{"id":22890,"date":"2025-11-04T17:52:16","date_gmt":"2025-11-04T10:52:16","guid":{"rendered":"https:\/\/b-company.jp\/?p=22890"},"modified":"2025-11-04T17:52:16","modified_gmt":"2025-11-04T10:52:16","slug":"vietnams-aluminum-market-growth-amidst-global-supply-chain-challenges","status":"publish","type":"post","link":"https:\/\/b-company.jp\/vi\/vietnams-aluminum-market-growth-amidst-global-supply-chain-challenges\/","title":{"rendered":"Th\u1ecb tr\u01b0\u1eddng nh\u00f4m Vi\u1ec7t Nam: T\u0103ng tr\u01b0\u1edfng gi\u1eefa nh\u1eefng th\u00e1ch th\u1ee9c c\u1ee7a chu\u1ed7i cung \u1ee9ng to\u00e0n c\u1ea7u"},"content":{"rendered":"
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B&Company l\u00e0 c\u00f4ng ty Nh\u1eadt B\u1ea3n \u0111\u1ea7u ti\u00ean chuy\u00ean v\u1ec1 nghi\u00ean c\u1ee9u th\u1ecb tr\u01b0\u1eddng v\u00e0 t\u01b0 v\u1ea5n \u0111\u1ea7u t\u01b0 t\u1ea1i Vi\u1ec7t Nam k\u1ec3 t\u1eeb n\u0103m 2008.<\/em><\/p>\n

B\u00e0i vi\u1ebft n\u00e0y \u0111\u01b0\u1ee3c vi\u1ebft b\u1eb1ng ti\u1ebfng Anh v\u00e0 s\u1eed d\u1ee5ng b\u1ea3n d\u1ecbch t\u1ef1 \u0111\u1ed9ng cho c\u00e1c phi\u00ean b\u1ea3n ng\u00f4n ng\u1eef kh\u00e1c. Xin vui l\u00f2ng tham kh\u1ea3o phi\u00ean b\u1ea3n ti\u1ebfng Anh \u0111\u1ec3 c\u00f3 n\u1ed9i dung ch\u00ednh x\u00e1c. M\u1eb7c d\u00f9 ch\u00fang t\u00f4i c\u1ed1 g\u1eafng \u0111\u1ea3m b\u1ea3o \u0111\u1ed9 ch\u00ednh x\u00e1c c\u1ee7a th\u00f4ng tin g\u1ed1c, xin h\u00e3y ki\u1ec3m tra ri\u00eang cho t\u1eebng th\u00f4ng tin. C\u00e1c di\u1ec5n gi\u1ea3i v\u00e0 tri\u1ec3n v\u1ecdng trong t\u01b0\u01a1ng lai l\u00e0 quan \u0111i\u1ec3m c\u00e1 nh\u00e2n c\u1ee7a t\u1eebng nh\u00e0 nghi\u00ean c\u1ee9u. <\/em><\/p>\n<\/div>\n\t

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T\u1eebng b\u1ecb lu m\u1edd b\u1edfi c\u00e1c kim lo\u1ea1i qu\u00fd nh\u01b0 v\u00e0ng v\u00e0 b\u1ea1c, nh\u00f4m hi\u1ec7n ng\u00e0y c\u00e0ng \u0111\u01b0\u1ee3c c\u00f4ng nh\u1eadn l\u00e0 m\u1ed9t ngu\u1ed3n t\u00e0i nguy\u00ean thi\u1ebft y\u1ebfu trong n\u1ec1n kinh t\u1ebf hi\u1ec7n \u0111\u1ea1i. Nh\u00f4m \u0111\u00f3ng vai tr\u00f2 then ch\u1ed1t trong nhi\u1ec1u ng\u00e0nh c\u00f4ng nghi\u1ec7p, t\u1eeb s\u1ea3n xu\u1ea5t bao b\u00ec v\u00e0 \u00f4 t\u00f4 \u0111\u1ebfn d\u00e2y c\u00e1p \u0111i\u1ec7n v\u00e0 m\u00e1y m\u00f3c. H\u01a1n n\u1eefa, nh\u00f4m \u0111\u00f3ng vai tr\u00f2 thi\u1ebft y\u1ebfu trong vi\u1ec7c h\u1ed7 tr\u1ee3 qu\u00e1 tr\u00ecnh chuy\u1ec3n d\u1ecbch n\u0103ng l\u01b0\u1ee3ng to\u00e0n c\u1ea7u, cung c\u1ea5p n\u1ec1n t\u1ea3ng cho c\u00e1c c\u00f4ng ngh\u1ec7 nh\u01b0 t\u1ea5m pin m\u1eb7t tr\u1eddi, tua-bin gi\u00f3, xe \u0111i\u1ec7n v\u00e0 c\u00e1p truy\u1ec1n t\u1ea3i. T\u00ednh \u0111a d\u1ee5ng c\u1ee7a nh\u00f4m b\u1eaft ngu\u1ed3n t\u1eeb nh\u1eefng \u0111\u1eb7c t\u00ednh \u0111\u1ed9c \u0111\u00e1o, bao g\u1ed3m \u0111\u1ed9 b\u1ec1n cao, tr\u1ecdng l\u01b0\u1ee3ng nh\u1eb9, kh\u1ea3 n\u0103ng t\u00e1i ch\u1ebf v\u00e0 kh\u1ea3 n\u0103ng d\u1eabn \u0111i\u1ec7n, d\u1eabn nhi\u1ec7t v\u01b0\u1ee3t tr\u1ed9i.<\/p>\n

