{"id":2369,"date":"2022-03-21T15:54:57","date_gmt":"2022-03-21T08:54:57","guid":{"rendered":"https:\/\/ujc.vn\/?p=2369"},"modified":"2024-05-23T14:09:31","modified_gmt":"2024-05-23T07:09:31","slug":"nhom-det-may-noi-truoc-buoc-khong-qua-khi-don-hang-giam-manh-hau-cang-thang-my-trung","status":"publish","type":"post","link":"https:\/\/ujc.com.vn\/en\/nhom-det-may-noi-truoc-buoc-khong-qua-khi-don-hang-giam-manh-hau-cang-thang-my-trung\/","title":{"rendered":"Nh\u00f3m d\u1ec7t may: “N\u00f3i tr\u01b0\u1edbc b\u01b0\u1edbc kh\u00f4ng qua” khi \u0111\u01a1n h\u00e0ng gi\u1ea3m m\u1ea1nh h\u1eadu c\u0103ng th\u1eb3ng M\u1ef9 – Trung"},"content":{"rendered":"

T\u1eebng c\u00f3 th\u1eddi \u0111i\u1ec3m, ng\u01b0\u1eddi ng\u01b0\u1eddi ph\u1ea5n kh\u1edfi khi chi\u1ebfn tranh th\u01b0\u01a1ng m\u1ea1i M\u1ef9 – Trung s\u1ebd t\u1ea1o \u0111\u00e0 cho nh\u00f3m xu\u1ea5t kh\u1ea9u Vi\u1ec7t Nam t\u0103ng tr\u01b0\u1edfng, th\u1eadm ch\u00ed nh\u1ea3y v\u1ecdt. H\u1ea7u h\u1ebft quan \u0111i\u1ec3m \u0111\u01b0a ra \u0111\u1ec1u theo h\u01b0\u1edbng t\u00edch c\u1ef1c v\u1edbi nh\u00f3m d\u1ec7t may, r\u1eb1ng l\u01b0\u1ee3ng h\u00e0ng s\u1ebd chuy\u1ec3n d\u1ecbch t\u1eeb Trung Qu\u1ed1c sang Vi\u1ec7t Nam, ch\u01b0a k\u1ec3 t\u1eeb nhi\u1ec1u th\u1ecb tr\u01b0\u1eddng ti\u1ec1m n\u0103ng kh\u00e1c trong b\u1ed1i c\u1ea3nh h\u01b0\u1edfng l\u1ee3i \u01b0u \u0111\u00e3i thu\u1ebf t\u1eeb FTAs.<\/p>\n

“N\u00f3i tr\u01b0\u1edbc b\u01b0\u1edbc kh\u00f4ng qua”<\/b><\/p>\n

Song, th\u1ef1c t\u1ebf l\u1ea1i “n\u00f3i tr\u01b0\u1edbc b\u01b0\u1edbc kh\u00f4ng qua”, khi m\u00e0 FTAs m\u1edbi \u0111\u01b0\u1ee3c k\u00fd k\u1ebft ch\u1ee9 ch\u01b0a c\u00f3 hi\u1ec7u l\u1ef1c th\u1ef1c s\u1ef1, h\u00e0ng xu\u1ea5t kh\u1ea9u v\u1eabn ch\u1ecbu thu\u1ebf v\u00e0 “h\u1ed7 tr\u1ee3” c\u1ee7a nh\u1eefng hi\u1ec7p \u0111\u1ecbnh giao th\u01b0\u01a1ng n\u00e0y c\u0169ng ch\u1ec9 d\u1eebng l\u1ea1i \u1edf k\u1ef3 v\u1ecdng. Trong khi, c\u0103ng th\u1eb3ng M\u1ef9 – Trung tr\u01b0\u1edbc m\u1eaft \u0111ang khi\u1ebfn c\u00e1c \u0111\u01a1n h\u00e0ng v\u1edbi Trung Qu\u1ed1c s\u1ee5t gi\u1ea3m nghi\u00eam tr\u1ecdng.<\/p>\n

