Vietnam Isoko ryimodoka Q 1 2026: Kwandika Ibimenyetso Byikura Ryerekana Gutanga Urunigi

Isoko ry’imodoka rya Vietnam ryatanze ubutumwa budashidikanywaho mu gihembwe cya mbere cy’umwaka wa 2026: inganda ntizisubirana gusa, ahubwo ziraguka ku buryo busaba kwitabwaho byihuse n’inzobere mu gutanga amasoko ku isi. Ibicuruzwa byose byagurishijwe muri Vietnam byageze kuri 162.039 muri Q 1 2026, bivuze ko umwaka wa 36% - hejuru y - kwiyongera. Hagati y’ibi byorezo bihagaze VinFast, uruganda rukora ibikoresho by’umwimerere muri Vietnam (OEM), rwatangaje ko imodoka y’amashanyarazi (EV) yatanzweho amashanyarazi 58.577 ku isi yose muri icyo gihe, ikaba yarasimbutse 61% kuva mu mwaka ubanza.

 

Ariko iyi ngingo ntabwo yinjiza buri gihembwe cyangwa inyungu yinyungu. Nibijyanye nibyo iyo mibare yatanzwe mubyukuri byerekana: urusobe rwibinyabuzima byihuta cyane, urusobe rwinshi rwibikomoka ku bicuruzwa biva mu karere, hamwe n’imihindagurikire y’imiterere abatanga ibinyabiziga badashobora kwirengagiza. Mugihe imirongo yo guteranya ibinyabiziga bya Vietnam yihuta, urwego rwo hejuru rutanga isoko, kuva mubyuma bisobanutse neza kugeza kubikoresho byo gucunga ubushyuhe, bihura nigihe cyamahirwe akomeye.

 

Mu bice bikurikira, dusenya amakuru y’isoko rya Q1, dushishoze icyo igipimo cy’ibicuruzwa cya VinFast gisobanura ku batanga Tier-1 na Tier-2, dusuzume politiki n’inganda zivugurura urwego rutanga amamodoka muri Vietnam, kandi tumenye ahoibinyabiziga byicyumabikwiranye no kwaguka.

 

 

 

Umubare w'isoko ryose hamwe no gukura

 

Ishyirahamwe ry’abakora ibinyabiziga muri Vietnam (VAMA) ryatangaje ko ibigo by’abanyamuryango byagurishije imodoka 94,857 muri Q 1 2026, bikagaragaza ubwiyongere bwa 31% ugereranije n’icyo gihe cyo mu 2025. umwaka - hejuru ya - umwaka wiyongera.

 

Werurwe 2026 honyine hagurishijwe imodoka 70,859, bivuze ko kwiyongera gutangaje 122% muri Werurwe 2025 kandi byerekana ko umuvuduko wihuta aho kuba plateau.

 

Ibipimo	Q1 2026	Q1 2025	Hindura
Igurishwa ryabanyamuryango ba VAMA	94,857	72,409	+31%
Isoko ryose (Incl. Hyundai & VinFast)	162,039	~119,146	+36%
CBU (Yuzuye Byuzuye - Hejuru) Ibicuruzwa	51,910	37,082	+40%
CKD (Yakomanze - Hasi) Inteko y'ibanze	42,947	35,327	+22%
Werurwe 2026 Igurishwa rya buri kwezi	70,859	31,923	+122%

Inkomoko: Raporo ya buri kwezi ya VAMA, Báo Tin Tức, Icyerekezo2move

 

Itandukaniro hagati ya CBU itumizwa mu mahanga (+40%) na CKD inteko rusange (+22%) ifite akamaro gakomeye. Ibinyabiziga byubatswe byuzuye - byinjira muri Vietnam muri clip yihuta, mugihe iterambere ryihuta ryinteko yakomanze - ryerekana ko umusaruro waho utaragera kubisabwa. Iki cyuho gikora idirishya kubatanga ibikoresho bashoboye gushyigikira inteko yo murugo.

