{"id":25237,"date":"2026-06-22T14:33:05","date_gmt":"2026-06-22T07:33:05","guid":{"rendered":"https:\/\/b-company.jp\/?p=25237"},"modified":"2026-06-26T17:46:50","modified_gmt":"2026-06-26T10:46:50","slug":"vietnam-q1-2026-trade-surge-what-the-import-boom-signals-for-foreign-investors","status":"publish","type":"post","link":"https:\/\/b-company.jp\/vi\/vietnam-q1-2026-trade-surge-what-the-import-boom-signals-for-foreign-investors\/","title":{"rendered":"Th\u01b0\u01a1ng m\u1ea1i Vi\u1ec7t Nam qu\u00fd 1\/2026 b\u00f9ng n\u1ed5: T\u00edn hi\u1ec7u g\u00ec t\u1eeb s\u1ef1 t\u0103ng tr\u01b0\u1edfng nh\u1eadp kh\u1ea9u d\u00e0nh cho c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 n\u01b0\u1edbc ngo\u00e0i?"},"content":{"rendered":"

\"B&Company-Vietnam<\/a><\/p>\n

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C\u00f4ng ty 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 t\u1eeb n\u0103m 2008.<\/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 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 t\u00ednh ch\u00ednh x\u00e1c c\u1ee7a th\u00f4ng tin g\u1ed1c, vui l\u00f2ng ki\u1ec3m tra ri\u00eang t\u1eebng th\u00f4ng tin. C\u00e1c di\u1ec5n gi\u1ea3i v\u00e0 tri\u1ec3n v\u1ecdng 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<\/div>\n\t

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\n\t\t\t\n\t\t<\/div>\n\t<\/div>\n

Vi\u1ec7t Nam b\u01b0\u1edbc v\u00e0o n\u0103m 2026 v\u1edbi b\u1ee9c tranh th\u01b0\u01a1ng m\u1ea1i \u0111\u00e1ng ch\u00fa \u00fd: xu\u1ea5t kh\u1ea9u ti\u1ebfp t\u1ee5c t\u0103ng tr\u01b0\u1edfng m\u1ea1nh m\u1ebd, nh\u01b0ng nh\u1eadp kh\u1ea9u t\u0103ng tr\u01b0\u1edfng th\u1eadm ch\u00ed c\u00f2n nhanh h\u01a1n, \u0111\u1ea9y \u0111\u1ea5t n\u01b0\u1edbc tr\u1edf l\u1ea1i t\u00ecnh tr\u1ea1ng th\u00e2m h\u1ee5t th\u01b0\u01a1ng m\u1ea1i.<\/p>\n

Trong qu\u00fd 1 n\u0103m 2026, t\u1ed5ng kim ng\u1ea1ch th\u01b0\u01a1ng m\u1ea1i h\u00e0ng h\u00f3a \u0111\u1ea1t 249,5 t\u1ef7 USD, t\u0103ng 23% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc. Xu\u1ea5t kh\u1ea9u t\u0103ng 19,1% l\u00ean 122,9 t\u1ef7 USD, trong khi nh\u1eadp kh\u1ea9u t\u0103ng 27,0% l\u00ean 126,6 t\u1ef7 USD. \u0110i\u1ec1u n\u00e0y d\u1eabn \u0111\u1ebfn th\u00e2m h\u1ee5t th\u01b0\u01a1ng m\u1ea1i kho\u1ea3ng 3,6 t\u1ef7 USD, \u0111\u1ea3o ng\u01b0\u1ee3c t\u00ecnh tr\u1ea1ng th\u1eb7ng d\u01b0 \u0111\u01b0\u1ee3c ghi nh\u1eadn trong c\u00f9ng k\u1ef3 n\u0103m 2025.<\/p>\n

Tho\u1ea1t nh\u00ecn, \u0111i\u1ec1u n\u00e0y c\u00f3 v\u1ebb nh\u01b0 l\u00e0 d\u1ea5u hi\u1ec7u c\u1ee7a s\u1ef1 suy y\u1ebfu v\u1ecb th\u1ebf b\u00ean ngo\u00e0i. Tuy nhi\u00ean, n\u1ebfu xem x\u00e9t k\u1ef9 h\u01a1n, ta s\u1ebd th\u1ea5y m\u1ed9t c\u00e2u chuy\u1ec7n quan tr\u1ecdng h\u01a1n: Vi\u1ec7t Nam kh\u00f4ng h\u1ec1 ch\u1eadm l\u1ea1i m\u00e0 \u0111ang nh\u1eadp kh\u1ea9u m\u1ea1nh m\u1ebd \u0111\u1ec3 m\u1edf r\u1ed9ng n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t.<\/p>\n

\u0110\u1ed1i v\u1edbi c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 n\u01b0\u1edbc ngo\u00e0i, qu\u00fd 1 n\u0103m 2026 ph\u1ea3n \u00e1nh m\u1ed9t \u201cgiai \u0111o\u1ea1n m\u1edf r\u1ed9ng tr\u01b0\u1edbc s\u1ea3n xu\u1ea5t\u201d \u0111i\u1ec3n h\u00ecnh trong m\u1ed9t n\u1ec1n kinh t\u1ebf \u0111\u1ecbnh h\u01b0\u1edbng s\u1ea3n xu\u1ea5t h\u01a1n l\u00e0 s\u1ef1 m\u1ea5t c\u00e2n b\u1eb1ng do nhu c\u1ea7u.<\/p>\n

