{"id":81514,"date":"2021-06-21T14:42:14","date_gmt":"2021-06-21T07:42:14","guid":{"rendered":"https:\/\/advantage.vn\/vi\/?p=81514"},"modified":"2022-08-20T15:34:43","modified_gmt":"2022-08-20T08:34:43","slug":"nganh-van-tai-bien-roi-vao-khung-hoang-suc-ep-lam-phat-toan-cau-gia-tang","status":"publish","type":"post","link":"https:\/\/advantage.vn\/vi\/nganh-van-tai-bien-roi-vao-khung-hoang-suc-ep-lam-phat-toan-cau-gia-tang\/","title":{"rendered":"Ng\u00e0nh V\u1eadn T\u1ea3i Bi\u1ec3n R\u01a1i V\u00e0o Kh\u1ee7ng Ho\u1ea3ng, S\u1ee9c \u00c9p L\u1ea1m Ph\u00e1t To\u00e0n C\u1ea7u Gia T\u0103ng"},"content":{"rendered":"

C\u01b0\u1edbc v\u1eadn t\u1ea3i <\/strong>bi\u1ec3n <\/strong>\u0111ang \u1edf m\u1ee9c cao nh\u1ea5t m\u1ecdi th\u1eddi \u0111\u1ea1i, cao g\u1ea5p 5 \u0111\u1ebfn 10 l\u1ea7n so v\u1edbi <\/strong>m\u1ee9c gi\u00e1 <\/strong>trung b\u00ecnh <\/strong>trong <\/strong>l\u1ecbch s\u1eed. Gi\u00e1 c\u01b0\u1edbc <\/strong>v\u1eabn <\/strong>li\u00ean t\u1ee5c t\u0103ng, \u0111\u1ebfn n\u1ed7i <\/strong>kh\u00f4ng ai<\/strong> d\u00e1m ch\u1eafc \u0111\u00e2u s\u1ebd l\u00e0 \u0111\u1ec9nh…<\/strong><\/p>\n

Theo CNBC, trong v\u00f2ng m\u1ed9t n\u0103m tr\u1edf l\u1ea1i \u0111\u00e2y, ng\u00e0nh v\u1eadn t\u1ea3i bi\u1ec3n to\u00e0n c\u1ea7u li\u00ean t\u1ee5c g\u1eb7p ph\u1ea3i nhi\u1ec1u tr\u1edf ng\u1ea1i. \u0110\u1ea7u ti\u00ean l\u00e0 s\u1ef1 thi\u1ebfu h\u1ee5t container do \u0111\u1ea1i d\u1ecbch Covid-19<\/a><\/span>, ti\u1ebfp \u0111\u1ebfn l\u00e0 s\u1ef1 c\u1ed1 t\u1eafc ngh\u1ebdn \u1edf k\u00eanh \u0111\u00e0o Suez trong th\u00e1ng 03\/2021<\/a><\/span> v\u1eeba qua.<\/p>\n

\"Ng\u00e0nh<\/p>\n

Gi\u1edd \u0111\u00e2y, ng\u00e0nh v\u1eadn t\u1ea3i bi\u1ec3n l\u1ea1i ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi m\u1ed9t r\u1eafc r\u1ed1i kh\u00e1c, \u0111\u00f3 l\u00e0 Covid b\u00f9ng ph\u00e1t m\u1ea1nh \u1edf t\u1ec9nh Qu\u1ea3ng \u0110\u00f4ng, mi\u1ec1n nam Trung Qu\u1ed1c bu\u1ed9c ph\u1ea3i phong to\u1ea3 nhi\u1ec1u khu v\u1ef1c. V\u00ec th\u1ebf m\u00e0 c\u00e1c d\u1ecbch v\u1ee5 t\u1ea1i c\u1ea3ng bi\u1ec3n \u1edf t\u1ec9nh n\u00e0y b\u1ecb gi\u00e1n \u0111o\u1ea1n nghi\u00eam tr\u1ecdng, khi\u1ebfn vi\u1ec7c giao h\u00e0ng b\u1ecb ch\u1eadm tr\u1ec5 v\u00e0 \u0111\u1ea9y chi ph\u00ed gia t\u0103ng.<\/p>\n

Ng\u00e0nh v\u1eadn t\u1ea3i bi\u1ec3n li\u00ean t\u1ee5c \u0111\u1ed1i m\u1eb7t v\u1edbi kh\u1ee7ng ho\u1ea3ng<\/span><\/h2>\n

