2018年7月6日，據美國違反世貿規則，開始對有著500億美元中國產品增加征25%的關稅，發動了迄今為止世界經濟史上規模嚴重與甚大的貿易戰，我們簡稱為中美貿易戰。這一無視全球產業發展客觀規律的做法嚴重侵犯中方根據世界貿易組織規則享有的合法權益，將阻礙全球經濟發展，也給中國出口企業帶來了發展危機。
跟隨著美國政府的宣佈，從2019年5月10日起對從中國進口的2000億美元清單商品加征關稅稅率由10%提高到25%，中美貿易摩擦從貿易爭端上升到貿易戰層面，這對中國經濟乃至世界經濟都有著巨大衝擊和深遠影響。大量陸資企業轉移至越南。在此背景下，物流企業的運營、戰略和轉型發展都勢必受到影響，本文將以中美貿易戰為背景，指出物流企業面臨的挑戰，並進一步對企業可以採取的應對策略。本文將從3家越南陸資企業的個案研究的前期出口轉型到後期的越南物料供應鏈的完善。在論文中採用PEST分析模型從越南的政治，經濟，社會，科技這4個層面來探討分析越南是不合適投資及有何投資優勢。以及投資過來的企業應該注意相關的進出口要求，做合理生產佈局，也是過來投資陸資企業應該要關心與瞭解的議題達到公司在越南永續經營發展壯大的願景。

On July 6, 2018, the United States violated the World Trade Organization (WTO) Rules by imposing an additional 25% tariff on Chinese products with a value of 50 billion U.S. dollars, launching the largest trade war in economic history. We call it the China–U.S. Trade War. The ignorance of the objective laws of global industrial development seriously infringes on China's legitimate rights and interests under the rules of the World Trade Organization, the development of the global economy will be hindered, and financial crisis on the export of China's enterprises will be brought.
Following the US government’s announcement, from May 10, 2019, additional tariffs were imposed on the US$200 billion list of China imports, and the tariff rate was increased from 10% to 25%. China–U.S. trade friction has escalated from a trade dispute to a trade war level, which has had a huge impact and far-reaching influence on the Chinese economy and even the world economy. A large number of Chinese enterprises have moved to Vietnam. In this context, the operation, strategy, and transformational development of logistics enterprises are bound to be affected. The purpose of this article aimed to take the China–U.S. trade war as the background to point out the challenges faced by the logistics enterprises and the further counter strategies that the enterprises can take. This article conducts a case study on the three Chinese enterprises in Vietnam from the early export transformation to the later perfection of material supply chain in Vietnam. In the thesis, the PEST analysis model is used to discuss and analyze whether Vietnam is suitable for investment and what investment advantages it has from the four aspects of Vietnam’s political factors, economic factors, social factors and technological factors. Furthermore, the enterprises that invest in Vietnam should pay attention to the requirements related to import and export to make a reasonable production layout. It is also a topic that the Chinese enterprises investing in Vietnam should be concerned about and understood to achieve the company's vision of sustainable operation and development as well as growth in Vietnam.

中文摘要 i
Abstract ii
誌謝 iii
目錄 iv
表目錄 vi
圖目錄 vii
壹、緒論 1
一、研究背景 1
二、研究動機與目的 2
三、研究架構 4
貳、文獻探討 5
一、中美貿易戰的起由 5
二、越南物流業發展現狀 7
(一)、越南物流業概要 7
(二)、越南物流業SWOT分析 9
三、PEST理論相關研究 12
參、研究方法 13
一、政治因素 13
二、經濟因素 14
三、社會因素 15
四、技術因素 17
肆、研究案例 18
一、中國生產企業加大投資越南 18
研究案例一：22
二、逆變器科技能源企業 22
研究案例二：28
三、折疊床 28
研究案例三：34
四、家居地墊產品 34
伍、結論與未來發展40
一、 結論40
參考文獻 43
中文文獻 43
越文文獻 44

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