Tuy nhi\u00ean, c\u1ea3 ng\u00e0nh nh\u00f4m to\u00e0n c\u1ea7u v\u00e0 ng\u00e0nh nh\u00f4m Vi\u1ec7t Nam \u0111ang ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi nh\u1eefng th\u00e1ch th\u1ee9c do c\u00e1c gi\u00e1n \u0111o\u1ea1n trong chu\u1ed7i cung \u1ee9ng to\u00e0n c\u1ea7u, d\u1eabn \u0111\u1ebfn bi\u1ebfn \u0111\u1ed9ng v\u1ec1 c\u1ea3 ngu\u1ed3n cung v\u00e0 gi\u00e1 c\u1ea3. B\u00e0i vi\u1ebft n\u00e0y ph\u00e2n t\u00edch vai tr\u00f2 \u0111ang n\u1ed5i l\u00ean c\u1ee7a Vi\u1ec7t Nam trong chu\u1ed7i cung \u1ee9ng nh\u00f4m to\u00e0n c\u1ea7u trong b\u1ed1i c\u1ea3nh nh\u1eefng th\u00e1ch th\u1ee9c \u0111\u00f3, \u0111\u1ed3ng th\u1eddi l\u00e0m n\u1ed5i b\u1eadt c\u00e1c c\u01a1 h\u1ed9i v\u00e0 r\u1ee7i ro \u0111\u1ed1i v\u1edbi c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 n\u01b0\u1edbc ngo\u00e0i trong l\u0129nh v\u1ef1c n\u00e0y<\/p>\n

C\u00e1c gi\u00e1n \u0111o\u1ea1n trong chu\u1ed7i cung \u1ee9ng to\u00e0n c\u1ea7u v\u00e0 t\u00e1c \u0111\u1ed9ng c\u1ee7a ch\u00fang<\/strong><\/h3>\n

World\u2019s primary aluminum production in July 2024<\/strong><\/p>\n

\u0110\u01a1n v\u1ecb: %, 100% = 6,194 tri\u1ec7u t\u1ea5n
\n\"World\u2019s<\/p>\n

Ngu\u1ed3n: Al Circle1<\/sup><\/p>\n

Trong th\u1eadp k\u1ef7 qua, ng\u00e0nh nh\u00f4m nguy\u00ean sinh to\u00e0n c\u1ea7u \u0111\u00e3 tr\u1ea3i qua nh\u1eefng thay \u0111\u1ed5i \u0111\u00e1ng k\u1ec3, \u0111\u1eb7c bi\u1ec7t l\u00e0 s\u1ef1 v\u01b0\u01a1n l\u00ean c\u1ee7a Trung Qu\u1ed1c v\u1edbi vai tr\u00f2 trung t\u00e2m s\u1ea3n xu\u1ea5t chi ph\u1ed1i th\u1ecb tr\u01b0\u1eddng. \u0110\u1ebfn gi\u1eefa n\u0103m 2024, \u01b0\u1edbc t\u00ednh Trung Qu\u1ed1c chi\u1ebfm g\u1ea7n 60% c\u00f4ng su\u1ea5t luy\u1ec7n nh\u00f4m to\u00e0n c\u1ea7u, t\u0103ng t\u1eeb m\u1ee9c ch\u1ec9 d\u01b0\u1edbi 15% v\u00e0o n\u0103m 20002<\/sup>.<\/p>\n

Tuy nhi\u00ean, s\u1ea3n l\u01b0\u1ee3ng c\u1ee7a Trung Qu\u1ed1c b\u1ecb gi\u1edbi h\u1ea1n b\u1edfi m\u1ee9c tr\u1ea7n 45 tri\u1ec7u t\u1ea5n m\u1ed7i n\u0103m do ch\u00ednh ph\u1ee7 \u00e1p d\u1ee5ng, \u0111\u01b0\u1ee3c \u0111\u01b0a ra v\u00e0o n\u0103m 2017 nh\u1eb1m gi\u1ea3i quy\u1ebft t\u00ecnh tr\u1ea1ng d\u01b0 th\u1eeba c\u00f4ng su\u1ea5t v\u00e0 c\u00e1c m\u1ed1i lo ng\u1ea1i v\u1ec1 m\u00f4i tr\u01b0\u1eddng. Trong nh\u1eefng th\u00e1ng g\u1ea7n \u0111\u00e2y c\u1ee7a n\u0103m 2025, s\u1ea3n l\u01b0\u1ee3ng nh\u00f4m c\u1ee7a Trung Qu\u1ed1c duy tr\u00ec \u1edf m\u1ee9c kho\u1ea3ng 44 \u0111\u1ebfn 44,5 tri\u1ec7u t\u1ea5n m\u1ed7i n\u0103m, g\u1ea7n nh\u01b0 kh\u00f4ng c\u00f2n d\u01b0 \u0111\u1ecba \u0111\u1ec3 t\u0103ng tr\u01b0\u1edfng th\u00eam3<\/sup>.<\/p>\n

