Vietnam Automotive Market Q1 2026: Rekodha Kukura Zviratidzo Kuwedzera Chain Kuwedzera

Musika wemota weVietnam wakaunza meseji isingakanganisike mukota yekutanga ya2026: indasitiri haisi kungopora, asi kukura nekumhanya kunoda kutariswa nekukurumidza kubva kune vezvekutengesa cheni nyanzvi pasi rese. Motokari dzakatengeswa muVietnam yose dzasvika 162,039 units muQ1 2026, zvichiratidza kuwedzera kwakasimba kwe36%{{6}pa-gore. Pakati pekuvhiya uku pamire VinFast, yeVietnam yekugadzira midziyo yepakutanga (OEM), iyo yakashuma kuburitswa kwemotokari yemagetsi (EV) ye58,577 mayunitsi pasi rose panguva imwe cheteyo, kusvetuka kwe61% kubva gore rakapfuura.

 

Asi chinyorwa ichi hachisi chemari yekota kana purofiti. Zviri pamusoro pezvinomiririrwa nenhamba dzekutumira idzi: kukurumidza kuwedzera kugadzirwa ecosystem, kuwedzera kuri kudiwa kwekutsvagirwa kwenzvimbo, uye shanduko yezvimiro iyo vatengesi vemotokari havagone kufuratira. Sezvo mitsetse yemotokari yeVietnam ichikwira, iyo yekumusoro yekugovera cheni, kubva kune chaiyo simbi machubhu kuenda kune inodziya manejimendi ekutonga, yakatarisana nenguva yemukana wakakosha.

 

Muzvikamu zvinotevera, tinopaza dhata remusika weQ1, tosarudza kuti VinFast kugadzirwa kwekuwedzera kunorevei kune vatengesi veTier-1 neTier-2, kuongorora mutemo uye masimba emaindasitiri ari kugadziridzazve mota dzeVietnam, uye toona kupi.motokari simbi chubhu zvikamukukwana mukuwedzera uku.

 

 

 

Yese Yemusika Vhoriyamu uye Kukura Trajectory

 

VeVietnam Automobile Manufacturers' Association (VAMA) yakashuma kuti makambani ayo ari nhengo akatengesa motokari 94,857 muQ1 2026, zvichiratidza kuwedzera kwe31% zvichienzaniswa nenguva imwe cheteyo muna 2025. Zvisineyi, mufananidzo wese wemusika unotonyanya kukosha kana uchisanganisira vasiri-VAMA vhoriyamu vatungamiriri Hyundai Thanh Cong uye VinFast pamwe chete musika weVinFast 162,039 mayunitsi kwekota, 36% gore{{9}pamusoro-makore ekuwedzera.

 

Kurume 70,859 chete yakaona mota makumi manomwe neshanu neshanu dzakatengeswa, zvichimiririra kuwedzera kunoshamisa kwe122% munaKurume 2025 uye kuratidza kukurumidza kukurumidza kwete kukwira.

 

Metric	Q1 2026	Q1 2025	Change
VAMA Member Sales	94,857	72,409	+31%
Total Market (Incl. Hyundai & VinFast)	162,039	~119,146	+36%
CBU (Yakanyatsovakwa-Kumusoro) Inotengeswa	51,910	37,082	+40%
CKD (Yakarovera-Pasi) Gungano Remunharaunda	42,947	35,327	+22%
Kurume 2026 Mwedzi Kutengesa	70,859	31,923	+122%

Zvinyorwa: VAMA Monthly Report, Báo Tin Tức, Focus2move

 

Musiyano uripo pakati pezvinotengwa neCBU kunze kwenyika (+40%) neCKD gungano remunharaunda (+22%) une zvakakosha. Mota dzakagadzirwa{{3}dzakakwana dziri kupinda muVietnam nekkipiki inokurumidza, ukuwo kukura zvishoma nezvishoma{4}pasi kunoratidza kuti kugadzirwa kwemuno hakusati kwasvika pakudiwa. Iyi gap inogadzira hwindo revanopa zvikamu vanokwanisa kutsigira musangano wepamba.

