{"id":11278,"date":"2021-06-15T10:00:00","date_gmt":"2021-06-15T03:00:00","guid":{"rendered":"http:\/\/b-company.jp\/?p=11278"},"modified":"2024-08-22T13:42:00","modified_gmt":"2024-08-22T06:42:00","slug":"vietnam-automotive-industry-at-the-tipping-point","status":"publish","type":"post","link":"https:\/\/b-company.jp\/vi\/vietnam-automotive-industry-at-the-tipping-point\/","title":{"rendered":"NG\u00c0NH C\u00d4NG NGHI\u1ec6P \u00d4 T\u00d4 VI\u1ec6T NAM \u0110ANG \u1ede \u0110I\u1ec2M B\u1eacT"},"content":{"rendered":"

T\u1ed5ng quan<\/h3>\r\n\r\n\r\n\r\n

Ng\u00e0nh c\u00f4ng nghi\u1ec7p \u00f4 t\u00f4 Vi\u1ec7t Nam \u0111\u1ed1i m\u1eb7t v\u1edbi th\u00e1ch th\u1ee9c s\u1ea3n xu\u1ea5t trong n\u01b0\u1edbc<\/strong><\/p>\r\n\r\n\r\n\r\n

Quy m\u00f4 th\u1ecb tr\u01b0\u1eddng \u00f4 t\u00f4 Vi\u1ec7t Nam t\u1eebng \u0111\u01b0\u1ee3c coi l\u00e0 t\u01b0\u01a1ng \u0111\u1ed1i nh\u1ecf v\u00e0 b\u1ecb nhi\u1ec1u nh\u00e0 s\u1ea3n xu\u1ea5t Nh\u1eadt B\u1ea3n b\u1ecf qua. C\u00f3 \u00fd ki\u1ebfn m\u1ea1nh m\u1ebd cho r\u1eb1ng vi\u1ec7c t\u1ef1 do h\u00f3a th\u01b0\u01a1ng m\u1ea1i gi\u1eefa c\u00e1c n\u01b0\u1edbc ASEAN s\u1ebd khi\u1ebfn ng\u00e0nh c\u00f4ng nghi\u1ec7p \u00f4 t\u00f4 tr\u1edf n\u00ean kh\u00f4ng c\u1ea7n thi\u1ebft \u1edf Vi\u1ec7t Nam. Tuy nhi\u00ean, nhu c\u1ea7u v\u1ec1 \u00f4 t\u00f4 t\u1ea1i Vi\u1ec7t Nam g\u1ea7n \u0111\u00e2y \u0111ang t\u0103ng l\u00ean. Li\u1ec7u \u0111\u00e2y c\u00f3 ph\u1ea3i l\u00e0 \u0111\u1ed9ng l\u1ef1c ti\u1ec1m n\u0103ng cho s\u1ef1 ph\u00e1t tri\u1ec3n c\u1ee7a m\u1ed9t c\u01a1 s\u1edf s\u1ea3n xu\u1ea5t?<\/p>\r\n\r\n\r\n\r\n