C\u00f9ng v\u1edbi h\u1ea1n ng\u1ea1ch n\u00e0y, t\u00ecnh h\u00ecnh ngu\u1ed3n cung c\u00e0ng tr\u1edf n\u00ean nghi\u00eam tr\u1ecdng do nhi\u1ec1u nh\u00e0 m\u00e1y luy\u1ec7n nh\u00f4m \u1edf ch\u00e2u \u00c2u ph\u1ea3i \u0111\u00f3ng c\u1eeda, ch\u1ee7 y\u1ebfu v\u00ec chi ph\u00ed n\u0103ng l\u01b0\u1ee3ng t\u0103ng v\u1ecdt do cu\u1ed9c xung \u0111\u1ed9t Nga\u2013Ukraine \u0111ang ti\u1ebfp di\u1ec5n. Ngo\u00e0i ra, c\u00e1c h\u1ea1n ch\u1ebf v\u1ec1 ngu\u1ed3n cung c\u00f2n tr\u1ea7m tr\u1ecdng h\u01a1n khi Guinea, m\u1ed9t trong nh\u1eefng qu\u1ed1c gia cung c\u1ea5p bauxite h\u00e0ng \u0111\u1ea7u th\u1ebf gi\u1edbi, \u0111\u00ecnh ch\u1ec9 ho\u1ea1t \u0111\u1ed9ng xu\u1ea5t kh\u1ea9u v\u00e0 qu\u1ed1c h\u1eefu h\u00f3a c\u00e1c ho\u1ea1t \u0111\u1ed9ng khai kho\u00e1ng4<\/sup>. M\u1eb7c d\u00f9 c\u00e1c qu\u1ed1c gia nh\u01b0 \u1ea4n \u0110\u1ed9 v\u00e0 Indonesia \u0111\u00e3 t\u0103ng s\u1ea3n l\u01b0\u1ee3ng, nh\u1eefng n\u1ed7 l\u1ef1c n\u00e0y v\u1eabn ch\u01b0a \u0111\u1ee7 \u0111\u1ec3 thu h\u1eb9p kho\u1ea3ng c\u00e1ch ngu\u1ed3n cung ng\u00e0y c\u00e0ng l\u1edbn.<\/p>\n

Do \u0111\u00f3, gi\u00e1 nh\u00f4m tham chi\u1ebfu tr\u00ean S\u00e0n giao d\u1ecbch Kim lo\u1ea1i London (LME) \u0111\u00e3 t\u0103ng kho\u1ea3ng 17% k\u1ec3 t\u1eeb th\u00e1ng 4 n\u0103m 2025, v\u01b0\u1ee3t m\u1ee9c $2.700 m\u1ed7i t\u1ea5n5<\/sup>.<\/p>\n

Trong th\u1eddi gian t\u1edbi, th\u1ecb tr\u01b0\u1eddng nh\u00f4m nhi\u1ec1u kh\u1ea3 n\u0103ng s\u1ebd ti\u1ebfp t\u1ee5c \u0111\u1ed1i m\u1eb7t v\u1edbi bi\u1ebfn \u0111\u1ed9ng gi\u00e1, do c\u00e1c y\u1ebfu t\u1ed1 \u0111\u1ecba ch\u00ednh tr\u1ecb, nh\u1eefng thay \u0111\u1ed5i v\u1ec1 quy \u0111\u1ecbnh v\u00e0 c\u00e1c th\u00e1ch th\u1ee9c m\u00f4i tr\u01b0\u1eddng chi ph\u1ed1i. C\u00e1c chuy\u00ean gia ph\u00e2n t\u00edch th\u1ecb tr\u01b0\u1eddng d\u1ef1 b\u00e1o gi\u00e1 c\u00f3 th\u1ec3 ti\u1ebfp t\u1ee5c t\u0103ng, c\u00f3 kh\u1ea3 n\u0103ng v\u01b0\u1ee3t m\u1ee9c $3.000 m\u1ed7i t\u1ea5n v\u00e0o n\u0103m 2026. H\u01a1n n\u1eefa, xu h\u01b0\u1edbng chuy\u1ec3n d\u1ecbch to\u00e0n c\u1ea7u h\u01b0\u1edbng t\u1edbi ph\u00e1t tri\u1ec3n b\u1ec1n v\u1eefng v\u00e0 s\u1ef1 ch\u00fa tr\u1ecdng ng\u00e0y c\u00e0ng t\u0103ng \u0111\u1ed1i v\u1edbi nh\u00f4m t\u00e1i ch\u1ebf \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o s\u1ebd l\u00e0m thay \u0111\u1ed5i \u0111\u1ed9ng l\u1ef1c c\u1ee7a chu\u1ed7i cung \u1ee9ng. Vi\u1ec7c \u00e1p d\u1ee5ng c\u00e1c c\u00f4ng ngh\u1ec7 xanh v\u00e0 n\u1ed7 l\u1ef1c to\u00e0n c\u1ea7u nh\u1eb1m c\u1eaft gi\u1ea3m carbon nhi\u1ec1u kh\u1ea3 n\u0103ng s\u1ebd th\u00fac \u0111\u1ea9y nhu c\u1ea7u \u0111\u1ed1i v\u1edbi c\u00e1c s\u1ea3n ph\u1ea9m nh\u00f4m b\u1ec1n v\u1eefng h\u01a1n, \u0111\u1eb7c bi\u1ec7t l\u00e0 nh\u1eefng s\u1ea3n ph\u1ea9m \u0111\u01b0\u1ee3c s\u1ea3n xu\u1ea5t t\u1eeb v\u1eadt li\u1ec7u t\u00e1i ch\u1ebf.<\/p>\n

Vai tr\u00f2 c\u1ee7a Vi\u1ec7t Nam trong chu\u1ed7i cung \u1ee9ng to\u00e0n c\u1ea7u v\u00e0 quy m\u00f4 th\u1ecb tr\u01b0\u1eddng<\/strong><\/h3>\n

