{"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

<\/div>
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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 t\u1eeb n\u0103m 2008.<\/em><\/p>\n

Trong ph\u1ea7n n\u00e0y \u201cVietnam Briefing\u201d, c\u00e1c nh\u00e0 nghi\u00ean c\u1ee9u tr\u1ebb c\u1ee7a B&Company s\u1ebd cung c\u1ea5p th\u00f4ng tin k\u1ecbp th\u1eddi v\u1ec1 xu h\u01b0\u1edbng c\u00f4ng nghi\u1ec7p, xu h\u01b0\u1edbng ti\u00eau d\u00f9ng v\u00e0 c\u00e1c phong tr\u00e0o x\u00e3 h\u1ed9i c\u1ee7a Vi\u1ec7t Nam.<\/em><\/p>\n

B\u00e0i vi\u1ebft n\u00e0y \u0111\u01b0\u1ee3c vi\u1ebft b\u1eb1ng ti\u1ebfng Anh v\u00e0 vi\u1ec7c 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 cho t\u1eebng th\u00f4ng tin. C\u00e1c gi\u1ea3i th\u00edch v\u00e0 tri\u1ec3n v\u1ecdng t\u01b0\u01a1ng lai l\u00e0 \u00fd ki\u1ebfn c\u00e1 nh\u00e2n c\u1ee7a t\u1eebng nh\u00e0 nghi\u00ean c\u1ee9u. <\/em><\/p>\n<\/div>\n\t

\n\t\t
\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 m\u1ea1nh, nh\u01b0ng nh\u1eadp kh\u1ea9u t\u0103ng c\u00f2n nhanh h\u01a1n, \u0111\u1ea9y c\u1ea3 n\u01b0\u1edbc quay 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 th\u1ec3 cho th\u1ea5y v\u1ecb th\u1ebf \u0111\u1ed1i ngo\u1ea1i suy y\u1ebfu. Tuy nhi\u00ean, xem x\u00e9t k\u1ef9 h\u01a1n s\u1ebd cho th\u1ea5y m\u1ed9t c\u00e2u chuy\u1ec7n quan tr\u1ecdng h\u01a1n: Vi\u1ec7t Nam kh\u00f4ng ch\u1eadm l\u1ea1i\u2014m\u00e0 \u0111ang nh\u1eadp kh\u1ea9u m\u1ea1nh \u0111\u1ec3 m\u1edf r\u1ed9ng n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t.<\/p>\n

\u0110\u1ed1i v\u1edbi nh\u00e0 \u0111\u1ea7u t\u01b0 n\u01b0\u1edbc ngo\u00e0i, Q1 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 \u0111\u1ed1i do c\u1ea7u k\u00e9o.<\/p>\n

Th\u00e2m h\u1ee5t \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi \u0111\u1ea7u t\u01b0, kh\u00f4ng ph\u1ea3i 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 g\u1eafn v\u1edbi 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 \u0111ang 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 ph\u00e2n k\u1ef3 n\u00e0y r\u1ea5t quan tr\u1ecdng. N\u00f3 cho th\u1ea5y ph\u1ea7n l\u1edbn t\u0103ng tr\u01b0\u1edfng nh\u1eadp kh\u1ea9u t\u1eadp trung trong 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 nguy\u00ean v\u1eadt li\u1ec7u\u2014n\u01a1i c\u00e1c doanh nghi\u1ec7p FDI \u0111ang m\u1edf r\u1ed9ng c\u00f4ng su\u1ea5t ho\u1eb7c chu\u1ea9n b\u1ecb cho 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 h\u00f4m nay th\u01b0\u1eddng tr\u1edf th\u00e0nh h\u00e0ng xu\u1ea5t kh\u1ea9u trong 3\u20136 th\u00e1ng t\u1edbi. V\u00ec v\u1eady, th\u00e2m h\u1ee5t kh\u00f4ng ho\u00e0n to\u00e0n l\u00e0 \u0111i\u1ec3m y\u1ebfu v\u0129 m\u00f4 m\u00e0 l\u00e0 m\u1ed9t ph\u1ea7n c\u1ee7a chu\u1ed7i 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 l\u00e0m n\u1ed5i b\u1eadt m\u1ed9t v\u1ea5n \u0111\u1ec1 mang t\u00ednh c\u1ea5u tr\u00fac: Vi\u1ec7t Nam v\u1eabn ph\u1ee5 thu\u1ed9c n\u1eb7ng n\u1ec1 v\u00e0o \u0111\u1ea7u v\u00e0o nh\u1eadp kh\u1ea9u, \u0111\u1eb7c bi\u1ec7t trong c\u00e1c ph\u00e2n kh\u00fac s\u1ea3n xu\u1ea5t gi\u00e1 tr\u1ecb cao.<\/p>\n

