{"id":81916,"date":"2021-07-05T11:22:32","date_gmt":"2021-07-05T04:22:32","guid":{"rendered":"https:\/\/advantage.vn\/vi\/?p=81916"},"modified":"2022-08-20T15:34:53","modified_gmt":"2022-08-20T08:34:53","slug":"gia-cuoc-van-tai-tang-nhieu-doanh-nghiep-cang-bien-huong-loi","status":"publish","type":"post","link":"https:\/\/advantage.vn\/vi\/gia-cuoc-van-tai-tang-nhieu-doanh-nghiep-cang-bien-huong-loi\/","title":{"rendered":"Nhi\u1ec1u Doanh Nghi\u1ec7p C\u1ea3ng Bi\u1ec3n H\u01b0\u1edfng L\u1ee3i Khi Gi\u00e1 C\u01b0\u1edbc V\u1eadn T\u1ea3i T\u0103ng"},"content":{"rendered":"

T\u1eeb n\u1eeda cu\u1ed1i n\u0103m ngo\u00e1i cho \u0111\u1ebfn nay, gi\u00e1 c\u01b0\u1edbc v\u1eadn t\u1ea3i bi\u1ec3n t\u0103ng \u0111\u1ed9t bi\u1ebfn do t\u00ecnh tr\u1ea1ng khan hi\u1ebfm container v\u00e0 gi\u00e1n \u0111o\u1ea1n chu\u1ed7i cung \u1ee9ng to\u00e0n c\u1ea7u. <\/strong><\/p>\n

Nguy\u00ean nh\u00e2n xu\u1ea5t ph\u00e1t t\u1eeb s\u1ef1 ch\u00eanh l\u1ec7ch trong ho\u1ea1t \u0111\u1ed9ng ki\u1ec3m so\u00e1t d\u1ecbch b\u1ec7nh v\u00e0 ph\u1ee5c h\u1ed3i s\u1ea3n xu\u1ea5t gi\u1eefa c\u00e1c khu v\u1ef1c Th\u00e1i B\u00ecnh D\u01b0\u01a1ng, M\u1ef9 v\u00e0 EU d\u1eabn \u0111\u1ebfn hi\u1ec7n t\u01b0\u1ee3ng l\u1ec7ch c\u00e1n c\u00e2n th\u01b0\u01a1ng m\u1ea1i, gi\u1ea3m t\u1ed1c \u0111\u1ed9 x\u1eed l\u00fd v\u00e0 lu\u00e2n chuy\u1ec3n container.<\/p>\n

B\u00ean c\u1ea1nh \u0111\u00f3, c\u00e1c h\u00e3ng t\u00e0u c\u0169ng \u01b0u ti\u00ean d\u1ed3n v\u1ecf container cho ho\u1ea1t \u0111\u1ed9ng xu\u1ea5t kh\u1ea9u t\u1ea1i Trung Qu\u1ed1c \u0111\u1ec3 h\u01b0\u1edfng l\u1ee3i t\u1eeb quy m\u00f4 v\u00e0 gi\u00e1 c\u01b0\u1edbc cao h\u01a1n khi\u1ebfn vi\u1ec7c thi\u1ebfu h\u1ee5t v\u1ecf container c\u00e0ng tr\u1edf n\u00ean tr\u1ea7m tr\u1ecdng.<\/p>\n

Theo b\u00e1o c\u00e1o c\u1ee7a JPMorgan Securities, gi\u00e1 v\u1eadn t\u1ea3i bi\u1ec3n ti\u1ebfp t\u1ee5c t\u0103ng cao sau m\u1ed9t s\u1ed1 s\u1ef1 ki\u1ec7n g\u1ea7n \u0111\u00e2y nh\u01b0 t\u1eafc ngh\u1ebdn k\u00eanh \u0111\u00e0o Suez, gi\u00e1n \u0111o\u1ea1n nhi\u1ec1u tu\u1ea7n t\u1ea1i c\u1ea3ng Di\u00eam \u0110i\u1ec1n (m\u1ed9t trong nh\u1eefng c\u1ea3ng container l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi \u1edf mi\u1ec1n nam Trung Qu\u1ed1c) v\u00ec s\u1ef1 l\u00e2y lan c\u1ee7a d\u1ecbch Covid-19…<\/p>\n

\"Gi\u00e1<\/p>\n

Gi\u00e1 c\u01b0\u1edbc v\u1eadn chuy\u1ec3n \u0111\u1ea1t k\u1ef7 l\u1ee5c, gi\u00e1 thu\u00ea t\u00e0u c\u0169ng t\u0103ng m\u1ea1nh t\u1eeb th\u00e1ng 07\/2020<\/span><\/h2>\n