Sau \u0111\u1ea1i d\u1ecbch Covid-19, n\u1ec1n kinh t\u1ebf to\u00e0n c\u1ea7u \u0111\u00e3 c\u00f3 ph\u1ea7n h\u1ed3i ph\u1ee5c, xu h\u01b0\u1edbng mua s\u1eafm online c\u0169ng tr\u1edf n\u00ean t\u0103ng v\u1ecdt do ng\u01b0\u1eddi ti\u00eau d\u00f9ng \u1edf nh\u00e0 nhi\u1ec1u h\u01a1n \u0111\u00e3 \u0111\u1ea9y nhu c\u1ea7u v\u1eadn t\u1ea3i h\u00e0ng ho\u00e1 l\u00ean cao, g\u00e2y ra t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t nghi\u00eam tr\u1ecdng s\u1ed1 l\u01b0\u1ee3ng l\u1edbn c\u00e1c container ch\u1ee9a h\u00e0ng. \u0110i\u1ec1u n\u00e0y l\u00e0m cho h\u00e0ng ho\u00e1 xu\u1ea5t kh\u1ea9u t\u1eeb Trung Qu\u1ed1c sang ch\u00e2u \u00c2u v\u00e0 M\u1ef9 b\u1ecb \u1ee9 tr\u1ec7, khi\u1ebfn chi ph\u00ed c\u00e0ng t\u0103ng cao h\u01a1n n\u1eefa \u0111\u1ed1i v\u1edbi c\u1ea3 doanh nghi\u1ec7p v\u00e0 ng\u01b0\u1eddi ti\u00eau d\u00f9ng.<\/p>\n

\"Ng\u00e0nh<\/p>\n

Ti\u1ebfp theo \u0111\u00f3, Ever Given – m\u1ed9t trong nh\u1eefng con t\u00e0u container l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi g\u1eb7p ph\u1ea3i s\u1ef1 c\u1ed1 v\u00e0 m\u1eafc k\u1eb9t \u1edf k\u00eanh \u0111\u00e0o Suez trong g\u1ea7n m\u1ed9t tu\u1ea7n. Tuy\u1ebfn \u0111\u01b0\u1eddng huy\u1ebft m\u1ea1ch n\u00e0y chi\u1ebfm 12% t\u1ed5ng s\u1ed1 h\u00e0ng ho\u00e1 v\u1eadn t\u1ea3i h\u00e0ng h\u1ea3i tr\u00ean to\u00e0n c\u1ea7u v\u00e0 b\u00ecnh qu\u00e2n \u0111\u00f3n h\u01a1n 50 t\u00e0u h\u00e0ng \u0111i qua \u0111\u00e2y m\u1ed7i ng\u00e0y. Nhi\u1ec1u thuy\u1ec1n h\u00e0ng \u0111\u00e3 ph\u1ea3i quay \u0111\u1ea7u l\u1ea1i gi\u1eefa bi\u1ec3n \u0111\u1ec3 \u0111i v\u00f2ng qua M\u0169i H\u1ea3o V\u1ecdng c\u1ee7a Ch\u00e2u Phi nh\u1eb1m tr\u00e1nh \u00e1ch t\u1eafc tr\u00ean k\u00eanh \u0111\u00e0o Suez.<\/p>\n

S\u1ef1 c\u1ed1 n\u00e0y \u0111\u00e3 g\u00e2y ra m\u1ed9t cu\u1ed9c kh\u1ee7ng ho\u1ea3ng h\u00e0ng h\u1ea3i nghi\u00eam tr\u1ecdng. Nghi\u00ean c\u1ee9u t\u1eeb c\u00f4ng ty b\u1ea3o hi\u1ec3m \u0110\u1ee9c Allianz cho bi\u1ebft m\u1ed7i ng\u00e0y k\u00eanh \u0111\u00e0o Suez b\u1ecb ch\u1eb7n g\u00e2y thi\u1ec7t h\u1ea1i th\u01b0\u01a1ng m\u1ea1i to\u00e0n c\u1ea7u kho\u1ea3ng 6-10 t\u1ef7 USD.<\/p>\n

