U.S. supply chain tables

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