 

Kuparara kweSegment: Passenger vs. Commercial Vehicles

 

Kudzoreredza muQ1 2026 kwaive kwakakura-kuchienderana nemhando dzemotokari. Kutengeswa kwemotokari dzinotakura vanhu muna Kurume kwakasvika 24,858 units, kukwira ne101% mwedzi-pa-mwedzi, ukuwo kutengeswa kwemotokari dzekutengesa kwasvika 13,323 maunitsi, zvichikwira 104%. Mota dzemitambo (SUVs), crossovers, uye multi-purpose vehicles (MPVs) zvakaramba zvichinyanya kudiwa nevatengi, zvichiratidza kushanduka kuri kuita kweVietnam kufambika mudhorobha uye kukura kwepakati{13}}kudiwa kwemhando yezvifambiso zvakasiyana-siyana zvemhuri uye zvekutengeserana.

 

The Electrification Acceleration

 

Kuiswa kwemagetsihaisisiri niche maitiro muVietnam. Irikuve iro musika unotsanangura simba rekugadzirisa. Kutengeswa kweHybrid electric vehicle (HEV) kwakasvika mayunitsi 5,125 muQ1 2026, zvakapetwa kaviri gore{{-pa-gore, Kurume chete kwakaburitsa 248%. Motokari dzemagetsi ebhatiri (BEVs) dzinotongwa zvakanyanya neVinFast, iyo yakaunza zviuru makumi mashanu nezvitatu nemazana matanhatu nenhatu EVs mumusika weVietnamese panguva yekota.

 

Nzira yemagetsi yakasanganiswa, inobatanidza zvivakwa zvemagetsi zvakasanganiswa uye zvemagetsi, zvinoreva kuti vatengesi vanofanira kugadzirira-nzvimbo yetekinoroji kwete imwe chete yeEV shanduko.

 

 

VinFast's operational metrics muQ1 2026 inotaura nyaya inotambanukira kupfuura iyo brand pachayo. Ivo vanoshanda sebarometer yeVietnam yakakura kugadzira kugona, kugovera ketani kukura, uye chishuvo cheindasitiri.

 

Record Deliveries Reflect Scaling Production

 

Kutengeswa kweVinFast kwepasi rose kweEV kwe58,577 units muQ1 2026 kunomiririra 61% yegore{{4}pamusoro{-yegore. Mukati meVietnam, kutakura kwakakura 53%, zvichisimbisa chinzvimbo chekambani semusika wepamba unotungamira OEM, chinzvimbo chayakabata kubva munaGunyana 2024.

 

Iyo portfolio yekutumira inoratidzawo kugadzirwa kwakasiyana. Iyo Limo Green modhi inotungamirwa negumi nembiri,693 maunitsi, ichiteverwa neVF 3 (11,088 maunitsi) uye VF 5 (8,490 mayunitsi), aine akawanda mamodheru ekuwedzera anopa huwandu. Iyi nzira yakawanda-inokwira panguva imwe chete{11}haisi netsaona. Zvinoratidza kuti VinFast's production takt time, mutinhimira wekuti mota dzinofamba nemutsetse wegungano, uye kugona kuronga kwevanopa zvinhu kwasvika pakuwiriranisa kwemaindasitiri{13}}.

 

Kana OEM inounza anopfuura gumi nemaviri emhando dzakasiyana dzakafanana kune vese vafambi, vekutengesa, uye vane hunyanzvi zvikamu, cheni yayo yekugovera iri kutonga zviuru zvenhamba dzezvikamu, mazana evatengesi veTier-1, uye yakaoma inbound logistics. Icho chokwadi chekuti VinFast yakawana chikero ichi ichiramba ichimhanyisa chekufambisa chinoratidza kuti mota yeVietnam inogovera ecosystem iri kukura nekukurumidza, kunyangwe mapundu aripo.

 

Global Retail Network Kuwedzera

 

VinFast's physical footprint yakawedzera zvine hukasha muQ1 2026. Global showrooms yakasvika 447 by quarter-end, ukuwo kambani iri pachinhanho chekutanga mukutengesa kweBEV kuPhilippines, yechina kuIndia, uye yechisere kuIndonesia. Iyo mushure me-mambure ekutengesa ari kukura zvakaenzana: VinFast yakasaina memoranda yekunzwisisa (MOUs) nevabatsiri vatsva makumi maviri nevapfumbamwe kuti vatange misangano yebasa reEV, paine chinangwa cha2026 chekupfuura 1,100 sevhisi sevhisi pasi rose muNorth America, Europe, Middle East, neAsia.

