China + 1 : Made in Vietnam 中国加一之越南制造

Transcription

1 China + 1 : Made in Vietnam 中国加一之越南制造 SEE YONG SHENG 施勇胜国际招商部 12 March 2018, Hong Kong see.yongsheng@sembcorp.com 越南 : 微信 :

2 Sembcorp Vital Partners, Essential Solutions 01 About Sembcorp 02 Made in Vietnam 03 VSIP 2

3 Sembcorp Group Temasek 49.5% Public 50.5% Utilities An integrated energy player with strong capabilities and deep integration expertise across the global energy and utilities value chain Marine Provides innovative engineering solutions to the global offshore, marine and energy industries. Urban Development Driving economic transformation and job creation by building integrated townships and sustainable cities A Leading Energy, Water, Marine and Urban Development Group 3

4 Global Footprint Presence in 15 countries across 5 continents 4

5 Sembcorp Urban Development Land Development, Master Planning, Infrastructure Building Delivering the economic engine to support industrialization and urbanization Enhancing value through selective C&R developments 14 developments in Vietnam, China, Indonesia and India US$23bn in direct investments attracted to our integrated developments 900 customers comprising MNCs and leading local enterprises Positioning for growth with expansion of development pipeline Over 3,345 ha of land available 11,624 hectares NEW Amaravati INDIA +684 ha for sale Kendal INDONESIA +860 ha Existing developments 10,080 ha CHINA - Nanjing International Water Hub Riverside Grandeur CHINA - Nanjing New One North Jiangdao Technology Innovation Centre Jiangdao Xin Tiandi Island Residences VIETNAM Binh Duong The Habitat 5

6 Modern Logistics VSIP Hai Phong 30,000 m2 Grade A Warehousing Space Fully Leased 6

7 Sembcorp Properties Residential Development Total GFA: 40,000 m2 Phase 1 : 267units 2BR,3BR:58m2 103m2 7

8 Sembcorp Vital Partners, Essential Solutions 01 About Sembcorp 02 Made in Vietnam 03 VSIP 8

9 a. Vietnam s Macro Environment

10 A Rising Asean Tiger Vietnam is the fastest growing economy in ASEAN Vietnam s economy grew at its highest rate in a decade Annual growth rates of Southeast Asian economies Philippines Indonesia Vietnam Malaysia Thailand Singapore 10

11 Vietnam Demographics GDP per capita USD 2,200 GDP Growth 6.8% (2017) Population 93m Ethnicity Kinh (87%) Minorities 53 groups(13%) Religion Buddhism Christianity, Confucianism Administrative 5 Municipals 58 Provinces Urban 30% Rural 70% Municipalities Population Hanoi (North) 7.6m HCMC (South) 8.4m Danang (Central) 1.3m Haiphong (North) 2.0m Can Tho (South) 1.2m 11

12 Vietnam Demographics Vietnam is reaping the demographic dividends Growing numbers of people in the workforce vs. number of dividends Retirement Age Male 60 y.o Female 55 y.o 60% 12

13 Vietnam enjoys fastest wealth growth globally Wealth in Vietnam grew 210% between 2007 and 2017 Source: New World Wealth 13

14 A big difference in 11 years 14

15 Playing Catch Up Vietnam's GDP Is Just 11 Years Behind China, And Growing Rapidly China Vietnam 15

16 China, Hong Kong and Taiwan are the 3 rd largest FDI contributors. 16

17 Major exports in % of exports come from mobile phones, electronics and textiles and garments Exports Others 42% 21% Mobile phones and accessories 12% Textile and garment Machinery, equipment and parts 6% 7% Footwear 12% Computers, electronics and components Source: Vietnam Customs 17

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19 Stable but consistently undervalued VND Vietnam Is Following The Asian Tiger Currency Formula For Rapid Economic Growth 19

20 Vietnam and FTAs X 20

21 Vietnam 2035 Towards a prosperous, creative, equitable, and democratic society 01 7% Annual Growth 02 Equity & Social Inclusion 03 Governance Reform Source: World Bank, 23 February

22 Vietnam 2035 Towards a prosperous, creative, equitable, and democratic society 来源 : 世界银行, 2016 年 2 月 23 日 22

23 Vietnam 2035 Managing Efficient Urbanization 胡志明市 河内市 23

24 Invest in Shanghai Jing an Temple Hanoi 24

25 Invest in Shenzhen Ho Chi Minh City 25

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29 PwC: The World in 2050 By 2050, Vietnam could be among the Top 20 world economies and Top 10 in Asia. 29

