{"id":24418,"date":"2026-05-06T17:10:37","date_gmt":"2026-05-06T10:10:37","guid":{"rendered":"https:\/\/b-company.jp\/?p=24418"},"modified":"2026-05-06T17:10:37","modified_gmt":"2026-05-06T10:10:37","slug":"middle-east-conflict-a-perspective-from-the-vietnamese-fmcg-industry-pressure-from-packaging","status":"publish","type":"post","link":"https:\/\/b-company.jp\/vi\/middle-east-conflict-a-perspective-from-the-vietnamese-fmcg-industry-pressure-from-packaging\/","title":{"rendered":"Xung \u0111\u1ed9t Trung \u0110\u00f4ng: G\u00f3c nh\u00ecn t\u1eeb ng\u00e0nh h\u00e0ng ti\u00eau d\u00f9ng nhanh c\u1ee7a Vi\u1ec7t Nam: \u201c\u00c1p l\u1ef1c t\u1eeb bao b\u00ec\u201d"},"content":{"rendered":"
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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 nh\u01b0 b\u00e1o c\u00e1o ng\u00e0nh, kh\u1ea3o s\u00e1t ng\u01b0\u1eddi ti\u00eau d\u00f9ng, k\u1ebft n\u1ed1i kinh doanh.<\/em><\/p>\n

Trong chuy\u00ean m\u1ee5c \u201cB\u1ea3n tin Vi\u1ec7t Nam\u201d n\u00e0y, c\u00e1c nh\u00e0 nghi\u00ean c\u1ee9u tr\u1ebb c\u1ee7a B&Company s\u1ebd cung c\u1ea5p th\u00f4ng tin c\u1eadp nh\u1eadt v\u1ec1 xu h\u01b0\u1edbng c\u00e1c ng\u00e0nh c\u00f4ng nghi\u1ec7p, xu h\u01b0\u1edbng ti\u00eau d\u00f9ng v\u00e0 x\u00e3 h\u1ed9i Vi\u1ec7t Nam. Nh\u1eefng di\u1ec5n gi\u1ea3i v\u00e0 tri\u1ec3n v\u1ecdng trong t\u01b0\u01a1ng lai l\u00e0 \u00fd ki\u1ebfn c\u00e1 nh\u00e2n c\u1ee7a m\u1ed7i nh\u00e0 nghi\u00ean c\u1ee9u.<\/em><\/p>\n

B\u00e0i vi\u1ebft n\u00e0y \u0111\u01b0\u1ee3c vi\u1ebft b\u1eb1ng ti\u1ebfng Anh v\u00e0 b\u1ea3n d\u1ecbch t\u1ef1 \u0111\u1ed9ng \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng cho c\u00e1c phi\u00ean b\u1ea3n ng\u00f4n ng\u1eef kh\u00e1c. Vui l\u00f2ng tham kh\u1ea3o phi\u00ean b\u1ea3n ti\u1ebfng Anh \u0111\u1ec3 bi\u1ebft n\u1ed9i dung ch\u00ednh x\u00e1c. <\/em><\/p>\n<\/div>\n\t

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Cu\u1ed9c kh\u1ee7ng ho\u1ea3ng \u0111\u1ecba ch\u00ednh tr\u1ecb \u1edf Trung \u0110\u00f4ng \u0111\u1ea7u n\u0103m 2026 \u0111\u00e3 t\u1ea1o ra c\u00fa s\u1ed1c chu\u1ed7i cung \u1ee9ng, nhanh ch\u00f3ng lan r\u1ed9ng t\u1eeb c\u00e1c \u0111i\u1ec3m ngh\u1ebdn h\u00e0ng h\u1ea3i quan tr\u1ecdng \u0111\u1ebfn c\u00e1c k\u1ec7 h\u00e0ng b\u00e1n l\u1ebb t\u1ea1i Vi\u1ec7t Nam. Th\u1ecb tr\u01b0\u1eddng d\u1ea7u m\u1ecf b\u1ecb \u1ea3nh h\u01b0\u1edfng \u0111\u1ea7u ti\u00ean: C\u01a1 quan N\u0103ng l\u01b0\u1ee3ng Qu\u1ed1c t\u1ebf (IEA) b\u00e1o c\u00e1o m\u1ee9c t\u0103ng gi\u00e1 d\u1ea7u h\u00e0ng th\u00e1ng l\u1edbn nh\u1ea5t t\u1eeb tr\u01b0\u1edbc \u0111\u1ebfn nay v\u00e0o th\u00e1ng 3 n\u0103m 2026, v\u1edbi gi\u00e1 d\u1ea7u th\u00f4 k\u1ef3 h\u1ea1n Bi\u1ec3n B\u1eafc giao d\u1ecbch \u1edf m\u1ee9c kho\u1ea3ng 130 USD\/th\u00f9ng, cao h\u01a1n kho\u1ea3ng 60 USD so v\u1edbi m\u1ee9c tr\u01b0\u1edbc xung \u0111\u1ed9t.[1]<\/a> C\u00fa s\u1ed1c n\u0103ng l\u01b0\u1ee3ng n\u00e0y t\u00e1c \u0111\u1ed9ng tr\u1ef1c ti\u1ebfp \u0111\u1ebfn c\u00e1c nguy\u00ean li\u1ec7u \u0111\u1ea7u v\u00e0o h\u00f3a d\u1ea7u, \u0111\u1ea9y gi\u00e1 c\u00e1c s\u1ea3n ph\u1ea9m li\u00ean quan \u0111\u1ebfn nh\u1ef1a l\u00ean cao; t\u1ea1i Vi\u1ec7t Nam, gi\u00e1 b\u00e1n bu\u00f4n t\u00fai nh\u1ef1a \u0111\u01b0\u1ee3c b\u00e1o c\u00e1o \u0111\u00e3 t\u0103ng t\u1eeb kho\u1ea3ng 40.000 VND\/kg l\u00ean 55.000 VND\/kg, trong khi gi\u00e1 nh\u1ef1a n\u00f3i chung t\u0103ng kho\u1ea3ng 15% ho\u1eb7c h\u01a1n.[2]<\/a> Chi ph\u00ed h\u1eadu c\u1ea7n c\u0169ng gia t\u0103ng do c\u00e1c h\u00e3ng v\u1eadn t\u1ea3i \u00e1p d\u1ee5ng ph\u1ee5 ph\u00ed nhi\u00ean li\u1ec7u kh\u1ea9n c\u1ea5p tr\u00ean to\u00e0n c\u1ea7u t\u1eeb cu\u1ed1i th\u00e1ng 3\/th\u00e1ng 4 n\u0103m 2026, trong khi ph\u1ee5 ph\u00ed li\u00ean quan \u0111\u1ebfn xung \u0111\u1ed9t l\u00ean t\u1edbi 3.000 USD\/FEU tr\u00ean c\u00e1c tuy\u1ebfn \u0111\u01b0\u1eddng v\u00f9ng V\u1ecbnh v\u00e0 Bi\u1ec3n \u0110\u1ecf b\u1ecb \u1ea3nh h\u01b0\u1edfng.[3]<\/a><\/p>\n

