Original title: 500.000 tỷ đồng của Vingroup rót vào đâu sau hơn 1 năm bước chân vào làm hạ tầng? Japanese title: Vingroup、インフラ投資に500兆ドンを投入
投資・FDI市場動向
Key pointsVingroup is investing over 500 trillion VND in infrastructure projects, including railways, highways, bridges, and underwater tunnels. Notably, the high-speed railway project connecting Hanoi and Quang Ninh is in focus, aiming for commercial operation by 2028. Business impactVingroup's infrastructure investments will promote economic growth in Vietnam and create related business opportunities. Japanese companies should consider participating in these projects.
Original title: 500.000 tỷ đồng của Vingroup rót vào đâu sau hơn 1 năm bước chân vào làm hạ tầng? Japanese title: Vingroup、インフラ投資に500兆ドンを投入
投資・FDI市場動向
Importance 82Important news
Key pointsVingroup is investing over 500 trillion VND in infrastructure projects, including railways, highways, bridges, and underwater tunnels. Notably, the high-speed railway project connecting Hanoi and Quang Ninh is in focus, aiming for commercial operation by 2028. Business impactVingroup's infrastructure investments will promote economic growth in Vietnam and create related business opportunities. Japanese companies should consider participating in these projects.
Original title: Starmason thuê hơn 4,45ha đất ở TP.HCM làm trung tâm dữ liệu siêu lớn Japanese title: Starmason、ホーチミン市で4.45ヘクタールの土地をデータセンター用に賃貸
投資・FDI不動産・インフラ
Importance 82Important news
Key pointsHo Chi Minh City has decided to lease 44,591.2 square meters of land to Starmason for the data center 'Tổ hợp Trung tâm Dữ liệu Siêu lớn STARMASON'. The land lease is valid until 2076, with conditions for exemption from upfront rental payments. The total investment for the project is $480.26 million, aimed at enhancing data processing capacity and attracting ICT service providers. Business impactThis project will promote growth in the data center market and provide new business opportunities for Japanese companies. In particular, as IT infrastructure strengthens, the demand for data management and cloud services will increase, making it essential for related businesses to pay attention.
Original title: Tập đoàn Nga muốn đầu tư công nghệ cao, năng lượng tại Việt Nam Japanese title: ロシア企業がベトナムでの高技術投資を希望
投資・FDI規制・政策
Importance 82Important news
Key pointsRussian companies and investment funds are expressing intentions to expand investments in high technology, energy, and digital infrastructure in Vietnam. Notably, AFK Sistema plans long-term investments in information technology, AI, and smart cities. Additionally, Zarubezhneft is considering investments in renewable energy and offshore wind power. This is expected to further strengthen economic cooperation between the two countries. Business impactJapanese companies should explore opportunities to leverage Russian technology and capital, particularly in joint projects in the energy and IT sectors.
Original title: Tháo gỡ ‘rào cản’ thể chế: Chìa khóa để Việt Nam giữ chân nhân tài và công nghệ Japanese title: ベトナムの人材と技術を維持するための制度的障壁の解消
投資・FDI規制・政策
Importance 82Important news
Key pointsVietnam requires the development of institutional and financial infrastructure to allow companies to conduct experimental initiatives, accumulate assets, and grow domestically. It is particularly important to review the regulatory framework to create a safe environment for startups to experiment. Experts suggest introducing pre-consultation and a two-tier sandbox system, drawing on the experiences of financial institutions in Singapore and the UK. This could help companies reduce legal risks and promote innovation. Business impactJapanese companies need to pay attention to Vietnam's institutional reforms and strengthen collaboration with startups. The establishment of new regulations could increase investment opportunities and facilitate the introduction of new technologies while managing risks.