\u0110i\u1ec1u n\u00e0y c\u00e0ng g\u00e2y \u00e1p l\u1ef1c l\u1edbn l\u00ean ng\u00e0nh v\u1eadn t\u1ea3i bi\u1ec3n to\u00e0n c\u1ea7u v\u1ed1n \u0111ang trong t\u00ecnh tr\u1ea1ng c\u0103ng th\u1eb3ng. T\u00ecnh tr\u1ea1ng ch\u1eadm tr\u1ec5 trong chu\u1ed7i cung \u1ee9ng cho c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t v\u00e0 b\u00e1n l\u1ebb kh\u1eafp th\u1ebf gi\u1edbi c\u0169ng tr\u1edf n\u00ean tr\u1ea7m tr\u1ecdng h\u01a1n. H\u1ed9i \u0111\u1ed3ng v\u1eadn t\u1ea3i th\u1ebf gi\u1edbi (WTO) nh\u1eadn \u0111\u1ecbnh s\u1ebd r\u1ea5t kh\u00f3 \u0111\u1ec3 bi\u1ebft khi n\u00e0o chi ph\u00ed v\u1eadn t\u1ea3i bi\u1ec3n \u0111\u1ea1t \u0111\u1ec9nh, \u0111\u1eb7c bi\u1ec7t trong b\u1ed1i c\u1ea3nh chu\u1ed7i cung \u1ee9ng v\u1eabn ch\u01b0a th\u1ec3 kh\u00f4i ph\u1ee5c ho\u00e0n to\u00e0n.<\/p>\n

V\u00e0o ng\u00e0y 01\/07\/2021, ch\u1ec9 s\u1ed1 gi\u00e1 c\u01b0\u1edbc v\u1eadn t\u1ea3i container to\u00e0n c\u1ea7u Drewry World Container \u0111\u00e3 l\u00ean \u0111\u1ebfn m\u1ee9c 8.399 USD – t\u0103ng 346% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i. Tr\u01b0\u1edbc b\u1ed1i c\u1ea3nh gi\u00e1 c\u01b0\u1edbc th\u1ebf gi\u1edbi gia t\u0103ng, nhi\u1ec1u doanh nghi\u1ec7p v\u1eadn t\u1ea3i n\u1ed9i \u0111\u1ecba c\u0169ng th\u1ef1c hi\u1ec7n \u0111i\u1ec1u ch\u1ec9nh \u0111\u01a1n gi\u00e1 v\u1eadn chuy\u1ec3n, v\u00ed d\u1ee5 nh\u01b0 V\u1eadn t\u1ea3i v\u00e0 X\u1ebfp d\u1ee1 H\u1ea3i An \u0111\u00e3 t\u0103ng gi\u00e1 nhi\u1ec1u tuy\u1ebfn v\u1eadn chuy\u1ec3n n\u1ed9i \u0111\u1ecba nh\u01b0 H\u1ea3i Ph\u00f2ng \u2013 \u0110\u00e0 N\u1eb5ng \u2013 C\u00e1i M\u00e9p \u2013 TP.HCM th\u00eam kho\u1ea3ng 0,5-1,5 tri\u1ec7u \u0111\u1ed3ng t\u1eeb cu\u1ed1i n\u0103m ngo\u00e1i.<\/p>\n

\"Gi\u00e1<\/p>\n

Tr\u01b0\u1edbc t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t ngu\u1ed3n cung, c\u00e1c h\u00e3ng t\u00e0u c\u00f3 xu h\u01b0\u1edbng gom chuy\u1ebfn ho\u1eb7c t\u00e1i c\u01a1 c\u1ea5u ngu\u1ed3n cung c\u1ee7a m\u1ed7i chuy\u1ebfn h\u00e0ng. \u0110i\u1ec1u n\u00e0y l\u00e0m gia t\u0103ng nhu c\u1ea7u \u0111\u1ed1i v\u1edbi c\u00e1c t\u00e0u c\u00f3 t\u1ea3i tr\u1ecdng l\u1edbn. B\u00e1o c\u00e1o c\u1ee7a SSI Research c\u0169ng cho bi\u1ebft gi\u00e1 t\u00e0u tr\u00ean th\u1ebf gi\u1edbi c\u0169ng \u0111\u00e3 t\u0103ng g\u1ea5p 2 l\u1ea7n so v\u1edbi tr\u01b0\u1edbc khi d\u1ecbch Covid-19 xu\u1ea5t hi\u1ec7n. L\u00ed do l\u00e0 v\u00ec c\u00e1c h\u00e3ng v\u1eadn t\u1ea3i container g\u1ea5p r\u00fat m\u1edf r\u1ed9ng \u0111\u1ed9i t\u00e0u c\u1ee7a h\u1ecd tr\u01b0\u1edbc s\u1ef1 khan hi\u1ebfm c\u1ee7a ngu\u1ed3n cung.<\/p>\n