T\u1ed5ng h\u1ee3p l\u1ea1i, nh\u1eefng \u00e1p l\u1ef1c n\u00e0y \u0111\u00e3 t\u1ea1o ra s\u1ef1 si\u1ebft ch\u1eb7t chi ph\u00ed nghi\u00eam tr\u1ecdng cho c\u00e1c c\u00f4ng ty h\u00e0ng ti\u00eau d\u00f9ng nhanh (FMCG): v\u1eadt li\u1ec7u \u0111\u00f3ng g\u00f3i th\u01b0\u1eddng chi\u1ebfm kho\u1ea3ng 3\u201315% trong t\u1ed5ng chi ph\u00ed s\u1ea3n ph\u1ea9m, v\u00e0 c\u00f3 th\u1ec3 cao h\u01a1n t\u00f9y thu\u1ed9c v\u00e0o lo\u1ea1i s\u1ea3n ph\u1ea9m v\u00e0 \u0111\u1ed9 ph\u1ee9c t\u1ea1p c\u1ee7a bao b\u00ec. [4]<\/a>Trong b\u1ed1i c\u1ea3nh \u0111\u00f3, c\u00e1c c\u00f4ng ty h\u00e0ng ti\u00eau d\u00f9ng nhanh (FMCG) h\u00e0ng \u0111\u1ea7u t\u1ea1i Vi\u1ec7t Nam \u0111ang bu\u1ed9c ph\u1ea3i t\u00e1i c\u1ea5u tr\u00fac chi\u1ebfn l\u01b0\u1ee3c bao b\u00ec, bao g\u1ed3m vi\u1ec7c s\u1eed d\u1ee5ng nhi\u1ec1u h\u01a1n v\u1eadt li\u1ec7u t\u00e1i ch\u1ebf, thi\u1ebft k\u1ebf bao b\u00ec nh\u1eb9 h\u01a1n v\u00e0 n\u1ed9i \u0111\u1ecba h\u00f3a ngu\u1ed3n cung, nh\u1eb1m b\u1ea3o v\u1ec7 l\u1ee3i nhu\u1eadn v\u00e0 duy tr\u00ec kh\u1ea3 n\u0103ng c\u1ea1nh tranh trong m\u00f4i tr\u01b0\u1eddng ho\u1ea1t \u0111\u1ed9ng ng\u00e0y c\u00e0ng bi\u1ebfn \u0111\u1ed9ng.<\/p>\n

Chi ph\u00ed h\u1eadu c\u1ea7n c\u0169ng t\u0103ng cao do c\u00e1c h\u00e3ng v\u1eadn t\u1ea3i \u00e1p d\u1ee5ng ph\u1ee5 ph\u00ed nhi\u00ean li\u1ec7u kh\u1ea9n c\u1ea5p tr\u00ean to\u00e0n c\u1ea7u t\u1eeb cu\u1ed1i th\u00e1ng 3\/th\u00e1ng 4 n\u0103m 2026.<\/strong><\/p>\n

\"Vietnam<\/p>\n

\u1ea2nh minh h\u1ecda<\/em><\/p>\n

B\u1ed1i c\u1ea3nh \u0111\u1ecba ch\u00ednh tr\u1ecb v\u00e0 s\u1ef1 \u0111\u1ed5 v\u1ee1 c\u1ee7a \u1ed5n \u0111\u1ecbnh n\u0103ng l\u01b0\u1ee3ng<\/strong><\/h3>\n

V\u00e0o th\u00e1ng 4 n\u0103m 2026, cu\u1ed9c kh\u1ee7ng ho\u1ea3ng Trung \u0110\u00f4ng \u0111\u00e3 g\u00e2y ra c\u00fa s\u1ed1c chi ph\u00ed tr\u1ef1c ti\u1ebfp cho ng\u00e0nh h\u00e0ng ti\u00eau d\u00f9ng nhanh (FMCG) c\u1ee7a Vi\u1ec7t Nam do l\u00e0m gi\u00e1n \u0111o\u1ea1n chu\u1ed7i gi\u00e1 tr\u1ecb t\u1eeb n\u0103ng l\u01b0\u1ee3ng \u0111\u1ebfn bao b\u00ec.<\/p>\n

Di\u1ec5n bi\u1ebfn gi\u00e1 d\u1ea7u \u1edf \u0111\u1ec9nh \u0111i\u1ec3m c\u1ee7a cu\u1ed9c kh\u1ee7ng ho\u1ea3ng (th\u00e1ng 4 n\u0103m 2026)<\/strong><\/p>\n\n\n\n\n\n\n\n\n
Ch\u1ec9 s\u1ed1 th\u1ecb tr\u01b0\u1eddng<\/strong><\/td>\nTh\u00e1ng 2 n\u0103m 2026<\/strong><\/p>\n