M\u1edf r\u1ed9ng s\u1ea3n xu\u1ea5t \u0111ang l\u00e0m gia t\u0103ng m\u1ee9c \u0111\u1ed9 ph\u1ee9c t\u1ea1p c\u1ee7a 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 s\u00e2u h\u01a1n sang c\u00e1c ng\u00e0nh d\u1eabn d\u1eaft b\u1edfi \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: kho\u1ea3ng 16,7 t\u1ef7 USD<\/p>\n

\u2013 M\u00e1y m\u00f3c, thi\u1ebft b\u1ecb v\u00e0 ph\u1ee5 t\u00f9ng: kho\u1ea3ng 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 c\u00e1c m\u1ea1ng l\u01b0\u1edbi s\u1ea3n xu\u1ea5t to\u00e0n c\u1ea7u, \u0111\u1eb7c bi\u1ec7t l\u00e0 trong l\u1eafp r\u00e1p \u0111i\u1ec7n t\u1eed v\u00e0 s\u1ea3n xu\u1ea5t c\u00f4ng nghi\u1ec7p.<\/p>\n

Tuy nhi\u00ean, t\u0103ng tr\u01b0\u1edfng n\u00e0y ch\u01b0a \u0111\u01b0\u1ee3c h\u1eadu thu\u1eabn \u0111\u1ea7y \u0111\u1ee7 b\u1edfi c\u00e1c chu\u1ed7i cung \u1ee9ng trong n\u01b0\u1edbc. Nh\u1eadp kh\u1ea9u \u0111i\u1ec7n t\u1eed v\u00e0 linh ki\u1ec7n trong c\u00f9ng k\u1ef3 \u0111\u1ea1t g\u1ea7n 47,6 t\u1ef7 USD, v\u01b0\u1ee3t \u0111\u00e1ng k\u1ec3 so v\u1edbi xu\u1ea5t kh\u1ea9u c\u1ee7a c\u00e1c nh\u00f3m 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 \u0111\u1ec3 xu\u1ea5t kh\u1ea9u, nh\u01b0ng v\u1eabn ph\u1ee5 thu\u1ed9c v\u00e0o b\u00e1n d\u1eabn, linh ki\u1ec7n v\u00e0 v\u1eadt li\u1ec7u ti\u00ean ti\u1ebfn nh\u1eadp kh\u1ea9u.<\/p>\n

\u0110\u1ed1i v\u1edbi nh\u00e0 \u0111\u1ea7u t\u01b0, \u0111i\u1ec1u n\u00e0y t\u1ea1o ra hai t\u1ea7ng c\u01a1 h\u1ed9i:<\/p>\n

\u0110\u1ea7u ti\u00ean, <\/em>ti\u1ebfp t\u1ee5c \u0111\u1ea7u t\u01b0 v\u00e0o s\u1ea3n xu\u1ea5t cu\u1ed1i c\u00f9ng v\u00e0 l\u1eafp r\u00e1p cho c\u00e1c th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u.
\nTh\u1ee9 hai,<\/em> v\u00e0 ng\u00e0y c\u00e0ng quan tr\u1ecdng h\u01a1n, 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

Bao g\u1ed3m:<\/p>\n

\u2013 Linh ki\u1ec7n \u0111i\u1ec7n t\u1eed v\u00e0 chi ti\u1ebft ch\u00ednh x\u00e1c<\/p>\n

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

\u2013 D\u1ecbch v\u1ee5 th\u1eed nghi\u1ec7m, ki\u1ec3m \u0111\u1ecbnh v\u00e0 ki\u1ec3m so\u00e1t ch\u1ea5t l\u01b0\u1ee3ng<\/p>\n