S\u1ef1 thi\u1ebfu h\u1ee5t ngu\u1ed3n cung v\u1eadn t\u1ea3i c\u0169ng d\u1eabn \u0111\u1ebfn gi\u00e1 thu\u00ea t\u00e0u (charter rate) t\u0103ng cao. M\u1ee9c gi\u00e1 tr\u00ean to\u00e0n th\u1ebf gi\u1edbi \u0111\u00e3 b\u1eaft \u0111\u1ea7u t\u0103ng m\u1ea1nh k\u1ec3 t\u1eeb th\u00e1ng 7 n\u0103m ngo\u00e1i, trong \u0111\u00f3 c\u00e1c lo\u1ea1i t\u00e0u c\u00f3 tr\u1ecdng t\u1ea3i l\u1edbn (tr\u00ean 4.000 TEU\/chuy\u1ebfn) c\u00f3 m\u1ee9c t\u0103ng m\u1ea1nh nh\u1ea5t.<\/p>\n

\"Gi\u00e1<\/p>\n

Nhu c\u1ea7u xu\u1ea5t nh\u1eadp kh\u1ea9u kh\u00f4i ph\u1ee5c, l\u01b0\u1ee3ng h\u00e0ng h\u00f3a qua c\u1ea3ng bi\u1ec3n \u01b0\u1edbc t\u00ednh t\u0103ng 10% c\u1ea3 n\u0103m\u00a0<\/span><\/h2>\n

Theo T\u1ed5ng c\u1ee5c Th\u1ed1ng k\u00ea, trong 6 th\u00e1ng \u0111\u1ea7u n\u0103m nay, t\u1ed5ng kim ng\u1ea1ch xu\u1ea5t nh\u1eadp kh\u1ea9u h\u00e0ng h\u00f3a \u0111\u1ea1t 316,73 t\u1ef7 USD – t\u01b0\u01a1ng \u0111\u01b0\u01a1ng m\u1ee9c t\u0103ng 32,2% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc. Trong \u0111\u00f3, gi\u00e1 tr\u1ecb xu\u1ea5t kh\u1ea9u t\u0103ng 28,4% – \u0111\u1ea1t 157,63 t\u1ef7 USD v\u00e0 nh\u1eadp kh\u1ea9u t\u0103ng 36% – \u0111\u1ea1t 159,1 t\u1ef7 USD.<\/p>\n

B\u00e1o c\u00e1o s\u1ed1 li\u1ec7u th\u1ed1ng k\u00ea 6 th\u00e1ng \u0111\u1ea7u n\u0103m c\u1ee7a C\u1ee5c H\u00e0ng h\u1ea3i Vi\u1ec7t Nam c\u0169ng cho th\u1ea5y s\u1ef1 kh\u00f4i ph\u1ee5c trong nhu c\u1ea7u xu\u1ea5t nh\u1eadp kh\u1ea9u. C\u1ee5 th\u1ec3, trong 5 th\u00e1ng \u0111\u1ea7u n\u0103m, l\u01b0\u1ee3ng h\u00e0ng h\u00f3a xu\u1ea5t kh\u1ea9u v\u00e0 nh\u1eadp kh\u1ea9u l\u1ea7n l\u01b0\u1ee3t \u0111\u1ea1t 77,1 tri\u1ec7u t\u1ea5n v\u00e0 g\u1ea7n 95 tri\u1ec7u t\u1ea5n – t\u01b0\u01a1ng \u0111\u01b0\u01a1ng m\u1ee9c t\u0103ng 9% v\u00e0 5% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc.<\/p>\n

\"Gi\u00e1<\/p>\n

Theo \u0111\u00f3, s\u1ed1 l\u01b0\u1ee3ng h\u00e0ng h\u00f3a th\u00f4ng qua c\u1ea3ng bi\u1ec3n t\u0103ng 7% – t\u01b0\u01a1ng \u0111\u01b0\u01a1ng h\u01a1n 302 tri\u1ec7u t\u1ea5n, v\u00e0 kh\u1ed1i l\u01b0\u1ee3ng h\u00e0ng h\u00f3a container t\u0103ng 24% so v\u1edbi c\u00f9ng k\u1ef3 – \u0111\u1ea1t h\u01a1n 10,3 tri\u1ec7u TEU. \u0110\u00e2y l\u00e0 m\u1ee9c t\u0103ng tr\u01b0\u1edfng h\u00e0ng ho\u00e1 container cao nh\u1ea5t trong v\u00e0i n\u0103m g\u1ea7n \u0111\u00e2y. M\u1ed9t s\u1ed1 khu v\u1ef1c c\u1ea3ng bi\u1ec3n l\u1edbn tr\u00ean c\u1ea3 n\u01b0\u1edbc c\u0169ng \u0111\u00e3 t\u0103ng m\u1ea1nh trong 5 th\u00e1ng \u0111\u1ea7u n\u0103m nh\u01b0 khu v\u1ef1c V\u0169ng T\u00e0u t\u0103ng 38% (1 tri\u1ec7u TEU), khu v\u1ef1c H\u1ea3i Ph\u00f2ng t\u0103ng 21,35% (425.426 TEU) v\u00e0 khu v\u1ef1c TP.HCM t\u0103ng 17,2% (513.912 TEU).<\/p>\n