(Tr\u01b0\u1edbc xung \u0111\u1ed9t)<\/strong><\/td>\n

Th\u00e1ng 4 n\u0103m 2026<\/strong><\/p>\n

(Th\u1eadt s\u1ef1)<\/strong><\/td>\n

Thay \u0111\u1ed5i (%)<\/strong><\/td>\n<\/tr>\n
D\u1ea7u th\u00f4 Brent (USD\/th\u00f9ng)<\/td>\n~70 – 75<\/td>\n130<\/td>\n+73%<\/td>\n<\/tr>\n
Gi\u00e1 d\u1ea7u th\u00f4 th\u1ef1c t\u1ebf (USD\/th\u00f9ng)<\/td>\n~80<\/td>\n150<\/td>\n+87%<\/td>\n<\/tr>\n
S\u1ea3n l\u01b0\u1ee3ng OPEC+ (tri\u1ec7u th\u00f9ng\/ng\u00e0y)<\/td>\n42.4<\/td>\n33.0<\/td>\n-22%<\/td>\n<\/tr>\n
Xu\u1ea5t kh\u1ea9u qua eo bi\u1ec3n Hormuz (mb\/d)<\/td>\n>20.0<\/td>\n3.8<\/td>\n-81%<\/td>\n<\/tr>\n
D\u1ef1 b\u00e1o nhu c\u1ea7u gi\u1ea3m trong qu\u00fd 2 n\u0103m 2026 (tri\u1ec7u t\u1ea5n\/ng\u00e0y)<\/td>\n–<\/td>\n1.5<\/td>\nKh\u00f4ng c\u00f3<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Ngu\u1ed3n: C\u01a1 quan N\u0103ng l\u01b0\u1ee3ng Qu\u1ed1c t\u1ebf (IEA), Goldman Sachs<\/p>\n

Eo bi\u1ec3n Hormuz l\u00e0 m\u1ed9t \u0111i\u1ec3m ngh\u1ebdn quan tr\u1ecdng, v\u1edbi l\u01b0\u1ee3ng d\u1ea7u v\u1eadn chuy\u1ec3n qua \u0111\u00e2y kho\u1ea3ng 20\u201320,9 tri\u1ec7u th\u00f9ng m\u1ed7i ng\u00e0y, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng v\u1edbi kho\u1ea3ng m\u1ed9t ph\u1ea7n n\u0103m t\u1ed5ng l\u01b0\u1ee3ng ti\u00eau th\u1ee5 d\u1ea7u m\u1ecf to\u00e0n c\u1ea7u.[5]<\/a> C\u01a1 quan N\u0103ng l\u01b0\u1ee3ng Qu\u1ed1c t\u1ebf (IEA) b\u00e1o c\u00e1o r\u1eb1ng ngu\u1ed3n cung d\u1ea7u to\u00e0n c\u1ea7u \u0111\u00e3 gi\u1ea3m 10,1 tri\u1ec7u th\u00f9ng m\u1ed7i ng\u00e0y xu\u1ed1ng c\u00f2n 97 tri\u1ec7u th\u00f9ng m\u1ed7i ng\u00e0y trong th\u00e1ng 3 n\u0103m 2026, do c\u00e1c cu\u1ed9c t\u1ea5n c\u00f4ng v\u00e0o c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng n\u0103ng l\u01b0\u1ee3ng \u1edf Trung \u0110\u00f4ng v\u00e0 c\u00e1c h\u1ea1n ch\u1ebf \u0111\u1ed1i v\u1edbi vi\u1ec7c di chuy\u1ec3n c\u1ee7a t\u00e0u ch\u1edf d\u1ea7u qua eo bi\u1ec3n Hormuz.[6]<\/a> S\u1ef1 gi\u00e1n \u0111o\u1ea1n n\u00e0y \u0111\u00e3 nhanh ch\u00f3ng l\u00e0m t\u0103ng chi ph\u00ed cho c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t h\u00e0ng ti\u00eau d\u00f9ng nhanh (FMCG) v\u00ec d\u1ea7u th\u00f4 v\u00e0 kh\u00ed \u0111\u1ed1t t\u1ef1 nhi\u00ean l\u00e0 nguy\u00ean li\u1ec7u ch\u00ednh \u0111\u1ec3 s\u1ea3n xu\u1ea5t naphtha, ethylene v\u00e0 c\u00e1c lo\u1ea1i nh\u1ef1a h\u00f3a d\u1ea7u nh\u01b0 PE, PP v\u00e0 PET, \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng r\u1ed9ng r\u00e3i trong s\u1ea3n xu\u1ea5t m\u00e0ng b\u1ecdc, t\u00fai, n\u1eafp, h\u1ed9p \u0111\u1ef1ng th\u1ef1c ph\u1ea9m v\u00e0 chai n\u01b0\u1edbc gi\u1ea3i kh\u00e1t. T\u1ea1i Vi\u1ec7t Nam, \u00e1p l\u1ef1c n\u00e0y \u0111\u00e3 \u0111\u01b0\u1ee3c ph\u1ea3n \u00e1nh trong nguy\u00ean li\u1ec7u \u0111\u1ea7u v\u00e0o bao b\u00ec: gi\u00e1 b\u00e1n bu\u00f4n t\u00fai nh\u1ef1a \u0111\u01b0\u1ee3c b\u00e1o c\u00e1o \u0111\u00e3 t\u0103ng t\u1eeb kho\u1ea3ng 40.000 VND\/kg l\u00ean 55.000 VND\/kg, trong khi chi ph\u00ed bao b\u00ec li\u00ean quan \u0111\u1ebfn nh\u1ef1a c\u0169ng t\u0103ng \u0111\u00e1ng k\u1ec3.[7]<\/a> Do bao b\u00ec th\u01b0\u1eddng chi\u1ebfm kho\u1ea3ng 3\u201315% trong t\u1ed5ng chi ph\u00ed s\u1ea3n ph\u1ea9m, v\u00e0 c\u00f3 th\u1ec3 cao h\u01a1n \u0111\u1ed1i v\u1edbi c\u00e1c m\u1eb7t h\u00e0ng ti\u00eau d\u00f9ng nhanh (FMCG) c\u1ea7n nhi\u1ec1u bao b\u00ec, s\u1ef1 bi\u1ebfn \u0111\u1ed9ng trong gi\u00e1 nguy\u00ean li\u1ec7u h\u00f3a d\u1ea7u c\u00f3 th\u1ec3 nhanh ch\u00f3ng l\u00e0m gi\u1ea3m l\u1ee3i nhu\u1eadn g\u1ed9p, \u0111\u1eb7c bi\u1ec7t l\u00e0 trong c\u00e1c s\u1ea3n ph\u1ea9m th\u1ef1c ph\u1ea9m \u0111\u00f3ng g\u00f3i, \u0111\u1ed3 u\u1ed1ng v\u00e0 s\u1ea3n ph\u1ea9m ch\u0103m s\u00f3c c\u00e1 nh\u00e2n.[8]<\/a><\/p>\n

