Expect Chinese manufacturers to accelerate production localisation in Vietnam through 2027.

Made

2 Oct 2026

Owen Bae

Market

China

Outcome

Unresolved

Beijing is collecting company concerns before Vietnam’s 4 and 6 November WTO Trade Policy Review, giving Chinese industry a formal venue to press Hanoi over market-access frictions. The review cannot compel Hanoi to remove them, and Vietnam is simultaneously tightening origin and trade-remedy enforcement. These pressures make Vietnamese production more attractive. Vietnamese manufacturer, Viglacera, stands to gain the most as its 18 industrial parks already host nearly 70 Chinese projects worth about US$3 billion, giving it an established pipeline for further Chinese expansion. Its September Hangzhou roadshow is now targeting another wave of Chinese manufacturers seeking Vietnamese production bases. As Hanoi offers little immediate market-access relief, the result will be deeper Chinese ownership of Vietnamese production.

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