Th\u00e2m h\u1ee5t ng\u00e2n s\u00e1ch l\u00e0 do \u0111\u1ea7u t\u01b0 ch\u1ee9 kh\u00f4ng ph\u1ea3i do ti\u00eau d\u00f9ng.<\/strong><\/h3>\n

\u0110\u1eb7c \u0111i\u1ec3m quan tr\u1ecdng nh\u1ea5t trong c\u01a1 c\u1ea5u nh\u1eadp kh\u1ea9u c\u1ee7a Vi\u1ec7t Nam l\u00e0 th\u00e0nh ph\u1ea7n nh\u1eadp kh\u1ea9u. Nguy\u00ean li\u1ec7u \u0111\u1ea7u v\u00e0o s\u1ea3n xu\u1ea5t chi\u1ebfm 93,9% t\u1ed5ng kim ng\u1ea1ch nh\u1eadp kh\u1ea9u, trong khi h\u00e0ng ti\u00eau d\u00f9ng ch\u1ec9 chi\u1ebfm 6,1%.<\/p>\n

\u0110i\u1ec1u n\u00e0y cho th\u1ea5y t\u0103ng tr\u01b0\u1edfng nh\u1eadp kh\u1ea9u ch\u1ee7 y\u1ebfu li\u00ean quan \u0111\u1ebfn m\u1edf r\u1ed9ng c\u00f4ng nghi\u1ec7p, ch\u1ee9 kh\u00f4ng ph\u1ea3i nhu c\u1ea7u h\u1ed9 gia \u0111\u00ecnh. N\u00f3i c\u00e1ch kh\u00e1c, Vi\u1ec7t Nam nh\u1eadp kh\u1ea9u \u0111\u1ec3 s\u1ea3n xu\u1ea5t ch\u1ee9 kh\u00f4ng ph\u1ea3i \u0111\u1ec3 ti\u00eau d\u00f9ng.<\/p>\n

T\u00edn hi\u1ec7u r\u00f5 r\u00e0ng nh\u1ea5t \u0111\u1ebfn t\u1eeb c\u00e1c doanh nghi\u1ec7p c\u00f3 v\u1ed1n \u0111\u1ea7u t\u01b0 n\u01b0\u1edbc ngo\u00e0i (FDI). Nh\u1eadp kh\u1ea9u c\u1ee7a khu v\u1ef1c FDI t\u0103ng m\u1ea1nh 45,3% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i, \u0111\u1ea1t 91,4 t\u1ef7 USD, trong khi nh\u1eadp kh\u1ea9u c\u1ee7a c\u00e1c doanh nghi\u1ec7p trong n\u01b0\u1edbc l\u1ea1i gi\u1ea3m.<\/p>\n

S\u1ef1 kh\u00e1c bi\u1ec7t n\u00e0y r\u1ea5t quan tr\u1ecdng. N\u00f3 cho th\u1ea5y ph\u1ea7n l\u1edbn s\u1ef1 t\u0103ng tr\u01b0\u1edfng nh\u1eadp kh\u1ea9u t\u1eadp trung v\u00e0o c\u00e1c chu\u1ed7i gi\u00e1 tr\u1ecb s\u1ea3n xu\u1ea5t to\u00e0n c\u1ea7u\u2014\u0111i\u1ec7n t\u1eed, m\u00e1y m\u00f3c, linh ki\u1ec7n v\u00e0 v\u1eadt li\u1ec7u\u2014n\u01a1i c\u00e1c c\u00f4ng ty FDI \u0111ang m\u1edf r\u1ed9ng n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t ho\u1eb7c chu\u1ea9n b\u1ecb c\u00e1c chu k\u1ef3 s\u1ea3n xu\u1ea5t m\u1edbi.<\/p>\n

Breakdown of registered FDI in 2025 by sector<\/strong><\/p>\n

\u0110\u01a1n v\u1ecb: %, 100% = 38 t\u1ef7 USD
\n\"Breakdown<\/p>\n

Ngu\u1ed3n:\u00a0FIA Vi\u1ec7t Nam<\/a><\/p>\n

Tr\u00ean th\u1ef1c t\u1ebf, h\u00e0ng nh\u1eadp kh\u1ea9u hi\u1ec7n nay th\u01b0\u1eddng tr\u1edf th\u00e0nh h\u00e0ng xu\u1ea5t kh\u1ea9u trong v\u00f2ng 3-6 th\u00e1ng t\u1edbi. Do \u0111\u00f3, th\u00e2m h\u1ee5t ng\u00e2n s\u00e1ch kh\u00f4ng ch\u1ec9 \u0111\u01a1n thu\u1ea7n l\u00e0 \u0111i\u1ec3m y\u1ebfu v\u0129 m\u00f4 m\u00e0 c\u00f2n l\u00e0 m\u1ed9t ph\u1ea7n c\u1ee7a qu\u00e1 tr\u00ecnh s\u1ea3n xu\u1ea5t \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi \u0111\u1ea7u t\u01b0.<\/p>\n

Tuy nhi\u00ean, \u0111i\u1ec1u n\u00e0y c\u0169ng n\u00eau b\u1eadt m\u1ed9t v\u1ea5n \u0111\u1ec1 mang t\u00ednh c\u1ea5u tr\u00fac: Vi\u1ec7t Nam v\u1eabn ph\u1ee5 thu\u1ed9c r\u1ea5t nhi\u1ec1u v\u00e0o nguy\u00ean li\u1ec7u nh\u1eadp kh\u1ea9u, \u0111\u1eb7c bi\u1ec7t l\u00e0 trong c\u00e1c ng\u00e0nh s\u1ea3n xu\u1ea5t c\u00f3 gi\u00e1 tr\u1ecb cao.<\/p>\n