Th\u1ecb tr\u01b0\u1eddng Nh\u00f4m Vi\u1ec7t Nam \u0111\u01b0\u1ee3c \u0111\u1ecbnh v\u1ecb \u0111\u1ec3 t\u0103ng tr\u01b0\u1edfng \u1ed5n \u0111\u1ecbnh trong nh\u1eefng n\u0103m t\u1edbi, ngay c\u1ea3 trong b\u1ed1i c\u1ea3nh gi\u00e1n \u0111o\u1ea1n to\u00e0n c\u1ea7u. Th\u1ecb tr\u01b0\u1eddng \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o s\u1ebd \u0111\u1ea1t 4,53 t\u1ef7 USD v\u00e0o n\u0103m 2025 v\u00e0 t\u0103ng l\u00ean 7,30 t\u1ef7 USD v\u00e0o n\u0103m 2030, v\u1edbi t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng k\u00e9p h\u1eb1ng n\u0103m (CAGR) tr\u00ean 10% trong giai \u0111o\u1ea1n 2025\u201320306<\/sup>. T\u0103ng tr\u01b0\u1edfng n\u00e0y ch\u1ee7 y\u1ebfu \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi nhu c\u1ea7u m\u1ea1nh m\u1ebd \u0111\u1ed1i v\u1edbi c\u00e1c s\u1ea3n ph\u1ea9m nh\u00f4m b\u00e1n th\u00e0nh ph\u1ea9m, v\u1ed1n \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng r\u1ed9ng r\u00e3i trong c\u00e1c ng\u00e0nh nh\u01b0 x\u00e2y d\u1ef1ng, \u00f4 t\u00f4 v\u00e0 \u0111i\u1ec7n t\u1eed. T\u0103ng tr\u01b0\u1edfng c\u00f2n \u0111\u01b0\u1ee3c h\u1ed7 tr\u1ee3 b\u1edfi tr\u1eef l\u01b0\u1ee3ng bauxite d\u1ed3i d\u00e0o c\u1ee7a Vi\u1ec7t Nam, l\u1edbn th\u1ee9 ba th\u1ebf gi\u1edbi sau Guinea v\u00e0 Australia, c\u00f9ng v\u1edbi nh\u1eefng n\u1ed7 l\u1ef1c kh\u00f4ng ng\u1eebng c\u1ee7a \u0111\u1ea5t n\u01b0\u1edbc trong vi\u1ec7c n\u00e2ng cao n\u0103ng l\u1ef1c khai th\u00e1c bauxite v\u00e0 s\u1ea3n xu\u1ea5t alumina.<\/p>\n

Value chain of aluminum<\/strong><\/p>\n

\"Value<\/p>\n

Ngu\u1ed3n: EC Raw Materials System Analysis7<\/sup>, Hi\u1ec7p h\u1ed9i Nh\u00f4m Vi\u1ec7t Nam8<\/sup><\/p>\n

M\u1eb7c d\u00f9 nh\u1eefng d\u1ef1 b\u00e1o n\u00e0y r\u1ea5t t\u00edch c\u1ef1c, n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t nh\u00f4m ch\u01b0a gia c\u00f4ng (nh\u00f4m nguy\u00ean li\u1ec7u) c\u1ee7a Vi\u1ec7t Nam v\u1eabn c\u00f2n h\u1ea1n ch\u1ebf. Trong khi Ch\u00ednh ph\u1ee7 \u0111ang \u0111\u1ea7u t\u01b0 \u0111\u00e1ng k\u1ec3 v\u00e0o c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng \u0111i\u1ec7n v\u00e0 c\u00f4ng ngh\u1ec7 tinh luy\u1ec7n ti\u00ean ti\u1ebfn \u2014 hai y\u1ebfu t\u1ed1 then ch\u1ed1t \u0111\u1ec3 th\u00fac \u0111\u1ea9y s\u1ea3n xu\u1ea5t nh\u00f4m nguy\u00ean li\u1ec7u trong n\u01b0\u1edbc \u2014 \u0111\u1ea5t n\u01b0\u1edbc v\u1eabn ph\u1ee5 thu\u1ed9c nhi\u1ec1u v\u00e0o nh\u1eadp kh\u1ea9u \u0111\u1ec3 \u0111\u00e1p \u1ee9ng nhu c\u1ea7u s\u1ea3n xu\u1ea5t v\u00e0 ch\u1ebf bi\u1ebfn \u1edf c\u00e1c kh\u00e2u h\u1ea1 ngu\u1ed3n. \u0110i\u1ec1u n\u00e0y cho th\u1ea5y kho\u1ea3ng tr\u1ed1ng trong n\u0103ng l\u1ef1c ch\u1ebf bi\u1ebfn nguy\u00ean li\u1ec7u trong n\u01b0\u1edbc c\u1ee7a Vi\u1ec7t Nam, \u0111\u1ed3ng th\u1eddi nh\u1ea5n m\u1ea1nh nhu c\u1ea7u ti\u1ebfp t\u1ee5c ph\u00e1t tri\u1ec3n n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t nh\u00f4m.<\/p>\n

\u0110\u1ea7u t\u01b0 n\u01b0\u1edbc ngo\u00e0i v\u00e0 c\u01a1 h\u1ed9i tr\u00ean th\u1ecb tr\u01b0\u1eddng nh\u00f4m Vi\u1ec7t Nam<\/strong><\/h3>\n