Original title: Điện lực miền Nam: Vượt khó ‘về đích’ 3 công trình trọng điểm phục vụ APEC 2027 Japanese title: 南部電力、APEC 2027に向けた3つの重要プロジェクトを完了
不動産・インフラ投資・FDI
Importance 82Important news
Key pointsThe Southern Power Corporation (EVNSPC) has completed three key projects to enhance the power supply capacity in Phu Quoc Special Economic Zone ahead of APEC 2027. These projects overcame challenges such as land clearance, severe weather conditions, and labor shortages. Business impactThis will ensure stable power supply during the APEC event, allowing related businesses to operate in a secure environment. In particular, energy-related companies will need to reassess their strategies in preparation for future demand.
Original title: Đón đầu làn sóng đầu tư công nghiệp chất lượng cao Japanese title: 高品質産業投資の波を先取り
投資・FDI製造・輸出入労務・人材
Importance 82Important news
Key pointsVietnam continues to attract attention as a destination for FDI, with a demand for the development of factories and infrastructure. Construction companies are particularly required to enhance operational capabilities, optimize costs, and adopt the latest technologies. Golden Lotus Construction is leveraging its 15 years of experience to strengthen its capabilities as a comprehensive contractor specialized in factory construction. The company has implemented an international standard quality management system and established a framework to meet complex technical requirements. Recently, it has formed a strategic partnership with Aurora IP to participate in a project in a specialized industrial park covering 519.6 hectares, aiming to provide comprehensive construction solutions for FDI companies. Business impactJapanese companies should closely monitor this trend and assess its impact on related transactions, contracts, and local operations.
Original title: Cuộc chạy đua ngày đêm của 600 người ở công trường LRT Phú Quốc Japanese title: プーコックLRT工事、600人が昼夜を問わず作業中
不動産・インフラ市場動向
Importance 82Important news
Key pointsApproximately 600 engineers and workers are working day and night on the Light Rail Transit (LRT) construction site on Phu Quoc Island. The 17.59 km line is a crucial infrastructure connecting the airport and the APEC conference center, and construction is ongoing despite the rainy season. The project started in December 2025 and aims for commercial operation to begin in August 2027. Business impactThis project signifies important progress in Vietnam's infrastructure development, potentially increasing entry opportunities for Japanese companies, particularly in terms of collaboration in technology and material supply.
Japanese business summary. Read the original source for the source language.
Key points韓国では、李在明大統領の下で不動産政策に関する全国的な対話が行われました。この対話は、社会的合意を形成するための努力の一環であり、特に敏感な不動産政策を実施する前に、国民の意見を反映させることを目的としています。政府は、国民の声を聞くことで、より効果的な政策を策定する意向を示しています。 Business impactこのような対話は、韓国市場に進出している日系企業にとって、政策の変化を予測する手助けとなります。特に、不動産関連のビジネスを展開している企業は、今後の政策動向に注意を払う必要があります。
Japanese business summary. Read the original source for the source language.
Key points2026年7月10日、サイゴン・タイロック銀行（サコムバンク）は、ロイック・フォシエ氏を新しいCEOに任命したことを発表しました。この任命は、ベトナム国家銀行の承認を受けたもので、今後の銀行運営において新たなリーダーシップが期待されています。 Business impact金融業界におけるリーダーシップの変化は、日系企業の銀行取引や融資条件に影響を与える可能性があり、特に新CEOの方針に注目する必要があります。
Japanese business summary. Read the original source for the source language.
Key pointsタインニン省は、2025年から2030年にかけての社会住宅の建設目標を8万戸から5万戸に減少させることを求めています。現在、41,470戸の建設が進行中ですが、実情を考慮して目標を見直す必要があるとしています。 Business impact日本企業は本件の動向を注視し、関連する取引・契約・現地実務への影響を確認しておくとよいでしょう。
Japanese business summary. Read the original source for the source language.
6月の株式市場は軽微な調整が見られましたが、マクロ経済の明るい要素や通達25号の政策支援により、銀行株は逆行して上昇しました。特に、外国投資家が5ヶ月連続で売却を続ける中、国内の資金流入が銀行株を支えています。Key points銀行株がマクロ経済の好転と政策支援により上昇しています。特に、外国投資家の動向が注目されています。 Business impact日系企業は、銀行株の動向を踏まえた資産運用戦略を検討する必要があります。