L\u0169y k\u1ebf 6 th\u00e1ng \u0111\u1ea7u n\u0103m, C\u1ee5c H\u00e0ng h\u1ea3i \u01b0\u1edbc t\u00ednh t\u1ed5ng kh\u1ed1i l\u01b0\u1ee3ng h\u00e0ng h\u00f3a th\u00f4ng qua c\u1ea3ng bi\u1ec3n t\u0103ng 7% – \u0111\u1ea1t g\u1ea7n 363 tri\u1ec7u t\u1ea5n. Trong \u0111\u00f3 kh\u1ed1i l\u01b0\u1ee3ng h\u00e0ng ho\u00e1 container qua c\u1ea3ng bi\u1ec3n t\u0103ng 22% – t\u01b0\u01a1ng \u0111\u01b0\u01a1ng h\u01a1n 12,4 tri\u1ec7u TEU.<\/p>\n

\"Gi\u00e1<\/p>\n

SSI Research c\u0169ng \u0111\u01b0a ra d\u1ef1 b\u00e1o gi\u00e1 tr\u1ecb xu\u1ea5t nh\u1eadp kh\u1ea9u c\u1ee7a Vi\u1ec7t Nam v\u00e0 t\u1ed5ng s\u1ea3n l\u01b0\u1ee3ng h\u00e0ng h\u00f3a qu\u1ed1c t\u1ebf qua c\u1ea3ng bi\u1ec3n s\u1ebd t\u0103ng 10% trong n\u0103m nay nh\u1edd y\u1ebfu t\u1ed1 ph\u1ee5c h\u1ed3i to\u00e0n c\u1ea7u, \u0111\u1ed9ng l\u1ef1c t\u1eeb c\u00e1c hi\u1ec7p \u0111\u1ecbnh FTA m\u1edbi c\u00f3 hi\u1ec7u l\u1ef1c v\u00e0 k\u1ef3 v\u1ecdng t\u0103ng tr\u01b0\u1edfng d\u00f2ng v\u1ed1n FDI nh\u1edd l\u00e0n s\u00f3ng \u0111a d\u1ea1ng h\u00f3a chu\u1ed7i s\u1ea3n xu\u1ea5t ra kh\u1ecfi Trung Qu\u1ed1c. Ch\u1ee9ng kho\u00e1n Vietcombank (VCBS) c\u0169ng \u01b0\u1edbc t\u00ednh t\u1ed5ng s\u1ea3n l\u01b0\u1ee3ng h\u00e0ng h\u00f3a th\u00f4ng qua c\u1ea3ng bi\u1ec3n Vi\u1ec7t Nam s\u1ebd t\u0103ng 11,9% – t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 771 tri\u1ec7u t\u1ea5n.<\/p>\n

Gemadept h\u01b0\u1edfng l\u1ee3i t\u1eeb s\u1ef1 gia t\u0103ng s\u1ea3n l\u01b0\u1ee3ng h\u00e0ng h\u00f3a qua c\u1ea3ng bi\u1ec3n<\/span><\/h2>\n

C\u00e1c doanh nghi\u1ec7p s\u1edf h\u1eefu nhi\u1ec1u c\u1ea3ng nh\u01b0 T\u1ed5ng c\u00f4ng ty h\u00e0ng h\u1ea3i Vi\u1ec7t Nam hay Gemadept \u0111\u01b0\u1ee3c h\u01b0\u1edfng l\u1ee3i l\u1edbn t\u1eeb s\u1ef1 t\u0103ng tr\u01b0\u1edfng t\u00edch c\u1ef1c c\u1ee7a s\u1ea3n l\u01b0\u1ee3ng h\u00e0ng h\u00f3a th\u00f4ng qua c\u1ea3ng bi\u1ec3n Vi\u1ec7t Nam. L\u0169y k\u1ebf 3 th\u00e1ng \u0111\u1ea7u n\u0103m, T\u1ed5ng c\u00f4ng ty h\u00e0ng h\u1ea3i Vi\u1ec7t Nam ghi nh\u1eadn doanh thu d\u1ecbch v\u1ee5 c\u1ea3ng bi\u1ec3n v\u00e0 d\u1ecbch v\u1ee5 h\u00e0ng h\u1ea3i t\u0103ng 21% – t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 1.774 t\u1ef7 \u0111\u1ed3ng, \u0111\u00f3ng g\u00f3p nhi\u1ec1u nh\u1ea5t v\u00e0o c\u01a1 c\u1ea5u t\u1ed5ng doanh thu. Theo \u0111\u00f3, l\u1ee3i nhu\u1eadn sau thu\u1ebf \u0111\u1ea1t 341 t\u1ef7 \u0111\u1ed3ng, c\u1ea3i thi\u1ec7n so v\u1edbi m\u1ee9c l\u1ed7 45 t\u1ef7 \u0111\u1ed3ng c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc.<\/p>\n