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Du kh\u00e1ch Nh\u1eadt B\u1ea3n \u0111\u1ebfn Vi\u1ec7t Nam v\u1eabn \u1ea5n t\u01b0\u1ee3ng b\u1edfi s\u1ef1 \u0111\u00f4ng \u0111\u00fac c\u1ee7a xe m\u00e1y. T\u1ef7 l\u1ec7 s\u1edf h\u1eefu \u00f4 t\u00f4 n\u0103m 2018 l\u00e0 2,3 xe tr\u00ean 100 ng\u01b0\u1eddi, th\u1ea5p h\u01a1n nhi\u1ec1u so v\u1edbi t\u1ef7 l\u1ec7 \u1edf Th\u00e1i Lan (20,4) ho\u1eb7c Nh\u1eadt B\u1ea3n, Hoa K\u1ef3 v\u00e0 Ch\u00e2u \u00c2u (tr\u00ean 50). M\u1ed9t trong nh\u1eefng r\u00e0o c\u1ea3n l\u00e0 thu\u1ebf v\u00e0 doanh s\u1ed1 b\u00e1n xe du l\u1ecbch v\u1eabn tr\u00ec tr\u1ec7, \u1edf m\u1ee9c d\u01b0\u1edbi 100.000 chi\u1ebfc m\u1ed9t n\u0103m. Tuy nhi\u00ean, trong nh\u1eefng n\u0103m g\u1ea7n \u0111\u00e2y, c\u00f9ng v\u1edbi thu nh\u1eadp t\u0103ng, t\u1ef1 do h\u00f3a th\u01b0\u01a1ng m\u1ea1i v\u00e0 thu\u1ebf su\u1ea5t th\u1ea5p h\u01a1n \u0111\u00e3 d\u1eabn \u0111\u1ebfn m\u1ed9t th\u1ecb tr\u01b0\u1eddng m\u1edf r\u1ed9ng nhanh ch\u00f3ng, \u0111\u1ea1t 200.000 chi\u1ebfc v\u00e0o n\u0103m 2020, chi\u1ebfm kho\u1ea3ng m\u1ed9t n\u1eeda doanh s\u1ed1 b\u00e1n xe du l\u1ecbch c\u1ee7a Th\u00e1i Lan (h\u01a1n 400.000, v\u00e0 n\u1ebfu t\u00ednh c\u1ea3 xe th\u01b0\u01a1ng m\u1ea1i, so v\u1edbi kho\u1ea3ng 800.000 \u1edf Th\u00e1i Lan). Hi\u1ec7n t\u1ea1i, hai th\u00e0nh ph\u1ed1 l\u1edbn nh\u1ea5t (H\u00e0 N\u1ed9i v\u00e0 Th\u00e0nh ph\u1ed1 H\u1ed3 Ch\u00ed Minh) \u0111ang d\u1eabn \u0111\u1ea7u, chi\u1ebfm 45% s\u1edf h\u1eefu xe du l\u1ecbch, nh\u01b0ng c\u00f3 kh\u1ea3 n\u0103ng s\u1ebd tr\u1edf n\u00ean ph\u1ed5 bi\u1ebfn h\u01a1n tr\u00ean to\u00e0n qu\u1ed1c. N\u0103m 2020, n\u0103m x\u1ea3y ra \u0111\u1ea1i d\u1ecbch Covid-19, doanh s\u1ed1 t\u1ea1i Th\u00e1i Lan v\u00e0 Indonesia l\u1ea7n l\u01b0\u1ee3t gi\u1ea3m kho\u1ea3ng 20% v\u00e0 50%, trong khi doanh s\u1ed1 t\u1ea1i Vi\u1ec7t Nam v\u1eabn \u1ed5n \u0111\u1ecbnh \u1edf m\u1ee9c kho\u1ea3ng 8%. C\u1ee5 th\u1ec3, th\u00e1ng 4\/2021 \u0111\u00e3 c\u00f3 s\u1ef1 ph\u1ee5c h\u1ed3i m\u1ea1nh m\u1ebd, t\u0103ng g\u1ea5p 2,5 l\u1ea7n so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc.<\/p>\r\n\r\n\r\n\r\n

Doanh s\u1ed1 b\u00e1n xe du l\u1ecbch t\u1ea1i Vi\u1ec7t Nam (v\u1ea1n xe)<\/strong><\/p>\r\n\r\n\r\n\r\n

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Ngu\u1ed3n: Hi\u1ec7p h\u1ed9i \u00f4 t\u00f4 Vi\u1ec7t Nam (VAMA), H\u1ea3i quan Vi\u1ec7t Nam, B\u1ea3n \u0111\u1ed3 th\u01b0\u01a1ng m\u1ea1i<\/p>\r\n\r\n\r\n\r\n