Kh\u1ee7ng ho\u1ea3ng h\u1eadu c\u1ea7n v\u00e0 gi\u00e1n \u0111o\u1ea1n chu\u1ed7i cung \u1ee9ng<\/strong><\/h3>\n

\u0110\u1ed1i v\u1edbi c\u00e1c c\u00f4ng ty h\u00e0ng ti\u00eau d\u00f9ng nhanh (FMCG) t\u1ea1i Vi\u1ec7t Nam, bao b\u00ec l\u00e0 m\u1ed9t ph\u1ea7n kh\u00f4ng th\u1ec3 thi\u1ebfu c\u1ee7a m\u1ea1ng l\u01b0\u1edbi logistics to\u00e0n c\u1ea7u. T\u00ecnh tr\u1ea1ng b\u1ea5t \u1ed5n \u1edf eo bi\u1ec3n Hormuz v\u00e0 Bi\u1ec3n \u0110\u1ecf \u0111\u00e3 bu\u1ed9c c\u00e1c h\u00e3ng v\u1eadn t\u1ea3i bi\u1ec3n l\u1edbn nh\u01b0 Maersk, MSC v\u00e0 CMA CGM ph\u1ea3i chuy\u1ec3n h\u01b0\u1edbng t\u00e0u qua M\u0169i H\u1ea3o V\u1ecdng thay v\u00ec k\u00eanh \u0111\u00e0o Suez. Vi\u1ec7c chuy\u1ec3n h\u01b0\u1edbng n\u00e0y \u0111\u00e3 l\u00e0m t\u0103ng th\u00eam kho\u1ea3ng 11.000 h\u1ea3i l\u00fd v\u00e0 k\u00e9o d\u00e0i th\u1eddi gian v\u1eadn chuy\u1ec3n t\u1eeb 10 \u0111\u1ebfn 14 ng\u00e0y tr\u00ean c\u00e1c tuy\u1ebfn \u0111\u01b0\u1eddng ch\u00ednh. K\u1ebft qu\u1ea3 l\u00e0, t\u00ecnh tr\u1ea1ng t\u1eafc ngh\u1ebdn gia t\u0103ng t\u1ea1i c\u00e1c trung t\u00e2m trung chuy\u1ec3n l\u1edbn nh\u01b0 Singapore v\u00e0 Colombo, d\u1eabn \u0111\u1ebfn th\u1eddi gian l\u01b0u kho l\u00e2u h\u01a1n, chi ph\u00ed l\u01b0u tr\u1eef cao h\u01a1n v\u00e0 g\u00e2y th\u00eam \u00e1p l\u1ef1c l\u00ean c\u00e1c c\u1ea3ng c\u1ee7a Vi\u1ec7t Nam.[9]<\/a> \u0110\u1ed1i v\u1edbi ng\u00e0nh h\u00e0ng ti\u00eau d\u00f9ng nhanh (FMCG), s\u1ef1 ch\u1eadm tr\u1ec5 d\u00f9 ch\u1ec9 hai tu\u1ea7n c\u0169ng c\u00f3 th\u1ec3 l\u00e0m gi\u00e1n \u0111o\u1ea1n l\u1ecbch tr\u00ecnh s\u1ea3n xu\u1ea5t, g\u00e2y ra t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u00e0ng tr\u00ean k\u1ec7 v\u00e0 l\u00e0m t\u0103ng nhu c\u1ea7u v\u1ed1n l\u01b0u \u0111\u1ed9ng do th\u1eddi gian v\u1eadn chuy\u1ec3n h\u00e0ng t\u1ed3n kho k\u00e9o d\u00e0i.<\/p>\n