Vi\u1ec7c m\u1edf r\u1ed9ng s\u1ea3n xu\u1ea5t \u0111ang l\u00e0m gia t\u0103ng s\u1ef1 ph\u1ee9c t\u1ea1p trong xu\u1ea5t kh\u1ea9u.<\/strong><\/p>\n

Kim ng\u1ea1ch xu\u1ea5t kh\u1ea9u trong qu\u00fd 1 n\u0103m 2026 \u0111\u1ea1t 122,9 t\u1ef7 USD, trong \u0111\u00f3 h\u00e0ng h\u00f3a ch\u1ebf t\u1ea1o v\u00e0 ch\u1ebf bi\u1ebfn chi\u1ebfm 89,9% t\u1ed5ng gi\u00e1 tr\u1ecb xu\u1ea5t kh\u1ea9u.<\/p>\n

Export value in the first quarter of 2022\u20132026<\/strong><\/p>\n

\u0110\u01a1n v\u1ecb: T\u1ef7 USD
\n\"Export<\/p>\n

Ngu\u1ed3n: V\u0103n ph\u00f2ng Th\u1ed1ng k\u00ea Qu\u1ed1c gia<\/p>\n

C\u01a1 c\u1ea5u xu\u1ea5t kh\u1ea9u c\u1ee7a Vi\u1ec7t Nam ti\u1ebfp t\u1ee5c d\u1ecbch chuy\u1ec3n s\u00e2u h\u01a1n v\u00e0o c\u00e1c ng\u00e0nh c\u00f4ng nghi\u1ec7p \u0111i\u1ec7n t\u1eed v\u00e0 m\u00e1y m\u00f3c:<\/p>\n

\u2013 \u0110i\u1ec7n t\u1eed, m\u00e1y t\u00ednh v\u00e0 linh ki\u1ec7n: ~30,7 t\u1ef7 USD (+45,5%)<\/p>\n

\u2013 \u0110i\u1ec7n tho\u1ea1i v\u00e0 linh ki\u1ec7n: ~16,7 t\u1ef7 USD<\/p>\n

\u2013 M\u00e1y m\u00f3c, thi\u1ebft b\u1ecb v\u00e0 ph\u1ee5 t\u00f9ng: ~15 t\u1ef7 USD<\/p>\n

T\u1ed5ng c\u1ed9ng, ba nh\u00f3m n\u00e0y chi\u1ebfm kho\u1ea3ng m\u1ed9t n\u1eeda t\u1ed5ng kim ng\u1ea1ch xu\u1ea5t kh\u1ea9u.<\/p>\n

\u0110i\u1ec1u n\u00e0y kh\u1eb3ng \u0111\u1ecbnh v\u1ecb th\u1ebf c\u1ee7a Vi\u1ec7t Nam nh\u01b0 m\u1ed9t m\u1eaft x\u00edch quan tr\u1ecdng trong m\u1ea1ng l\u01b0\u1edbi s\u1ea3n xu\u1ea5t to\u00e0n c\u1ea7u, \u0111\u1eb7c bi\u1ec7t l\u00e0 trong l\u0129nh v\u1ef1c l\u1eafp r\u00e1p \u0111i\u1ec7n t\u1eed v\u00e0 s\u1ea3n xu\u1ea5t c\u00f4ng nghi\u1ec7p.<\/p>\n

Tuy nhi\u00ean, s\u1ef1 t\u0103ng tr\u01b0\u1edfng n\u00e0y kh\u00f4ng \u0111\u01b0\u1ee3c h\u1ed7 tr\u1ee3 \u0111\u1ea7y \u0111\u1ee7 b\u1edfi chu\u1ed7i cung \u1ee9ng trong n\u01b0\u1edbc. Nh\u1eadp kh\u1ea9u linh ki\u1ec7n \u0111i\u1ec7n t\u1eed \u0111\u1ea1t g\u1ea7n 47,6 t\u1ef7 USD trong c\u00f9ng k\u1ef3, v\u01b0\u1ee3t xa xu\u1ea5t kh\u1ea9u c\u00e1c m\u1eb7t h\u00e0ng t\u01b0\u01a1ng t\u1ef1.<\/p>\n

Kho\u1ea3ng c\u00e1ch n\u00e0y cho th\u1ea5y v\u1ecb tr\u00ed hi\u1ec7n t\u1ea1i c\u1ee7a Vi\u1ec7t Nam trong chu\u1ed7i gi\u00e1 tr\u1ecb: m\u1ea1nh v\u1ec1 l\u1eafp r\u00e1p, \u0111\u00f3ng g\u00f3i v\u00e0 s\u1ea3n xu\u1ea5t xu\u1ea5t kh\u1ea9u, nh\u01b0ng v\u1eabn ph\u1ee5 thu\u1ed9c v\u00e0o nh\u1eadp kh\u1ea9u ch\u1ea5t b\u00e1n d\u1eabn, linh ki\u1ec7n v\u00e0 v\u1eadt li\u1ec7u ti\u00ean ti\u1ebfn.<\/p>\n

\u0110\u1ed1i v\u1edbi c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0, \u0111i\u1ec1u n\u00e0y t\u1ea1o ra hai l\u1edbp c\u01a1 h\u1ed9i:<\/p>\n