Vi\u1ec7t Nam c\u0169ng \u0111\u00e3 tr\u1edf th\u00e0nh m\u1ed9t trung t\u00e2m s\u1ea3n xu\u1ea5t t\u1ea1i ASEAN, v\u1edbi Vinfast (m\u1ed9t nh\u00e0 s\u1ea3n xu\u1ea5t \u00f4 t\u00f4 thu\u1ed9c t\u1eadp \u0111o\u00e0n l\u1edbn nh\u1ea5t Vi\u1ec7t Nam l\u00e0 Vingroup) b\u1eaft \u0111\u1ea7u s\u1ea3n xu\u1ea5t \u00f4 t\u00f4 t\u1eeb n\u0103m 2019, tung ra 12 m\u1eabu xe, bao g\u1ed3m c\u1ea3 e34 EV d\u1ef1 ki\u1ebfn ra m\u1eaft th\u1ecb tr\u01b0\u1eddng v\u00e0o cu\u1ed1i n\u0103m 2021. Ho\u1ea1t \u0111\u1ed9ng s\u1ea3n xu\u1ea5t \u0111\u00e3 \u0111i \u0111\u00fang h\u01b0\u1edbng. Tuy nhi\u00ean, t\u1ef7 l\u1ec7 mua s\u1eafm linh ki\u1ec7n trong n\u01b0\u1edbc ch\u1ec9 \u0111\u1ea1t 10-20%, d\u1eabn \u0111\u1ebfn chi ph\u00ed cao h\u01a1n so v\u1edbi c\u00e1c n\u01b0\u1edbc l\u00e1ng gi\u1ec1ng. Do \u0111\u00f3, c\u00f4ng ty \u0111\u00e3 \u0111\u1ec1 ra k\u1ebf ho\u1ea1ch t\u0103ng t\u1ef7 l\u1ec7 mua s\u1eafm trong n\u01b0\u1edbc v\u00e0 t\u0103ng s\u1ea3n l\u01b0\u1ee3ng h\u00e0ng n\u0103m t\u1eeb 250.000 chi\u1ebfc hi\u1ec7n t\u1ea1i l\u00ean 500.000 chi\u1ebfc v\u00e0o n\u0103m 2025. C\u00e1c c\u00f4ng ty trong n\u01b0\u1edbc kh\u00e1c, nh\u01b0 Thaco v\u00e0 T\u1eadp \u0111o\u00e0n Th\u00e0nh C\u00f4ng, c\u0169ng c\u00f3 kh\u1ea3 n\u0103ng s\u1ebd \u0111i theo, trong khi c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t Nh\u1eadt B\u1ea3n v\u00e0 H\u00e0n Qu\u1ed1c c\u00f3 th\u1ecb ph\u1ea7n l\u1edbn (Toyota, Hyundai, v.v.) c\u00f3 kh\u1ea3 n\u0103ng s\u1ebd t\u0103ng c\u01b0\u1eddng ho\u1ea1t \u0111\u1ed9ng mua s\u1eafm t\u1ea1i Vi\u1ec7t Nam nh\u01b0 m\u1ed9t ph\u1ea7n c\u1ee7a qu\u00e1 tr\u00ecnh chuy\u1ec3n \u0111\u1ed5i lao \u0111\u1ed9ng t\u1ea1i ASEAN.<\/p>\r\n\r\n\r\n\r\n

M\u1eb7t kh\u00e1c, ch\u00ednh ph\u1ee7 v\u00e0 c\u00e1c hi\u1ec7p h\u1ed9i ng\u00e0nh c\u00f4ng nghi\u1ec7p \u0111ang c\u00f3 k\u1ebf ho\u1ea1ch t\u0103ng t\u1ef7 l\u1ec7 mua s\u1eafm trong n\u01b0\u1edbc l\u00ean 40% v\u00e0 xu\u1ea5t kh\u1ea9u xe th\u00e0nh ph\u1ea9m. Ch\u00ednh ph\u1ee7 \u0111\u00e3 \u0111\u1eb7t m\u1ee5c ti\u00eau s\u1ea3n xu\u1ea5t 1 tri\u1ec7u xe m\u1ed7i n\u0103m, doanh s\u1ed1 b\u00e1n 900.000 xe m\u1ed7i n\u0103m, s\u1edf h\u1eefu 5 xe tr\u00ean 100 ng\u01b0\u1eddi m\u1ed7i n\u0103m, h\u01a1n 1.000 nh\u00e0 cung c\u1ea5p ph\u1ee5 t\u00f9ng v\u00e0 5.000 km \u0111\u01b0\u1eddng cao t\u1ed1c, v\u00e0 \u0111ang t\u1eadn d\u1ee5ng c\u01a1 h\u1ed9i chuy\u1ec3n giao c\u00e1c c\u01a1 s\u1edf s\u1ea3n xu\u1ea5t t\u1eeb Trung Qu\u1ed1c sau cu\u1ed9c kh\u1ee7ng ho\u1ea3ng COVID-19 \u0111\u1ec3 t\u1ea1o ra m\u1ed9t x\u00e3 h\u1ed9i \u00f4 t\u00f4.<\/p>\r\n\r\n\r\n\r\n