Chi ph\u00ed v\u1eadn chuy\u1ec3n v\u00e0 ph\u1ee5 ph\u00ed (th\u00e1ng 4 n\u0103m 2026)<\/strong><\/p>\n\n\n\n\n\n\n\n\n
Ph\u00ed\/Ph\u1ee5 ph\u00ed<\/strong><\/td>\nT\u1ef7 gi\u00e1 \u00e1p d\u1ee5ng (USD)<\/strong><\/td>\nPh\u1ea1m vi t\u00e1c \u0111\u1ed9ng<\/strong><\/td>\n<\/tr>\n
Ph\u1ee5 ph\u00ed r\u1ee7i ro chi\u1ebfn tranh (WRS)<\/td>\n1.500 TEU<\/td>\nC\u00e1c tuy\u1ebfn \u0111\u01b0\u1eddng li\u00ean quan \u0111\u1ebfn v\u00f9ng V\u1ecbnh<\/td>\n<\/tr>\n
Ph\u1ee5 ph\u00ed nhi\u00ean li\u1ec7u kh\u1ea9n c\u1ea5p<\/td>\n+35%<\/td>\nTo\u00e0n c\u1ea7u (do gi\u00e1 nhi\u00ean li\u1ec7u VLSFO t\u0103ng cao)<\/td>\n<\/tr>\n
T\u0103ng c\u01b0\u1edbc v\u1eadn chuy\u1ec3n kh\u1ea9n c\u1ea5p (EFI)<\/td>\n3.000\/FEU<\/td>\nC\u00e1c tuy\u1ebfn \u0111\u01b0\u1eddng ch\u00e2u \u00c1 - Trung \u0110\u00f4ng<\/td>\n<\/tr>\n
T\u0103ng gi\u00e1 c\u01b0\u1edbc v\u1eadn chuy\u1ec3n xuy\u00ean Th\u00e1i B\u00ecnh D\u01b0\u01a1ng<\/td>\n+40%<\/td>\nCh\u00e2u \u00c1 \u2013 B\u1edd T\u00e2y Hoa K\u1ef3<\/td>\n<\/tr>\n
T\u0103ng l\u00e3i su\u1ea5t \u00c1-\u00c2u<\/td>\n+20%<\/td>\nCh\u00e2u \u00c1 \u2013 B\u1eafc \u00c2u<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Ngu\u1ed3n: SeaVantage v\u00e0 Drewry<\/p>\n

B\u00ean c\u1ea1nh vi\u1ec7c t\u0103ng chi ph\u00ed tr\u1ef1c ti\u1ebfp, th\u1eddi gian v\u1eadn chuy\u1ec3n k\u00e9o d\u00e0i d\u1eabn \u0111\u1ebfn t\u00ecnh tr\u1ea1ng thi\u1ebfu container r\u1ed7ng t\u1ea1i c\u00e1c c\u1ea3ng ch\u00e2u \u00c1, l\u00e0m gia t\u0103ng c\u1ea1nh tranh v\u1ec1 ch\u1ed7 tr\u00ean t\u00e0u. C\u00e1c doanh nghi\u1ec7p v\u1eeba v\u00e0 nh\u1ecf (SMEs) ng\u00e0nh h\u00e0ng ti\u00eau d\u00f9ng nhanh (FMCG) c\u1ee7a Vi\u1ec7t Nam, th\u01b0\u1eddng c\u00f3 s\u1ee9c m\u1ea1nh th\u01b0\u01a1ng l\u01b0\u1ee3ng y\u1ebfu h\u01a1n, th\u01b0\u1eddng b\u1ecb \u01b0u ti\u00ean th\u1ea5p h\u01a1n trong vi\u1ec7c ph\u00e2n b\u1ed5 ch\u1ed7 \u0111\u1eb7t t\u00e0u. \u0110i\u1ec1u n\u00e0y d\u1eabn \u0111\u1ebfn s\u1ef1 ch\u1eadm tr\u1ec5 trong vi\u1ec7c v\u1eadn chuy\u1ec3n nguy\u00ean v\u1eadt li\u1ec7u \u0111\u00f3ng g\u00f3i \u0111\u1ebfn c\u00e1c nh\u00e0 m\u00e1y. Nh\u1eefng gi\u00e1n \u0111o\u1ea1n n\u00e0y l\u00e0m t\u0103ng th\u00eam \u201c\u00e1p l\u1ef1c t\u1eeb bao b\u00ec\u201d, bu\u1ed9c c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t ph\u1ea3i ho\u1ea1t \u0111\u1ed9ng d\u01b0\u1edbi c\u00f4ng su\u1ea5t trong khi chi ph\u00ed c\u1ed1 \u0111\u1ecbnh tr\u00ean m\u1ed7i \u0111\u01a1n v\u1ecb s\u1ea3n ph\u1ea9m l\u1ea1i t\u0103ng l\u00ean. Vi\u1ec7c kh\u00f4ng th\u1ec3 \u0111\u1ea3m b\u1ea3o ngu\u1ed3n cung nguy\u00ean v\u1eadt li\u1ec7u \u0111\u00f3ng g\u00f3i k\u1ecbp th\u1eddi \u0111\u00e3 tr\u1edf th\u00e0nh m\u1ed9t n\u00fat th\u1eaft c\u1ed5 chai nghi\u00eam tr\u1ecdng \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn t\u00ednh li\u00ean t\u1ee5c c\u1ee7a s\u1ea3n xu\u1ea5t v\u00e0 hi\u1ec7u qu\u1ea3 chi ph\u00ed t\u1ed5ng th\u1ec3.<\/p>\n

Ng\u00e0nh c\u00f4ng nghi\u1ec7p bao b\u00ec nh\u1ef1a: t\u00e2m \u0111i\u1ec3m c\u1ee7a s\u1ef1 t\u0103ng v\u1ecdt gi\u00e1 nguy\u00ean li\u1ec7u th\u00f4.<\/strong><\/h3>\n