\u0110\u1ea7u ti\u00ean, <\/em>Ti\u1ebfp t\u1ee5c \u0111\u1ea7u t\u01b0 v\u00e0o c\u00f4ng \u0111o\u1ea1n s\u1ea3n xu\u1ea5t v\u00e0 l\u1eafp r\u00e1p cu\u1ed1i c\u00f9ng cho th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u.
\nTh\u1ee9 hai,<\/em> V\u00e0 ng\u00e0y c\u00e0ng quan tr\u1ecdng h\u01a1n n\u1eefa l\u00e0 \u0111\u1ea7u t\u01b0 v\u00e0o c\u00e1c ng\u00e0nh c\u00f4ng nghi\u1ec7p h\u1ed7 tr\u1ee3 cung \u1ee9ng cho n\u1ec1n t\u1ea3ng s\u1ea3n xu\u1ea5t n\u00e0y.<\/p>\n

Ch\u00fang bao g\u1ed3m:<\/p>\n

\u2013 Linh ki\u1ec7n \u0111i\u1ec7n t\u1eed v\u00e0 c\u00e1c b\u1ed9 ph\u1eadn ch\u00ednh x\u00e1c<\/p>\n

\u2013 T\u1ef1 \u0111\u1ed9ng h\u00f3a v\u00e0 m\u00e1y m\u00f3c c\u00f4ng nghi\u1ec7p<\/p>\n

\u2013 D\u1ecbch v\u1ee5 th\u1eed nghi\u1ec7m, ki\u1ec3m tra v\u00e0 ki\u1ec3m so\u00e1t ch\u1ea5t l\u01b0\u1ee3ng<\/p>\n

\u2013 Gi\u1ea3i ph\u00e1p h\u1eadu c\u1ea7n c\u00f4ng nghi\u1ec7p v\u00e0 chu\u1ed7i cung \u1ee9ng<\/p>\n

\u2013 Ph\u00e1t tri\u1ec3n nh\u00e0 cung c\u1ea5p \u0111\u1ecba ph\u01b0\u01a1ng v\u00e0 n\u00e2ng c\u1ea5p c\u00f4ng ngh\u1ec7<\/p>\n

Lo\u1ea1i h\u00ecnh th\u1ee9 hai ng\u00e0y c\u00e0ng tr\u1edf n\u00ean quan tr\u1ecdng v\u1ec1 m\u1eb7t chi\u1ebfn l\u01b0\u1ee3c khi quy m\u00f4 xu\u1ea5t kh\u1ea9u c\u1ee7a Vi\u1ec7t Nam t\u0103ng tr\u01b0\u1edfng.<\/p>\n

C\u01a1 c\u1ea5u th\u01b0\u01a1ng m\u1ea1i ph\u1ea3n \u00e1nh m\u00f4 h\u00ecnh ph\u1ee5 thu\u1ed9c k\u00e9p.<\/strong><\/p>\n

\u0110\u1ecba l\u00fd th\u01b0\u01a1ng m\u1ea1i c\u1ee7a Vi\u1ec7t Nam v\u1eabn c\u00f2n t\u1eadp trung cao \u0111\u1ed9.<\/p>\n

Hoa K\u1ef3 v\u1eabn l\u00e0 \u0111i\u1ec3m \u0111\u1ebfn xu\u1ea5t kh\u1ea9u l\u1edbn nh\u1ea5t, v\u1edbi kim ng\u1ea1ch xu\u1ea5t kh\u1ea9u \u0111\u1ea1t 39,0 t\u1ef7 USD trong qu\u00fd 1 n\u0103m 2026. Nhu c\u1ea7u t\u1eeb Hoa K\u1ef3 ti\u1ebfp t\u1ee5c l\u00e0 tr\u1ee5 c\u1ed9t xu\u1ea5t kh\u1ea9u h\u00e0ng \u0111i\u1ec7n t\u1eed, m\u00e1y m\u00f3c v\u00e0 h\u00e0ng ti\u00eau d\u00f9ng c\u1ee7a Vi\u1ec7t Nam.<\/p>\n

V\u1ec1 ph\u00eda nh\u1eadp kh\u1ea9u, Trung Qu\u1ed1c chi\u1ebfm \u01b0u th\u1ebf v\u1ec1 ngu\u1ed3n cung, v\u1edbi kho\u1ea3ng 50,1 t\u1ef7 USD, ti\u1ebfp theo l\u00e0 H\u00e0n Qu\u1ed1c v\u1edbi 18,7 t\u1ef7 USD.<\/p>\n

\u0110i\u1ec1u n\u00e0y t\u1ea1o ra m\u1ed9t \u201cs\u1ef1 ph\u1ee5 thu\u1ed9c k\u00e9p\u201d v\u1ec1 m\u1eb7t c\u1ea5u tr\u00fac:<\/p>\n

\u2013 Nhu c\u1ea7u xu\u1ea5t kh\u1ea9u ch\u1ee7 y\u1ebfu \u0111\u1ebfn t\u1eeb c\u00e1c th\u1ecb tr\u01b0\u1eddng ph\u00e1t tri\u1ec3n (M\u1ef9, EU, Nh\u1eadt B\u1ea3n).<\/p>\n

\u2013 Ngu\u1ed3n cung nh\u1eadp kh\u1ea9u t\u1eadp trung ch\u1ee7 y\u1ebfu \u1edf ch\u00e2u \u00c1 (Trung Qu\u1ed1c, H\u00e0n Qu\u1ed1c, \u0110\u00e0i Loan)<\/p>\n