C\u00e1c nh\u00e0 th\u1ea7u n\u01b0\u1edbc ngo\u00e0i v\u00e0 \u0111\u1ea7u t\u01b0 tr\u1ef1c ti\u1ebfp n\u01b0\u1edbc ngo\u00e0i (FDI) \u0111\u00e3 v\u00e0 \u0111ang \u0111\u00f3ng vai tr\u00f2 then ch\u1ed1t trong l\u0129nh v\u1ef1c nh\u00f4m c\u1ee7a Vi\u1ec7t Nam. \u1ede ph\u00e2n kh\u00fac th\u01b0\u1ee3ng ngu\u1ed3n, hi\u1ec7n Vi\u1ec7t Nam c\u00f3 hai nh\u00e0 m\u00e1y tinh luy\u1ec7n alumin do Vinacomin v\u1eadn h\u00e0nh: m\u1ed9t nh\u00e0 m\u00e1y t\u1ea1i T\u00e2n Rai, B\u1ea3o L\u1ed9c, L\u00e2m \u0110\u1ed3ng v\u00e0 m\u1ed9t nh\u00e0 m\u00e1y t\u1ea1i Nh\u00e2n C\u01a1, Gia Ngh\u0129a, \u0110\u1eafk N\u00f4ng, v\u1edbi t\u1ed5ng c\u00f4ng su\u1ea5t thi\u1ebft k\u1ebf 1,3 tri\u1ec7u t\u1ea5n m\u1ed7i n\u0103m. C\u1ea3 hai c\u01a1 s\u1edf \u0111\u1ec1u \u00e1p d\u1ee5ng quy tr\u00ecnh Bayer, do nh\u00e0 th\u1ea7u Trung Qu\u1ed1c Chalienco cung c\u1ea5p9<\/sup>. \u1ede ph\u00e2n kh\u00fac h\u1ea1 ngu\u1ed3n, t\u00ednh \u0111\u1ebfn n\u0103m 2023, c\u00f3 h\u01a1n 80 nh\u00e0 m\u00e1y \u0111\u00f9n \u00e9p v\u00e0 gia c\u00f4ng nh\u00f4m ph\u1ee5c v\u1ee5 c\u1ea3 th\u1ecb tr\u01b0\u1eddng trong n\u01b0\u1edbc v\u00e0 xu\u1ea5t kh\u1ea9u. Kho\u1ea3ng 35% s\u1ed1 nh\u00e0 s\u1ea3n xu\u1ea5t h\u1ea1 ngu\u1ed3n n\u00e0y l\u00e0 c\u00e1c c\u00f4ng ty FDI9<\/sup>. C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 n\u01b0\u1edbc ngo\u00e0i n\u00e0y kh\u00f4ng ch\u1ec9 \u0111\u00f3ng g\u00f3p v\u1ed1n v\u00e0 c\u00f4ng ngh\u1ec7 m\u00e0 c\u00f2n mang \u0111\u1ebfn kh\u1ea3 n\u0103ng ti\u1ebfp c\u1eadn th\u1ecb tr\u01b0\u1eddng to\u00e0n c\u1ea7u, g\u00f3p ph\u1ea7n n\u00e2ng cao n\u0103ng l\u1ef1c c\u1ea1nh tranh t\u1ed5ng th\u1ec3 c\u1ee7a ng\u00e0nh nh\u00f4m Vi\u1ec7t Nam.<\/p>\n

D\u1ef1 ki\u1ebfn s\u1ef1 tham gia c\u1ee7a c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 n\u01b0\u1edbc ngo\u00e0i v\u00e0o ng\u00e0nh nh\u00f4m Vi\u1ec7t Nam s\u1ebd ti\u1ebfp t\u1ee5c \u0111\u01b0\u1ee3c \u0111\u1ea9y nhanh, nh\u1edd xu h\u01b0\u1edbng t\u00e1i c\u01a1 c\u1ea5u chu\u1ed7i cung \u1ee9ng to\u00e0n c\u1ea7u \u0111ang di\u1ec5n ra. C\u00e1c t\u1eadp \u0111o\u00e0n qu\u1ed1c t\u1ebf \u0111ang t\u00ecm ki\u1ebfm c\u00e1c l\u1ef1a ch\u1ecdn thay th\u1ebf cho Trung Qu\u1ed1c ng\u00e0y c\u00e0ng quan t\u00e2m \u0111\u1ebfn Vi\u1ec7t Nam, qu\u1ed1c gia c\u00f3 l\u1ee3i th\u1ebf chi\u1ebfn l\u01b0\u1ee3c c\u1ea3 v\u1ec1 ngu\u1ed3n nguy\u00ean li\u1ec7u v\u00e0 v\u1ecb tr\u00ed \u0111\u1ecba ch\u00ednh tr\u1ecb.\u00a0Xu h\u01b0\u1edbng n\u00e0y m\u1edf ra c\u01a1 h\u1ed9i \u0111\u1ec3 Vi\u1ec7t Nam thu h\u00fat th\u00eam FDI v\u00e0o ho\u1ea1t \u0111\u1ed9ng s\u1ea3n xu\u1ea5t nh\u00f4m b\u00e1n th\u00e0nh ph\u1ea9m v\u00e0 nh\u00f4m gi\u00e1 tr\u1ecb gia t\u0103ng. B\u00ean c\u1ea1nh \u0111\u00f3, Vi\u1ec7t Nam \u0111ang t\u00edch c\u1ef1c th\u00fac \u0111\u1ea9y \u1ee9ng d\u1ee5ng c\u00e1c c\u00f4ng ngh\u1ec7 t\u00e1i ch\u1ebf nh\u00f4m, qua \u0111\u00f3 gi\u1ea3m s\u1ef1 ph\u1ee5 thu\u1ed9c v\u00e0o nguy\u00ean li\u1ec7u nh\u1eadp kh\u1ea9u, g\u00f3p ph\u1ea7n \u1ed5n \u0111\u1ecbnh chi ph\u00ed s\u1ea3n xu\u1ea5t v\u00e0 h\u1ed7 tr\u1ee3 qu\u1ea3n tr\u1ecb, d\u1ef1 b\u00e1o r\u1ee7i ro ch\u00ednh x\u00e1c h\u01a1n. Song song v\u1edbi \u0111\u00f3, \u0111\u1ecbnh h\u01b0\u1edbng s\u1ea3n xu\u1ea5t xanh v\u00e0 t\u00edch h\u1ee3p c\u00e1c c\u00f4ng ngh\u1ec7 ti\u00ean ti\u1ebfn, bao g\u1ed3m t\u1ef1 \u0111\u1ed9ng h\u00f3a v\u00e0 h\u1ec7 th\u1ed1ng ki\u1ec3m so\u00e1t ch\u1ea5t l\u01b0\u1ee3ng \u1ee9ng d\u1ee5ng AI, t\u1ea1o th\u00eam c\u01a1 h\u1ed9i cho c\u00e1c doanh nghi\u1ec7p trong n\u01b0\u1edbc v\u00e0 n\u01b0\u1edbc ngo\u00e0i n\u00e2ng cao hi\u1ec7u qu\u1ea3 v\u1eadn h\u00e0nh v\u00e0 c\u1ee7ng c\u1ed1 v\u1ecb th\u1ebf tr\u00ean th\u1ecb tr\u01b0\u1eddng to\u00e0n c\u1ea7u.<\/p>\n