 

Izvi zvinorevei kune vatengesi? Mushure me-kuwedzera kwekutengesa kunoshandura zvakananga kune maspare parts anodiwa. Yese sevhisi sevhisi sevhisi inoda kuverengerwa kwezvinhu zvinotsiviwa, kubva kumitsara yemabhureki kuenda kumabhuraketi ezvimiro. Kune vanogadzira mota chubhu nevagadziri vepombi, iyo yekumashure inomiririra yechipiri mari inosanganisirwa nemotokari yega yega inounzwa.

 

Two{{0}Wheeler Ecosystem Synergy

 

VinFast's Q1 performance yakawedzera kupfuura-mavhiri emavhiri. Kambani yakaunza 143,136 mavhiri emagetsi maviri-, iyo 219% yegore{{7}kuwedzera-kwegore, zvichitora 17% yemusika wemudhudhudhu weVietnam (kusanganisira ese emagetsi neemukati memoto) panosvika Kurume 2026.

 

Izvi zvakakosha kune vatengesi vesimbi nekuti maviri{{0}mavhiri emavhiri-ana{1}}anogovera mabhidhiyo ari kumusoro-soro. Battery enclosures, motor housings, furemu zvimiro, uyeexhaust componentsose anodhonza kubva mudziva rimwe chete rekugona kugadzira simbi. Sezvo Vietnam's green mobility ecosystem inowedzera zvakazara, kudiwa kwekugadzirwa kwesimbi chaiko, kukotama, welding, hydroforming, nelaser-kucheka kuchakwira muzvikamu zvemotokari.

 

Zvimwe kuverenga:Vietnam's Magetsi Mbiri-Musika Wemavhiri

 

Zvinorehwa neVinFast's Scaling kune Yakakura Yekutengesa Chain

 

VinFast yakazvipira kune veruzhinji kune zvimwe zvinhu-zvakareruka, capital-efficient operating model. Mukutaura kwekuita, izvi zvinoreva kuti kambani ichavimba zvakanyanya nevekunze vatengesi network pane kusanganisa yakatwasuka. Kune vagadziri veTier-1 uye Tier-2 chikamu, iyi igadziriso yemuswe: iyo OEM inopa kunze kwete insources inogadzira mikana yekutenga muzvikamu zvezvinhu.

 

YeVietnam yepamba yekugovera base, zvisinei, inoramba isina kudzika mumapoka akati wandei akakosha. Mwero wenzvimbo dzemotokari dzenyika, wakayerwa nechikamu chezvikamu zvakatorwa kubva mukati meVietnam, uchiri pasi pemazinga anoonekwa muThailand kana Indonesia. Uku kutsamira kune kunze kwenyika kunogadzira nyaya inomanikidza kune vatengesi vepasi rose vane huvepo hwenzvimbo kuti vatore migove sezvo kukwidziridzwa kwenzvimbo kunowedzera.

 

 

Policy Tailwinds: Localization uye Import Substitution

 

Vietnam's mota yekudzora dhizaini iri kusimukira kuti itsigire kugadzirwa kwemumba. Pasi peChirevo 116/2017/ND-CP, hurumende yakamisa zvinodiwa pakugadzirwa kwemotokari, kugadzira, kuunza kunze kwenyika, uye mabasa ewaranti. Muna Chivabvu 2026, Bazi reMaindasitiri neKutengesera rakaendesa gwaro rekugadziridzwa kuhurumende, richikurudzira imwe gadziridzo yekukurudzira kugadzirwa kwemuno.

 

Panguva imwe cheteyo, zvibvumirano zvekutengeserana pachena, zvinosanganisira EU-Vietnam Free Trade Agreement (EVFTA), zvinoisa mitemo yakasimba yemabviro. Kuti zvikodzere kutariswa kwakasarudzika, mota uye zvikamu zvinofanirwa kusangana zvakatsanangurwa zvemukati zvemukati zvikumbaridzo. Zvivakwa zvemitemo izvi zvinogadzira kurudziro yemari yakananga kumaOEMs neTier-1 mutengesi kuti awane kubva kuvagadziri veVietnam.

