Alternative zu China: Das Wirtschaftswunder von Vietnam
Vietnam galt als einer der größten Verlierer des US-Zollkriegs. Ein Jahr später boomt das Land wie keine andere große Volkswirtschaft in Asien – und wird zur Chance für deutsche Unternehmen.
Haiphong, Ho-Chi-Minh City - As fans of American tech giants' AI data centers stack up in crates at a warehouse near Ho-Chi-Minh City, Alexander Reich, head of Ziehl-Abegg's Vietnamese subsidiary in the Southeast Asian nation, prepares for a major order. The ventilator manufacturer is tasked with supplying the infrastructure for Amazon's AI systems, set to begin shipping in the coming weeks.
"We will dispatch around eight shipping containers full of ventilators to the US every week," Reich explains. The manager, who previously lived in China, navigates through the 14,000-square-meter factory of the German family business. By next year, 60 percent of the Vietnamese plant's production will be delivered to the US, he adds.
Ventilators destined for data center suppliers in Malaysia and subsequently shipped to America are not included in this figure. "Vietnam is well connected with all countries, and the advantage for us is that it's easy to ship here to the US," Reich notes. "It would be much more difficult from China." Ziehl-Abegg, with its largest Asian plant in China, opened a new factory in Vietnam's Dong Nai province two years ago in a bid to reduce dependence on the People's Republic.
The German medium-sized company is part of a massive rush by international corporations to expand their presence in the Southeast Asian nation, worth billions of dollars. What does this mean for China? And what opportunities exist for German businesses?
Written by urgent.news from Handelsblatt's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