M\u1eb7c d\u00f9 c\u00f3 nh\u1eefng di\u1ec5n bi\u1ebfn t\u00edch c\u1ef1c n\u00e0y, c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t nh\u00f4m Vi\u1ec7t Nam v\u1eabn ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi m\u1ed9t s\u1ed1 th\u00e1ch th\u1ee9c. Nhi\u1ec1u c\u01a1 s\u1edf th\u01b0\u1ee3ng ngu\u1ed3n v\u00e0 h\u1ea1 ngu\u1ed3n \u0111ang ho\u1ea1t \u0111\u1ed9ng d\u01b0\u1edbi c\u00f4ng su\u1ea5t, \u1edf m\u1ee9c t\u1eeb 40% \u0111\u1ebfn 70%, ph\u1ea3n \u00e1nh t\u00ecnh tr\u1ea1ng c\u00f4ng su\u1ea5t ch\u01b0a \u0111\u01b0\u1ee3c khai th\u00e1c \u0111\u1ea7y \u0111\u1ee7 trong b\u1ed1i c\u1ea3nh kinh t\u1ebf to\u00e0n c\u1ea7u v\u1eabn ch\u01b0a ho\u00e0n to\u00e0n ph\u1ee5c h\u1ed3i. C\u00e1c bi\u1ec7n ph\u00e1p ph\u00f2ng v\u1ec7 th\u01b0\u01a1ng m\u1ea1i v\u00e0 ch\u00ednh s\u00e1ch b\u1ea3o h\u1ed9 kh\u00e1c c\u1ee7a c\u00e1c qu\u1ed1c gia nh\u1eadp kh\u1ea9u c\u0169ng t\u1ea1o ra r\u1ee7i ro \u0111\u1ed1i v\u1edbi ho\u1ea1t \u0111\u1ed9ng xu\u1ea5t kh\u1ea9u, h\u1ea1n ch\u1ebf kh\u1ea3 n\u0103ng ti\u1ebfp c\u1eadn th\u1ecb tr\u01b0\u1eddng c\u1ee7a c\u00e1c s\u1ea3n ph\u1ea9m nh\u00f4m Vi\u1ec7t Nam. Ngo\u00e0i ra, v\u1ea5n \u0111\u1ec1 \u201cgian l\u1eadn xu\u1ea5t x\u1ee9\u201d, trong \u0111\u00f3 m\u1ed9t s\u1ed1 nh\u00e0 s\u1ea3n xu\u1ea5t n\u01b0\u1edbc ngo\u00e0i l\u1ee3i d\u1ee5ng nh\u00e3n xu\u1ea5t x\u1ee9 Vi\u1ec7t Nam cho h\u00e0ng xu\u1ea5t kh\u1ea9u c\u1ee7a m\u00ecnh, l\u00e0m suy gi\u1ea3m uy t\u00edn c\u1ee7a ng\u00e0nh nh\u00f4m Vi\u1ec7t Nam v\u00e0 g\u00e2y ra nh\u1eefng r\u1ee7i ro \u0111\u00e1ng k\u1ec3 v\u1ec1 ph\u00e1p l\u00fd v\u00e0 danh ti\u1ebfng.<\/p>\n

\u0110\u1ec3 \u1ee9ng ph\u00f3 v\u1edbi nh\u1eefng th\u00e1ch th\u1ee9c n\u00e0y, Vi\u1ec7t Nam \u0111ang t\u00edch c\u1ef1c chuy\u1ec3n \u0111\u1ed5i ng\u00e0nh nh\u00f4m th\u00f4ng qua hi\u1ec7n \u0111\u1ea1i h\u00f3a v\u00e0 n\u00e2ng c\u1ea5p c\u00f4ng ngh\u1ec7. C\u00e1c kho\u1ea3n \u0111\u1ea7u t\u01b0 v\u00e0o t\u00e1i ch\u1ebf, t\u1ef1 \u0111\u1ed9ng h\u00f3a v\u00e0 ki\u1ec3m so\u00e1t ch\u1ea5t l\u01b0\u1ee3ng d\u1ef1a tr\u00ean AI nh\u1eb1m gi\u1ea3m ph\u1ee5 thu\u1ed9c v\u00e0o nguy\u00ean li\u1ec7u nh\u1eadp kh\u1ea9u, c\u1ea3i thi\u1ec7n hi\u1ec7u qu\u1ea3 chi ph\u00ed v\u00e0 n\u00e2ng cao kh\u1ea3 n\u0103ng ch\u1ed1ng ch\u1ecbu tr\u01b0\u1edbc bi\u1ebfn \u0111\u1ed9ng th\u1ecb tr\u01b0\u1eddng. B\u1eb1ng c\u00e1ch \u00e1p d\u1ee5ng c\u00e1c ph\u01b0\u01a1ng th\u1ee9c s\u1ea3n xu\u1ea5t b\u1ec1n v\u1eefng v\u00e0 ti\u00ean ti\u1ebfn v\u1ec1 c\u00f4ng ngh\u1ec7, c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t nh\u00f4m trong n\u01b0\u1edbc v\u00e0 doanh nghi\u1ec7p FDI t\u1ea1i Vi\u1ec7t Nam c\u00f3 th\u1ec3 c\u1ee7ng c\u1ed1 n\u0103ng l\u1ef1c c\u1ea1nh tranh v\u00e0 gi\u00e0nh \u0111\u01b0\u1ee3c v\u1ecb th\u1ebf n\u1ed5i b\u1eadt h\u01a1n trong chu\u1ed7i gi\u00e1 tr\u1ecb nh\u00f4m khu v\u1ef1c v\u00e0 to\u00e0n c\u1ea7u10<\/sup>.<\/p>\n

