpela, planti bilong ol i wok long kamapim ol nupela model long ol taimlain we i hariap, dispela 'agility' i save daunim taim-long-maket na teknikel hevi.

 

 

 

Q1 2026 otomotiv pefomens bilong Vietnam, 36% maket gro, rekot VinFast diliveri, na hariapim pawa, em i no wanpela temporari post-rekaveri bauns. Em i namba wan hap bilong wanpela straksel ekspansen we i kamap bikos long bikpela askim insait long kantri, sapot bilong polisi long lokalisesen, na kamap bilong Vietnam olsem wanpela rijonal EV prodaksen hab.

 

Long ol saplaia bilong ol otomotiv komponen, as bilong dispela i klia: ol i laikim ol samting bilong baim ol samting we i go wantaim dispela ekspansen i wok long kamap pinis. Ol OEM na Tier-1 saplaia we i wok long Vietnam i nidim ol patna husat i bungim global manufakturing skel wantaim lokal sevis kapabiliti, husat i holim ol setifikesen we ol i nidim long kwalifikesen bilong ol kar, na husat i ken sapotim tupela konvensenel ICE komponen na neks jeneresen EV akiteksa.

 

Ol disisen bilong saplai sen we ol i mekim long 2026 bai stiaim ol rilesensip bilong kisim ol samting long neks prodak saikel. Ol saplaia husat i kamapim presens na kredibiliti nau bai stap long posisen bilong kisim sea taim otomotiv indastri bilong Vietnam i wok long go antap.

 

Yu wok long plenim Vietnam sosing strateji bilong yu? Lukluk long ol rot bilong CBIES long stretim ol 'automotive steel tube' bilong Vietnam maket? CBIES i redi long sapotim ol nid bilong yu long ol 'automotive tube components'.Askim wanpela konsaltesentude.