 

The Three{{0}Phase Localization Roadmap

 

Vietnam mota yekugovera cheni iri kutevera inofanotaurwa yenzvimbo trajectory:

 

Phase	Focus	Nzvimbo Yemukati Yemukati	Nguva yakatarwa
Phase 1	Gungano uye modular kugadzirwa; kunze kwezvikamu zvakakosha	Low	2018–2024
Phase 2	Kugadziriswa kwenzvimbo-kwezvinhu zvisingakoshi (wiring harnesses, mukati, masimbi anokosha)	Pakati	2025–2028
Phase 3	Sarudzo yenzvimbo yezvakaomarara zvikamu (injini, kutumira, zvemagetsi)	High	2029+

 

Vietnam ikozvino inoshandura kubva kuChikamu 1 kusvika kuChikamu 2. Basic metalworking, tube bending, welding, stamping, uye kucheka kunowira mukati meChikamu chechipiri chekutsvaga. Iyi nguva inoenderana chaizvo neinodiwa inflection point yakagadzirwa neQ1's musika wekuwedzera.

 

Supply Chain Constraints uye Quality Imperatives

 

Mafekitari emotokari eVietnamese anoshanda pasi pepamusoro pezvakanangana nepamusoro peEquipment Effectiveness (OEE), uko nguva isina kurongeka yekudzikira inogona kuita zviuru zvemadhora paminiti. Sarudzo dzekutenga nekutenga zvinhu munzvimbo ino hadzina kukonzerwa nemutengo chete-, asi dzinodzorwa nenjodzi-. Vatengi veOEM vanoongorora kwete chikamu chete, asi sisitimu iri kuseri kwayo: batch traceability, iri kuuya yekuongorora mapuroteni, geji kutonga, uye maitiro ekuongorora matanda.

 

Iyo International Automotive Task Force (IATF) 16949 quality management standard yave de facto tikiti rekupinda revatengesi vari kutsvaga kushandira maOEM ekuVietnam. Pasina chitupa ichi, kunyangwe vagadziri vane hunyanzvi vanonetsekana kutora chikamu muhurongwa hwekutenga zvinhu.

 

EV-Specific Supply Chain Demands

 

Mota dzemagetsi dzinoisa zvinodikanwa zvakasiyana pane simbi chikamu vatengesi:

• Lightweighting: EVs inodaaluminium tubes, yakakwirira-machubhu esimbi akasimba, uye maprofiles akaumbwa kuti abvise huremu hwebhatiri uchichengetedza kutendeseka kwechimiro.
• Thermal Management: Maseketi ekutonhodza bhatiri, zvinochinjisa motota, uye kutonhodza kwemagetsi zvinoda kuonda-muchubhu usingadziviriri uye zvinokwanisa kusimba.
• Chassis Zvimiro: Zvivharo zvebhatiri nemutumbi{{0}mu-kushandiswa kwenhengo chenahydroformeduyelaser{{0}yakaiswatubular magungano.

 

Sezvo kupinda kweVietnam EV kunowedzera, ichityairwa neVinFast uye nekuzopedzisira kupinda kweChinese neKorea OEMs, kudiwa kweaya epamberi chubhu uye pombi magadzirirwo achapfuura akajairwa kupera simba uye tambo dzemafuta.

 

 

Iko Metal Tubes Inokodzera muEV uye ICE Supply Chain

 

Mota dzesimbi machubhu anoramba ari akakosha mukati mese emukati injini yekupisa (ICE) uye yemagetsi mota yekuvaka. Iwo chaiwo maapplication anochinja, asi chiripo chinodiwa chinoenderera:

• Exhaust Systems: Nepo maBEV achibvisa masisitimu ehaust echinyakare, mota dzakasanganiswa (idzo dzinotengeswa zvakapetwa kaviri muQ1) dzichiri kuda-zvinhu zvinopedza simba zvakanyanya. Mota dzekutengesa muVietnam dzinoramba dzakasimba ICE-, dzichiita kuti exhaust chubhu ikwane.
• Fuel Lines: Zvivakwa zveHybrid zvinotsamira pakukwira-maraini ejekiseni remafuta uye tubhing yekubatanidza matangi ayo anofanirwa kushingirira kuzunguzika, tembiricha kubhasikoro, uye ngura.
• Brake Lines: Chengetedzo-chakakosha pamhando dzese dzemotokari, mabhureki tubing anofanirwa kuenderana nemiyero yakaomesesa yekumanikidza uye kusaita ngura zvisinei nekugadzirisa powertrain.
• Structural Tubes: Mafuremu ezvigaro, mabhuraketi echasi, uye, akasiyana maEV, mabhuraketi ebhatiri anotsamira pane-matubhu akagadzirwa.
• Cooling Tubes: Thermal management tubing yebhatiri uye kutonhora kwemotor inomiririra yakakwirira-chikamu chekukura chakabatana zvakanangana neEV kugadzira mavhoriyamu.