Ghi nh\u1eadn, b\u00ecnh qu\u00e2n Vi\u1ec7t Nam s\u1ea3n xu\u1ea5t 2,2 tri\u1ec7u t\u1ea5n s\u1ee3i\/n\u0103m, xu\u1ea5t kh\u1ea9u 1,5 tri\u1ec7u t\u1ea5n, trong \u0111\u00f3 60% s\u1ea3n l\u01b0\u1ee3ng xu\u1ea5t kh\u1ea9u sang Trung Qu\u1ed1c. Tuy nhi\u00ean t\u1eeb cu\u1ed1i n\u0103m 2018, t\u00ecnh h\u00ecnh xu\u1ea5t kh\u1ea9u s\u1ee3i b\u1eaft \u0111\u1ea7u bi\u1ebfn \u0111\u1ed9ng, k\u1ebft th\u00fac n\u1eeda \u0111\u1ea7u n\u0103m 2019 t\u0103ng tr\u01b0\u1edfng xu\u1ea5t kh\u1ea9u s\u1ee3i ch\u1ec9 c\u00f2n h\u01a1n 1%, kim ng\u1ea1ch xu\u1ea5t kh\u1ea9u ph\u1ee5 li\u1ec7u gi\u1ea3m g\u1ea7n 0,3% so v\u1edbi n\u1eeda \u0111\u1ea7u n\u0103m ngo\u00e1i.<\/p>\n

Ph\u00eda doanh nghi\u1ec7p d\u1ec7t may thi\u1ebfu \u0111\u01a1n h\u00e0ng tr\u1ea7m tr\u1ecdng (gi\u1ea3m \u0111\u1ebfn 30% so v\u1edbi c\u00f9ng k\u1ef3), k\u1ec3 c\u1ea3 c\u00e1c t\u00ean tu\u1ed5i l\u1edbn nh\u01b0 May Vi\u1ec7t Ti\u1ebfn (VGG), May 10, Th\u00e0nh C\u00f4ng (TCM)\u2026 T\u00ecnh h\u00ecnh kinh doanh theo \u0111\u00f3 \u1ea3m \u0111\u1ea1m, \u0111i ng\u01b0\u1ee3c ho\u00e0n to\u00e0n so v\u1edbi “huy\u1ec5n ho\u1eb7c” tr\u01b0\u1edbc \u0111\u00f3.<\/p>\n

\u0110\u01a1n c\u1eed, S\u1ee3i Th\u1ebf K\u1ef7 (STK) kh\u00e9p l\u1ea1i qu\u00fd 2 v\u1edbi doanh thu thu\u1ea7n 494 t\u1ef7 \u0111\u1ed3ng, gi\u1ea3m 18% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc. Nguy\u00ean nh\u00e2n do kh\u00e1ch h\u00e0ng b\u1ecb t\u00e1c \u0111\u1ed9ng t\u00e2m l\u00fd t\u1eeb c\u0103ng th\u1eb3ng chi\u1ebfn tranh th\u01b0\u01a1ng m\u1ea1i M\u1ef9 – Trung, th\u1ecb tr\u01b0\u1eddng c\u00e1c m\u1eb7t h\u00e0ng truy\u1ec1n th\u1ed1ng (s\u1ee3i nguy\u00ean sinh) do \u0111\u00f3 ti\u00eau th\u1ee5 ch\u1eadm l\u1ea1i. D\u1ec7t may – \u0110\u1ea7u t\u01b0 – Th\u01b0\u01a1ng m\u1ea1i Th\u00e0nh C\u00f4ng (TCM) c\u0169ng b\u00e1o c\u00e1o qu\u00fd v\u1edbi doanh thu gi\u1ea3m v\u1ec1 791 t\u1ef7, l\u1ee3i nhu\u1eadn g\u1ed9p t\u1eeb ho\u1ea1t \u0111\u1ed9ng kinh doanh gi\u1ea3m h\u01a1n 10% v\u1ec1 129 t\u1ef7 \u0111\u1ed3ng. D\u1ec7t may Ho\u00e0 Th\u1ecd v\u1eeba t\u1ed5ng k\u1ebft ho\u1ea1t \u0111\u1ed9ng v\u1edbi doanh thu gi\u1ea3m 4%, t\u01b0\u01a1ng \u1ee9ng l\u1ee3i nhu\u1eadn g\u1ed9p gi\u1ea3m 9,5% so v\u1edbi qu\u00fd 2\/2018\u2026<\/p>\n

Ch\u01b0a ch\u1eafc c\u00e1c \u0111\u01a1n h\u00e0ng l\u1edbn s\u1ebd \u0111\u1ed5 v\u1ec1 Vi\u1ec7t Nam!<\/b><\/p>\n