\"Ng\u00e0nh<\/p>\n

Gi\u1edd \u0111\u00e2y, ng\u00e0nh v\u1eadn t\u1ea3i bi\u1ec3n l\u1ea1i \u0111ang ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi m\u1ed9t r\u1eafc r\u1ed1i kh\u00e1c li\u00ean quan \u0111\u1ebfn s\u1ef1 b\u00f9ng ph\u00e1t m\u1ea1nh c\u1ee7a d\u1ecbch Covid-19 \u1edf t\u1ec9nh Qu\u1ea3ng \u0110\u00f4ng, Trung Qu\u1ed1c. \u0110i\u1ec1u n\u00e0y d\u1eabn \u0111\u1ebfn s\u1ef1 t\u1eafc ngh\u1ebdn h\u00e0ng h\u00f3a tr\u1ea7m tr\u1ecdng b\u1edfi Qu\u1ea3ng \u0110\u00f4ng l\u00e0 m\u1ed9t trung t\u00e2m v\u1eadn chuy\u1ec3n l\u1edbn chi\u1ebfm \u0111\u1ebfn 24% t\u1ed5ng kim ng\u1ea1ch xu\u1ea5t kh\u1ea9u c\u1ee7a Trung Qu\u1ed1c. T\u1ec9nh n\u00e0y c\u00f3 c\u1ea3ng Th\u1ea9m Quy\u1ebfn v\u00e0 Qu\u1ea3ng Ch\u00e2u, l\u1ea7n l\u01b0\u1ee3t l\u00e0 c\u1ea3ng l\u1edbn th\u1ee9 3 v\u00e0 th\u1ee9 5 tr\u00ean th\u1ebf gi\u1edbi t\u00ednh theo kh\u1ed1i l\u01b0\u1ee3ng container.<\/p>\n

\u201cGi\u00e1n \u0111o\u1ea1n \u1edf c\u1ea3ng Th\u1ea9m Quy\u1ebfn v\u00e0 Qu\u1ea3ng Ch\u00e2u l\u00e0 r\u1ea5t nghi\u00eam tr\u1ecdng, b\u1edfi n\u00f3 c\u00f3 th\u1ec3 g\u00e2y ra \u1ea3nh h\u01b0\u1edfng v\u00f4 c\u00f9ng l\u1edbn \u0111\u1ebfn chu\u1ed7i cung \u1ee9ng to\u00e0n c\u1ea7u\u201d, \u00f4ng Brian Glick – nh\u00e0 s\u00e1ng l\u1eadp v\u00e0 CEO c\u1ee7a n\u1ec1n t\u1ea3ng k\u1ebft h\u1ee3p chu\u1ed7i cung \u1ee9ng Chain.io b\u00ecnh lu\u1eadn.<\/p>\n

\"Ng\u00e0nh<\/p>\n

T\u1ea5t c\u1ea3 c\u00e1c tr\u1edf ng\u1ea1i tr\u00ean khi\u1ebfn cho cu\u1ed9c kh\u1ee7ng ho\u1ea3ng c\u1ee7a ng\u00e0nh v\u1eadn t\u1ea3i bi\u1ec3n to\u00e0n c\u1ea7u tr\u1edf n\u00ean t\u1ed3i t\u1ec7 h\u01a1n bao gi\u1edd h\u1ebft. Gi\u00e1 c\u01b0\u1edbc v\u1eadn t\u1ea3i bi\u1ec3n cao nh\u1ea5t t\u1eeb tr\u01b0\u1edbc \u0111\u1ebfn nay c\u0169ng l\u00e0 m\u1ed9t \u0111i\u1ec1u hi\u1ec3n nhi\u00ean. Nhi\u1ec1u doanh nghi\u1ec7p v\u1eeba v\u00e0 nh\u1ecf \u0111ang ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi m\u1ed9t th\u1ef1c tr\u1ea1ng l\u00e0 gi\u00e1 c\u01b0\u1edbc v\u1eadn t\u1ea3i bi\u1ec3n c\u00f3 khi c\u00f2n v\u01b0\u1ee3t qu\u00e1 c\u1ea3 m\u1ee9c l\u1ee3i nhu\u1eadn c\u1ee7a h\u1ecd khi v\u1eadn chuy\u1ec3n h\u00e0ng h\u00f3a \u0111\u00f3 b\u1eb1ng \u0111\u01b0\u1eddng bi\u1ec3n.<\/p>\n

