After a slowdown in the Q3/ 2025, Vietnam’s pangasius exports to China rebounded strongly in October 2025, recording the highest monthly value since the beginning of the year. However, the ability to maintain this momentum will depend heavily on domestic consumption trends in China and the level of competition from other seafood products in the region.
Vietnamese exporters are facing mounting pressure in the Chinese market. Chinese tilapia - a lower-priced whitefish substitute - is being aggressively pushed into the domestic market after encountering persistent export difficulties. Following the meeting between China and the United States leaders on October 30, Washington announced a reduction in import duties on Chinese tilapia from 55% to 45% and a suspension of new retaliatory tariffs until November 2026. Despite the 10% tariff cut, the overall duty level remains prohibitive, severely limiting access to the U.S. market. As a result, China is highly likely to prioritize domestic consumption of its tilapia surplus throughout Q4, increasing direct competitive pressure on frozen Vietnamese pangasius fillets.
Nevertheless, China remains a key market for Vietnam’s pangasius industry. Demand for frozen pangasius fillets remains stable, supported by competitive pricing that aligns well with mass-market segments. In addition, Vietnam benefits from geographic proximity, with significantly lower logistics costs compared to more distant markets, giving local exporters a notable competitive edge.
However, long-term reliance on traditional destinations such as China leaves the sector vulnerable to policy shifts in importing countries. With China’s domestic production rising and demand for standard frozen fillets showing signs of plateauing, Vietnam’s pangasius sector needs to accelerate product diversification offerings for this market. Beyond traditional frozen fillets, expanding into further-processed and value-added products could help exporters improve margins, mitigate risks, and compete more effectively over the long term.
At the same time, the industry must sustain growth in China while aggressively expanding into alternative markets to lower concentration risk. This dual-track approach is essential for ensuring stable outlets and fostering sustainable development in the coming years. In the final two months of 2025, pangasius exports to China are expected to continue growing as consumption typically rises during the festive season.
(vasep.com.vn) In the first eight months of 2026, Brazil became the largest market for Vietnamese tilapia, with export value reaching US$44 million, up 22,142% year-on-year and accounting for 49% of Vietnam’s total tilapia exports. In August alone, exports to Brazil reached US$4 million. However, behind this remarkable growth is a market that is imposing increasingly stringent requirements on imported supplies.
(vasep.com.vn) Vietnam’s tuna exports sustained their upward trajectory in August 2026, though the pace remained modest at just 2%. The month saw divergent trends across key markets: the US maintained its leading position, Japan and Canada improved, Russia surged and the EU continued to experience a steep downturn. These developments suggest that exporters are entering the final months of the year amid a market environment marked by greater uncertainty.
(seafood.vasep.com.vn) Congalsa has acquired the entire charter capital of Lenger Seafood Vietnam, giving it full ownership of the business and its Nam Dinh processing facility.
(seafood.vasep.com.vn) Ninh Binh Province is entering a peak period of action against illegal, unreported and unregulated (IUU) fishing, focusing on thoroughly addressing violations, closely monitoring fishing vessels at ports and preventing vessels from violating regulations and operating illegally in foreign waters ahead of the European Commission’s (EC) upcoming inspection in 2026.
(vasep.com.vn) The application of biotechnology in seed production is increasingly viewed as a strategic imperative to upgrade pangasius fingerling quality, optimize farming efficiency and anchor sustainable industry development.
(vasep.com.vn) On September 15, 2026, in Can Tho, VASEP and ASC jointly organized a training course titled “New ASC standards: updates and practical implementation guidance for farms, businesses and aquafeed mills”. Beyond briefing stakeholders on updated ASC requirements for aquaculture facilities and feed production, the workshop dedicated substantial floor time to directly addressing on-the-ground compliance bottlenecks encountered by Vietnamese enterprises.
(searfood.vasep.com.vn) Vietnam’s tilapia exports continued to post positive results in the first eight months of 2026, with total export value reaching US$90 million, up 43% year-on-year. However, exports in August alone stood at US$11 million, down 8%, reflecting uneven market developments. Brazil remained the leading market, while Japan recorded notable growth, opening up new opportunities for Vietnamese tilapia products.
(vasep.com.vn) Vietnam’s shrimp exports reached US$3.3 billion in the first eight months of 2026, up 12% year on year. However, growth has begun to slow and become more differentiated across markets, while the U.S. and EU continue to present significant challenges. The latest insights from the Global Shrimp Forum 2026 (GSF 2026), held in early September, also indicate that the final months of the year will remain highly competitive as global supply continues to expand and buyers increasingly focus on quality, product specifications, supply stability and the ability to meet market-specific demand.
(seafood.vasep.com.vn) In August 2026, Vietnam’s seafood exports reached $1.14 billion, up 6% year on year. Cumulative eight-month exports rose 11.8% to $8.00 billion, though momentum has cooled compared to the 12.8% growth seen through July. China - Hong Kong and ASEAN are offsetting weakness in the U.S, EU and partly Japan. This divergence will likely widen in Q4 as trade tariffs and traceability requirements directly weigh on new orders.
(seafood.vasep.com.vn) Vietnam–Russia relations are entering a new phase of cooperation, with a focus on expanding trade, investment and economic connectivity. Against this backdrop, tuna is emerging as one of the seafood products with significant growth potential in the Russian market. Export data for the first seven months of 2026 show strong growth in Vietnamese tuna exports to Russia. However, turning this momentum into sustainable market share will require businesses to address challenges related to logistics, payment and supply competition.
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