Chia s\u1ebb v\u1ec1 t\u00ecnh tr\u1ea1ng n\u00e0y, \u0111\u1ea1i di\u1ec7n Phong Ph\u00fa (PPG) kh\u00e1 b\u1ea5t ng\u1edd khi th\u1ef1c t\u1ebf nh\u1eefng \u0111\u01a1n h\u00e0ng kh\u00f4ng qu\u00e1 nhi\u1ec1u nh\u01b0 k\u1ef3 v\u1ecdng c\u1ee7a FTAs. N\u1ebfu ch\u1ec9 x\u00e9t tr\u00ean nh\u00f3m h\u00e0ng d\u1ec7t, s\u1ee3i\u2026 v\u1ecb n\u00e0y ghi nh\u1eadn kh\u00f4ng c\u00f3 g\u00ec s\u00f4i \u0111\u1ed9ng, th\u1eadm ch\u00ed c\u00f2n \u1ea3m \u0111\u1ea1m so v\u1edbi tr\u01b0\u1edbc \u0111\u00e2y. Nguy\u00ean nh\u00e2n c\u00f3 th\u1ec3 xu\u1ea5t ph\u00e1t t\u1eeb b\u1ea5t \u1ed5n v\u1ec1 ch\u00ednh tr\u1ecb to\u00e0n c\u1ea7u, chi\u1ebfn tranh th\u01b0\u01a1ng m\u1ea1i M\u1ef9 – Trung; \u0111\u1eb7c bi\u1ec7t b\u1ea3n ch\u1ea5t xoay quanh b\u1ea5t \u0111\u1ed3ng gi\u1eefa 2 n\u1ec1n kinh t\u1ebf l\u1edbn M\u1ef9 v\u00e0 Trung Qu\u1ed1c kh\u00f4ng ai bi\u1ebft r\u00f5 hai b\u00ean \u0111\u1ed1i \u0111\u1ea7u hay ho\u00e0 thu\u1eadn\u2026<\/p>\n

“Hai “\u00f4ng l\u1edbn” ch\u01b0a c\u00f3 quy\u1ebft \u0111\u1ecbnh c\u1ee5 th\u1ec3 nh\u01b0 th\u1ebf n\u00e0o, trong khi \u0111\u00e2y l\u1ea1i l\u00e0 nh\u1eefng th\u1ecb tr\u01b0\u1eddng l\u1edbn, c\u00f3 qu\u00e1 nhi\u1ec1u \u0111\u01a1n h\u00e0ng t\u1eeb c\u00e1c n\u01b0\u1edbc \u0111ang l\u00e0m v\u1edbi M\u1ef9 c\u0169ng nh\u01b0 Trung Qu\u1ed1c. M\u1eb7t kh\u00e1c, M\u1ef9 \u0111ang si\u1ebft ch\u1eb7t v\u1ea5n \u0111\u1ec1 h\u00e0ng Trung Qu\u1ed1c \u0111\u1ed9i l\u1ed1t Vi\u1ec7t Nam, \u0111i\u1ec1u n\u00e0y c\u0169ng l\u00e0 l\u00fd do l\u1edbn d\u1eabn \u0111\u1ebfn vi\u1ec7c kh\u00f4ng ch\u1eafc ch\u1eafn c\u00e1c \u0111\u01a1n h\u00e0ng l\u1edbn s\u1ebd \u0111\u1ed5 v\u1ec1 Vi\u1ec7t Nam nh\u01b0 k\u1ef3 v\u1ecdng”,<\/i>\u00a0ng\u01b0\u1eddi \u0111\u1ee9ng \u0111\u1ea7u PPG kh\u1eb3ng \u0111\u1ecbnh.<\/p>\n

M\u1ed9t s\u1ed1 \u00fd ki\u1ebfn kh\u00e1c c\u00f2n cho hay, vi\u1ec7c Trung Qu\u1ed1c ph\u00e1 gi\u00e1 \u0111\u1ed3ng Nh\u00e2n d\u00e2n t\u1ec7, trong khi VND v\u1eabn \u1ed5n \u0111\u1ecbnh khi\u1ebfn h\u00e0ng ho\u00e1 xu\u1ea5t kh\u1ea9u n\u01b0\u1edbc ra c\u00f3 gi\u00e1 th\u00e0nh cao h\u01a1n, t\u1eeb \u0111\u00f3 s\u1ea3n ph\u1ea9m k\u00e9m t\u00ednh c\u1ea1nh tranh \u0111\u01b0a xu\u1ea5t kh\u1ea9u n\u00f3i chung v\u00e0o th\u1ebf b\u1ea5t l\u1ee3i.<\/p>\n

Trung Qu\u1ed1c \u0111ang ph\u00e1 gi\u00e1 m\u1ea1nh 32% so v\u1edbi m\u1eb7t b\u1eb1ng chung, th\u1eadm ch\u00ed b\u00e1n d\u01b0\u1edbi gi\u00e1 v\u1ed1n<\/b><\/p>\n