\u2013 Logistics c\u00f4ng nghi\u1ec7p v\u00e0 gi\u1ea3i ph\u00e1p chu\u1ed7i cung \u1ee9ng<\/p>\n

\u2013 Ph\u00e1t tri\u1ec3n nh\u00e0 cung c\u1ea5p n\u1ed9i \u0111\u1ecba v\u00e0 n\u00e2ng c\u1ea5p k\u1ef9 thu\u1eadt<\/p>\n

Nh\u00f3m th\u1ee9 hai \u0111ang tr\u1edf n\u00ean quan tr\u1ecdng h\u01a1n v\u1ec1 m\u1eb7t chi\u1ebfn l\u01b0\u1ee3c khi quy m\u00f4 xu\u1ea5t kh\u1ea9u c\u1ee7a Vi\u1ec7t Nam ng\u00e0y c\u00e0ng m\u1edf r\u1ed9ng.<\/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\u00f3 m\u1ee9c \u0111\u1ed9 t\u1eadp trung r\u1ea5t cao.<\/p>\n

Hoa K\u1ef3 v\u1eabn l\u00e0 th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u l\u1edbn nh\u1ea5t, v\u1edbi 39,0 t\u1ef7 USD kim ng\u1ea1ch xu\u1ea5t kh\u1ea9u trong Q1 2026. Nhu c\u1ea7u t\u1eeb Hoa K\u1ef3 ti\u1ebfp t\u1ee5c l\u00e0 \u0111i\u1ec3m t\u1ef1a cho xu\u1ea5t kh\u1ea9u \u0111i\u1ec7n t\u1eed, m\u00e1y m\u00f3c v\u00e0 h\u00e0ng ti\u00eau d\u00f9ng c\u1ee7a Vi\u1ec7t Nam.<\/p>\n

\u1ede chi\u1ec1u 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 \u201cph\u1ee5 thu\u1ed9c k\u00e9p\u201d mang t\u00ednh c\u1ea5u tr\u00fac:<\/p>\n

\u2013 Nhu c\u1ea7u xu\u1ea5t kh\u1ea9u \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 \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 nh\u01b0ng c\u0169ng t\u1ea1o ra s\u1ef1 d\u1ec5 t\u1ed5n th\u01b0\u01a1ng. B\u1ea5t k\u1ef3 gi\u00e1n \u0111o\u1ea1n n\u00e0o trong chu\u1ed7i cung \u1ee9ng \u0111\u1ea7u v\u00e0o ho\u1eb7c nhu c\u1ea7u xu\u1ea5t kh\u1ea9u \u0111\u1ea7u ra \u0111\u1ec1u t\u00e1c \u0111\u1ed9ng tr\u1ef1c ti\u1ebfp \u0111\u1ebfn chu k\u1ef3 c\u00f4ng nghi\u1ec7p c\u1ee7a Vi\u1ec7t Nam.<\/p>\n

\u0110\u1ed1i v\u1edbi 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 h\u1ed9i nh\u1eadp r\u1ea5t s\u00e2u v\u00e0o d\u00f2ng ch\u1ea3y th\u01b0\u01a1ng m\u1ea1i to\u00e0n c\u1ea7u, khi\u1ebfn n\u01b0\u1edbc n\u00e0y tr\u1edf n\u00ean h\u1ea5p d\u1eabn nh\u01b0 m\u1ed9t n\u1ec1n t\u1ea3ng xu\u1ea5t kh\u1ea9u.
\nTh\u1ee9 hai,<\/em> Kh\u1ea3 n\u0103ng ch\u1ed1ng ch\u1ecbu c\u1ee7a chu\u1ed7i cung \u1ee9ng v\u00e0 chi\u1ebfn l\u01b0\u1ee3c ngu\u1ed3n cung tr\u1edf th\u00e0nh c\u00e1c y\u1ebfu t\u1ed1 quy\u1ebft \u0111\u1ecbnh th\u00e0nh c\u00f4ng khi ho\u1ea1t \u0111\u1ed9ng t\u1ea1i Vi\u1ec7t Nam.<\/p>\n