K\u1ebft lu\u1eadn<\/strong><\/h3>\n

T\u00f3m l\u1ea1i, ng\u00e0nh nh\u00f4m Vi\u1ec7t Nam \u0111ang \u0111\u1ee9ng tr\u01b0\u1edbc m\u1ed9t th\u1eddi \u0111i\u1ec3m mang t\u00ednh b\u01b0\u1edbc ngo\u1eb7t, s\u1eb5n s\u00e0ng m\u1edf r\u1ed9ng vai tr\u00f2 trong chu\u1ed7i cung \u1ee9ng to\u00e0n c\u1ea7u b\u1ea5t ch\u1ea5p nh\u1eefng gi\u00e1n \u0111o\u1ea1n \u0111ang di\u1ec5n ra v\u00e0 bi\u1ebfn \u0111\u1ed9ng th\u1ecb tr\u01b0\u1eddng. Tr\u1eef l\u01b0\u1ee3ng bauxite d\u1ed3i d\u00e0o, nhu c\u1ea7u trong n\u01b0\u1edbc ng\u00e0y c\u00e0ng t\u0103ng v\u00e0 nh\u1eefng n\u1ed7 l\u1ef1c t\u00edch c\u1ef1c nh\u1eb1m n\u00e2ng cao n\u0103ng l\u1ef1c khai th\u00e1c v\u00e0 s\u1ea3n xu\u1ea5t c\u1ee7a Vi\u1ec7t Nam t\u1ea1o n\u1ec1n t\u1ea3ng v\u1eefng ch\u1eafc cho t\u0103ng tr\u01b0\u1edfng trong t\u01b0\u01a1ng lai. \u0110\u1ea7u t\u01b0 n\u01b0\u1edbc ngo\u00e0i \u0111\u00e3 v\u00e0 s\u1ebd ti\u1ebfp t\u1ee5c l\u00e0 \u0111\u1ed9ng l\u1ef1c quan tr\u1ecdng, mang \u0111\u1ebfn c\u00f4ng ngh\u1ec7, v\u1ed1n v\u00e0 kh\u1ea3 n\u0103ng ti\u1ebfp c\u1eadn c\u00e1c th\u1ecb tr\u01b0\u1eddng qu\u1ed1c t\u1ebf, \u0111\u1ed3ng th\u1eddi th\u00fac \u0111\u1ea9y n\u0103ng l\u1ef1c c\u1ea1nh tranh tr\u00ean to\u00e0n chu\u1ed7i gi\u00e1 tr\u1ecb. \u0110\u1ed3ng th\u1eddi, nh\u1eefng th\u00e1ch th\u1ee9c nh\u01b0 s\u1ea3n l\u01b0\u1ee3ng nh\u00f4m nguy\u00ean sinh h\u1ea1n ch\u1ebf, c\u00f4ng su\u1ea5t ch\u01b0a \u0111\u01b0\u1ee3c khai th\u00e1c \u0111\u1ea7y \u0111\u1ee7, r\u00e0o c\u1ea3n th\u01b0\u01a1ng m\u1ea1i v\u00e0 c\u00e1c r\u1ee7i ro li\u00ean quan \u0111\u1ebfn ghi nh\u00e3n xu\u1ea5t x\u1ee9 \u0111\u00f2i h\u1ecfi c\u00f4ng t\u00e1c qu\u1ea3n l\u00fd th\u1eadn tr\u1ecdng. B\u1eb1ng c\u00e1ch \u0111\u1ea7u t\u01b0 v\u00e0o c\u00e1c ph\u01b0\u01a1ng th\u1ee9c b\u1ec1n v\u1eefng, t\u00e1i ch\u1ebf v\u00e0 c\u00f4ng ngh\u1ec7 ti\u00ean ti\u1ebfn\u2014bao g\u1ed3m t\u1ef1 \u0111\u1ed9ng h\u00f3a v\u00e0 ki\u1ec3m so\u00e1t ch\u1ea5t l\u01b0\u1ee3ng d\u1ef1a tr\u00ean AI\u2014Vi\u1ec7t Nam c\u00f3 th\u1ec3 gi\u1ea3m ph\u1ee5 thu\u1ed9c v\u00e0o nh\u1eadp kh\u1ea9u, \u1ed5n \u0111\u1ecbnh s\u1ea3n xu\u1ea5t v\u00e0 \u0111\u1ecbnh v\u1ecb m\u00ecnh l\u00e0 m\u1ed9t qu\u1ed1c gia c\u00f3 n\u0103ng l\u1ef1c ch\u1ed1ng ch\u1ecbu v\u00e0 c\u1ea1nh tranh cao h\u01a1n tr\u00ean th\u1ecb tr\u01b0\u1eddng nh\u00f4m khu v\u1ef1c v\u00e0 to\u00e0n c\u1ea7u.<\/p>\n

\u00a0<\/em><\/p>\n

* N\u1ebfu b\u1ea1n mu\u1ed1n tr\u00edch d\u1eabn b\u1ea5t k\u1ef3 th\u00f4ng tin n\u00e0o t\u1eeb b\u00e0i vi\u1ebft n\u00e0y, xin vui l\u00f2ng ghi r\u00f5 ngu\u1ed3n c\u00f9ng v\u1edbi li\u00ean k\u1ebft \u0111\u1ebfn b\u00e0i vi\u1ebft g\u1ed1c \u0111\u1ec3 t\u00f4n tr\u1ecdng b\u1ea3n quy\u1ec1n.<\/em><\/p>\n\n\n\n
B&Company<\/em><\/strong><\/p>\n