Bao b\u00ec nh\u1ef1a chi\u1ebfm t\u1ef7 tr\u1ecdng l\u1edbn nh\u1ea5t trong bao b\u00ec h\u00e0ng ti\u00eau d\u00f9ng nhanh (FMCG) t\u1ea1i Vi\u1ec7t Nam; tuy nhi\u00ean, ng\u00e0nh n\u00e0y ph\u1ee5 thu\u1ed9c v\u00e0o kho\u1ea3ng 70% nguy\u00ean li\u1ec7u nh\u1eadp kh\u1ea9u. Do ngu\u1ed3n cung PE t\u1eeb Trung \u0110\u00f4ng b\u1ecb gi\u00e1n \u0111o\u1ea1n v\u00e0 gi\u00e1 d\u1ea7u t\u0103ng cao, gi\u00e1 nh\u1ef1a nguy\u00ean sinh trong n\u01b0\u1edbc \u0111\u00e3 bi\u1ebfn \u0111\u1ed9ng m\u1ea1nh. \u0110\u1ebfn th\u00e1ng 4 n\u0103m 2026, gi\u00e1 nh\u1ef1a nguy\u00ean sinh \u0111\u00e3 t\u0103ng t\u1eeb 15-30% so v\u1edbi \u0111\u1ea7u n\u0103m, ch\u1ecbu \u00e1p l\u1ef1c l\u1edbn h\u01a1n t\u1eeb t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t c\u00e1c nguy\u00ean li\u1ec7u ch\u00ednh nh\u01b0 paraxylene v\u00e0 naphtha. S\u1ef1 leo thang n\u00e0y \u0111\u00e3 l\u00e0m t\u0103ng \u0111\u00e1ng k\u1ec3 chi ph\u00ed s\u1ea3n xu\u1ea5t bao b\u00ec nh\u1ef1a.[10]<\/a><\/p>\n

Gi\u00e1 nh\u1ef1a nguy\u00ean sinh t\u1ea1i Vi\u1ec7t Nam (c\u1eadp nh\u1eadt th\u00e1ng 4 n\u0103m 2026)<\/strong><\/p>\n\n\n\n\n\n\n\n\n\n
Lo\u1ea1i nh\u1ef1a<\/strong><\/td>\nGi\u00e1 (VND\/kg)<\/strong><\/td>\nC\u00e1c \u1ee9ng d\u1ee5ng ch\u00ednh trong ng\u00e0nh h\u00e0ng ti\u00eau d\u00f9ng nhanh (FMCG):<\/strong><\/td>\n<\/tr>\n
Polypropylene (PP)<\/td>\n26.400\u201332.400<\/td>\nBao b\u00ec m\u00ec \u0103n li\u1ec1n, m\u00e0ng b\u1ecdc, n\u1eafp chai<\/td>\n<\/tr>\n
Polyethylene Terephthalate (PET)<\/td>\n26.400\u201333.600<\/td>\nChai \u0111\u1ef1ng \u0111\u1ed3 u\u1ed1ng, h\u1ed9p \u0111\u1ef1ng th\u1ef1c ph\u1ea9m<\/td>\n<\/tr>\n
Polyethylene m\u1eadt \u0111\u1ed9 cao (HDPE)<\/td>\n28.800\u201336.000<\/td>\nH\u1ed9p \u0111\u1ef1ng ch\u1ea5t t\u1ea9y r\u1eeda, chai s\u1eefa, t\u00fai x\u00e1ch<\/td>\n<\/tr>\n
Polyethylene m\u1eadt \u0111\u1ed9 th\u1ea5p (LDPE)<\/td>\n26.400\u201333.600<\/td>\nM\u00e0ng co, t\u00fai nh\u1ef1a m\u1ec1m<\/td>\n<\/tr>\n
Polyvinyl clorua (PVC)<\/td>\n24.000\u201330.000<\/td>\nM\u00e0ng b\u1ecdc th\u1ef1c ph\u1ea9m co gi\u00e3n<\/td>\n<\/tr>\n
Acrylonitrile Butadiene Styrene (ABS)<\/td>\n45.000\u201355.000<\/td>\nV\u1ecf b\u1ecdc cho c\u00e1c thi\u1ebft b\u1ecb gia d\u1ee5ng nh\u1ecf<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Ngu\u1ed3n: T\u1ed5ng h\u1ee3p t\u1eeb B\u1ea3n tin C\u00f4ng nghi\u1ec7p v\u00e0 Bao b\u00ec Anh Sang<\/p>\n

Ph\u00e2n t\u00edch s\u00e2u h\u01a1n cho th\u1ea5y gi\u00e1 c\u1ea3 kh\u00f4ng t\u0103ng \u0111\u1ed3ng \u0111\u1ec1u gi\u1eefa c\u00e1c lo\u1ea1i nh\u1ef1a. Nh\u1ef1a \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng trong ng\u00e0nh th\u1ef1c ph\u1ea9m v\u00e0 y t\u1ebf\u2014\u0111\u1eb7c bi\u1ec7t l\u00e0 PET v\u00e0 HDPE\u2014\u0111\u00e3 tr\u1ea3i qua \u0111\u1ee3t t\u0103ng gi\u00e1 m\u1ea1nh h\u01a1n do c\u00e1c y\u00eau c\u1ea7u nghi\u00eam ng\u1eb7t h\u01a1n v\u1ec1 truy xu\u1ea5t ngu\u1ed3n g\u1ed1c nguy\u00ean li\u1ec7u v\u00e0 s\u1ef1 khan hi\u1ebfm c\u00e1c ch\u1ea5t ph\u1ee5 gia chuy\u00ean d\u1ee5ng, v\u1ed1n c\u0169ng b\u1ecb \u1ea3nh h\u01b0\u1edfng b\u1edfi s\u1ef1 gi\u00e1n \u0111o\u1ea1n chu\u1ed7i cung \u1ee9ng.[11]<\/a> T\u00ecnh hu\u1ed1ng n\u00e0y t\u1ea1o \u00e1p l\u1ef1c l\u1edbn h\u01a1n l\u00ean c\u00e1c c\u00f4ng ty ch\u1ebf bi\u1ebfn th\u1ef1c ph\u1ea9m v\u00e0 s\u1eefa so v\u1edbi c\u00e1c ng\u00e0nh kh\u00e1c. Trong c\u00e1c ng\u00e0nh c\u00f4ng nghi\u1ec7p n\u00e0y, bao b\u00ec kh\u00f4ng ch\u1ec9 \u0111\u01a1n thu\u1ea7n l\u00e0 v\u1eadt ch\u1ee9a m\u00e0 c\u00f2n l\u00e0 th\u00e0nh ph\u1ea7n quan tr\u1ecdng \u0111\u1ea3m b\u1ea3o ti\u00eau chu\u1ea9n an to\u00e0n th\u1ef1c ph\u1ea9m v\u00e0 k\u00e9o d\u00e0i th\u1eddi h\u1ea1n s\u1eed d\u1ee5ng\u2014\u0111\u1eb7c bi\u1ec7t trong b\u1ed1i c\u1ea3nh ch\u1eadm tr\u1ec5 v\u1eadn chuy\u1ec3n k\u00e9o d\u00e0i.[12]<\/a><\/p>\n