M\u00f4 h\u00ecnh n\u00e0y \u0111\u00e3 h\u1ed7 tr\u1ee3 t\u0103ng tr\u01b0\u1edfng nhanh ch\u00f3ng nh\u01b0ng c\u0169ng ti\u1ec1m \u1ea9n nh\u1eefng r\u1ee7i ro. B\u1ea5t k\u1ef3 s\u1ef1 gi\u00e1n \u0111o\u1ea1n n\u00e0o trong chu\u1ed7i cung \u1ee9ng th\u01b0\u1ee3ng ngu\u1ed3n ho\u1eb7c nhu c\u1ea7u xu\u1ea5t kh\u1ea9u h\u1ea1 ngu\u1ed3n \u0111\u1ec1u \u1ea3nh h\u01b0\u1edfng tr\u1ef1c ti\u1ebfp \u0111\u1ebfn chu k\u1ef3 c\u00f4ng nghi\u1ec7p c\u1ee7a Vi\u1ec7t Nam.<\/p>\n

\u0110\u1ed1i v\u1edbi c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 n\u01b0\u1edbc ngo\u00e0i, c\u1ea5u tr\u00fac n\u00e0y c\u00f3 hai h\u00e0m \u00fd.<\/p>\n

\u0110\u1ea7u ti\u00ean,<\/em> Vi\u1ec7t Nam c\u00f3 s\u1ef1 h\u1ed9i nh\u1eadp s\u00e2u r\u1ed9ng v\u00e0o c\u00e1c d\u00f2ng ch\u1ea3y th\u01b0\u01a1ng m\u1ea1i to\u00e0n c\u1ea7u, \u0111i\u1ec1u n\u00e0y khi\u1ebfn n\u01b0\u1edbc n\u00e0y tr\u1edf th\u00e0nh m\u1ed9t n\u1ec1n t\u1ea3ng xu\u1ea5t kh\u1ea9u h\u1ea5p d\u1eabn.
\nTh\u1ee9 hai,<\/em> Kh\u1ea3 n\u0103ng th\u00edch \u1ee9ng c\u1ee7a chu\u1ed7i cung \u1ee9ng v\u00e0 chi\u1ebfn l\u01b0\u1ee3c t\u00ecm ngu\u1ed3n cung \u1ee9ng tr\u1edf th\u00e0nh nh\u1eefng y\u1ebfu t\u1ed1 then ch\u1ed1t quy\u1ebft \u0111\u1ecbnh s\u1ef1 th\u00e0nh c\u00f4ng khi ho\u1ea1t \u0111\u1ed9ng kinh doanh t\u1ea1i Vi\u1ec7t Nam.<\/p>\n

C\u00e1c c\u00f4ng ty mu\u1ed1n th\u00e2m nh\u1eadp th\u1ecb tr\u01b0\u1eddng Vi\u1ec7t Nam ng\u00e0y c\u00e0ng c\u1ea7n m\u1ed9t chi\u1ebfn l\u01b0\u1ee3c thi\u1ebft k\u1ebf chu\u1ed7i cung \u1ee9ng, ch\u1ee9 kh\u00f4ng ch\u1ec9 \u0111\u01a1n thu\u1ea7n l\u00e0 x\u00e2y d\u1ef1ng c\u01a1 s\u1edf s\u1ea3n xu\u1ea5t.<\/p>\n

\u0110\u1ea7u t\u01b0 tr\u1ef1c ti\u1ebfp n\u01b0\u1edbc ngo\u00e0i (FDI) ti\u1ebfp t\u1ee5c chi ph\u1ed1i xu\u1ea5t kh\u1ea9u v\u00e0 \u0111\u1ecbnh h\u00ecnh h\u01b0\u1edbng \u0111i c\u1ee7a ng\u00e0nh c\u00f4ng nghi\u1ec7p.<\/strong><\/h3>\n

C\u00e1c doanh nghi\u1ec7p FDI v\u1eabn l\u00e0 x\u01b0\u01a1ng s\u1ed1ng c\u1ee7a n\u1ec1n kinh t\u1ebf xu\u1ea5t kh\u1ea9u Vi\u1ec7t Nam.<\/p>\n

Trong qu\u00fd 1 n\u0103m 2026, c\u00e1c doanh nghi\u1ec7p FDI \u0111\u00e3 t\u1ea1o ra doanh thu xu\u1ea5t kh\u1ea9u \u0111\u1ea1t 98,5 t\u1ef7 USD, chi\u1ebfm 80,1% trong t\u1ed5ng kim ng\u1ea1ch xu\u1ea5t kh\u1ea9u qu\u1ed1c gia. T\u0103ng tr\u01b0\u1edfng xu\u1ea5t kh\u1ea9u trong l\u0129nh v\u1ef1c n\u00e0y \u0111\u1ea1t 33,3% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc.<\/p>\n

Ng\u01b0\u1ee3c l\u1ea1i, xu\u1ea5t kh\u1ea9u c\u1ee7a khu v\u1ef1c n\u1ed9i \u0111\u1ecba l\u1ea1i gi\u1ea3m \u0111\u00e1ng k\u1ec3.<\/p>\n

Kho\u1ea3ng c\u00e1ch ng\u00e0y c\u00e0ng l\u1edbn n\u00e0y c\u1ee7ng c\u1ed1 m\u1ed9t \u0111\u1eb7c \u0111i\u1ec3m c\u1ea5u tr\u00fac quan tr\u1ecdng c\u1ee7a n\u1ec1n kinh t\u1ebf Vi\u1ec7t Nam: n\u0103ng l\u1ef1c c\u1ea1nh tranh xu\u1ea5t kh\u1ea9u ch\u1ee7 y\u1ebfu \u0111\u1ebfn t\u1eeb c\u00e1c t\u1eadp \u0111o\u00e0n \u0111a qu\u1ed1c gia ch\u1ee9 kh\u00f4ng ph\u1ea3i c\u00e1c doanh nghi\u1ec7p c\u00f4ng nghi\u1ec7p h\u00e0ng \u0111\u1ea7u trong n\u01b0\u1edbc.<\/p>\n