C\u00f4ng ty Nh\u1eadt B\u1ea3n \u0111\u1ea7u ti\u00ean chuy\u00ean v\u1ec1 nghi\u00ean c\u1ee9u th\u1ecb tr\u01b0\u1eddng t\u1ea1i Vi\u1ec7t Nam t\u1eeb n\u0103m 2008. Ch\u00fang t\u00f4i cung c\u1ea5p m\u1ed9t lo\u1ea1t c\u00e1c 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 m\u1ed9t c\u01a1 s\u1edf d\u1eef li\u1ec7u v\u1edbi 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 v\u00e0 ph\u00e2n t\u00edch th\u1ecb tr\u01b0\u1eddng.<\/p>\n

Xin \u0111\u1eebng ng\u1ea7n ng\u1ea1i li\u00ean h\u1ec7 v\u1edbi ch\u00fang t\u00f4i n\u1ebfu b\u1ea1n c\u00f3 b\u1ea5t k\u1ef3 c\u00e2u h\u1ecfi n\u00e0o.<\/p>\n

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

1 <\/sup>https:\/\/www.alcircle.com\/news\/world-primary-aluminium-production-reaches-new-high-in-july24-registering-an-annual-growth-of-2-4-111756<\/p>\n

2 <\/sup>https:\/\/www.cmgroup.net\/industries\/primary-aluminium\/<\/p>\n

3 <\/sup>https:\/\/safety4sea.com\/intermodal-chinas-aluminium-powerhouse-is-approaching-a-hard-ceiling\/<\/p>\n

4 <\/sup>https:\/\/discoveryalert.com.au\/news\/guinea-bauxite-nationalization-impacts-aluminum-supply-2025\/<\/p>\n

5 <\/sup>https:\/\/www.aluminium-journal.com\/what-does-2025-hold-for-aluminium-prices-and-the-market<\/p>\n

6 <\/sup>https:\/\/www.mordorintelligence.com\/industry-reports\/vietnam-aluminium-market<\/p>\n

7 <\/sup>https:\/\/www.researchgate.net (Material flow analysis of aluminum, copper, and iron in the EU-28)<\/p>\n

8 <\/sup>https:\/\/wtocenter.vn\/ (Aluminum overview and development strategies for the aluminum sector in Vietnam)<\/p>\n

9 <\/sup>https:\/\/cvdvn.net\/2024\/08\/11\/cong-nghe-phan-nhom-4-ky\/<\/p>\n

10 <\/sup>https:\/\/theleader.vn\/cong-thuc-moi-cho-dong-co-phat-trien-cua-nganh-nhom-d39495.html<\/p>\n

 <\/p>","protected":false},"excerpt":{"rendered":"

B\u00e0i vi\u1ebft n\u00e0y xem x\u00e9t vai tr\u00f2 c\u1ee7a Vi\u1ec7t Nam trong chu\u1ed7i cung \u1ee9ng nh\u00f4m to\u00e0n c\u1ea7u trong b\u1ed1i c\u1ea3nh th\u00e1ch th\u1ee9c, \u0111\u1ed3ng th\u1eddi n\u00eau b\u1eadt nh\u1eefng hi\u1ec3u bi\u1ebft s\u00e2u s\u1eafc d\u00e0nh cho c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0<\/p>","protected":false},"author":12,"featured_media":22893,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1357,85],"tags":[1803],"class_list":["post-22890","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news-press-release-en","category-vietnam-briefing","tag-manufacturing"],"yoast_head":"\nVietnam's Aluminum market: Growth amidst global supply chain challenges - B-Company<\/title>\n<meta name=\"description\" content=\"This article examines Vietnam's role in the global aluminum supply chain amidst the challenges, while also highlighting insights for investors\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/b-company.jp\/vi\/vietnams-aluminum-market-growth-amidst-global-supply-chain-challenges\/\" \/>\n<meta property=\"og:locale\" content=\"vi_VN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Vietnam's Aluminum market: Growth amidst global supply chain challenges\" \/>\n<meta property=\"og:description\" content=\"This article examines Vietnam's role in the global aluminum supply chain amidst the challenges, while also highlighting insights for investors\" \/>\n<meta property=\"og:url\" content=\"https:\/\/b-company.jp\/vi\/vietnams-aluminum-market-growth-amidst-global-supply-chain-challenges\/\" \/>\n<meta property=\"og:site_name\" content=\"B-Company\" \/>\n<meta property=\"article:published_time\" content=\"2025-11-04T10:52:16+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/b-company.jp\/wp-content\/uploads\/2025\/11\/Vietnam-aluminum-market.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1920\" \/>\n\t<meta property=\"og:image:height\" content=\"1080\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"B& Company\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\u0110\u01b0\u1ee3c vi\u1ebft b\u1edfi\" \/>\n\t<meta name=\"twitter:data1\" content=\"B& Company\" \/>\n\t<meta name=\"twitter:label2\" content=\"\u01af\u1edbc t\u00ednh th\u1eddi gian \u0111\u1ecdc\" \/>\n\t<meta name=\"twitter:data2\" content=\"7 ph\u00fat\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/b-company.jp\/ko\/vietnams-aluminum-market-growth-amidst-global-supply-chain-challenges\/\",\"url\":\"https:\/\/b-company.jp\/ko\/vietnams-aluminum-market-growth-amidst-global-supply-chain-challenges\/\",\"name\":\"Vietnam's Aluminum market: Growth amidst global supply chain challenges - 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