 

Gucamo ibice: Abagenzi nibinyabiziga byubucuruzi

 

Gusubirana muri Q 1 2026 byagutse - bishingiye ku byiciro by'imodoka. Muri Werurwe kugurisha imodoka zitwara abagenzi byageze ku bice 24,858, byiyongera ku kwezi 101% - hejuru y’ukwezi -, mu gihe kugurisha ibinyabiziga by’ubucuruzi byageze ku 13.323, byiyongera 104%. Imodoka zikoresha siporo (SUV), kwambukiranya imipaka, hamwe n’ibinyabiziga byinshi - (MPVs) byakomeje kwiganza cyane ku baguzi, ibyo bikaba byerekana ko Vietnam igenda ikenera imijyi ikenera kandi ikenera hagati - ibyiciro bikenerwa mu muryango no gukemura ibibazo by’ubucuruzi.

 

Kwihuta kw'amashanyarazi

 

Amashanyarazintikiri icyerekezo cyiza muri Vietnam. Ihinduka isoko isobanura imbaraga zubaka. Imodoka ya Hybrid yagurishijwe (HEV) yageze kuri 5.125 muri Q 1 2026, bikubye kabiri umwaka - kurenza - umwaka, muri Werurwe honyine hashyizweho 248%. Imodoka zikoresha amashanyarazi ya bateri (BEVs) yiganjemo cyane VinFast, yatanze EV 53,684 ku isoko rya Vietnam muri iki gihembwe.

 

Inzira yo gukwirakwiza amashanyarazi, ikomatanya ibyubatswe n'amashanyarazi meza, bivuze ko abatanga ibikoresho bagomba kwitegura ahantu nyaburanga - aho kuba inzibacyuho imwe ya EV.

 

 

Ibikorwa bya VinFast muri Q 1 2026 vuga inkuru irenze kure ikirango ubwacyo. Bakora nka barometero kubushobozi bwa Vietnam bwagutse bwo gukora, gukura kw'isoko, no guharanira inganda.

 

Inyandiko zitangwa zigaragaza umusaruro wapimye

 

VinFast kwisi yose itangwa na 58.577 muri Q 1 2026 byerekana umwaka 61% - hejuru yiyongera - umwaka. Muri Vietnam, ibicuruzwa byiyongereyeho 53%, bishimangira umwanya w’isosiyete nk’isoko ry’imbere mu gihugu OEM, urwego rufite kuva muri Nzeri 2024.

 

Gutanga portfolio byerekana kandi umusaruro utandukanye. Moderi ya Limo Green yayoboye hamwe na 12,693, ikurikirwa na VF 3 (11,088) na VF 5 (8.490), hamwe na moderi nyinshi zinyongera zitanga umusanzu. Iyi moderi - icyarimwe icyarimwe icyarimwe - hejuru ntabwo ari impanuka. Irerekana ko igihe cya VinFast cyo gufata igihe, injyana ibinyabiziga bigenda byanyuze kumurongo, hamwe nubushobozi bwo guhuza ibicuruzwa byageze mu nganda - guhuza ibipimo.

 

Iyo OEM itanze moderi zirenga icumi zitandukanye muburyo bubangikanye nabagenzi, ubucuruzi, nibice byihariye, urwego rutanga rucunga umubare wibice ibihumbi, abatanga amagana ya Tier-1, hamwe nibikoresho byinjira byinjira. Kuba VinFast yageze kuri iki gipimo mugihe ikomeza umuvuduko wo gutanga byerekana ko urusobe rwibinyabuzima rutanga amamodoka muri Vietnam rukura vuba, kabone niyo haba hasigaye icyuho.

 

Kwagura imiyoboro rusange

 

Ikirenge cya VinFast cyagutse cyane muri Q 1 2026. Ibyumba byo kwerekana ku isi byageze kuri 447 mu gihembwe - birangiye, mu gihe isosiyete yaje ku mwanya wa mbere mu kugurisha BEV muri Philippines, iya kane mu Buhinde, n'umunani muri Indoneziya. Nyuma ya - umuyoboro w’ibicuruzwa uragenda wihuta cyane: VinFast yashyize umukono ku masezerano y’ubwumvikane (MOUs) hamwe n’abafatanyabikorwa bashya 29 bashinzwe gushyiraho amahugurwa asanzwe ya serivisi ya EV, intego 2026 yo kurenga amahugurwa ya serivisi 1100 ku isi hose muri Amerika y'Amajyaruguru, Uburayi, Uburasirazuba bwo hagati, na Aziya.