\u0110i\u1ec1u n\u00e0y c\u00f3 hai \u00fd ngh\u0129a \u0111\u1ed1i v\u1edbi c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0.<\/p>\n

M\u1ed9t m\u1eb7t, Vi\u1ec7t Nam s\u1edf h\u1eefu n\u1ec1n t\u1ea3ng xu\u1ea5t kh\u1ea9u hi\u1ec7u qu\u1ea3 cao \u0111\u01b0\u1ee3c h\u1ed7 tr\u1ee3 b\u1edfi c\u00e1c t\u1eadp \u0111o\u00e0n to\u00e0n c\u1ea7u v\u1edbi chu\u1ed7i cung \u1ee9ng \u0111\u00e3 \u0111\u01b0\u1ee3c thi\u1ebft l\u1eadp. M\u1eb7t kh\u00e1c, chi\u1ec1u s\u00e2u c\u00f4ng nghi\u1ec7p trong n\u01b0\u1edbc v\u1eabn ch\u01b0a \u0111\u1ed3ng \u0111\u1ec1u, \u0111\u1eb7c bi\u1ec7t l\u00e0 trong l\u0129nh v\u1ef1c s\u1ea3n xu\u1ea5t ch\u00ednh x\u00e1c cao v\u00e0 linh ki\u1ec7n \u0111\u1ea7u v\u00e0o.<\/p>\n

\u0110i\u1ec1u n\u00e0y t\u1ea1o ra m\u1ed9t m\u00f4i tr\u01b0\u1eddng m\u00e0 trong \u0111\u00f3 c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 n\u01b0\u1edbc ngo\u00e0i kh\u00f4ng ch\u1ec9 l\u00e0 nh\u1eefng nh\u00e0 xu\u1ea5t kh\u1ea9u m\u00e0 c\u00f2n l\u00e0 nh\u1eefng ng\u01b0\u1eddi x\u00e2y d\u1ef1ng h\u1ec7 sinh th\u00e1i.<\/p>\n

C\u00e1c c\u00f4ng ty ph\u00e1t tri\u1ec3n ngu\u1ed3n cung \u1ee9ng \u0111\u1ecba ph\u01b0\u01a1ng, h\u1ec7 th\u1ed1ng \u0111\u00e0o t\u1ea1o v\u00e0 n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t th\u01b0\u1eddng \u0111\u1ea1t \u0111\u01b0\u1ee3c l\u1ee3i th\u1ebf hi\u1ec7u qu\u1ea3 l\u00e2u d\u00e0i h\u01a1n.<\/p>\n

Nh\u1eefng di\u1ec5n bi\u1ebfn quan tr\u1ecdng \u0111\u1ecbnh h\u00ecnh m\u00f4i tr\u01b0\u1eddng \u0111\u1ea7u t\u01b0 trong qu\u00fd 1 n\u0103m 2026<\/strong><\/h3>\n

D\u00f2ng v\u1ed1n FDI ti\u1ebfp t\u1ee5c m\u1ea1nh m\u1ebd<\/u><\/h4>\n

V\u1ed1n FDI \u0111\u0103ng k\u00fd \u0111\u1ea1t kho\u1ea3ng 15,2 t\u1ef7 USD, t\u0103ng 42,9% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i, trong khi v\u1ed1n gi\u1ea3i ng\u00e2n t\u0103ng l\u00ean 5,4 t\u1ef7 USD.<\/p>\n

\u0110i\u1ec1u n\u00e0y ph\u1ea3n \u00e1nh s\u1ef1 tin t\u01b0\u1edfng li\u00ean t\u1ee5c c\u1ee7a c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0, \u0111\u1eb7c bi\u1ec7t l\u00e0 trong c\u00e1c l\u0129nh v\u1ef1c s\u1ea3n xu\u1ea5t, \u0111i\u1ec7n t\u1eed v\u00e0 c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng.<\/p>\n

Chu k\u1ef3 s\u1ea3n xu\u1ea5t v\u1eabn \u0111ang trong giai \u0111o\u1ea1n m\u1edf r\u1ed9ng.<\/u><\/h4>\n

Ch\u1ec9 s\u1ed1 PMI ng\u00e0nh s\u1ea3n xu\u1ea5t c\u1ee7a Vi\u1ec7t Nam duy tr\u00ec tr\u00ean m\u1ee9c 50 trong su\u1ed1t qu\u00fd, cho th\u1ea5y s\u1ef1 m\u1edf r\u1ed9ng li\u00ean t\u1ee5c v\u1ec1 s\u1ea3n l\u01b0\u1ee3ng v\u00e0 \u0111\u01a1n \u0111\u1eb7t h\u00e0ng m\u1edbi, m\u1eb7c d\u00f9 \u0111\u00e0 t\u0103ng tr\u01b0\u1edfng c\u00f3 ph\u1ea7n ch\u1eadm l\u1ea1i v\u00e0o cu\u1ed1i th\u00e1ng 3.<\/p>\n