 

Material and Process Trends

 

Musanganiswa wezvinhu urikubuda mukupindura kugadzikwa kwemagetsi uye kuburitsa zvinodikanwa:

Material	Application	Trend
High{{0}Simba Precision Simbi	Nhengo dzezvimiro, chassis zvikamu	Kuwedzera kudiwa kwesimba-ku{1}}kukwirisa uremu
Simbi isina ngura	Exhaust systems, kutonhora matunhu	Kukura mukuora-zvisingachinji
Aluminium	EV zvimiro zvikamu, bhatiri dzimba	Kukurumidza kugamuchirwa kuti udzikise uremu
Coated Steel	Mafuta emafuta, mitsara yemabhureki	Kuda kwakagadzikana nekusimbisa corrosion standards

 

Maitiro ekugadzira ari kufambira mberi zvakafanana. Kupfuura zvechinyakare chekucheka nekupeta, veVietnam's Tier-1 vatengesi vari kuramba vachida kukosha-zvakawedzerwa zvikwanisiro: automated laser cutting, robotic welding, hydroforming for complex geometries, uye kupera{4}kuumbwa kwezvisina kubuda.

 

The Sourcing Challenge yeVietnam-Inoenderana neOEMs

 

Muparidzi weVietnam wepamusha akatarisana negevha rekugona mukugadzirwa kwesimbi chubhu. Zvitoro zvemuchina zvemuno zvinogona kugadzira zvikamu zvakagadzirwa, asi musanganiswa weIATF 16949 certification, advanced processing equipment, uye OEM{2}}level quality masisitimu zvinoramba zviri pakati penhamba shoma yevatengesi vematunhu nepasi rose.

 

Kune maOEM anoshanda muVietnam, kutsvaga machubhu esimbi kubva kune vatengesi vari kure kunosuma matatu anodzokororwa mapoinzi:

• Kuwedzerwa nguva dzekutungamira: Kutakura zvinhu mugungwa uye kugadziridzwa kwetsika kunowedzera mavhiki kuhurongwa hwekutumira, izvo zvinonetsa-mu-nguva (JIT) kugadzira masisitimu.
• Mari uye tariff volatility: Kutengwa kwe-kumuganhu kunoisa pachena vatengi kukuchinja kwemitengo yekuchinja uye kushanduka kwemitero yekunze.
• Origin kutevedzera njodzi: Pasina kugadzirwa kwenzvimbo, maOEM anonetsekana kuzadzisa zvikumbaridzo zvemukati zvinodiwa kuEVFTA uye humwe hurongwa hwekutengeserana.

 

Zvisungo izvi zvinounza kudiwa kwevatengesi vepasi rose vanokwanisa kuendesa zvigadzirwa zvemotokari{0}}zvakatenderwa nerutsigiro rwechiVietnamese.

 

 

IATF 16949-Certified Manufacturing for Automotive Excellence

 

CBIESinoshanda pasi peIATF 16949 certification, bhenji repasi rose remotokari dzemhando dzekutonga masisitimu. Neanopfuura makumi maviri emakore eruzivo rweindasitiri uye anopfuura zviuru zvitatu zvakapedzwa mapurojekiti, CBIES inogadzira chaiyo machubhu esimbi, akagadziridzwa chubhu zvikamu, uye zvinhu zvemotokari zvinoshandira maOEMs uye Tier-1 vatengesi kuNorth America, Europe, uye Southeast Asia.

