Vietnam v globálních dodavatelských řetězcích: atraktivita pro evropské investory po pandemii COVID-19

This bachelor thesis examines Vietnam’s position in global supply chains and its attractiveness for European investors after the COVID-19 pandemic. The aim of the thesis is to analyse how the pandemic influenced corporate decisions on the location of production and to what extent Vietnam has become a more significant manufacturing location in Southeast Asia. The thesis combines a theoretical discussion of changes in global supply chains with an analysis of foreign direct investment, the sectoral structure of FDI and a comparison between Vietnam and the Philippines. Special attention is paid to the China+1 strategy, the role of the EVFTA agreement, industrial zones, labour costs and the institutional environment. The analysis shows that Vietnam maintained a relatively stable inflow of foreign investment during the pandemic and recorded further growth after 2021. A significant share of investment is directed towards manufacturing and processing industries, confirming Vietnam’s growing importance as an export-oriented manufacturing base. The case study of the LEGO Group illustrates how broader trends of diversification and regionalisation of production are reflected in the decision-making of a specific European company. The thesis concludes that Vietnam does not represent a complete replacement for China, but rather a strategically important complementary location within the broader reorganisation of global production networks.