\"Gi\u00e1<\/p>\n

D\u1ef1 ki\u1ebfn doanh nghi\u1ec7p s\u1ebd ti\u1ebfp t\u1ee5c \u0111\u1ea1t k\u1ebft qu\u1ea3 kinh doanh kh\u1ea3 quan trong qu\u00fd II khi t\u00ednh ri\u00eang trong th\u00e1ng 5. C\u1ee5 th\u1ec3, kh\u1ed1i l\u01b0\u1ee3ng h\u00e0ng h\u00f3a th\u00f4ng qua c\u00e1c c\u1ea3ng thu\u1ed9c qu\u1ea3n l\u00fd c\u1ee7a t\u1ed5ng c\u00f4ng ty \u0111\u00e3 \u0111\u1ea1t 39,7 tri\u1ec7u t\u1ea5n – t\u0103ng 9% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i v\u00e0 ho\u00e0n th\u00e0nh 35% k\u1ebf ho\u1ea1ch n\u0103m. S\u1ed1 l\u01b0\u1ee3ng h\u00e0ng h\u00f3a n\u00e0y chi\u1ebfm 13,2% t\u1ed5ng kh\u1ed1i l\u01b0\u1ee3ng h\u00e0ng h\u00f3a th\u00f4ng qua c\u1ea3ng bi\u1ec3n c\u1ee7a c\u1ea3 n\u01b0\u1edbc. Trong c\u00e1c c\u1ea3ng c\u1ee7a c\u00f4ng ty, c\u1ea3ng H\u1ea3i Ph\u00f2ng c\u00f3 kh\u1ed1i l\u01b0\u1ee3ng h\u00e0ng h\u00f3a th\u00f4ng qua l\u1edbn nh\u1ea5t v\u1edbi 10,2 tri\u1ec7u t\u1ea5n; ti\u1ebfp \u0111\u1ebfn l\u00e0 c\u1ea3ng S\u00e0i G\u00f2n c\u00f3 5,02 tri\u1ec7u t\u1ea5n.<\/p>\n

L\u00e0 m\u1ed9t trong nh\u1eefng doanh nghi\u1ec7p \u0111\u1ee9ng \u0111\u1ea7u l\u0129nh v\u1ef1c khai th\u00e1c c\u1ea3ng bi\u1ec3n, Gemadept c\u0169ng s\u1edf h\u1eefu v\u1ecb th\u1ebf l\u1edbn \u0111\u1ec3 h\u01b0\u1edfng l\u1ee3i t\u1eeb s\u1ef1 b\u00f9ng n\u1ed5 s\u1ea3n l\u01b0\u1ee3ng h\u00e0ng h\u00f3a th\u00f4ng qua c\u1ea3ng bi\u1ec3n trong n\u0103m nay nh\u1edd h\u1ec7 th\u1ed1ng c\u1ea3ng tr\u1ea3i d\u00e0i tr\u00ean c\u1ea3 n\u01b0\u1edbc. T\u00ednh \u0111\u1ebfn th\u1eddi \u0111i\u1ec3m hi\u1ec7n t\u1ea1i, doanh nghi\u1ec7p \u0111ang s\u1edf h\u1eefu 6 c\u1ea3ng bi\u1ec3n bao g\u1ed3m: c\u1ea3ng Nam H\u1ea3i, c\u1ea3ng Nam H\u1ea3i \u0110\u00ecnh V\u0169, c\u1ea3ng Nam \u0110\u00ecnh V\u0169, c\u1ea3ng Dung Qu\u1ea5t, c\u1ea3ng B\u00ecnh D\u01b0\u01a1ng v\u00e0 c\u1ea3ng Gemalink.<\/p>\n

\"Gi\u00e1<\/p>\n

Theo nh\u00f3m ph\u00e2n t\u00edch c\u1ee7a SSI Research, c\u00e1c c\u1ea3ng bi\u1ec3n thu\u1ed9c khu v\u1ef1c H\u1ea3i Ph\u00f2ng \u0111\u00e3 ti\u1ebfp nh\u1eadn s\u1ea3n l\u01b0\u1ee3ng h\u00e0ng ho\u00e1 container l\u00e0 500.000 TEU (t\u0103ng 18% YoY) trong n\u1eeda \u0111\u1ea7u n\u0103m nay. S\u1ea3n l\u01b0\u1ee3ng h\u00e0ng qua c\u1ea3ng Gemalink \u01b0\u1edbc \u0111\u1ea1t 300.000 – 320.000 TEU v\u00e0 d\u1ef1 ki\u1ebfn c\u00f3 th\u1ec3 t\u0103ng l\u00ean \u0111\u1ebfn 900.000 – 1.100.000 TEU trong c\u1ea3 n\u0103m.<\/p>\n