\u0110i\u1ec1u n\u00e0y ph\u00f9 h\u1ee3p v\u1edbi s\u1ef1 gia t\u0103ng nh\u1eadp kh\u1ea9u m\u00e1y m\u00f3c v\u00e0 linh ki\u1ec7n, cho th\u1ea5y n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t \u0111ang ti\u1ebfp t\u1ee5c m\u1edf r\u1ed9ng ch\u1ee9 kh\u00f4ng ph\u1ea3i thu h\u1eb9p.<\/p>\n

\u00c1p l\u1ef1c v\u1ec1 chi ph\u00ed \u0111ang gia t\u0103ng.<\/u><\/h4>\n

C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t b\u00e1o c\u00e1o chi ph\u00ed \u0111\u1ea7u v\u00e0o v\u00e0 h\u1eadu c\u1ea7n t\u0103ng cao, \u0111\u1eb7c bi\u1ec7t l\u00e0 trong l\u0129nh v\u1ef1c n\u0103ng l\u01b0\u1ee3ng v\u00e0 v\u1eadn t\u1ea3i. Trong m\u1ed9t s\u1ed1 tr\u01b0\u1eddng h\u1ee3p, c\u00e1c \u0111\u01a1n \u0111\u1eb7t h\u00e0ng \u0111\u00e3 \u0111\u01b0\u1ee3c \u0111\u1ea9y nhanh ti\u1ebfn \u0111\u1ed9 \u0111\u1ec3 ph\u00f2ng ng\u1eeba r\u1ee7i ro t\u0103ng chi ph\u00ed trong t\u01b0\u01a1ng lai.<\/p>\n

\u0110\u1ed1i v\u1edbi c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0, \u0111i\u1ec1u n\u00e0y b\u00e1o hi\u1ec7u r\u1eb1ng l\u1ee3i th\u1ebf v\u1ec1 chi ph\u00ed c\u1ee7a Vi\u1ec7t Nam kh\u00f4ng n\u00ean \u0111\u01b0\u1ee3c xem l\u00e0 c\u1ed1 \u0111\u1ecbnh. Hi\u1ec7u qu\u1ea3 ho\u1ea1t \u0111\u1ed9ng v\u00e0 thi\u1ebft k\u1ebf chu\u1ed7i cung \u1ee9ng \u0111ang tr\u1edf n\u00ean quan tr\u1ecdng h\u01a1n so v\u1edbi ch\u1ec9 ri\u00eang ch\u00eanh l\u1ec7ch ti\u1ec1n l\u01b0\u01a1ng.<\/p>\n

Th\u01b0\u01a1ng m\u1ea1i li\u00ean k\u1ebft c\u00f4ng ngh\u1ec7 \u0111ang m\u1edf r\u1ed9ng nhanh h\u01a1n kh\u1ea3 n\u0103ng n\u1ed9i \u0111\u1ecba.<\/u><\/h4>\n

T\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng xu\u1ea5t kh\u1ea9u \u0111i\u1ec7n t\u1eed \u0111ang nhanh h\u01a1n so v\u1edbi s\u1ef1 ph\u00e1t tri\u1ec3n chu\u1ed7i cung \u1ee9ng trong n\u01b0\u1edbc. Kho\u1ea3ng c\u00e1ch gi\u1eefa s\u1ea3n l\u01b0\u1ee3ng xu\u1ea5t kh\u1ea9u v\u00e0 n\u0103ng l\u1ef1c \u0111\u1ea7u v\u00e0o trong n\u01b0\u1edbc \u0111ang ng\u00e0y c\u00e0ng m\u1edf r\u1ed9ng.<\/p>\n

Xu h\u01b0\u1edbng n\u00e0y th\u1ec3 hi\u1ec7n m\u1ed9t trong nh\u1eefng c\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 trung h\u1ea1n quan tr\u1ecdng nh\u1ea5t t\u1ea1i Vi\u1ec7t Nam: n\u00e2ng c\u1ea5p c\u00e1c ng\u00e0nh c\u00f4ng nghi\u1ec7p ph\u1ee5 tr\u1ee3 trong n\u01b0\u1edbc.<\/p>\n

C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 n\u01b0\u1edbc ngo\u00e0i n\u00ean r\u00fat ra k\u1ebft lu\u1eadn g\u00ec?<\/strong><\/h3>\n

Hi\u1ec7u qu\u1ea3 th\u01b0\u01a1ng m\u1ea1i c\u1ee7a Vi\u1ec7t Nam h\u1ed7 tr\u1ee3 tri\u1ec3n v\u1ecdng \u0111\u1ea7u t\u01b0 t\u00edch c\u1ef1c, nh\u01b0ng t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng chung kh\u00f4ng n\u00ean \u0111\u01b0\u1ee3c xem x\u00e9t m\u1ed9t c\u00e1ch ri\u00eang l\u1ebb.<\/p>\n

Tr\u01b0\u1edbc ti\u00ean, c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 n\u00ean x\u00e1c \u0111\u1ecbnh xem h\u1ecd c\u00f3 th\u1ec3 tham gia v\u00e0o h\u1ec7 sinh th\u00e1i s\u1ea3n xu\u1ea5t \u1edf l\u0129nh v\u1ef1c n\u00e0o. C\u01a1 h\u1ed9i c\u00f3 th\u1ec3 \u0111\u1eb7c bi\u1ec7t m\u1ea1nh m\u1ebd \u1edf c\u00e1c l\u0129nh v\u1ef1c linh ki\u1ec7n, d\u1ecbch v\u1ee5 c\u00f4ng nghi\u1ec7p, t\u1ef1 \u0111\u1ed9ng h\u00f3a, h\u1eadu c\u1ea7n v\u00e0 ph\u00e1t tri\u1ec3n nh\u00e0 cung c\u1ea5p.<\/p>\n

