Comapny Tpye: Industry and Trade Integration
Main products: Rubber and plastic hoses, Steel structural parts, Insulated electric conductors
Report Creation Date: 2026-02-17
Eastern Rubber (Cambodia) Co., Ltd. is a Cambodia-based industrial supply entity operating within the rubber and polymer-related components ecosystem. Its core business involves sourcing and distributing engineered plastic, rubber, and metal components—primarily for downstream manufacturing in Vietnam’s automotive and mechanical industries. The company functions predominantly as an intermediary supplier in cross-border B2B trade flows, with structural reliance on Vietnamese industrial clients. A pronounced shift occurred in late 2024: all top export ports (e.g., Lệ Thanh, Hoa Lư) ceased active use by end-2024, indicating a likely reconfiguration of logistics channels or customs compliance pathways.
| Field | Value |
|---|---|
| Company Name | Eastern Rubber (Cambodia) Co., Ltd. |
| Data Source | Panjiva (Supplier Report), Customs Transaction Data (2023–2025) |
| Country of Registration | Cambodia |
| Address | Not publicly disclosed (no verified address in search results or customs records) |
| Core Products | Rubber & plastic hoses (HS 39174000), metal structural parts (HS 73269099), insulated wiring (HS 85442021), steel frames (HS 73089099), plastic fittings (HS 39172300) |
| Company Type | Industry and Trade Integration |
Data interpretation reveals extreme volatility in monthly shipment volumes — ranging from ~26,000 units (Feb 2023) to over 6.1 million units (Oct 2025), with no seasonal pattern but clear acceleration post-2024. Transaction frequency doubled between 2023 and 2025 (from ~100–400/month to 1,000–1,800/month), signaling operational scaling rather than organic demand growth. The sharp drop in port activity after 2024 suggests a pivot toward consolidated or third-party logistics infrastructure. This reflects a structural transition from fragmented border-crossing shipments to centralized, higher-volume distribution — increasing exposure to regulatory harmonization risks at Cambodian-Vietnamese checkpoints.
| Month | Volume (Units) | Transaction Count |
|---|---|---|
| Dec 2025 | 595,759 | 246 |
| Nov 2025 | 3,871,580 | 1,488 |
| Oct 2025 | 6,165,870 | 1,427 |
| Sep 2025 | 2,805,780 | 1,224 |
| Aug 2025 | 2,220,140 | 1,190 |
| Jul 2025 | 2,385,200 | 1,277 |
| Jun 2025 | 4,768,230 | 1,291 |
| May 2025 | 3,541,240 | 1,331 |
| Apr 2025 | 3,774,610 | 1,254 |
| Mar 2025 | 3,357,890 | 1,772 |
Data interpretation shows overwhelming concentration: the top two partners — Công ty TNHH Cơ điện lạnh THACO Industries and Công ty Cổ phần Nông nghiệp Trường Hải — jointly account for 70.07% of total transaction count. All top 20 partners are Vietnamese, with 17 out of 20 linked to THACO Group’s vertically integrated ecosystem (automotive assembly, agriculture machinery, steel fabrication). This signals deep functional embedding within a single industrial cluster — not broad market diversification. This extreme partner concentration creates high dependency risk: any strategic shift or financial stress at THACO could directly disrupt >70% of Eastern Rubber’s revenue stream.
| Partner Name | Country | Transaction Count | Share | Status | Last Trade |
|---|---|---|---|---|---|
| Công ty TNHH Cơ điện lạnh THACO Industries | Vietnam | 14,130 | 54.78% | Maintained | 2025-12-31 |
| Công ty Cổ phần Nông nghiệp Trường Hải | Vietnam | 3,943 | 15.29% | Maintained | 2025-12-31 |
| THACO Industries Electrical Mechanical Co., Ltd | Vietnam | 3,897 | 15.11% | Lost | 2024-08-31 |
| Truong Hai Agriculture Joint Stock | Vietnam | 2,445 | 9.48% | Lost | 2024-08-31 |
| THACO Chu Lai Mechanical Complex Ltd Liability Co | Vietnam | 389 | 1.51% | Lost | 2023-09-12 |
| Công ty TNHH Một Thành Viên Gia Công Thép Chu Lai Trường Hải | Vietnam | 295 | 1.14% | Maintained | 2025-10-21 |
| THACO Special Equipment Manufacturing Co., Ltd | Vietnam | 208 | 0.81% | Lost | 2024-08-13 |
| Công ty TNHH Sản Xuất Xe Chuyên Dụng THACO | Vietnam | 159 | 0.62% | Newly Added | 2025-11-27 |
| CL TH Steel Ltd Liability Co | Vietnam | 93 | 0.36% | Lost | 2024-08-27 |
| THACO Special Vehicles Manufacturing | Vietnam | 83 | 0.32% | Lost | 2024-08-21 |
Data interpretation highlights strong product coherence: the top HS code (39174000 — rubber/plastic hoses and tubes) alone accounts for 13.0% of all transactions and anchors a tightly clustered group of complementary codes — including insulated wiring (85442021), steel structural parts (73269099, 73089099), and plastic fittings (39172300). These collectively represent >30% of transaction volume, pointing to consistent supply of integrated component kits for mechanical assemblies — not raw materials or finished goods. This signals a stable, specification-driven supply role aligned with OEM assembly lines — where technical compliance and delivery consistency outweigh price sensitivity.
