According to a report by Vietcap Securities Company, in the first half of 2025, large industrial real estate investors achieved stable leasing sales despite challenges from US tariffs. Tenants were mainly small and medium-sized enterprises, while large multinational corporations were more cautious. Kinh Bắc Urban Development Corporation (KBC) leased 150 ha, an increase compared to 18 ha for the whole year of 2024. IDICO Corporation (IDC) is estimated to achieve at least 60 ha, while Saigon VRG Investment Corporation (SIP) is expected to reach 25 ha. Other companies like Sonadezi Chau Duc (SZC) and Phuoc Hoa Rubber (PHR) reported lower sales. Overall, northern industrial zones face greater risk due to concentration on exports to the US, while the south benefits from a more diverse industry structure. It is forecasted that in 2025, KBC will see strong growth thanks to new land supply in Hung Yen and Hai Phong.
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