C\u00e1c doanh nghi\u1ec7p v\u00e0o 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 l\u00e0 hi\u1ec7n di\u1ec7n s\u1ea3n xu\u1ea5t.<\/p>\n

FDI ti\u1ebfp t\u1ee5c chi ph\u1ed1i xu\u1ea5t kh\u1ea9u\u2014v\u00e0 \u0111\u1ecbnh h\u00ecnh h\u01b0\u1edbng \u0111i 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 trong n\u01b0\u1edbc \u0111\u00e3 gi\u1ea3m \u0111\u00e1ng k\u1ec3.<\/p>\n

Kho\u1ea3ng c\u00e1ch ng\u00e0y c\u00e0ng n\u1edbi r\u1ed9ng n\u00e0y c\u1ee7ng c\u1ed1 m\u1ed9t \u0111\u1eb7c \u0111i\u1ec3m c\u1ea5u tr\u00fac then ch\u1ed1t 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\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi c\u00e1c t\u1eadp \u0111o\u00e0n \u0111a qu\u1ed1c gia thay v\u00ec c\u00e1c doanh nghi\u1ec7p c\u00f4ng nghi\u1ec7p \u0111\u1ea7u t\u00e0u trong n\u01b0\u1edbc.<\/p>\n

H\u00e0m \u00fd \u0111\u1ed1i v\u1edbi nh\u00e0 \u0111\u1ea7u t\u01b0 l\u00e0 hai chi\u1ec1u.<\/p>\n

M\u1ed9t m\u1eb7t, Vi\u1ec7t Nam mang \u0111\u1ebfn m\u1ed9t n\u1ec1n t\u1ea3ng xu\u1ea5t kh\u1ea9u c\u00f3 hi\u1ec7u qu\u1ea3 cao, \u0111\u01b0\u1ee3c h\u1eadu thu\u1eabn 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 n\u1ed9i \u0111\u1ecba v\u1eabn c\u00f2n kh\u00f4ng \u0111\u1ed3ng \u0111\u1ec1u, \u0111\u1eb7c bi\u1ec7t trong s\u1ea3n xu\u1ea5t c\u00f3 \u0111\u1ed9 ch\u00ednh x\u00e1c cao v\u00e0 c\u00e1c 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 \u1edf \u0111\u00f3 nh\u00e0 \u0111\u1ea7u t\u01b0 n\u01b0\u1edbc ngo\u00e0i kh\u00f4ng ch\u1ec9 l\u00e0 b\u00ean xu\u1ea5t kh\u1ea9u m\u00e0 c\u00f2n l\u00e0 b\u00ean x\u00e2y d\u1ef1ng h\u1ec7 sinh th\u00e1i.<\/p>\n

C\u00e1c doanh nghi\u1ec7p ph\u00e1t tri\u1ec3n nh\u00e0 cung c\u1ea5p n\u1ed9i \u0111\u1ecba, h\u1ec7 th\u1ed1ng \u0111\u00e0o t\u1ea1o v\u00e0 n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t th\u01b0\u1eddng c\u00f3 xu h\u01b0\u1edbng \u0111\u1ea1t \u0111\u01b0\u1ee3c l\u1ee3i th\u1ebf hi\u1ec7u qu\u1ea3 d\u00e0i h\u1ea1n m\u1ea1nh h\u01a1n.<\/p>\n

Nh\u1eefng di\u1ec5n bi\u1ebfn ch\u00ednh \u0111\u1ecbnh h\u00ecnh m\u00f4i tr\u01b0\u1eddng \u0111\u1ea7u t\u01b0 trong Q1 2026<\/strong><\/h3>\n

D\u00f2ng v\u1ed1n FDI m\u1ea1nh ti\u1ebfp t\u1ee5c duy tr\u00ec<\/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 ni\u1ec1m tin c\u1ee7a nh\u00e0 \u0111\u1ea7u t\u01b0 v\u1eabn \u0111\u01b0\u1ee3c duy tr\u00ec, \u0111\u1eb7c bi\u1ec7t trong c\u00e1c l\u0129nh v\u1ef1c s\u1ea3n xu\u1ea5t, \u0111i\u1ec7n t\u1eed v\u00e0 h\u1ea1 t\u1ea7ng.<\/p>\n