Th\u1ee9 hai, vi\u1ec7c l\u1ef1a ch\u1ecdn \u0111\u1ecba \u0111i\u1ec3m n\u00ean d\u1ef1a tr\u00ean kh\u1ea3 n\u0103ng ti\u1ebfp c\u1eadn kh\u00e1ch h\u00e0ng, c\u1ea3ng bi\u1ec3n, c\u1ee5m nh\u00e0 cung c\u1ea5p, c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng v\u00e0 ngu\u1ed3n lao \u0111\u1ed9ng l\u00e0nh ngh\u1ec1\u2014ch\u1ee9 kh\u00f4ng ch\u1ec9 d\u1ef1a v\u00e0o chi ph\u00ed \u0111\u1ea5t \u0111ai ho\u1eb7c ti\u1ec1n l\u01b0\u01a1ng.<\/p>\n

Th\u1ee9 ba, c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 n\u00ean x\u00e2y d\u1ef1ng chi\u1ebfn l\u01b0\u1ee3c t\u00ecm ngu\u1ed3n cung \u1ee9ng c\u00e2n b\u1eb1ng gi\u1eefa nguy\u00ean li\u1ec7u nh\u1eadp kh\u1ea9u v\u00e0 vi\u1ec7c n\u1ed9i \u0111\u1ecba h\u00f3a t\u1eebng b\u01b0\u1edbc. Vi\u1ec7c n\u1ed9i \u0111\u1ecba h\u00f3a ho\u00e0n to\u00e0n c\u00f3 th\u1ec3 kh\u00f4ng kh\u1ea3 thi ngay l\u1eadp t\u1ee9c, nh\u01b0ng s\u1ef1 ph\u1ee5 thu\u1ed9c qu\u00e1 m\u1ee9c v\u00e0o m\u1ed9t qu\u1ed1c gia ho\u1eb7c nh\u00e0 cung c\u1ea5p c\u00f3 th\u1ec3 t\u1ea1o ra r\u1ee7i ro v\u1ec1 ho\u1ea1t \u0111\u1ed9ng v\u00e0 th\u01b0\u01a1ng m\u1ea1i.<\/p>\n

Cu\u1ed1i c\u00f9ng, c\u00e1c c\u00f4ng ty n\u00ean ch\u00fa tr\u1ecdng h\u01a1n \u0111\u1ebfn ch\u1ee9ng t\u1eeb xu\u1ea5t x\u1ee9, t\u00ednh minh b\u1ea1ch c\u1ee7a chu\u1ed7i cung \u1ee9ng v\u00e0 vi\u1ec7c t\u1ea1o ra gi\u00e1 tr\u1ecb gia t\u0103ng t\u1ea1i \u0111\u1ecba ph\u01b0\u01a1ng. Khi xu\u1ea5t kh\u1ea9u c\u1ee7a Vi\u1ec7t Nam sang c\u00e1c th\u1ecb tr\u01b0\u1eddng l\u1edbn t\u0103ng l\u00ean, c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t c\u00f3 th\u1ec3 s\u1ebd ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi s\u1ef1 gi\u00e1m s\u00e1t ch\u1eb7t ch\u1ebd h\u01a1n v\u1ec1 n\u01a1i s\u1ea3n xu\u1ea5t th\u1ef1c t\u1ebf c\u1ee7a s\u1ea3n ph\u1ea9m v\u00e0 linh ki\u1ec7n.<\/p>\n

C\u00f4ng ty B&Company h\u1ed7 tr\u1ee3 c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 n\u01b0\u1edbc ngo\u00e0i th\u00f4ng qua \u0111\u00e1nh gi\u00e1 th\u1ecb tr\u01b0\u1eddng, ph\u00e2n t\u00edch ng\u00e0nh v\u00e0 chu\u1ed7i cung \u1ee9ng, nghi\u00ean c\u1ee9u \u0111\u1ecba \u0111i\u1ec3m, nghi\u00ean c\u1ee9u kh\u00e1ch h\u00e0ng v\u00e0 nh\u00e0 cung c\u1ea5p, v\u00e0 t\u00ecm ki\u1ebfm \u0111\u1ed1i t\u00e1c \u0111\u1ecba ph\u01b0\u01a1ng t\u1ea1i Vi\u1ec7t Nam. C\u00e1c d\u1ecbch v\u1ee5 n\u00e0y c\u00f3 th\u1ec3 gi\u00fap c\u00e1c c\u00f4ng ty x\u00e1c \u0111\u1ecbnh n\u01a1i h\u1ecd c\u00f3 th\u1ec3 tham gia hi\u1ec7u qu\u1ea3 nh\u1ea5t v\u00e0o h\u1ec7 sinh th\u00e1i th\u01b0\u01a1ng m\u1ea1i v\u00e0 s\u1ea3n xu\u1ea5t \u0111ang ph\u00e1t tri\u1ec3n c\u1ee7a Vi\u1ec7t Nam.<\/p>\n

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

T\u00ecnh h\u00ecnh xu\u1ea5t nh\u1eadp kh\u1ea9u Vi\u1ec7t Nam v\u00e0 Nh\u1eadt B\u1ea3n: Kim ng\u1ea1ch, s\u1ea3n ph\u1ea9m ch\u00ednh, xu h\u01b0\u1edbng t\u0103ng tr\u01b0\u1edfng, c\u01a1 h\u1ed9i v\u00e0 th\u00e1ch th\u1ee9c<\/a><\/p><\/blockquote>\n