Which of Vietnam’s largest US shippers also shipped from China in 2016–17?
Vietnam shipper continuity test - find top Vietnam shippers post-2018 and check if they also appear on China bills in 2016-17 (China Plus One method)
Query
WITH china_shippers_2016_17 AS (
SELECT upperUTF8(trimBoth(shipper_name_std)) AS sname
FROM bols
WHERE actual_arrival_date >= toDate('2016-01-01')
AND actual_arrival_date <= toDate('2017-12-31')
AND (match(upperUTF8(country), 'CHINA|ZHONGHUA') OR match(upperUTF8(loading_port), 'SHANGHAI|NINGBO|YANTIAN|SHEKOU|NANSHA|QINGDAO|TIANJIN|DALIAN|GUANGZHOU|XIAMEN'))
AND length(trimBoth(shipper_name_std)) > 3
GROUP BY sname
HAVING count() >= 5
)
SELECT
vn.sname,
vn.vn_bols,
if(cs.sname != '', 1, 0) AS was_china_shipper_2016_17
FROM (
SELECT upperUTF8(trimBoth(shipper_name_std)) AS sname,
uniqExact(bill_of_lading) AS vn_bols
FROM bols
WHERE actual_arrival_date >= toDate('2022-01-01')
AND actual_arrival_date <= toDate('2025-12-31')
AND (match(upperUTF8(country), 'VIET|VIETNAM') OR match(upperUTF8(loading_port), 'HO CHI MINH|HAI PHONG|HAIPHONG|DA NANG'))
AND length(trimBoth(shipper_name_std)) > 3
GROUP BY sname
ORDER BY vn_bols DESC
LIMIT 50
) AS vn
LEFT JOIN china_shippers_2016_17 AS cs ON vn.sname = cs.sname
ORDER BY vn.vn_bols DESC
Result
50 rows · US ocean AMS bills of lading (Kirchner bols), arrivals 2014–2025.
| Shipper name (standardized) | Vietnam unique bills, 2022–25 | On China bills in 2016–17 |
|---|---|---|
| SAILUN GROUP | 34,762 | No |
| LG ELECTRONICS VIETNAM HAI PHONG | 27,988 | Yes |
| JASON FURNITURE | 17,579 | Yes |
| YUSEN LOGISTICS | 12,044 | Yes |
| TECHTRONIC CORDLESS GP MACAU BRANCH | 10,403 | No |
| TIMBERLAND | 10,323 | Yes |
| MOTOMOTION | 9,902 | No |
| MAERSK LOGISTICS SERVICES | 9,224 | No |
| YUSEN LOGISTICS VIETNAM CO LTD H | 7,860 | Yes |
| SAMSUNG ELECTRONICS HCMC CE COMPLEX | 7,104 | Yes |
| HAPPY FURNITURE | 7,055 | Yes |
| HYOSUNG | 6,694 | Yes |
| LG ELECTRONICS | 6,277 | Yes |
| VIET NAM HANG LAM FURNITURE | 6,075 | No |
| VIETNAM HANG LAM FURNITURE | 5,837 | No |
| WORLDON | 5,814 | No |
| GLORY OCEANIC | 5,323 | No |
| LX PANTOS | 4,543 | No |
| BOB S DISCOUNT FURNITURE | 4,540 | No |
| KEY BAY FURNITURE | 4,485 | No |
| KEESON BINH DUONG | 4,346 | No |
| GENERAL TOYS | 4,185 | No |
| KENDA RUBBER | 4,114 | Yes |
| NINGBO CHANGYA PLASTIC | 3,929 | No |
| REGENT GARMENT FACTORY | 3,923 | Yes |
| HA PHONG EXPORT GARMENT JOINT STOCK | 3,884 | Yes |
| JASAN SOCKS | 3,640 | Yes |
| CENTURY DISTRIBUTION SYSTEMS | 3,453 | Yes |
| SUNG HWA VINA | 3,430 | No |
| HANSAE TN | 3,402 | No |
| GREAT VECA VN | 3,341 | Yes |
| YAKJIN | 3,339 | Yes |
| BIEN DONG SEAFOOD | 3,327 | Yes |
| KUMHO TIRE | 3,317 | Yes |
| TRINA SOLAR ENERGY DEVELOPMENT COMP | 3,213 | No |
| MAXAM TIRE SOLUTIONS | 3,180 | No |
| TIMBER INDUSTRIES | 3,161 | Yes |
| OLAM | 3,155 | Yes |
| CHANG SHIN | 3,083 | No |
| CHUTEX INTERNATIONAL | 3,074 | No |
Question
Did Vietnam’s largest US shippers previously ship from China?
Answer
Among the 40 largest Vietnam shipper strings on US ocean bills in 2022–25, several high-volume names also appear on China bills in 2016–17, including LG Electronics Vietnam Hai Phong, Jason Furniture, Yusen Logistics, Timberland, and Samsung Electronics HCMC. Sailun Group, the largest name in this list (34,762 unique bills), does not. This is a name-string overlap test, not proof that a factory moved. See the top-200 summary table for the 47% overlap rate.
Cite this page if you need the table. Related: China Plus One working paper · all tables