V\u1edbi m\u1ee9c s\u1ea3n l\u01b0\u1ee3ng 900.000 TEU, l\u00e3nh \u0111\u1ea1o c\u00f4ng ty nh\u1eadn \u0111\u1ecbnh doanh thu t\u1ed1i thi\u1ec3u c\u00f3 th\u1ec3 \u0111\u1ea1t c\u1ee7a Gemalink trong n\u0103m 2021 l\u00e0 41 tri\u1ec7u USD. B\u00ean c\u1ea1nh \u0111\u00f3, SSI Research c\u0169ng d\u1ef1 b\u00e1o Gemalink c\u00f3 th\u1ec3 t\u1ea1o ra l\u1ee3i nhu\u1eadn t\u1eeb 1,7 \u0111\u1ebfn 1,8 tri\u1ec7u USD.<\/p>\n

\"Gi\u00e1<\/p>\n

C\u1ea3 Gemalink v\u00e0 c\u1ea3ng Nam \u0110\u00ecnh V\u0169 d\u1ef1 ki\u1ebfn s\u1ebd ho\u1ea1t \u0111\u1ed9ng h\u1ebft c\u00f4ng su\u1ea5t t\u1eeb n\u1eeda cu\u1ed1i n\u0103m nay. Ngo\u00e0i ra, c\u00f4ng ty c\u0169ng c\u00f3 k\u1ebf ho\u1ea1ch kh\u1edfi c\u00f4ng giai \u0111o\u1ea1n II c\u1ee7a 2 c\u1ea3ng n\u00e0y v\u1edbi t\u1ed5ng \u0111\u1ea7u t\u01b0 l\u00ean \u0111\u1ebfn 6.070 t\u1ef7 \u0111\u1ed3ng nh\u1eb1m m\u1edf r\u1ed9ng c\u1ea7u t\u00e0u d\u00e0i h\u01a1n, n\u00e2ng tr\u1ecdng t\u1ea3i t\u00e0u c\u1eadp b\u1ebfn nhi\u1ec1u h\u01a1n n\u1eefa \u0111\u1ec3 c\u00f3 th\u1ec3 \u0111\u00f3n c\u00e1c con t\u00e0u l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi trong t\u01b0\u01a1ng lai g\u1ea7n – d\u1ef1 ki\u1ebfn l\u00ean \u0111\u1ebfn 250.000 DWT.<\/p>\n

Doanh nghi\u1ec7p c\u0169ng \u0111\u1eb7t m\u1ee5c ti\u00eau t\u0103ng th\u1ecb ph\u1ea7n khai th\u00e1c c\u1ea3ng t\u1eeb 11% n\u0103m 2020 l\u00ean 19% n\u0103m 2021 v\u00e0 \u0111\u1ea1t 23% v\u00e0o n\u0103m 2025. V\u1edbi nh\u1eefng y\u1ebfu t\u1ed1 n\u00e0y, SSI Research \u01b0\u1edbc t\u00ednh l\u1ee3i nhu\u1eadn tr\u01b0\u1edbc thu\u1ebf c\u1ee7a Gemadept trong n\u0103m nay v\u00e0 n\u0103m 2022 l\u1ea7n l\u01b0\u1ee3t \u0111\u1ea1t 762 t\u1ef7 \u0111\u1ed3ng (+ 49%) v\u00e0 1.100 t\u1ef7 \u0111\u1ed3ng (+ 39%).<\/p>\n

S\u1edf h\u1eefu 8 t\u00e0u v\u1edbi tr\u1ecdng t\u1ea3i l\u00ean t\u1edbi 11.000 TEU, H\u1ea3i An t\u0103ng tr\u01b0\u1edfng nh\u1edd v\u1eadn t\u1ea3i bi\u1ec3n v\u00e0 cho thu\u00ea t\u00e0u<\/span><\/h2>\n

