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Vietnam's Trade Pulse 2026: What Shipping Data Reveals About the Country's Supply Chain Dynamics

An in-depth analysis of supply chain dynamics across Vietnamese businesses, drawing on Dun & Bradstreet shipping data.

The Vietnam Trade Pulse provides an in-depth analysis of supply chain dynamics across Vietnamese businesses, drawing on Dun & Bradstreet shipping data. The report compares a decade of DUNS-level shipment history against 2025 performance across 200 companies in four sectors — manufacturing, retail trade, agriculture, and transport & logistics.

The findings offer trade finance teams, credit managers, procurement professionals, and risk practitioners a data-driven foundation for understanding how Vietnam's trade activity is shifting — and where the signals appear earliest.

The study is based on DUNS-level shipping data sourced via the Dun & Bradstreet Shipping Insights Data Blocks API, covering the full 10-year cumulative shipment history of each company alongside 2025 performance.

The study is based on DUNS-level shipping data sourced via the Dun & Bradstreet Shipping Insights Data Blocks API, covering the full 10-year cumulative shipment history of each company alongside 2025 performance.

The acceleration ratio — 2025 shipments as a share of 10-year cumulative volume — is used as a leading indicator of whether trade activity is growing, stable, or under pressure. Only companies with a minimum of 100 cumulative shipments are included in outlier analysis.

The acceleration ratio — 2025 shipments as a share of 10-year cumulative volume — is used as a leading indicator of whether trade activity is growing, stable, or under pressure. Only companies with a minimum of 100 cumulative shipments are included in outlier analysis.

Data covers 200 Vietnamese companies across four sectors: manufacturing, retail trade, agriculture and forestry, and transport and utilities, with 50 firms per sector. All entities are Dun & Bradstreet verified. Macro figures draw on GSO Vietnam (January 2026), GDVC Customs (December 2025), and the Ministry of Finance.

Data covers 200 Vietnamese companies across four sectors: manufacturing, retail trade, agriculture and forestry, and transport and utilities, with 50 firms per sector. All entities are Dun & Bradstreet verified. Macro figures draw on GSO Vietnam (January 2026), GDVC Customs (December 2025), and the Ministry of Finance.

Key Insights

Manufacturing compressed a quarter of its entire decade into a single year. One in four shipments across manufacturing's full 10-year history occurred in 2025 alone — a direct consequence of record FDI inflows and Korean and Taiwanese tech-cluster expansion across Bac Giang, Hai Phong, and Thai Nguyen.

Manufacturing compressed a quarter of its entire decade into a single year. One in four shipments across manufacturing's full 10-year history occurred in 2025 alone — a direct consequence of record FDI inflows and Korean and Taiwanese tech-cluster expansion across Bac Giang, Hai Phong, and Thai Nguyen.

Vietnam's sectors play structurally different roles in global trade. Agriculture, manufacturing, and transport each ship outbound at rates above 92%, while retail trade is the mirror image — 99% consignee, absorbing imported consumer goods for the domestic market.

Vietnam's sectors play structurally different roles in global trade. Agriculture, manufacturing, and transport each ship outbound at rates above 92%, while retail trade is the mirror image — 99% consignee, absorbing imported consumer goods for the domestic market.

The fastest-accelerating companies signal where new trade vectors are forming. BYD Electronics Vietnam posted an acceleration ratio of 79%, while Goertek Technology Vina and Luxshare-ICT — both part of the Apple supply chain in Bac Giang — followed at 70% and 53% respectively.

The fastest-accelerating companies signal where new trade vectors are forming. BYD Electronics Vietnam posted an acceleration ratio of 79%, while Goertek Technology Vina and Luxshare-ICT — both part of the Apple supply chain in Bac Giang — followed at 70% and 53% respectively.

Entity-level data significantly understates exposure for major conglomerates. Samsung Group's single legal entity in Vietnam recorded 1,137 shipments in 2025; its family-level footprint was 227,226 — meaning the entity view captured less than 0.5% of actual group activity.

Entity-level data significantly understates exposure for major conglomerates. Samsung Group's single legal entity in Vietnam recorded 1,137 shipments in 2025; its family-level footprint was 227,226 — meaning the entity view captured less than 0.5% of actual group activity.