\u201cC\u01b0\u1edbc v\u1eadn t\u1ea3i bi\u1ec3n \u0111ang \u1edf m\u1ee9c cao nh\u1ea5t m\u1ecdi th\u1eddi \u0111\u1ea1i, cao g\u1ea5p 5 \u0111\u1ebfn 10 l\u1ea7n so v\u1edbi m\u1ee9c gi\u00e1 trung b\u00ecnh trong l\u1ecbch s\u1eed. Gi\u00e1 c\u01b0\u1edbc v\u1eabn li\u00ean t\u1ee5c t\u0103ng, \u0111\u1ebfn n\u1ed7i kh\u00f4ng ai d\u00e1m ch\u1eafc \u0111\u00e2u s\u1ebd l\u00e0 \u0111\u1ec9nh…\u201d \u2013 \u00f4ng Brian Glick ph\u00e1t bi\u1ec3u.<\/p>\n

\"Ng\u00e0nh<\/p>\n

Theo Drewry Shipping \u2013 m\u1ed9t c\u00f4ng ty chuy\u00ean t\u01b0 v\u1ea5n v\u1ec1 v\u1eadn t\u1ea3i bi\u1ec3n, gi\u00e1 c\u01b0\u1edbc v\u1eadn chuy\u1ec3n \u0111\u01b0\u1eddng bi\u1ec3n c\u1ee7a container 40 feet t\u1eeb Th\u01b0\u1ee3ng H\u1ea3i t\u1edbi Rotterdam hi\u1ec7n \u0111ang v\u01b0\u1ee3t m\u1ee9c 10,000 USD – cao ch\u01b0a t\u1eebng th\u1ea5y trong l\u1ecbch s\u1eed v\u00e0 t\u0103ng kho\u1ea3ng 547% so v\u1edbi m\u1ee9c trung b\u00ecnh c\u00f9ng k\u1ef3 trong 5 n\u0103m tr\u1edf l\u1ea1i \u0111\u00e2y.<\/p>\n

Hi\u1ec7u \u1ee9ng d\u00e2y chuy\u1ec1n<\/span><\/h2>\n

V\u1edbi 80% h\u00e0ng ho\u00e1 tr\u00ean to\u00e0n c\u1ea7u \u0111\u01b0\u1ee3c v\u1eadn chuy\u1ec3n b\u1eb1ng \u0111\u01b0\u1eddng bi\u1ec3n, t\u00ecnh h\u00ecnh gi\u00e1 c\u01b0\u1edbc leo thang nh\u01b0 th\u1ebf n\u00e0y \u0111ang \u0111e do\u1ea1 \u0111\u1ea9y cao gi\u00e1 m\u1ecdi m\u1eb7t h\u00e0ng t\u1eeb \u0111\u1ed3 gia d\u1ee5ng, linh ki\u1ec7n \u0111i\u1ec7n t\u1eed, \u0111\u1ed3 ch\u01a1i tr\u1ebb em, cho t\u1edbi c\u00e0 ph\u00ea v\u00e0 \u0111\u01b0\u1eddng,… Xu h\u01b0\u1edbng n\u00e0y l\u00e0m gia t\u0103ng s\u1ee9c \u00e9p l\u1ea1m ph\u00e1t tr\u00ean to\u00e0n c\u1ea7u, khi m\u00e0 c\u00e1c ch\u1ec9 s\u1ed1 l\u1ea1m ph\u00e1t \u0111\u00e3 \u1edf m\u1ee9c cao.<\/p>\n

\"Ng\u00e0nh<\/p>\n

\u201cTrong 40 n\u0103m l\u00e0m ngh\u1ec1 b\u00e1n l\u1ebb \u0111\u1ed3 ch\u01a1i tr\u1ebb em, t\u00f4i ch\u01b0a bao gi\u1edd g\u1eb7p \u0111i\u1ec1u ki\u1ec7n th\u00e1ch th\u1ee9c t\u1eeb g\u00f3c \u0111\u1ed9 gi\u00e1 c\u1ea3 nh\u01b0 th\u1ebf n\u00e0y\u201d, nh\u00e0 s\u00e1ng l\u1eadp ki\u00eam CEO c\u1ee7a h\u00e3ng b\u00e1n l\u1ebb \u0111\u1ed3 ch\u01a1i Anh qu\u1ed1c The Entertainer \u2013 \u00f4ng Grant n\u00f3i v\u1edbi h\u00e3ng tin Bloomberg. \u00d4ng c\u0169ng \u0111\u00e3 ph\u1ea3i d\u1eebng nh\u1eadp kh\u1ea9u nh\u1eefng con g\u1ea5u b\u00f4ng size l\u1edbn t\u1eeb Trung Qu\u1ed1c b\u1edfi v\u00ec gi\u00e1 c\u1ee7a ch\u00fang s\u1ebd ph\u1ea3i t\u0103ng g\u1ea5p \u0111\u00f4i do gi\u00e1 c\u01b0\u1edbc v\u1eadn t\u1ea3i bi\u1ec3n \u0111ang t\u0103ng.<\/p>\n