Chu k\u1ef3 s\u1ea3n xu\u1ea5t v\u1eabn \u0111ang trong xu h\u01b0\u1edbng m\u1edf r\u1ed9ng<\/u><\/h4>\n

Ch\u1ec9 s\u1ed1 PMI ng\u00e0nh s\u1ea3n xu\u1ea5t c\u1ee7a Vi\u1ec7t Nam v\u1eabn duy tr\u00ec tr\u00ean m\u1ee9c 50 trong su\u1ed1t qu\u00fd, cho th\u1ea5y s\u1ea3n l\u01b0\u1ee3ng v\u00e0 \u0111\u01a1n h\u00e0ng m\u1edbi ti\u1ebfp t\u1ee5c m\u1edf r\u1ed9ng, d\u00f9 \u0111\u00e0 t\u0103ng c\u00f3 ph\u1ea7n ch\u1eadm l\u1ea1i v\u00e0o g\u1ea7n th\u00e1ng 3.<\/p>\n

\u0110i\u1ec1u n\u00e0y ph\u00f9 h\u1ee3p v\u1edbi xu h\u01b0\u1edbng 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 \u0111\u01b0\u1ee3c m\u1edf r\u1ed9ng ch\u1ee9 kh\u00f4ng ph\u1ea3i thu h\u1eb9p.<\/p>\n

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

C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t ghi nh\u1eadn chi ph\u00ed \u0111\u1ea7u v\u00e0o v\u00e0 logistics t\u0103ng, \u0111\u1eb7c bi\u1ec7t \u1edf n\u0103ng l\u01b0\u1ee3ng v\u00e0 v\u1eadn t\u1ea3i. Trong m\u1ed9t s\u1ed1 tr\u01b0\u1eddng h\u1ee3p, \u0111\u01a1n h\u00e0ng \u0111\u01b0\u1ee3c \u0111\u1ea9y nhanh \u0111\u1ec3 ph\u00f2ng ng\u1eeba chi ph\u00ed t\u0103ng trong t\u01b0\u01a1ng lai.<\/p>\n

\u0110\u1ed1i v\u1edbi nh\u00e0 \u0111\u1ea7u t\u01b0, \u0111i\u1ec1u n\u00e0y cho th\u1ea5y l\u1ee3i th\u1ebf chi ph\u00ed c\u1ee7a Vi\u1ec7t Nam kh\u00f4ng c\u00f2n n\u00ean \u0111\u01b0\u1ee3c xem l\u00e0 t\u0129nh t\u1ea1i. Hi\u1ec7u qu\u1ea3 v\u1eadn h\u00e0nh v\u00e0 thi\u1ebft k\u1ebf chu\u1ed7i cung \u1ee9ng \u0111ang tr\u1edf n\u00ean quan tr\u1ecdng h\u01a1n so v\u1edbi ch\u00eanh l\u1ec7ch ti\u1ec1n l\u01b0\u01a1ng \u0111\u01a1n thu\u1ea7n.<\/p>\n

Th\u01b0\u01a1ng m\u1ea1i g\u1eafn v\u1edbi c\u00f4ng ngh\u1ec7 \u0111ang t\u0103ng nhanh h\u01a1n n\u0103ng l\u1ef1c n\u1ed9i \u0111\u1ecba<\/u><\/h4>\n

T\u0103ng tr\u01b0\u1edfng xu\u1ea5t kh\u1ea9u \u0111i\u1ec7n t\u1eed \u0111ang t\u0103ng nhanh h\u01a1n s\u1ef1 ph\u00e1t tri\u1ec3n c\u1ee7a chu\u1ed7i cung \u1ee9ng trong n\u01b0\u1edbc. Kho\u1ea3ng c\u00e1ch gi\u1eefa \u0111\u1ea7u ra xu\u1ea5t kh\u1ea9u v\u00e0 n\u0103ng l\u1ef1c \u0111\u1ea7u v\u00e0o n\u1ed9i \u0111\u1ecba \u0111ang ng\u00e0y c\u00e0ng n\u1edbi r\u1ed9ng.<\/p>\n