N\u0103m 2018, ng\u00e0nh c\u00f4ng nghi\u1ec7p \u00f4 t\u00f4 chi\u1ebfm 3% GDP, cao \u0111\u00e1ng ng\u1ea1c nhi\u00ean so v\u1edbi \u0110\u1ee9c 4%, Trung Qu\u1ed1c 5% v\u00e0 Th\u00e1i Lan 12%. V\u00ed d\u1ee5, v\u1edbi s\u1ea3n l\u01b0\u1ee3ng 500.000 xe\/n\u0103m v\u00e0 gi\u00e1 b\u00e1n trung b\u00ecnh 400 tri\u1ec7u \u0111\u1ed3ng, \u0111\u00e2y \u0111\u00e3 l\u00e0 m\u1ed9t ng\u00e0nh c\u00f4ng nghi\u1ec7p l\u1edbn v\u1edbi quy m\u00f4 th\u1ecb tr\u01b0\u1eddng kho\u1ea3ng 209 ngh\u00ecn t\u1ef7 \u0111\u1ed3ng. N\u00e2ng cao t\u1ef7 l\u1ec7 mua s\u1eafm trong n\u01b0\u1edbc v\u00e0 gi\u1ea3m gi\u00e1 tr\u1ecb gia t\u0103ng cho th\u1ecb tr\u01b0\u1eddng trong n\u01b0\u1edbc l\u00e0 \u01b0u ti\u00ean h\u00e0ng \u0111\u1ea7u. \u0110\u1ed1i v\u1edbi ng\u00e0nh c\u00f4ng nghi\u1ec7p c\u01a1 s\u1edf, ng\u00e0nh c\u00f4ng nghi\u1ec7p \u0111i\u1ec7n t\u1eed \u0111\u00e3 c\u00f3 b\u01b0\u1edbc ti\u1ebfn v\u01b0\u1ee3t b\u1eadc v\u00e0 ng\u00e0nh c\u00f4ng nghi\u1ec7p ph\u1ee5 t\u00f9ng v\u00e0 v\u1eadt li\u1ec7u c\u0169ng \u0111ang ph\u00e1t tri\u1ec3n.<\/p>\r\n\r\n\r\n\r\n

Ch\u1ec9 kho\u1ea3ng ba n\u0103m tr\u01b0\u1edbc, khi Vingroup \u0111\u1ec1 ngh\u1ecb h\u1ee3p t\u00e1c \u0111\u1ec3 th\u00e0nh l\u1eadp ng\u00e0nh c\u00f4ng nghi\u1ec7p \u00f4 t\u00f4 trong v\u00f2ng m\u1ed9t n\u0103m, nhi\u1ec1u nh\u00e0 s\u1ea3n xu\u1ea5t Nh\u1eadt B\u1ea3n \u0111\u00e3 t\u1eeb ch\u1ed1i l\u1eddi \u0111\u1ec1 ngh\u1ecb. H\u1ecd ngh\u0129 r\u1eb1ng Vingroup \u0111\u00e3 th\u00e0nh c\u00f4ng trong b\u00e1n l\u1ebb v\u00e0 b\u1ea5t \u0111\u1ed9ng s\u1ea3n, nh\u01b0ng s\u1ebd kh\u00f4ng th\u00e0nh c\u00f4ng trong \u00f4 t\u00f4. K\u1ebft qu\u1ea3 l\u00e0 c\u00e1c c\u00f4ng ty Nh\u1eadt B\u1ea3n \u0111\u00e3 m\u1ea5t c\u01a1 h\u1ed9i h\u1ee3p t\u00e1c. T\u01b0 duy c\u1ee7a nhi\u1ec1u doanh nh\u00e2n Vi\u1ec7t Nam hi\u1ec7n nay l\u00e0 "ch\u00fang ta c\u00f3 th\u1ec3 b\u1eaft k\u1ecbp c\u00e1c n\u01b0\u1edbc ph\u00e1t tri\u1ec3n n\u1ebfu ch\u00fang ta th\u1ef1c hi\u1ec7n \u0111\u00fang c\u00e1c b\u01b0\u1edbc v\u00e0 kh\u00f4ng b\u1ecf cu\u1ed9c, v\u00ec c\u00f3 m\u1ed9t kho\u1ea3ng c\u00e1ch l\u1edbn gi\u1eefa ch\u00fang ta v\u00e0 h\u1ecd".<\/p>\r\n\r\n\r\n\r\n

