IP大豆对豆腐生产的财务和运营影响.pdf

1、1Strictly Private&ConfidentialFinancial&Operational Impact of IP Soybeans in Tofu Manufacturing26/3/2026 YAMADA Consulting&Spire Singapore Pte LtdInformation security category:SC-B21234The Study ContextHow IP Soybeans Make a DifferenceWhat We Found:Net Profit Gains Across 3 ScenariosSummary&OutlookT

2、ABLE OF CONTENTSVIETNAM:A STRATEGIC SOY MARKET26/3/2026 YAMADA Consulting&Spire Singapore Pte LtdInformation security category:SC-B3Strong Import InfrastructureMassive Market99M population,GDP US$434B,13th largest soy consumer,SE Asias 2nd largest US soy importerSoy Is Part of Daily Life,and Growing

3、Tofu and soy milk produced daily at scale.Plant-based diet adoption rising,production volumes up 47%YoY6.7 MMT soy complex imported(2022/23).US soy accounts for 59%of soy food importsUS$434B economy with a growing soy market.26/3/2026 YAMADA Consulting&Spire Singapore Pte LtdInformation security cat

4、egory:SC-B4HOW IS THIS DEMAND BEING MET?NON-IP SOYBEANS Commodity sourced,can be mixed during handling Inconsistent seed size and quality More prone to storage spoilageIP SOYBEANS Segregated and traceable from farm to factory Uniform seed size,pre-sorted Better packaging,lower spoilage riskThe alter

5、nativeCurrent practiceMajority of Vietnamese tofu manufacturers source conventional Non-IP soybeans.YAMADA Consulting&Spire Singapore Pte LtdInformation security category:SC-BTHE QUESTION IS:IP SOYBEANS COST 34%MORE.DOES SWITCHING PAY OFF?26/3/2026 YAMADA Consulting&Spire Singapore Pte LtdInformatio

6、n security category:SC-B6THE STUDY AT A GLANCEObjectiveQuantify the financial and operational impact of switching from Non-IP to IP soybeans in Vietnamese tofu manufacturing.What We MeasuredRevenue&profit,operating costs,and productivity,compared side by side,IP vs Non-IP.ScopeReal factory data coll