 

Ibi bivuze iki kubatanga isoko? Nyuma yo - kwaguka kugurisha bisobanurwa mubice bikenewe. Buri mahugurwa mashya ya serivisi arasaba kubara ibice bisimburwa, kuva kumurongo wa feri kugeza kumurongo wubatswe. Kubakora amamodoka hamwe ninganda zikora imiyoboro, ibicuruzwa byerekana ibicuruzwa byinjira byinjira hamwe nibinyabiziga byatanzwe.

 

Babiri - Ikiziga cyibinyabuzima Cyimikorere

 

Imikorere ya Q1 ya VinFast yongerewe ibirenga bine -. Isosiyete yatanze ibiziga 143,136 bibiri bibiri - ibiziga, umwaka wa 219% - hejuru y’umwaka-, byiyongereyeho 17% by’isoko rusange rya moto rya Vietnam (harimo n’amashanyarazi ndetse n’imbere) bitarenze Werurwe 2026.

 

Ibi bifite akamaro kubatanga ibyuma kuko ibiziga bibiri - hamwe na bine - ibiziga bisangiye ibinyabuzima bikora neza. Inzu ya Bateri, amazu ya moteri, imiterere yikadiri, naibicebyose bishushanya kuva muri pisine imwe yaubushobozi bwo gukora ibyuma. Mugihe urusobe rwibinyabuzima rwa Vietnam rwiyongera muri rusange, gukenera guhimba ibyuma neza, kunama, gusudira, hydroforming, na laser - gukata biziyongera mubyiciro byimodoka.

 

Ibindi bisomwa:Amashanyarazi ya Vietnam abiri - Isoko ryiziga hamwe na Shift Kugana Kuramba Kuramba

 

Icyo Igipimo cya VinFast gisobanura kumurongo mugari wo gutanga amasoko

 

VinFast yiyemeje kumugaragaro umutungo - urumuri, imari shingiro - uburyo bwiza bwo gukora. Mu buryo bufatika, ibi bivuze ko isosiyete izashingira cyane kumurongo utanga isoko aho guhuza vertical. Kubakora ibice bya Tier-1 na Tier-2, iyi ni umurizo wubatswe: OEM itanga isoko aho kuba isoko itanga amahirwe yo gutanga amasoko mubyiciro bifatika.

 

Vietnam itanga isoko ryimbere mu gihugu, ariko, iracyari mike mubyiciro byinshi bikomeye. Igipimo cy’imodoka muri iki gihugu, gipimwa ku mugabane w’ibigize biva muri Vietnam, biracyari munsi y’urwego rugaragara muri Tayilande cyangwa Indoneziya. Uku gutumiza mu mahanga gushiraho urubanza rukomeye kubatanga isoko kwisi yose hamwe no gufata umugabane nkuko kwihuta byihuta.

 

 

Politiki Yumurongo: Kwimura no Gusimbuza Ibicuruzwa

 

Vietnam ishinzwe kugenzura ibinyabiziga bigenda bitera imbere kugirango bishyigikire inganda zo mu gihugu. Mu iteka 116/2017 / ND - CP, guverinoma yashyizeho ibisabwa mu gukora imodoka, guteranya, gutumiza mu mahanga, na serivisi za garanti. Muri Gicurasi 2026, Minisiteri y’inganda n’ubucuruzi yashyikirije guverinoma umushinga w’ivugurura, isaba ko hajyaho byinshi binonosorwa kugira ngo umusaruro w’ibanze ube.

 

Icyarimwe, amasezerano yubucuruzi ku buntu, harimo n’ubumwe bw’ibihugu by’Uburayi - Amasezerano y’ubucuruzi y’ubucuruzi muri Vietnam (EVFTA), ashyiraho amategeko akomeye y’ibisabwa. Kugirango wemererwe kubiciro byimbere, ibinyabiziga nibigize bigomba kuba byujuje ibyasobanuwe neza. Iyi myubakire yubuyobozi itanga uburyo butaziguye bwo gutera inkunga OEMs na Tier - 1 kubatanga isoko kubaturuka mubakora muri Vietnam.