T\u00e0i li\u1ec7u tham kh\u1ea3o<\/strong>:<\/p>\r\n\r\n\r\n\r\n

    \r\n
  1. http:\/\/ncif.gov.vn\/Pages\/NewsDetail.aspx?newid=22020<\/a><\/li>\r\n
  2. http:\/\/vama.org.vn\/en\/sales-report.html<\/a><\/li>\r\n
  3. https:\/\/www.vietinbank.vn\/investmentbanking\/resources\/reports\/042019-CTS-BCnganhoto.pdf<\/a><\/li>\r\n
  4. https:\/\/www.statista.com\/topics\/6485\/automotive-industry-in-thailand\/#dossierSummary<\/a><\/li>\r\n
  5. https:\/\/vov.vn\/en\/market\/growing-middle-class-drives-car-demand-in-vietnam-376821.vov<\/a><\/li>\r\n
  6. https:\/\/www.marketresearchvietnam.com\/insight\/vietnams-passenger-vehicle-market-continues-to-grow<\/a><\/li>\r\n
  7. https:\/\/asiaperspective.net\/2020\/05\/28\/vietnam-growing-automobile-industry-opportunities-investors\/<\/a><\/li>\r\n
  8. https:\/\/www.just-auto.com\/news\/vinfast-mulls-ipo-to-fund-rapid-expansion_id201274.aspx<\/a><\/li>\r\n
  9. https:\/\/vietnamnet.vn\/en\/feature\/the-last-chance-for-vietnam-s-automobile-industry-685065.html<\/a><\/li>\r\n
  10. https:\/\/www.just-auto.com\/news\/vinfast-mulls-ipo-to-fund-rapid-expansion_id201274.aspx<\/a><\/li>\r\n
  11. https:\/\/www.ceicdata.com\/en\/indicator\/thailand\/motor-vehicle-sales-passenger-cars<\/a><\/li>\r\n
  12. https:\/\/www.ceicdata.com\/en\/indicator\/thailand\/motor-vehicle-sales-commercial-cars<\/a><\/li>\r\n
  13. https:\/\/www.customs.gov.vn\/<\/a><\/li>\r\n
  14. https:\/\/www.gso.gov.vn\/en\/homepage\/<\/a><\/li>\r\n
  15. https:\/\/www.trademap.org\/Index.aspx<\/a><\/li>\r\n
  16. http:\/\/investvietnam.gov.vn\/en\/home.h.html<\/a><\/li>\r\n
  17. http:\/\/www.ifeama.org\/ifeamaspscp\/<\/a><\/li>\r\n
  18. https:\/\/e.vnexpress.net\/news\/business\/companies\/vinfast-to-complete-automobile-factory-ahead-of-schedule-3910145.htm<\/a>t\u00f4i<\/li>\r\n<\/ol>\r\n\r\n\r\n
    \r\n\r\n\r\n

    [1]<\/a> D\u1eef li\u1ec7u t\u1eeb Hi\u1ec7p h\u1ed9i \u00f4 t\u00f4 Vi\u1ec7t Nam (VAMA) kh\u00f4ng bao g\u1ed3m d\u1eef li\u1ec7u t\u1eeb c\u00e1c c\u00f4ng ty kh\u00f4ng ph\u1ea3i l\u00e0 th\u00e0nh vi\u00ean<\/p>\r\n\r\n\r\n\r\n