V\u1eadn t\u1ea3i v\u00e0 X\u1ebfp d\u1ee1 H\u1ea3i An l\u00e0 m\u1ed9t trong s\u1ed1 \u00edt doanh nghi\u1ec7p v\u1eadn t\u1ea3i bi\u1ec3n c\u00f3 chu\u1ed7i cung \u1ee9ng ho\u00e0n thi\u1ec7n t\u1eeb c\u00e1c d\u1ecbch v\u1ee5 c\u1ea3ng bi\u1ec3n – v\u1eadn t\u1ea3i bi\u1ec3n – kho b\u00e3i. Trong \u0111\u00f3, m\u1ea3ng kinh doanh v\u1eadn t\u1ea3i bi\u1ec3n l\u00e0 \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng ch\u00ednh trong nh\u1eefng n\u0103m g\u1ea7n \u0111\u00e2y. Ngo\u00e0i ra, H\u1ea3i An c\u0169ng s\u1edf h\u1eefu \u0111\u1ed9i t\u00e0u container l\u1edbn nh\u1ea5t Vi\u1ec7t Nam \u0111\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 v\u1edbi v\u1ed1n th\u1ea5p trong b\u1ed1i c\u1ea3nh nhu c\u1ea7u v\u1eadn t\u1ea3i container v\u00e0 gi\u00e1 thu\u00ea t\u00e0u \u0111ang t\u0103ng.<\/p>\n

\"Gi\u00e1Trong th\u00e1ng 4 v\u1eeba qua, H\u1ea3i An ti\u1ebfp t\u1ee5c \u0111\u1ea7u t\u01b0 th\u00eam t\u00e0u m\u1edbi HAIAN WEST (1.740 TEU) v\u00e0 HAIAN EAST (1.702 TEU) sau khi \u0111\u00e3 mua t\u00e0u HAIAN VIEW (1.577 TEU) v\u00e0o th\u00e1ng 7 n\u0103m ngo\u00e1i. C\u00f9ng v\u1edbi \u0111\u00f3, doanh nghi\u1ec7p \u0111\u00e3 th\u1ef1c hi\u1ec7n vi\u1ec7c b\u00e1n t\u00e0u c\u00f3 tu\u1ed5i \u0111\u1eddi cao l\u00e0 HAIAN SONG v\u00e0o qu\u00fd I v\u1eeba qua. \u0110\u1ed9ng th\u00e1i n\u00e0y c\u1ee7a H\u1ea3i An cho th\u1ea5y c\u00f4ng ty \u0111ang n\u1ed7 l\u1ef1c tr\u1ebb h\u00f3a \u0111\u1ed9i t\u00e0u nh\u1eb1m \u0111\u00e1p \u1ee9ng nhu c\u1ea7u v\u1eadn t\u1ea3i t\u0103ng cao \u1edf c\u1ea3 n\u1ed9i \u0111\u1ecba v\u00e0 qu\u1ed1c t\u1ebf b\u1eaft \u0111\u1ea7u t\u1eeb qu\u00fd IV\/2020.<\/p>\n

Nh\u01b0 v\u1eady, doanh nghi\u1ec7p v\u1eadn t\u1ea3i n\u00e0y \u0111ang s\u1edf h\u1eefu 8 t\u00e0u v\u1edbi t\u1ed5ng s\u1ee9c ch\u1ee9a l\u00ean \u0111\u1ebfn 11.000 TEU. Trong \u0111\u00f3, HAIAN LINK (1.060 TEU) v\u00e0 HAIAN EAST (1.702 TEU) \u0111ang \u0111\u01b0\u1ee3c cho thu\u00ea. 6 t\u00e0u c\u00f2n l\u1ea1i \u0111\u01b0\u1ee3c khai th\u00e1c v\u1eadn t\u1ea3i v\u1edbi gi\u00e1 c\u01b0\u1edbc v\u1eadn chuy\u1ec3n c\u1ee7a m\u1ed9t s\u1ed1 tuy\u1ebfn n\u1ed9i \u0111\u1ecba \u0111\u00e3 \u0111\u01b0\u1ee3c \u0111i\u1ec1u ch\u1ec9nh t\u1eeb cu\u1ed1i n\u0103m ngo\u00e1i. \u0110\u00e1ng ch\u00fa \u00fd l\u00e0 l\u1ed9 tr\u00ecnh t\u1eeb khu v\u1ef1c H\u1ea3i Ph\u00f2ng t\u1edbi C\u00e1i M\u00e9p – Th\u1ecb V\u1ea3i \u0111\u00e3 t\u0103ng h\u01a1n 15% so v\u1edbi c\u00f9ng k\u1ef3.<\/p>\n

\"Gi\u00e1<\/p>\n

Nh\u1edd \u0111\u1ea7u t\u01b0 th\u00eam t\u00e0u, s\u1ea3n l\u01b0\u1ee3ng v\u1eadn t\u1ea3i c\u1ee7a \u0111\u1ed9i t\u00e0u H\u1ea3i An trong qu\u00fd I v\u1eeba qua \u0111\u00e3 t\u0103ng h\u01a1n 50% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc. S\u1ea3n l\u01b0\u1ee3ng \u0111\u1ed9i t\u00e0u t\u0103ng d\u1eabn t\u1edbi s\u1ea3n l\u01b0\u1ee3ng ho\u1ea1t \u0111\u1ed9ng khai th\u00e1c c\u1ea3ng c\u0169ng t\u0103ng. C\u00f9ng v\u1edbi \u0111\u00f3, gi\u00e1 c\u01b0\u1edbc v\u1eadn t\u1ea3i bi\u1ec3n t\u0103ng v\u00e0 gi\u00e1 d\u1ea7u nhi\u00ean li\u1ec7u gi\u1ea3m g\u00f3p ph\u1ea7n c\u1ea3i thi\u1ec7n bi\u00ean l\u1ee3i nhu\u1eadn c\u1ee7a doanh nghi\u1ec7p.<\/p>\n