 

Inzira eshatu - Icyiciro cyaho

 

Urunani rwogutanga ibinyabiziga muri Vietnam rukurikiza inzira iteganijwe gutegurwa:

 

Icyiciro	Wibande	Urwego rwibirimo	Igihe ntarengwa
Icyiciro cya 1	Inteko n'umusaruro uhoraho; kwinjiza ibintu by'ingenzi	Hasi	2018–2024
Icyiciro cya 2	Gutunganya ahantu hatari - ibice byingenzi (ibyuma bifata ibyuma, imbere, ibice byibanze)	Hagati	2025–2028
Icyiciro cya 3	Guhitamo guhitamo ibice bigoye (moteri, imiyoboro, ibikoresho bya elegitoroniki)	Hejuru	2029+

 

Muri iki gihe Vietnam iri kuva mu cyiciro cya 1 ikajya mu cyiciro cya 2. Gukora ibyuma by'ibanze, kunama imiyoboro, gusudira, kashe, no gukata kugwa cyane mu cyiciro cya 2 cy'ibanze. Iki gihe gihuye neza ningingo yo guhinduranya ibisabwa byatewe no kwagura isoko rya Q1.

 

Tanga inzitizi zumunyururu hamwe nubuziranenge bwiza

 

Uruganda rukora amamodoka yo muri Vietnam rukorera munsi yintego rusange Yibikoresho Byiza (OEE), aho amasaha atateganijwe ashobora kugura ibihumbi byamadorari kumunota. Ibyemezo byamasoko muri ibi bidukikije ntabwo ari igiciro -, ariko ni ibyago - byacunzwe. Abaguzi ba OEM ntabwo bagenzura igice gusa, ahubwo sisitemu iri inyuma yacyo: ibyiciro bikurikirana, protocole yubugenzuzi bwinjira, kugenzura ibipimo, hamwe nibikorwa byo kugenzura.

 

International International Automotive Task Force (IATF) 16949 igipimo cyiza cyo gucunga ubuziranenge cyahindutse itike yo kwinjira kubatanga isoko bashaka gukorera OEM ya Vietnam. Hatariho iki cyemezo, ndetse nababikora babishoboye mubuhanga barwanira kwitabira amasoko yemewe.

 

EV - Isoko ryihariye ryo gutanga amasoko

 

Ibinyabiziga byamashanyarazi bitanga ibisabwa bitandukanye kubatanga ibyuma:

• Kuremerera: Icyifuzo cya EValuminium, muremure - imbaraga zicyuma neza, na shusho yerekana imyirondoro kugirango igabanye uburemere bwa bateri mugihe ukomeje uburinganire bwimiterere.
• Gucunga Ubushyuhe.
• Imiterere ya Chassis: Amapaki ya bateri hamwe numubiri - muri - abanyamuryango bera bakoreshahydroformednalaser - gusudiratubular inteko.

 

Mugihe EV ya Viyetinamu yinjira cyane, itwarwa na VinFast ndetse no kwinjiza OEMs zo mu Bushinwa na Koreya, ibisabwa kuri iyi miyoboro igezweho ndetse no mu miyoboro bizarusha ingufu zisanzwe zikoreshwa na lisansi.

 

 

Aho Ibyuma Byuma Bikwiranye na EV na ICE Urunigi

 

Imiyoboro yicyuma ikomeza kuba ingenzi kuri moteri yaka imbere (ICE) hamwe nububiko bwimodoka. Porogaramu yihariye irahinduka, ariko icyifuzo gikenewe kirakomeza:

• Sisitemu: Mugihe BEVs ikuraho sisitemu gakondo, ibinyabiziga bivangavanze (birenze inshuro ebyiri kugurisha muri Q1) biracyasaba ibikoresho byinshi - bikora neza. Imodoka zubucuruzi muri Vietnam zikomeje kwiganjemo ICE - zikoreshwa, zikomeza imiyoboro ikenewe.
• Imirongo ya lisansi: Ubwubatsi bwa Hybrid bushingira kumurongo wo hejuru - igitutu cya peteroli hamwe nigituba gihuza igituba kigomba kwihanganira kunyeganyega, gusiganwa ku bushyuhe, no kwangirika.
• Imirongo ya feri.
• Imiyoboro yububiko: Intebe, imirongo ya chassis, kandi, idasanzwe kuri EV, ibipapuro bipakira bateri byose biterwa nibisobanuro - byakozwe mubikoresho bya tube.
• Ubukonje.

 

Inzira n'ibikorwa

 

Kuvanga ibikoresho bigenda bihinduka mugusubiza amashanyarazi nibisabwa:

Ibikoresho	Gusaba	Inzira
Hejuru - Imbaraga Icyuma Cyuzuye	Abagize imiterere, ibice bya chassis	Kwiyongera gukenewe kwingufu - kugeza - kuzamura ibiro
Ibyuma	Sisitemu zuzuye, imiyoboro ikonje	Gukura muri ruswa - ibisobanuro birwanya
Aluminium	EV ibice byubatswe, amazu ya batiri	Kwihutisha kwakirwa kugirango ugabanye ibiro
Icyuma	Imirongo ya lisansi, imirongo ya feri	Icyifuzo gihamye hamwe no gukaza umurego ruswa

 

Ibikorwa byo gukora nabyo biratera imbere. Kurenga gukata imiyoboro isanzwe no kugunama, abatanga urwego rwa Vietnam - 1 batanga cyane bakeneye agaciro - ubushobozi bwongeweho: gukata laser byikora, gusudira robotic, hydroforming ya geometrike igoye, no kurangiza - kugirango habeho guhuza ubusa.

 

Ikibazo cya Sourcing kuri Vietnam - Bishingiye kuri OEM

 

Vietnam itanga ibicuruzwa mu gihugu imbere ihura n’ubushobozi buke mu gukora ibyuma byuzuye. Amaduka yimashini zaho arashobora kubyara ibice byibanze byahimbwe, ariko guhuza ibyemezo bya IATF 16949, ibikoresho bigezweho byo gutunganya, hamwe na OEM - sisitemu yubuziranenge ikomeza kwibanda kumubare muto wabatanga uturere ndetse nisi yose.

 

Kuri OEMs ikorera muri Vietnam, gushakisha ibyuma biva mubitanga kure byerekana ingingo eshatu zisubiramo:

• Igihe kinini cyo kuyobora: Gutwara ibicuruzwa byo mu nyanja hamwe na gasutamo byongera ibyumweru kuri gahunda yo gutanga, bigoye - gusa muri sisitemu yo gukora - igihe (JIT).
• Ifaranga no guhindagurika kw'amahoro: Kwambuka - amasoko yumupaka agaragaza abaguzi guhindagurika kwivunjisha no guhindura imisoro itumizwa mu mahanga.
• Inkomoko yo kubahiriza inkomoko.

 

Izi mbogamizi zitanga ibyifuzo kubatanga isoko ryisi yose bashoboye gutanga ibinyabiziga byemewe - nibikoresho byiza hamwe ninkunga ya Vietnam.

 

 

IATF 16949-Yemerewe Gukora Imodoka nziza

 

ସିବିଆଇikora munsi yicyemezo cya IATF 16949, igipimo cyisi yose kuri sisitemu yo gucunga neza ibinyabiziga. Hamwe n’imyaka irenga makumyabiri yuburambe mu nganda hamwe n’imishinga irenga 3.000 yarangiye, ସିବିଆଇ ikora ibyuma bisobanutse neza, ibyuma bitunganijwe neza, hamwe n’ibikoresho by’imodoka bikorera OEM hamwe n’abatanga Tier-1 muri Amerika ya Ruguru, Uburayi, na Aziya y’Amajyepfo y’Amajyepfo.