Nh\u1eefng ch\u1ee7 h\u00e0ng xu\u1ea5t nh\u1eadp kh\u1ea9u kh\u00f4ng mu\u1ed1n r\u01a1i v\u00e0o t\u00ecnh hu\u1ed1ng tr\u00ec ho\u00e3n k\u00e9o d\u00e0i t\u1ea1i c\u00e1c c\u1ea3ng bi\u1ec3n Trung Qu\u1ed1c s\u1ebd t\u00ecm c\u00e1ch \u0111\u1ec3 chuy\u1ec3n sang v\u1eadn chuy\u1ec3n h\u00e0ng ho\u00e1 b\u1eb1ng \u0111\u01b0\u1eddng h\u00e0ng kh\u00f4ng. Tuy nhi\u00ean, c\u00e1ch n\u00e0y th\u1eadm ch\u00ed c\u00e0ng th\u00fac \u0111\u1ea9y chi ph\u00ed v\u1eadn chuy\u1ec3n l\u00ean cao h\u01a1n n\u1eefa, b\u00e0 Shehrina Kamal – Ph\u00f3 ch\u1ee7 t\u1ecbch c\u1ee7a C\u00f4ng ty Everstream Analytics chia s\u1ebb.<\/p>\n

\"Ng\u00e0nh<\/p>\n

C\u0169ng theo b\u00e0 Kamal, th\u1eddi gian ch\u1edd \u0111\u1ee3i t\u00e0u c\u1eadp c\u1ea3ng container qu\u1ed1c t\u1ebf Di\u00eam \u0110i\u1ec1n \u1edf Th\u1ea9m Quy\u1ebfn \u0111\u00e3 t\u0103ng v\u1ecdt t\u1eeb n\u1eeda ng\u00e0y l\u00ean 16 ng\u00e0y n\u00ean nhi\u1ec1u t\u00e0u ch\u1edf h\u00e0ng \u0111\u00e3 ph\u1ea3i quy\u1ebft \u0111\u1ecbnh chuy\u1ec3n h\u01b0\u1edbng sang c\u00e1c c\u1ea3ng l\u00e2n c\u1eadn. Nh\u01b0ng s\u1ef1 chuy\u1ec3n h\u01b0\u1edbng n\u00e0y c\u0169ng khi\u1ebfn c\u00e1c c\u1ea3ng l\u00e2n c\u1eadn kh\u00e1c b\u1eaft \u0111\u1ea7u l\u00e2m v\u00e0o c\u1ea3nh t\u1eafc ngh\u1ebdn. Ch\u1eb3ng h\u1ea1n, c\u1ea3ng Nam Sa \u1edf Qu\u1ea3ng Ch\u00e2u \u0111ang ch\u1ee9ng ki\u1ebfn s\u1ed1 t\u00e0u c\u1eadp c\u1ea3ng t\u0103ng m\u1ea1nh, khi\u1ebfn th\u1eddi gian ch\u1edd c\u0169ng t\u0103ng l\u00ean 2 tu\u1ea7n.<\/p>\n

Hi\u1ec7u \u1ee9ng d\u00e2y chuy\u1ec1n s\u1ebd lan sang c\u00e1c t\u1ec9nh l\u00e2n c\u1eadn nh\u01b0 Qu\u1ea3ng T\u00e2y, H\u1ed3 Nam, V\u00e2n Nam, H\u1ed3 B\u1eafc. Ngo\u00e0i ra, c\u00e1c c\u1ea3ng t\u1ea1i trung t\u00e2m c\u1ee7a Hong Kong c\u0169ng s\u1ebd b\u1ecb \u1ea3nh h\u01b0\u1edfng theo.<\/p>\n