Tr\u00ean vai tr\u00f2 doanh nghi\u1ec7p s\u1ea3n xu\u1ea5t s\u1ee3i, vi\u1ec7c \u0111\u01a1n h\u00e0ng d\u1ec7t may gi\u1ea3m t\u00e1c \u0111\u1ed9ng tr\u1ef1c ti\u1ebfp k\u00e9o l\u00f9i t\u0103ng tr\u01b0\u1edfng doanh thu qu\u00fd 2, \u0111\u1ea1i di\u1ec7n S\u1ee3i Th\u1ebf K\u1ef7 – b\u00e0 Nguy\u1ec5n Ph\u01b0\u01a1ng Chi \u2013 cho vi\u1ebft t\u00ecnh tr\u1ea1ng n\u00e0y ch\u01b0a c\u00f3 d\u1ef1 \u0111o\u00e1n khi n\u00e0o s\u1ebd c\u1ea3i thi\u1ec7n, qu\u00fd 3 nhi\u1ec1u kh\u1ea3 n\u0103ng kh\u00e1ch h\u00e0ng may m\u1eb7c v\u1eabn tr\u00ec ho\u00e3n \u0111\u01a1n h\u00e0ng.<\/p>\n

Nh\u1eadn \u0111\u1ecbnh v\u1ec1 nguy\u00ean nh\u00e2n, b\u00e0 Chi b\u1ed5 sung m\u1ed9t s\u1ed1 nh\u00e0 m\u00e1y Trung Qu\u1ed1c \u0111ang ph\u1ea3i \u0111\u00f3ng c\u1eeda d\u1eabn \u0111\u1ebfn vi\u1ec7c b\u00e1n ph\u00e1 gi\u00e1 do t\u00e1c \u0111\u1ed9ng c\u1ee7a chi\u1ebfn tranh th\u01b0\u01a1ng m\u1ea1i, do \u0111\u00f3 \u0111\u1ec3 gi\u1ea3i quy\u1ebft h\u00e0ng t\u1ed3n bu\u1ed9t doanh nghi\u1ec7p n\u01b0\u1edbc s\u1edf t\u1ea1i ph\u1ea3i ph\u00e1 gi\u00e1 v\u00e0 \u0111\u1ea9y h\u00e0ng sang n\u01b0\u1edbc ngo\u00e0i, trong \u0111\u00f3 c\u00f3 Vi\u1ec7t Nam.<\/p>\n

Hi\u1ec7n, m\u1ee9c gi\u00e1 c\u1ee7a Trung Qu\u1ed1c th\u1ea5p h\u01a1n \u0111\u1ebfn 20cents (t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 5%) so v\u1edbi gi\u00e1 c\u1ee7a S\u1ee3i Th\u1ebf K\u1ef7. Th\u1eadm ch\u00ed, v\u1edbi nh\u1eefng \u01b0u \u0111\u00e3i t\u1eeb ch\u00ednh ph\u1ee7, h\u00e0ng Trung Qu\u1ed1c \u00a0\u0111\u00e2u \u0111\u00f3 b\u00e1n ra ch\u1ec9 v\u00e0o kho\u1ea3ng 60cents, trong khi gi\u00e1 nguy\u00ean v\u1eadt li\u1ec7u (ch\u01b0a k\u1ec3 PET Chip) \u0111\u00e3 g\u1ea7n 90cents.\u00a0\u01af\u1edbc t\u00ednh b\u1edfi m\u1ed9t \u0111\u01a1n v\u1ecb t\u1ea1i M\u1ef9, t\u1ef7 l\u1ec7 ph\u00e1 gi\u00e1 h\u00e0ng Trung Qu\u1ed1c \u0111ang ch\u1ea1m ng\u01b0\u1ee1ng 32%.<\/b><\/p>\n