30 China + 1 Strategy Diversifies Risks Vietnam offers a promising land of opportunities Young & Stable and Committed Growing Population Government Confucian Values Cost Competitive Labour 30

31 Sembcorp Vital Partners, Essential Solutions 01 About Sembcorp 02 Made in Vietnam 03 VSIP 31

32 Sembcorp Vietnam

33 Multiple Gateways into Vietnam VSIP bases spread across North, South and Central Vietnam 河内 VSIP Bac Ninh Region II US$155 VSIP Hai Phong Region I US$175 VSIP Nghe An Region IV US$121 岘港 VSIP Hai Duong Region III US$135 VSIP Quang Ngai Region III US$135 VSIP 2 - Binh Duong Region I US$175 VSIP 1 - Binh Duong Region I US$175 33

34 Strong Bilateral Singapore-Vietnam Relations VSIP Groundbreaking Ceremony Vietnam PM Vo Van Kiet Singapore PM Goh Chok Tong 14 May 1996 VSIP 10th Anniversary Vietnam PM Nguyen Tan Dung Singapore PM Lee Hsien Loong 26 September 2006 VSIP Bac Ninh G.B. Ceremony Vietnam Deputy PM Hoang Trung Hai & Singapore SM Goh Chok Tong 11 December 2007 VSIP Hai Phong G.B.Ceremony Vietnam PM Nguyen Tan Dung & Singapore PM Lee Hsien Loong 13 January 2010 VSIP Quang Ngai G.B. Ceremony Vietnam PM Nguyen Tan Dung & Singapore PM Lee Hsien Loong 13 September 2013 VSIP Nghe An G.B.Ceremony Vietnam PM Nguyen Tan Dung Singapore Minister for Trade and Industry Lim Hng Kiang 16 September

35 Selected Chinese enterprises operating in VSIPs 35

36 Selected Key Customers VSIP BAC NINH VSIP HAI PHONG VSIP QUANG NGAI VSIP BINH DUONG 36

37 3.5m Quality Infrastructure WATER SUPPLY SEWAGE TREATMENT DRAINAGE SYSTEM Capacity ( m 3 /day ) Total : 30,000 Phase 1: 5,000 Phase 2: 5,000 Current consumption: 3,000 Capacity ( m 3 /day ) Total : 24,000 Phase 1: 4,000 Phase 2: 4,500 (to be completed in Q4 2016) 15m 4 m Current consumption: 3,500 * 15 ha for 2 Water retaining ponds ROAD SYSTEM 110/22KV SUBSTATION TELECOM Capacity Internal asphalted roads are conveniently connected and well maintained Total : 130 MVA Transformer 1 : 65 MVA Transformer 2 : 65 MVA Current use : 42 MVA Power provided by EVN * With (1,200 lines).... IDD,.... Private leased lines... and Fiber optic capabilities * Broadband ADSL services available 37

38 Quality Infrastructure 38

39 VSIP Haiphong CIT 1 st 15 years 10% + 4-year waiver & 9-year 50% reduction PIT 50% reduction Proximity to deep seaport(25 KM) Minimum Wage Region 1 US$175/month

40 Hai Phong:3 rd Largest Economy in Vietnam Gateway to the World - Excellent Global Connectivity Cat Bi International Airport 15 KM Lach Huyen Deep Seaport 25 KM Developed Expressways Network Distance to Hanoi 120 KM Proximity to China 200 KM Abundant labor force 40

41 Lach Huyen Deep Seaport Greatly enhance trading competitiveness Allows for vessels of 10,000dwt 8,000 9,000 TEUs Direct access to US and Europe markets Operational in 4Q

42 VSIP Hai Phong Total Area: 1,600ha Industrial: 500ha C&R:1,100ha 42

43 Improving Accessibility by 2022 Travelling time from City Centre to VSIP reduced to 15 minutes NOW

44 VSIP Hai Phong Township Integrated Developments in a Well-Planned Township 1ha Residential 300 apartment units 9.5ha Residential Project 520 units Shop Houses, Terrace Houses, Semi Detached, and Villas 2.7ha Lifestyle Amenities Restaurants, Cafes, Cinema, Supermarket, Shopping 44

45 Case Study 45

46 Case Study - Regina Miracle Phase 1 :174,000 m2 46

47 Case Study - Regina Miracle Phase 2 :159,000 m2 47

48 Unique Proposition: Value VSIP offers a one-stop integrated solution at a reasonable cost Cost Brand & Quality 22 years 1-Stop of Trust & Integrity 48

49 If China can leapfrog the industrialized nations, it s not impossible that Vietnam can leapfrog China. Anonymous 49

50 Vital Partners. Essential Solutions. 谢谢 越南 : 微信 :