C\u00e1c gi\u1ea3i ph\u00e1p chi\u1ebfn l\u01b0\u1ee3c: t\u1eeb qu\u1ea3n l\u00fd h\u00e0ng t\u1ed3n kho \u0111\u1ebfn chuy\u1ec3n \u0111\u1ed5i bao b\u00ec<\/strong><\/h3>\n

Tr\u01b0\u1edbc \u00e1p l\u1ef1c chi ph\u00ed ng\u00e0y c\u00e0ng gia t\u0103ng, c\u00e1c c\u00f4ng ty h\u00e0ng ti\u00eau d\u00f9ng nhanh (FMCG) c\u1ee7a Vi\u1ec7t Nam kh\u00f4ng h\u1ec1 th\u1ee5 \u0111\u1ed9ng. Thay v\u00e0o \u0111\u00f3, h\u1ecd \u0111\u00e3 \u00e1p d\u1ee5ng m\u1ed9t lo\u1ea1t c\u00e1c bi\u1ec7n ph\u00e1p ph\u00f2ng v\u1ec7 \u0111a t\u1ea7ng \u0111\u1ec3 b\u1ea3o v\u1ec7 bi\u00ean l\u1ee3i nhu\u1eadn v\u00e0 duy tr\u00ec s\u1ef1 li\u00ean t\u1ee5c c\u1ee7a chu\u1ed7i cung \u1ee9ng.<\/p>\n

Qu\u1ea3n l\u00fd v\u1ed1n v\u00e0 d\u1ef1 tr\u1eef h\u00e0ng t\u1ed3n kho chi\u1ebfn l\u01b0\u1ee3c<\/em><\/h4>\n

\u0110\u1ed1i v\u1edbi c\u00e1c doanh nghi\u1ec7p l\u1edbn nh\u01b0 Masan v\u00e0 Vinamilk, ph\u1ea3n \u1ee9ng \u0111\u1ea7u ti\u00ean v\u00e0 quan tr\u1ecdng nh\u1ea5t l\u00e0 ch\u1ee7 \u0111\u1ed9ng qu\u1ea3n l\u00fd kh\u1ed1i l\u01b0\u1ee3ng s\u1ea3n xu\u1ea5t v\u00e0 theo d\u00f5i bi\u1ebfn \u0111\u1ed9ng gi\u00e1 c\u1ea3 \u0111\u1ec3 t\u00edch tr\u1eef nguy\u00ean li\u1ec7u th\u00f4 gi\u00e1 r\u1ebb. Theo \u00f4ng Virac, nhi\u1ec1u c\u00f4ng ty \u0111\u00e3 ch\u1ed1t gi\u00e1 v\u00e0 t\u00edch tr\u1eef nh\u1ef1a v\u00e0 ph\u00f4i nh\u00f4m trong ba \u0111\u1ebfn s\u00e1u th\u00e1ng tr\u01b0\u1edbc khi xung \u0111\u1ed9t leo thang.[13]<\/a> Vi\u1ec7c qu\u1ea3n l\u00fd d\u00f2ng ti\u1ec1n linh ho\u1ea1t \u0111\u00e3 gi\u00fap c\u00e1c c\u00f4ng ty n\u00e0y duy tr\u00ec v\u1ecb th\u1ebf c\u1ea1nh tranh tr\u00ean th\u1ecb tr\u01b0\u1eddng n\u1ed9i \u0111\u1ecba, trong khi c\u00e1c \u0111\u1ed1i th\u1ee7 nh\u1ecf h\u01a1n l\u1ea1i g\u1eb7p kh\u00f3 kh\u0103n v\u1edbi gi\u00e1 c\u1ea3 th\u1ecb tr\u01b0\u1eddng giao ngay bi\u1ebfn \u0111\u1ed9ng m\u1ea1nh.<\/p>\n

K\u1ef9 thu\u1eadt \u0111\u00f3ng g\u00f3i<\/em><\/h4>\n

Thay v\u00ec coi bao b\u00ec l\u00e0 \u0111i\u1ec3m ngh\u1ebdn, c\u00e1c c\u00f4ng ty \u0111ang s\u1eed d\u1ee5ng n\u00f3 nh\u01b0 m\u1ed9t \u0111\u00f2n b\u1ea9y \u0111\u1ec3 gi\u1ea3m chi ph\u00ed v\u1eadn h\u00e0nh. C\u00e1c bi\u1ec7n ph\u00e1p ch\u00ednh bao g\u1ed3m t\u1ed1i \u01b0u h\u00f3a vi\u1ec7c s\u1eed d\u1ee5ng v\u1eadt li\u1ec7u, ti\u00eau chu\u1ea9n h\u00f3a c\u1ea5u tr\u00fac bao b\u00ec tr\u00ean nhi\u1ec1u SKU \u0111\u1ec3 gi\u1ea3m chi ph\u00ed khu\u00f4n m\u1eabu v\u00e0 in \u1ea5n, v\u00e0 ph\u00e1t tri\u1ec3n bao b\u00ec nh\u1eb9 h\u01a1n, b\u1ec1n h\u01a1n ph\u00f9 h\u1ee3p v\u1edbi th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed \u0111\u1ec3 gi\u1ea3m chi ph\u00ed h\u1eadu c\u1ea7n v\u00e0 gi\u1ea3m h\u01b0 h\u1ecfng trong qu\u00e1 tr\u00ecnh giao h\u00e0ng.[14]<\/a><\/p>\n