| HS Code | Description | Transaction Count | Share | Last Trade | Status |
|---|---|---|---|---|---|
| 39174000 | Rubber/plastic hoses and tubes | 3,358 | 13.0% | 2025-11-24 | Maintained |
| 73269099 | Other articles of iron or steel | 1,286 | 4.98% | 2025-12-23 | Maintained |
| 85442021 | Insulated electric conductors | 1,172 | 4.54% | 2025-11-25 | Maintained |
| 73089099 | Structures and parts of iron/steel | 1,056 | 4.09% | 2025-12-31 | Maintained |
| 39172300 | Plastic pipe and tube fittings | 983 | 3.81% | 2025-11-29 | Maintained |
| 73066190 | Steel pipes and tubes | 892 | 3.45% | 2025-12-31 | Maintained |
| 73181510 | Bolts, screws, nuts of iron/steel | 841 | 3.26% | 2025-12-26 | Maintained |
| 48191000 | Cartons, boxes, cases of paperboard | 617 | 2.39% | 2025-11-29 | Maintained |
| 23033000 | Animal feed supplements | 475 | 1.84% | 2025-11-30 | Maintained |
| 73063091 | Stainless steel pipes/tubes | 404 | 1.56% | 2025-12-04 | Maintained |
Data interpretation confirms near-total geographic focus: Vietnam accounts for 99.94% of all transactions (25,780 out of 25,796), with only 16 transactions recorded with the Philippines — all initiated in early 2025 and unconfirmed beyond initial engagement. No other countries appear in the top 20, confirming that Eastern Rubber operates as a Cambodia-based feeder into Vietnam’s industrial supply chain — not a regional exporter. This hyper-localized footprint implies minimal exposure to global trade policy shifts but acute vulnerability to bilateral regulatory changes (e.g., ASEAN MRAs, Cambodian VAT enforcement, or Vietnamese import licensing reforms).
| Region | Transaction Count | Share | Last Trade | Status |
|---|---|---|---|---|
| Vietnam | 25,780 | 99.94% | 2025-12-31 | Maintained |
| Philippines | 16 | 0.06% | 2025-02-17 | Newly Added |
Data interpretation shows complete discontinuation of historically used land border crossings: Lệ Thanh (Gia Lai) and Hoa Lư (Bình Phước) — which together accounted for 94.5% of port-level activity — were fully inactive after August–December 2024. The absence of any replacement port in the top 20 suggests either a shift to sea freight via Vietnamese ports (e.g., Ho Chi Minh City or Da Nang) or reliance on third-party logistics providers not captured in customs port fields. This port abandonment indicates a deliberate, systemic upgrade in logistics execution — potentially improving traceability and customs clearance efficiency, but also increasing lead time and documentation complexity.
| Port Name | Transaction Count | Share | Last Trade | Status |
|---|---|---|---|---|
| Cửa khẩu Lệ Thanh (Gia Lai) | 2,936 | 60.42% | 2024-12-31 | Lost |
| Cửa khẩu Lệ Thanh (Gia Lai) (duplicate variant) | 1,032 | 21.24% | 2024-08-31 | Lost |
| Cửa khẩu Hoa Lư (Bình Phước) | 624 | 12.84% | 2024-12-31 | Lost |
| Vietnam | 267 | 5.49% | 2024-08-31 | Lost |
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