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 耐克的命脉,掌握在越南工厂手中

耐克的命脉,掌握在越南工厂手中

2025-06-13

来源:鞋界教授

作者:

配图:报道截图


近日,在访美期间,越南工贸部部长阮鸿奠会见了全球鞋业巨头耐克高层,强调越南对该集团的重视与合作意愿。

During his recent U.S. visit, Vietnam’s Minister of Industry and Trade, Nguyen Hong Dien, met with senior executives of global footwear giant Nike, stressing Vietnam’s commitment to and desire for deeper cooperation with the group.


50%的耐克鞋在越南生产雇佣工人近50万人

当前,全球约50%的耐克鞋由越南制造,越南也为其全球供应链贡献了约一半原材料,成为耐克全球布局的关键支点。

At present, roughly half of Nike’s worldwide shoe output is made in Vietnam, which also supplies about half of the brand’s raw materials, making the country a pivotal pillar in Nike’s global strategy.

数据显示,截至2025年1月底,耐克在越南共有98家合作制造商,合计运营162家工厂,雇佣工人超过49.3万人,生产涵盖鞋类、服装与配件等三大核心品类。

Data show that as of the end of January 2025, Nike had 98 contract manufacturers in Vietnam operating 162 factories and employing more than 493,000 workers, producing three core categories: footwear, apparel and accessories.

这一庞大的生产体系不仅带动越南就业,也对其纺织与鞋类出口起到支柱性作用——仅2024年,越南对美出口相关产品就超过240亿美元。

This vast production network not only drives employment in Vietnam but also underpins its textile and footwear exports—Vietnam shipped over US $24 billion of such goods to the U.S. in 2024 alone.

主要代工厂包括华利、德光、丰泰、昌欣、宝成等,分布于胡志明市、平阳、同奈、隆安等南部地区。

Key contract manufacturers—such as Huali, Taekwang, Feng Tay, Chang Shin and Pou Chen—are clustered in southern provinces including Ho Chi Minh City, Binh Duong, Dong Nai and Long An.

部长在会谈中提出,越南愿为耐克应对关税政策波动提供政策协调与支持,强调“耐克不仅是投资方,更是携手走向可持续发展的战略伙伴”。

The minister offered regulatory coordination to help Nike navigate tariff fluctuations, stressing that “Nike is not merely an investor but a strategic partner co-advancing sustainable development.”


正从“世界工厂的备胎”转向真正的全球制造核心之一

同时,部长在与沃尔玛的交流中,阮部长肯定了其在推动越南商品出口方面的重要作用。

In a separate meeting with Walmart, the minister acknowledged the retailer’s key role in promoting Vietnamese exports.

目前,越南已是沃尔玛全球前五大供应国之一,不仅向美国出口,也打入了中国、加拿大、墨西哥等市场。

Vietnam is now among Walmart’s top five global sourcing countries, supplying not only the U.S. but also major markets such as China, Canada and Mexico.

部长建议沃尔玛扩大对高附加值、环保类产品的采购,并考虑在越南设立战略采购中心,以进一步提升本地产业链能力。

He urged Walmart to expand procurement of high-value, eco-friendly products and consider establishing a strategic sourcing hub in Vietnam to further bolster local supply-chain capacity.

耐克对越南的高度依赖,已经不仅仅是生产外包关系,更是战略绑定。

Nike’s heavy reliance on Vietnam has evolved from simple contract manufacturing into a strategic bond.

在全球制造格局动荡、地缘政治加剧的背景下,越南凭借稳定的营商环境、成熟的产业链与充足的人力资源,正在从“世界工厂的备胎”转向真正的全球制造核心之一。

Amid shifting manufacturing landscapes and heightened geopolitics, Vietnam’s stable business climate, mature supply chain and abundant labor are propelling it from a “spare tire” for the world’s factory to a bona fide global manufacturing hub.

耐克的深度布局只是一个缩影,未来,越南在全球供应链中的地位仍有巨大上升空间。

Nike’s deep footprint is merely a snapshot; Vietnam’s stature in the global supply chain still has vast room to grow.


责任编辑人:樊永红

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