Ri\u00eang v\u1edbi S\u1ee3i Th\u1ebf K\u1ef7, hi\u1ec7n C\u00f4ng ty \u0111ang d\u1ea7n chuy\u1ec3n \u0111\u1ed5i t\u1eeb s\u1ee3i nguy\u00ean sinh (m\u1eb7t h\u00e0ng truy\u1ec1n th\u1ed1ng) sang s\u1ee3i t\u00e1i ch\u1ebf, d\u00f2ng s\u1ea3n ph\u1ea9m n\u00e0y c\u0169ng l\u00e0 tr\u1ee5 \u0111\u1ee1 t\u0103ng tr\u01b0\u1edfng qu\u00fd v\u1eeba qua. Hi\u1ec7n s\u1ee3i t\u00e1i ch\u1ebf chi\u1ebfm kho\u1ea3ng 20% s\u1ea3n l\u01b0\u1ee3ng C\u00f4ng ty v\u00e0 \u0111ang ti\u00eau d\u00f9ng n\u1ed9i \u0111\u1ecba l\u00e0 ch\u00ednh, t\u01b0\u01a1ng lai s\u1ebd xu\u1ea5t kh\u1ea9u. \u0110\u00e2y l\u00e0 d\u00f2ng s\u1ee3i c\u00f3 l\u1ee3i th\u1ebf v\u00e0 Trung Qu\u1ed1c kh\u00f4ng thay th\u1ebf \u0111\u01b0\u1ee3c, nguy\u00ean li\u1ec7u s\u1ee3i t\u00e1i ch\u1ebf hi\u1ec7n \u0111\u01b0\u1ee3c nh\u1eadp 100% t\u1eeb \u0110\u00e0i Loan, Indonesia, Th\u00e1i Lan…<\/p>\n

S\u1ee3i Th\u1ebf K\u1ef7 \u0111\u1eb7t m\u1ee5c ti\u00eau t\u1ef7 tr\u1ecdng s\u1ee3i t\u00e1i ch\u1ebf \u0111\u1ebfn n\u0103m 2020 l\u00e0 30%, tuy nhi\u00ean th\u1ef1c t\u1ebf c\u00f3 th\u1ec3 thay \u0111\u1ed5i, b\u00e0 Chi cho bi\u1ebft. V\u1ec1 ti\u1ec1m n\u0103ng c\u1ee7a s\u1ee3i n\u00e0y trong t\u01b0\u01a1ng lai, th\u1ee9 nh\u1ea5t v\u1edbi kh\u00e1ch h\u00e0ng hi\u1ec7n h\u1eefu l\u00e0 Nike, Adidas, Puma… c\u00f3 xu h\u01b0\u1edbng cam k\u1ebft t\u0103ng s\u1eed d\u1ee5ng s\u1ee3i t\u00e1i ch\u1ebf \u0111\u1ec3 b\u1ea3o v\u1ec7 m\u00f4i tr\u01b0\u1eddng nh\u1eb1m t\u0103ng t\u00ednh c\u1ea1nh tranh, t\u1eeb \u0111\u00f3 thu h\u00fat kh\u00e1ch h\u00e0ng. Th\u1ee9 hai, v\u1edbi kh\u00e1ch h\u00e0ng t\u01b0\u01a1ng lai c\u00f3 th\u1ec3 l\u00e0 kh\u00e1ch h\u00e0ng m\u1edbi ch\u01b0a d\u00f9ng s\u1ee3i t\u00e1i ch\u1ebf, ho\u1eb7c h\u01b0\u1edbng \u0111\u1ebfn c\u00e1c ch\u01b0\u01a1ng tr\u00ecnh qu\u1ed1c t\u1ebf c\u0169ng d\u1ea7n theo xu h\u01b0\u1edbng d\u00f9ng s\u1ee3i t\u00e1i ch\u1ebf.<\/p>","protected":false},"excerpt":{"rendered":"

T\u1eebng c\u00f3 th\u1eddi \u0111i\u1ec3m, ng\u01b0\u1eddi ng\u01b0\u1eddi ph\u1ea5n kh\u1edfi khi chi\u1ebfn […]<\/p>\n","protected":false},"author":5,"featured_media":2375,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-2369","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tin-tuc"],"yoast_head":"\nNh\u00f3m d\u1ec7t may: "N\u00f3i tr\u01b0\u1edbc b\u01b0\u1edbc kh\u00f4ng qua" khi \u0111\u01a1n h\u00e0ng gi\u1ea3m m\u1ea1nh h\u1eadu c\u0103ng th\u1eb3ng M\u1ef9 - Trung - \u0110\u1ed3ng ph\u1ee5c Vi\u1ec7t T\u00edn<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ujc.com.vn\/en\/nhom-det-may-noi-truoc-buoc-khong-qua-khi-don-hang-giam-manh-hau-cang-thang-my-trung\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Nh\u00f3m d\u1ec7t may: "N\u00f3i tr\u01b0\u1edbc b\u01b0\u1edbc kh\u00f4ng qua" khi \u0111\u01a1n h\u00e0ng gi\u1ea3m m\u1ea1nh h\u1eadu c\u0103ng th\u1eb3ng M\u1ef9 - 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