2022年，越南 GDP 实现了高达8.02%的爆发式增长，这一增速位居亚洲经济体之首。

越南，不但地理位置靠近，市场开发程度低，投资相对便宜，其高度相似的政治体制和经济发展路径像极了中国。2007年越南加入WTO，这与中国2001-2010年的发展模式类似，对于中国餐饮人来说，大可以借鉴中国路径所沉淀下来的既有经验。

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城镇化水平方面， 2020年越南的城镇化率约37.3%，与中国2001年的水平接近。回溯中国与该阶段相对应的2000年到2010年，国内资本市场显著投资主线为城镇化率快速提升所带来的投资机会，资金涌向银行、基建、地产。越南创业界面临的主要挑战是优质劳动力和资金短缺。

2016年，越南批准了《至2025年越南创业生态系统倡议》，2018年，政府又批准了《支持中小企业通过技术转让、投资、培训和风险投资基金激励措施支持初创企业法》。为投资者和开发商营造一个友好的商业环境，将有机会吸引更多优质企业入驻越南。越南比较庞大的人口基数其实也给长期投资带来相对充足的想象空间。

越南是仅次于巴西的世界第二大咖啡生产国。品质中下的罗布斯塔咖啡产量占越南咖啡总产量的90%以上。2021年，越南咖啡市场规模约55亿美元。

2021年，越南茶饮市场规模为3.62亿美元，其中，珍珠奶茶市场在东南亚各国中排名第三。

目前越南较为有名的茶饮品牌包括 TocoToco、Phuc Long Ding Tea、Gong Cha 和 KOl 等，其中TocoToco 和 Phuc Long Ding Tea 是集奶茶、咖啡、餐饮于一体的综合品牌。

同时，中国品牌 Mixue、Chagee 和 Heytea 已经渗透到越南。

连锁餐厅方面，越南餐厅连锁行业集中度低，直至2018年，餐饮连锁化率低于2%。餐厅连锁品牌以国际快餐品牌为主，肯德基、乐天利（Lotteria）、快乐峰（Jollibee）、必胜客和 The Pizza Company 这五个品牌2018年收入合计2.14亿美元。

金门集团（Golden Gate）是越南本土连锁餐厅先驱，2020年营收2亿美元。该集团成立于2005年，目前在越南40个省份拥有至少22个品牌和近400家餐厅。

越南和东南亚其他市场相似之处在于供应链能力尚落后，这制约了现阶段餐饮品牌做大，新进入的投资者可在供应链层面挖掘机会。

此外，结合越南的本土实际需求，还存在类似奶茶连锁的线下的独特机会。由于当地人对奶茶的接受度较高，且电商渗透率相对低，线下机会更大，是不错的蓝海市场。

当前线下除了蜜雪冰城这样的中国品牌外，尚未出现规模较大的连锁品牌，也没有看到做品牌整合的玩家，这是中国创业者可以把握住的机会。

*本文参考自光源资本，作者娄洋、李明达。

In 2022, the GDP of Vietnam achieved an explosive growth rate of 8.02% that the rate ofgrowth is the highest among Asian economies.

Vietnam, not only it has geographicalproximity, lower degree of market development and relatively cheap investment, but also has a highly similar political system and economic development path much like China.Vietnam joined the WTO in 2007,which is similar to the development pattern of China from 2001 to 2010.For Chinese catering people, there is much to learn from the existing experience accumulated from the Chinese path.

In terms of urbanization level, the urbanization rate of Vietnam in 2020 is about 37.3%, which is close to the level of China in 2001. Looking back to the corresponding period from 2000 to 2010 in China, the main line of significant investment in the domestic capital market was the investment opportunities brought by the rapid increase of urbanization rate. Funds flocked to banks, infrastructure and real estate. The main challenges facing the entrepreneurial community in Vietnam are the shortage of quality labor and capital.

In 2016, Vietnam approved the “Vietnam Entrepreneurial Ecosystem Initiative to 2025”, and in 2018, the government approved “the Law to Support SMEs in Supporting Start-ups through Technology Transfer, Investment, Training and Venture capital Fund Incentives”.

Creating a business-friendly environment for investors and developers will have the opportunity to attract more quality companies to Vietnam. Vietnam"s relatively large population also offers relatively ample scope for long-term investment.

Vietnam is the world"s second largest coffee producer after Brazil. Low-quality Coffee Robusta Linden accounts for more than 90% of Vietnam"s total coffee production. In 2021, Vietnam"s coffee market was about at $5.5 billion.

In 2021, the tea market scale of Vietnam was 362 million US dollars, and the bubble tea market ranks the third among Southeast Asian countries.

At present, the most famous Tea brands in Vietnam including TocoToco, Phuc Long Ding Tea, Gong Cha and KOl. Among them, TocoToco and Phuc Long Ding Tea are comprehensive brands integrating milk tea, coffee and catering.

Meanwhile, Chinese brands Mixue, Chagee and Heytea have infiltrated Vietnam.

In terms of chain restaurants, the concentration of Vietnamese restaurant chain industry is low, and the chain rate of catering is less than 2% until 2018. Cateringchains brands are dominated by international fast food, with KFC, Lotteria, Jollibee, Pizza Hut and The Pizza Company which made combined revenue of $214 million in 2018.

Golden Gate is a pioneer of local catering chains in Vietnam, with revenues of $200 million in 2020 which founded in 2005.The group has at least 22 brands and nearly 400 restaurants across 40 provinces in Vietnam at present.

Vietnam is similar to other markets in Southeast Asia in that the supply chain capacity is still backward, which restricts the expansion of catering brands at the present stage. New investors can explore more opportunities at the supply chain level.

In addition, combined with the actual local demand in Vietnam, there are also unique offline opportunities similar to milk tea chains. Due to the high acceptance of milk tea among local people and the relatively low penetration rate of e-commerce, there are more offline opportunities and it is a good blue ocean market.

At present, in addition to the Chinese brand such as “Mixue”, there has not been a large-scale chain brand and no player to do the integration of brand which is the opportunity that Chinese entrepreneurs should go for it.

信息来源：CTC餐树咨询-上海鸿雷企业管理有限公司 #餐饮咨询 #中餐出海