 

Ibicuruzwa portfolio ikora:

• Amashanyarazi meza.
• Ibice bitunganijwe: Kwunama, gusudira, hydroforming, gukata lazeri, kurangiza - gukora, kashe, no gutobora.
• Ibinyabiziga: Ibikoresho bya sisitemu hamwe ninteko ya sisitemu.

 

Vietnam Ihari, Ubushobozi Bwisi

 

ସିବିଆଇ yashinze ibiro bya Vietnamgutanga ubufasha bwa tekiniki bwaho, guhuza amasoko, no gutanga serivisi kubakiriya ba OEM na Tier - 1 abatanga isoko bakorera mukarere. Uku kuboneka kwaho gushimangirwa numuyoboro wohereza ibicuruzwa ku isi ukwirakwiza ibihugu birenga 50, bigafasha ସିବିଆଇ gukoresha igipimo mpuzamahanga cy’inganda mu gihe itanga serivisi zita ku isoko.

 

Isosiyete ikora filozofiya ikora yibanda kubyo yitaMoteri nziza cyane: Umukiriya - yibanze, Itumanaho, Igenzura, Gukomeza Gutezimbere, hamwe nigiciro - gukora neza. Uru rwego rusobanura ibyifuzo byabakiriya mubikorwa byogukora, ubushobozi bukomeye mugihe OEM ihindura gahunda yumusaruro mugusubiza ihindagurika ryisoko.

 

Co - Iterambere hamwe na Prototyping yihuse

 

ସିବିଆଇ ihuza abakiriya binyuze muburyo bwo guhanga udushya, bitabira gushushanya ibice mugihe cyiterambere aho kwinjira mukiciro. Uruhare rwambere rutuma ସିବିଆଇ isaba gusimbuza ibikoresho, gutezimbere inzira, no gushushanya - kubikorwa bya - byo guhindura (DFM) bigabanya igiciro nigihe cyo kuyobora mbere yuko ibikoresho bikorwa.

 

Ubu bushobozi - ubushobozi bwiterambere buterwa inkunga na prototyping yihuse hamwe nu musaruro wicyitegererezo, bigafasha guhinduka neza kuva - kwemeza icyiciro kugeza byuzuye -. Kuri Vietnam yagura OEMs, inyinshi murizo zitangiza moderi nshya mugihe cyihuse, ubu bworoherane bugabanya igihe - kugeza - isoko nibibazo bya tekiniki.

 

 

 

Vietnam Q 1 2026 imikorere yimodoka, kuzamuka kw isoko 36%, kwandika ibicuruzwa bya VinFast, no kwihutisha amashanyarazi, ntabwo ari umwanya wigihe gito - gusubirana. Nicyiciro cyambere cyo kwagura imiterere iterwa no kwiyongera kwimbere mu gihugu, inkunga ya politiki yo kwishyira ukizana, hamwe na Vietnam igaragara nkikigo cy’ibicuruzwa byo mu karere.

 

Kubatanga ibinyabiziga bitanga ibinyabiziga, ibisobanuro birasobanutse: icyifuzo cyamasoko iherekeza uku kwaguka kimaze kugaragara. OEMs na Tier - 1 abatanga isoko bakorera muri Vietnam bakeneye abafatanyabikorwa bahuza igipimo cy’inganda ku isi n’ubushobozi bwa serivisi zaho, bafite ibyemezo bisabwa kugira ngo babone ibyangombwa by’imodoka, kandi bashobora gushyigikira ibice bisanzwe bya ICE hamwe n’ibisekuru bizaza bya EV.

 

Ibyemezo byo gutanga amasoko byafashwe mumwaka wa 2026 bizashiraho umubano wamasoko kumurongo ukurikira. Abatanga ibicuruzwa byerekana ko bahari kandi bizewe ubu bazahagarikwa kugirango bagabanye imigabane mugihe inganda z’imodoka za Vietnam zikomeje kuzamuka.

 

Gutegura ingamba zo gushakisha Vietnam? Shakisha uburyo bwa ସିବିଆଇ bwibinyabiziga bikemura ibyuma bya Vietnam? ସିବିଆଇ yiteguye gushyigikira ibikenerwa byimodoka bikenewe.Saba inamaUyu munsi.