\">><\/p>\n

H\u00e0ng h\u00f3a c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c v\u1eadn chuy\u1ec3n th\u00f4ng qua \u0111\u01b0\u1eddng b\u1ed9. Tuy nhi\u00ean, c\u00e1c gi\u1edbi ch\u1ee9c tr\u00e1ch c\u0169ng \u0111\u00e3 th\u1eaft ch\u1eb7t bi\u1ec7n ph\u00e1p n\u00e0y \u0111\u1ec3 ng\u0103n ch\u1eb7n Covid l\u00e2y lan. \u0110i\u1ec1u \u0111\u00f3 c\u00f3 ngh\u0129a l\u00e0 m\u1ecdi xe t\u1ea3i khi di chuy\u1ec3n xuy\u00ean bi\u00ean gi\u1edbi s\u1ebd ph\u1ea3i th\u1ef1c hi\u1ec7n kh\u1eed tr\u00f9ng, khai b\u00e1o,… Do \u0111\u00f3 s\u1ebd l\u00e0m ch\u1eadm qu\u00e1 tr\u00ecnh v\u1eadn chuy\u1ec3n v\u00e0 x\u1eed l\u00fd h\u00e0ng h\u00f3a n\u00f3i chung.<\/p>\n

C\u01b0\u1edbc v\u1eadn t\u1ea3i bi\u1ec3n s\u1ebd kh\u00f4ng s\u1edbm gi\u1ea3m<\/span><\/h2>\n

\u00d4ng Zhang, chuy\u00ean gia kinh t\u1ebf tr\u01b0\u1edfng c\u1ee7a Pinpoint Asset Management cho r\u1eb1ng kim ng\u1ea1ch xu\u1ea5t kh\u1ea9u t\u1ea1i c\u00e1c c\u1ea3ng \u1edf Qu\u1ea3ng \u0110\u00f4ng s\u1ebd ti\u1ebfp t\u1ee5c gi\u1ea3m trong th\u00e1ng 6 n\u00e0y. Nh\u1eefng khu v\u1ef1c kh\u00e1c t\u1ea1i Trung Qu\u1ed1c c\u1ea7n ph\u1ea3i th\u1eadn tr\u1ecdng h\u01a1n.<\/p>\n

B\u00ean c\u1ea1nh \u0111\u00f3, c\u00f9ng v\u1edbi nh\u1eefng \u0111\u1ee3t b\u00f9ng ph\u00e1t d\u1ecbch \u1edf \u1ea4n \u0110\u1ed9 v\u00e0 c\u00e1c n\u01b0\u1edbc \u0110\u00f4ng Nam \u00c1 c\u0169ng s\u1ebd l\u00e0m t\u0103ng gi\u00e1 h\u00e0ng h\u00f3a v\u00e0 c\u01b0\u1edbc v\u1eadn chuy\u1ec3n. Ch\u01b0a k\u1ec3 \u0111\u1ebfn c\u00e1c ca nhi\u1ec5m Covid-19 m\u1edbi t\u1ea1i Qu\u1ea3ng \u0110\u00f4ng ng\u00e0y c\u00e0ng nhi\u1ec1u l\u00ean s\u1ebd g\u00f3p ph\u1ea7n l\u00e0m gia t\u0103ng s\u1ee9c \u00e9p l\u1ea1m ph\u00e1t \u1edf nh\u1eefng qu\u1ed1c gia kh\u00e1c, \u00f4ng Zhang c\u1ea3nh b\u00e1o.<\/p>\n

\"Ng\u00e0nh<\/p>\n

Tr\u01b0\u1edbc \u0111\u00e2y, c\u01b0\u1edbc v\u1eadn t\u1ea3i bi\u1ec3n th\u01b0\u1eddng \u0111\u01b0\u1ee3c cho l\u00e0 \u1ea3nh h\u01b0\u1edfng kh\u00f4ng quan tr\u1ecdng \u0111\u1ed1i v\u1edbi l\u1ea1m ph\u00e1t, v\u00ec ch\u1ec9 chi\u1ebfm m\u1ed9t ph\u1ea7n nh\u1ecf trong t\u1ed5ng chi ph\u00ed. Nh\u01b0ng t\u1ed1c \u0111\u1ed9 gia t\u0103ng ch\u00f3ng m\u1eb7t c\u1ee7a c\u01b0\u1edbc v\u1eadn t\u1ea3i bi\u1ec3n hi\u1ec7n nay \u0111\u00e3 khi\u1ebfn c\u00e1c chuy\u00ean gia kinh t\u1ebf ph\u1ea3i thay \u0111\u1ed5i, \u0111\u1eb7c bi\u1ec7t l\u00e0 khi s\u1ef1 gia t\u0103ng n\u00e0y di\u1ec5n ra \u0111\u1ed3ng th\u1eddi v\u1edbi c\u01a1n s\u1ed1t gi\u00e1 h\u00e0ng ho\u00e1 c\u01a1 b\u1ea3n, t\u1eeb c\u00e1c kim lo\u1ea1i c\u00f4ng nghi\u1ec7p cho t\u1edbi l\u01b0\u01a1ng th\u1ef1c th\u1ef1c ph\u1ea9m.<\/p>\n