    [2]<\/a> S\u1ed1 l\u01b0\u1ee3ng xe \u00f4 t\u00f4 s\u1ea3n xu\u1ea5t trong n\u01b0\u1edbc b\u1eb1ng t\u1ed5ng s\u1ed1 xe b\u00e1n ra tr\u1eeb \u0111i s\u1ed1 l\u01b0\u1ee3ng xe nh\u1eadp kh\u1ea9u.<\/p>\r\n\r\n\r\n\r\n

    B&Company, Inc.<\/p>\r\n

    \u00a0<\/strong><\/p>\r\n\r\n\r\n\r\n
    \r\n

    C\u00f4ng ty TNHH B&Company<\/strong><\/p>\r\n

    C\u00f4ng ty nghi\u00ean c\u1ee9u th\u1ecb tr\u01b0\u1eddng c\u1ee7a Nh\u1eadt B\u1ea3n \u0111\u1ea7u ti\u00ean t\u1ea1i Vi\u1ec7t Nam t\u1eeb n\u0103m 2008. Ch\u00fang t\u00f4i cung c\u1ea5p \u0111a d\u1ea1ng nh\u1eefng d\u1ecbch v\u1ee5 bao g\u1ed3m b\u00e1o c\u00e1o ng\u00e0nh, ph\u1ecfng v\u1ea5n ng\u00e0nh, kh\u1ea3o s\u00e1t ng\u01b0\u1eddi ti\u00eau d\u00f9ng, k\u1ebft n\u1ed1i kinh doanh. Ngo\u00e0i ra, ch\u00fang t\u00f4i \u0111\u00e3 ph\u00e1t tri\u1ec3n c\u01a1 s\u1edf d\u1eef li\u1ec7u c\u1ee7a h\u01a1n 900,000 c\u00f4ng ty t\u1ea1i Vi\u1ec7t Nam, c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng \u0111\u1ec3 t\u00ecm ki\u1ebfm \u0111\u1ed1i t\u00e1c kinh doanh v\u00e0 ph\u00e2n t\u00edch th\u1ecb tr\u01b0\u1eddng.<\/p>\r\n

    Xin vui l\u00f2ng li\u00ean h\u1ec7 v\u1edbi ch\u00fang t\u00f4i n\u1ebfu b\u1ea1n c\u00f3 b\u1ea5t k\u1ef3 th\u1eafc m\u1eafc hay nhu c\u1ea7u n\u00e0o.<\/p>\r\n

    info@b-company.jp<\/em><\/a>\u00a0+ (84) 28 3910 3913<\/strong><\/em><\/p>\r\n<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n

     <\/p>\r\n

    \u0110\u1ecdc c\u00e1c b\u00e0i vi\u1ebft kh\u00e1c<\/em><\/strong><\/a><\/h3>\r\n

     <\/p>\r\n

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    • T\u1ea5t c\u1ea3<\/span><\/li>
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    • \u00d4 t\u00f4 & Xe c\u1ed9<\/span><\/li>
    • Vi\u1ec7c kinh doanh<\/span><\/li>
    • Kinh t\u1ebf<\/span><\/li>
    • Gi\u00e1o d\u1ee5c & \u0110\u00e0o t\u1ea1o<\/span><\/li>
    • N\u0103ng l\u01b0\u1ee3ng<\/span><\/li>
    • Thi\u1ebft b\u1ecb & Thi\u1ebft b\u1ecb<\/span><\/li>
    • Th\u1ef1c ph\u1ea9m & \u0110\u1ed3 u\u1ed1ng<\/span><\/li>
    • Ngu\u1ed3n nh\u00e2n l\u1ef1c<\/span><\/li>
    • \u0110\u1ea7u t\u01b0<\/span><\/li>
    • CNTT & C\u00f4ng ngh\u1ec7<\/span><\/li>
    • H\u1eadu c\u1ea7n & V\u1eadn t\u1ea3i<\/span><\/li>
    • Nghi\u00ean c\u1ee9u \u0111a qu\u1ed1c gia<\/span><\/li>
    • Gi\u1edbi thi\u1ec7u d\u1ef1 \u00e1n<\/span><\/li>
    • Th\u01b0\u01a1ng m\u1ea1i<\/span><\/li><\/ul>