Chuy\u1ec3n \u0111\u1ed5i sang bao b\u00ec t\u00e1i ch\u1ebf v\u00e0 n\u1ec1n kinh t\u1ebf tu\u1ea7n ho\u00e0n<\/em><\/h4>\n

Vi\u1ec7c s\u1eed d\u1ee5ng nh\u1ef1a t\u00e1i ch\u1ebf kh\u00f4ng ch\u1ec9 gi\u00fap gi\u1ea3m chi ph\u00ed nguy\u00ean li\u1ec7u m\u00e0 c\u00f2n gi\u00fap c\u00e1c doanh nghi\u1ec7p tu\u00e2n th\u1ee7 c\u00e1c quy \u0111\u1ecbnh v\u1ec1 Tr\u00e1ch nhi\u1ec7m m\u1edf r\u1ed9ng c\u1ee7a nh\u00e0 s\u1ea3n xu\u1ea5t (EPR), v\u1ed1n ng\u00e0y c\u00e0ng tr\u1edf n\u00ean nghi\u00eam ng\u1eb7t h\u01a1n t\u1ea1i Vi\u1ec7t Nam trong giai \u0111o\u1ea1n 2024-2026. \u0110\u1ea7u t\u01b0 v\u00e0o h\u1ec7 th\u1ed1ng thu gom v\u00e0 t\u00e1i ch\u1ebf bao b\u00ec cho ph\u00e9p c\u00e1c doanh nghi\u1ec7p x\u00e2y d\u1ef1ng m\u1ed9t h\u1ec7 sinh th\u00e1i kh\u00e9p k\u00edn h\u01a1n, gi\u1ea3m s\u1ef1 ph\u1ee5 thu\u1ed9c v\u00e0o c\u00e1c bi\u1ebfn \u0111\u1ed9ng \u0111\u1ecba ch\u00ednh tr\u1ecb \u1edf Trung \u0110\u00f4ng.<\/p>\n

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

\u201c\u00c1p l\u1ef1c t\u1eeb bao b\u00ec\u201d trong b\u1ed1i c\u1ea3nh xung \u0111\u1ed9t Trung \u0110\u00f4ng n\u0103m 2026 l\u00e0 m\u1ed9t ph\u00e9p th\u1eed kh\u1eafc nghi\u1ec7t nh\u01b0ng c\u1ea7n thi\u1ebft \u0111\u1ed1i v\u1edbi ng\u00e0nh h\u00e0ng ti\u00eau d\u00f9ng nhanh (FMCG) c\u1ee7a Vi\u1ec7t Nam. N\u00f3 \u0111\u00e3 b\u1ed9c l\u1ed9 nh\u1eefng \u0111i\u1ec3m y\u1ebfu v\u1ec1 c\u1ea5u tr\u00fac trong chu\u1ed7i cung \u1ee9ng ph\u1ee5 thu\u1ed9c v\u00e0o nh\u1eadp kh\u1ea9u, \u0111\u1ed3ng th\u1eddi t\u1ea1o ra c\u01a1 h\u1ed9i \u0111\u1ed5i m\u1edbi trong thi\u1ebft k\u1ebf bao b\u00ec, v\u1eadt li\u1ec7u thay th\u1ebf v\u00e0 chuy\u1ec3n \u0111\u1ed5i s\u1ed1.<\/p>\n

C\u00e1c doanh nghi\u1ec7p d\u1eabn \u0111\u1ea7u th\u1ecb tr\u01b0\u1eddng nh\u01b0 Vinamilk \u0111\u00e3 ch\u1ee9ng minh r\u1eb1ng vi\u1ec7c ch\u1ee7 \u0111\u1ed9ng \u0111\u1ecbnh v\u1ecb l\u1ea1i th\u01b0\u01a1ng hi\u1ec7u, t\u1ed1i \u01b0u h\u00f3a bao b\u00ec v\u00e0 \u0111\u1ea7u t\u01b0 v\u00e0o c\u00f4ng ngh\u1ec7 c\u00f3 th\u1ec3 gi\u00fap c\u00e1c c\u00f4ng ty kh\u00f4ng ch\u1ec9 v\u01b0\u1ee3t qua \u00e1p l\u1ef1c chi ph\u00ed m\u00e0 c\u00f2n t\u0103ng c\u01b0\u1eddng l\u1ee3i nhu\u1eadn v\u00e0 ni\u1ec1m tin c\u1ee7a ng\u01b0\u1eddi ti\u00eau d\u00f9ng. Trong th\u1eddi \u0111\u1ea1i b\u1ea5t \u1ed5n, kh\u1ea3 n\u0103ng th\u00edch \u1ee9ng c\u1ee7a bao b\u00ec \u0111\u00e3 tr\u1edf th\u00e0nh m\u1ed9t ch\u1ec9 b\u00e1o r\u00f5 r\u00e0ng v\u1ec1 s\u1ee9c m\u1ea1nh n\u1ed9i t\u1ea1i v\u00e0 t\u1ea7m nh\u00ecn chi\u1ebfn l\u01b0\u1ee3c c\u1ee7a c\u00e1c th\u01b0\u01a1ng hi\u1ec7u h\u00e0ng ti\u00eau d\u00f9ng nhanh Vi\u1ec7t Nam khi h\u1ecd h\u01b0\u1edbng t\u1edbi m\u1edf r\u1ed9ng to\u00e0n c\u1ea7u.<\/p>\n

\u0110\u1ecdc th\u00eam<\/strong><\/h3>\n

Xung \u0111\u1ed9t Trung \u0110\u00f4ng: G\u00f3c nh\u00ecn t\u1eeb chu\u1ed7i cung \u1ee9ng \u2013 Hi\u1ec7u \u1ee9ng domino t\u1eeb Trung Qu\u1ed1c<\/a><\/p><\/blockquote>\n