Theo m\u1ed9t b\u00e1o c\u00e1o c\u1ee7a Ng\u00e2n h\u00e0ng HSBC \u01b0\u1edbc t\u00ednh r\u1eb1ng gi\u00e1 c\u01b0\u1edbc v\u1eadn chuy\u1ec3n container b\u1eb1ng \u0111\u01b0\u1eddng bi\u1ec3n t\u0103ng 205% trong m\u1ed9t n\u0103m qua c\u00f3 th\u1ec3 khi\u1ebfn ch\u1ec9 s\u1ed1 gi\u00e1 nh\u00e0 s\u1ea3n xu\u1ea5t (PPI) \u1edf khu v\u1ef1c s\u1eed d\u1ee5ng \u0111\u1ed3ng ti\u1ec1n chung ch\u00e2u \u00c2u Euro t\u0103ng t\u1edbi 2%.<\/p>\n

\"Ng\u00e0nh<\/p>\n

S\u1ed1 li\u1ec7u m\u1edbi nh\u1ea5t c\u0169ng cho th\u1ea5y ch\u1ec9 s\u1ed1 PPI c\u1ee7a M\u1ef9 t\u0103ng 6,6% trong th\u00e1ng 5 so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i – m\u1ee9c t\u0103ng m\u1ea1nh nh\u1ea5t k\u1ec3 t\u1eeb th\u00e1ng 11\/2010. Ch\u1ec9 s\u1ed1 gi\u00e1 ti\u00eau d\u00f9ng (CPI) th\u00e1ng 5 c\u1ee7a M\u1ef9 c\u0169ng t\u0103ng 5%, m\u1ea1nh nh\u1ea5t k\u1ec3 t\u1eeb th\u00e1ng 10\/2008.<\/p>\n

T\u1ea1i Trung Qu\u1ed1c, PPI th\u00e1ng 5 t\u0103ng 9% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i, m\u1ea1nh nh\u1ea5t k\u1ec3 t\u1eeb th\u00e1ng 9\/2008. CPI th\u00e1ng 5 c\u1ee7a Trung Qu\u1ed1c t\u0103ng 1,3%, c\u00f2n th\u1ea5p h\u01a1n nhi\u1ec1u so v\u1edbi m\u1ee5c ti\u00eau c\u1ee7a Ch\u00ednh ph\u1ee7 n\u01b0\u1edbc n\u00e0y l\u00e0 kho\u1ea3ng 3%. Tuy nhi\u00ean, n\u1ebfu PPI t\u0103ng k\u00e9o d\u00e0i, gi\u00e1 ti\u00eau d\u00f9ng t\u1ea5t y\u1ebfu s\u1ebd \u0111\u1ebfn l\u00fac ph\u1ea3i t\u0103ng theo.<\/p>\n

\"Ng\u00e0nh<\/p>\n

\u1ede c\u1ea5p \u0111\u1ed9 b\u00e1n l\u1ebb, c\u00e1c c\u00f4ng ty \u0111ang ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi 3 s\u1ef1 l\u1ef1a ch\u1ecdn l\u00e0 d\u1eebng kinh doanh; t\u0103ng gi\u00e1 b\u00e1n h\u00e0ng ho\u00e1; ho\u1eb7c l\u00e0 ch\u1ea5p nh\u1eadn g\u00e1nh ph\u1ea7n chi ph\u00ed t\u0103ng th\u00eam v\u00e0 chuy\u1ec3n d\u1ea7n sang ng\u01b0\u1eddi ti\u00eau d\u00f9ng cu\u1ed1i c\u00f9ng. T\u1ea5t c\u1ea3 \u0111\u1ec1u \u0111\u1ed3ng ngh\u0129a v\u1edbi vi\u1ec7c gi\u00e1 h\u00e0ng ho\u00e1 s\u1ebd leo thang h\u01a1n.<\/p>\n