Xu h\u01b0\u1edbng n\u00e0y l\u00e0 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 h\u1ed7 tr\u1ee3 n\u1ed9i \u0111\u1ecba.<\/p>\n

Nh\u00e0 \u0111\u1ea7u t\u01b0 n\u01b0\u1edbc ngo\u00e0i n\u00ean r\u00fat ra \u0111i\u1ec1u g\u00ec?<\/strong><\/h3>\n

K\u1ebft 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 t\u1ed5ng th\u1ec3 kh\u00f4ng n\u00ean \u0111\u01b0\u1ee3c xem x\u00e9t m\u1ed9t c\u00e1ch t\u00e1ch bi\u1ec7t.<\/p>\n

Th\u1ee9 nh\u1ea5t, nh\u00e0 \u0111\u1ea7u t\u01b0 n\u00ean x\u00e1c \u0111\u1ecbnh v\u1ecb tr\u00ed h\u1ecd c\u00f3 th\u1ec3 tham gia trong h\u1ec7 sinh th\u00e1i s\u1ea3n xu\u1ea5t \u1edf \u0111\u00e2u. C\u01a1 h\u1ed9i c\u00f3 th\u1ec3 \u0111\u1eb7c bi\u1ec7t m\u1ea1nh \u1edf linh ki\u1ec7n, d\u1ecbch v\u1ee5 c\u00f4ng nghi\u1ec7p, t\u1ef1 \u0111\u1ed9ng h\u00f3a, logistics 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, h\u1ea1 t\u1ea7ng v\u00e0 lao \u0111\u1ed9ng tay ngh\u1ec1 cao\u2014not ch\u1ec9 d\u1ef1a v\u00e0o gi\u00e1 \u0111\u1ea5t hay chi ph\u00ed nh\u00e2n c\u00f4ng.<\/p>\n

Th\u1ee9 ba, nh\u00e0 \u0111\u1ea7u t\u01b0 n\u00ean x\u00e2y d\u1ef1ng chi\u1ebfn l\u01b0\u1ee3c sourcing c\u00e2n b\u1eb1ng gi\u1eefa \u0111\u1ea7u v\u00e0o nh\u1eadp kh\u1ea9u v\u00e0 n\u1ed9i \u0111\u1ecba h\u00f3a t\u1eebng b\u01b0\u1edbc. N\u1ed9i \u0111\u1ecba h\u00f3a ho\u00e0n to\u00e0n c\u00f3 th\u1ec3 ch\u01b0a kh\u1ea3 thi ngay, nh\u01b0ng ph\u1ee5 thu\u1ed9c qu\u00e1 m\u1ee9c v\u00e0o m\u1ed9t qu\u1ed1c gia ho\u1eb7c m\u1ed9t nh\u00e0 cung c\u1ea5p c\u00f3 th\u1ec3 t\u1ea1o ra c\u00e1c r\u1ee7i ro v\u1ec1 v\u1eadn h\u00e0nh v\u00e0 th\u01b0\u01a1ng m\u1ea1i.<\/p>\n

Cu\u1ed1i c\u00f9ng, c\u00e1c doanh nghi\u1ec7p n\u00ean ch\u00fa \u00fd h\u01a1n \u0111\u1ebfn h\u1ed3 s\u01a1 xu\u1ea5t x\u1ee9, t\u00ednh minh b\u1ea1ch c\u1ee7a chu\u1ed7i cung \u1ee9ng v\u00e0 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 gia t\u0103ng, c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t nhi\u1ec1u kh\u1ea3 n\u0103ng s\u1ebd ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi m\u1ee9c \u0111\u1ed9 gi\u00e1m s\u00e1t cao h\u01a1n v\u1ec1 n\u01a1i s\u1ea3n ph\u1ea9m v\u00e0 linh ki\u1ec7n th\u1ef1c s\u1ef1 \u0111\u01b0\u1ee3c s\u1ea3n xu\u1ea5t.<\/p>\n

B&Company h\u1ed7 tr\u1ee3 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, c\u00f9ng 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 doanh nghi\u1ec7p 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 thay \u0111\u1ed5i 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