 

Iyo portfolio yechigadzirwa inotenderera:

• Precision Steel Tubes: Simbi yekabhoni (yakaiswa simbi, isina musono, inotonhora{{0}yakadhonzwa, inopisa{1}}yakagadziriswa,{2}}kusimba, yakavharwa, yakaumbwa), simbi isina tsvina, aruminiyamu, uye alloys akasarudzika (nickel{3}based, titanium, alloy steel).
• Yakagadziriswa Tube Zvikamu: Kupeta, kupinza, hydroforming, laser cutting, kupera-kuumba, kutsika, nekuboora.
• Automotive Components: Exhaust system components uye zvigaro system magungano.

 

Vietnam Local Presence, Global Kugona

 

CBIES yakagadzira hofisi yeVietnamkupa rutsigiro rwehunyanzvi munharaunda, kurongeka kwekutengesa, uye masevhisi evatengi kumaOEMs neTier-1 vatengesi vanoshanda mudunhu iri. Kuvapo kwenzvimbo iyi kunosimbiswa netiweki yepasirese yekutengesa kunze kwenyika inofukidza nyika dzinopfuura makumi mashanu, zvichiita kuti CBIES ikwidze chiyero chekugadzira chepasi rose ichipa inoteerera, yakanangana nemusika sevhisi.

 

Huzivi hwekushanda kwekambani inotarisana nezvainodaidza kuti5C Yakanaka Injini: Mutengi-centricity, Kukurukurirana, Kudzora, Kuenderera Kuvandudza, uye Mutengo{1}}kushanda. Iyi dhizaini inoshandura zvinodiwa nevatengi kuita agility yekugadzira, yakakosha kugona kana maOEM anogadzirisa masheti ekugadzira achipindura kusagadzikana kwemusika.

 

Co-Development uye Rapid Prototyping

 

CBIES inobata vatengi kuburikidza neyakabatanidza innovation modhi, kutora chikamu mukugadzirwa kwechikamu panguva yekusimudzira kwete kupinda padanho rekutora. Kuva nechekuita nekukasika kunobvumira CBIES kuti ikurudzire kuchinja kwezvinhu, kukwidziridzwa, uye kugadzira-kwe-kugadziridzwa kwekugadzira (DFM) kunoderedza mutengo uye nguva yekufambisa isati yaitwa.

 

Uku-kugona kwebudiriro kunotsigirwa nekukasira kudhirowa uye kugadzira vhezheni, zvichiita kuti pave neshanduko yakapfava kubva kudiki-kusimbisa batch kusvika kuzere-kugadzirwa kwevhoriyamu. Kune maOEM ekuVietnam ari kukura, mazhinji acho ari kuparura modhi itsva maererano nekufamba kwenguva, kugona uku kunoderedza nguva-ku-kumusika nenjodzi.

 

 

 

Kushanda kwemotokari dzeVietnam Q1 2026, kukura kwemusika, 36% kutumirwa kweVinFast, uye kumhanyisa kuisa magetsi, haisi nguva yenguva pfupi-yekudzoreredza. Ndiyo nhanho yekutanga yekuwedzera kwezvimiro kunotungamirwa nekukwira kwekuda kwemba, tsigiro yemitemo yekugara, uye kubuda kweVietnam senzvimbo yekugadzira EV yedunhu.

 

Kune vatengesi vechikamu chemotokari, chirevo chakajeka: kudiwa kwekutenga kunoperekedza uku kuwedzera kuri kutoitika. OEMs neTier-1 supplier anoshanda kuVietnam anoda vadyidzani vanobatanidza chiyero chekugadzira chepasi rose nekugona kwesevhisi yemuno, vane zvitupa zvinodiwa kuti vakwanise mota, uye vanokwanisa kutsigira zvese zviri zviviri zvinoumba ICE uye chizvarwa chinotevera EV mapurani.

 

Sarudzo dzeketani dzekugovera dzakaitwa muna 2026 dzichagadzira hukama hwekutenga kune inotevera chigadzirwa kutenderera. Vatengesi vanomisikidza kuvepo uye kuvimbika ikozvino vanozoiswa munzvimbo yekutora share sezvo indasitiri yemotokari yeVietnam ichienderera mberi nekukwira kwayo.

 

Kuronga yako Vietnam yekutsvaga zano? Ongorora CBIES 'yemotokari chaiyo simbi chubhu mhinduro dzemusika weVietnam? CBIES yakagadzirira kutsigira mota yako chubhu chikamu zvinodiwa.Kumbira kuonananhasi.