Gi\u1edbi chuy\u00ean gia c\u0169ng cho r\u1eb1ng c\u01b0\u1edbc v\u1eadn t\u1ea3i bi\u1ec3n s\u1ebd kh\u00f4ng s\u1edbm gi\u1ea3m xu\u1ed1ng. V\u1edbi t\u00ecnh h\u00ecnh n\u00e0y, ng\u01b0\u1eddi \u0111\u01b0\u1ee3c h\u01b0\u1edfng l\u1ee3i nhi\u1ec1u nh\u1ea5t ch\u00ednh l\u00e0 c\u00e1c h\u00e3ng t\u00e0u v\u00e0 c\u00f4ng ty v\u1eadn t\u1ea3i bi\u1ec3n. C\u1ee5 th\u1ec3 l\u00e0 h\u00e3ng t\u00e0u CMA CGM \u0111\u00e3 \u0111\u1ea1t l\u1ee3i nhu\u1eadn 2,1 t\u1ef7 USD trong qu\u00fd 1 n\u0103m nay, trong khi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i ch\u1ec9 \u0111\u1ea1t m\u1ee9c 48 tri\u1ec7u USD.<\/p>\n

\"Ng\u00e0nh<\/p>\n

\u0110\u1ed1i v\u1edbi c\u00e1c ng\u00e2n h\u00e0ng trung \u01b0\u01a1ng, l\u1ea1m ph\u00e1t \u0111\u00e3 b\u1eaft \u0111\u1ea7u tr\u1edf th\u00e0nh m\u1ed9t m\u1ed1i lo. Trong m\u1ed9t cu\u1ed9c h\u1ecdp g\u1ea7n \u0111\u00e2y, C\u1ee5c D\u1ef1 tr\u1eef Li\u00ean bang M\u1ef9 (FED) \u0111\u00e3 c\u00f3 m\u1ed9t b\u01b0\u1edbc ngo\u1eb7t quan tr\u1ecdng trong vi\u1ec7c thay \u0111\u1ed5i l\u1eadp tr\u01b0\u1eddng ch\u00ednh s\u00e1ch ti\u1ec1n t\u1ec7. \u0110\u00f3 l\u00e0 thay v\u00ec d\u1ef1 b\u00e1o s\u1ebd b\u1eaft \u0111\u1ea7u t\u0103ng l\u00e3i su\u1ea5t t\u1eeb n\u0103m 2024 nh\u01b0 nh\u1eefng l\u1ea7n h\u1ecdp tr\u01b0\u1edbc th\u00ec l\u1ea7n n\u00e0y FED d\u1ef1 b\u00e1o s\u1ebd b\u1eaft \u0111\u1ea7u n\u00e2ng m\u1ee9c l\u00e3i su\u1ea5t s\u1edbm h\u01a1n l\u00e0 t\u1eeb n\u0103m 2023. Ngo\u00e0i ra, FED c\u0169ng \u0111\u00e3 b\u1eaft \u0111\u1ea7u m\u1ed9t cu\u1ed9c th\u1ea3o lu\u1eadn v\u1ec1 c\u1eaft gi\u1ea3m ch\u01b0\u01a1ng tr\u00ecnh mua t\u00e0i s\u1ea3n.<\/p>\n

\u201cS\u1ef1 thay \u0111\u1ed5i l\u1eadp tr\u01b0\u1eddng n\u00e0y \u00edt nhi\u1ec1u m\u00e2u thu\u1eabn v\u1edbi nh\u1eefng tuy\u00ean b\u1ed1 m\u1edbi \u0111\u00e2y c\u1ee7a FED r\u1eb1ng l\u1ea1m ph\u00e1t t\u0103ng nhanh ch\u1ec9 l\u00e0 t\u00ecnh h\u00ecnh t\u1ea1m th\u1eddi\u201d, chuy\u00ean gia kinh t\u1ebf James McCann c\u1ee7a Aberdeen Standard Investments \u0111\u00e3 nh\u1eadn \u0111\u1ecbnh.<\/p>\n

T\u1ed5ng h\u1ee3p b\u1edfi Advantage Logistics<\/strong><\/p>\n

>> C\u00f3 th\u1ec3 b\u1ea1n quan t\u00e2m:\u00a0<\/em><\/strong><\/span><\/p>\n