H\u1ea3i An c\u00f3 doanh thu t\u0103ng 28% – t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 359 t\u1ef7 \u0111\u1ed3ng v\u00e0 l\u1ee3i nhu\u1eadn sau thu\u1ebf \u0111\u1ea1t 86 t\u1ef7 \u0111\u1ed3ng – g\u1ea5p 2,8 l\u1ea7n sau 3 th\u00e1ng \u0111\u1ea7u n\u0103m. Nh\u00f3m ph\u00e2n t\u00edch c\u1ee7a SSI Reseach c\u0169ng \u0111\u01b0a ra d\u1ef1 b\u00e1o m\u1ee9c t\u0103ng tr\u01b0\u1edfng c\u1ee7a l\u1ee3i nhu\u1eadn sau thu\u1ebf trong n\u0103m 2021 v\u00e0 2022 \u01b0\u1edbc \u0111\u1ea1t 54% YoY v\u00e0 35% YoY nh\u1edd v\u00e0o vi\u1ec7c m\u1edf r\u1ed9ng c\u00f4ng su\u1ea5t c\u1ee7a m\u1ea3ng v\u1eadn chuy\u1ec3n v\u00e0 gi\u00e1 c\u01b0\u1edbc cao h\u01a1n trong \u0111i\u1ec1u ki\u1ec7n th\u1ecb tr\u01b0\u1eddng thu\u1eadn l\u1ee3i.<\/p>\n

Nhu c\u1ea7u l\u01b0u kho m\u1edf ra c\u01a1 h\u1ed9i cho doanh nghi\u1ec7p kinh doanh kho b\u00e3i<\/span><\/h2>\n

Gi\u00e1 c\u01b0\u1edbc v\u1eadn t\u1ea3i b\u1ecb \u0111\u1ea9y l\u00ean cao c\u00f9ng v\u1edbi t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t container khi\u1ebfn t\u1ed1c \u0111\u1ed9 l\u01b0u th\u00f4ng h\u00e0ng h\u00f3a ch\u1eadm l\u1ea1i v\u00e0 gia t\u0103ng nhu c\u1ea7u l\u01b0u kho. \u0110i\u1ec1u n\u00e0y \u0111\u00e3 m\u1edf ra nhi\u1ec1u c\u01a1 h\u1ed9i ph\u00e1t tri\u1ec3n cho c\u00e1c doanh nghi\u1ec7p kinh doanh kho b\u00e3i v\u00e0 giao nh\u1eadn v\u1eadn chuy\u1ec3n nh\u01b0 Transimex.<\/p>\n

Transimex\u00a0\u0111ang s\u1edf h\u1eefu v\u00e0\u00a0khai th\u00e1c 5 kho b\u00e3i, trong \u0111\u00f3 \u0111\u00f3ng vai tr\u00f2 \u0111\u1ed9ng l\u1ef1c ph\u00e1t tri\u1ec3n trong\u00a0t\u01b0\u01a1ng lai l\u00e0 Trung t\u00e2m Logistic C\u00f4ng ngh\u1ec7 cao v\u00e0 Trung t\u00e2m\u00a0Logistic Th\u0103ng Long. V\u1edbi chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 l\u1eafp \u0111\u1eb7t c\u00e1c gi\u00e1 \u0111\u1ee1 k\u1ec3 t\u1eeb\u00a0n\u0103m ngo\u00e1i, bi\u00ean l\u1ee3i nhu\u1eadn m\u1ea3ng khai th\u00e1c kho b\u00e3i \u0111\u01b0\u1ee3c k\u1ef3\u00a0v\u1ecdng s\u1ebd gia t\u0103ng \u0111\u00e1ng k\u1ec3 trong n\u0103m 2021.<\/p>\n

\"Gi\u00e1Doanh nghi\u1ec7p n\u00e0y \u0111\u00e3 ph\u1ea3n \u00e1nh nh\u1eefng l\u1ee3i th\u1ebf d\u1ef1a tr\u00ean qua k\u1ebft qu\u1ea3 kinh doanh n\u0103m 2020 v\u00e0 qu\u00fd I\/2021. N\u0103m ngo\u00e1i, Transimex ghi nh\u1eadn m\u1ee9c l\u00e3i cao nh\u1ea5t trong l\u1ecbch s\u1eed ho\u1ea1t \u0111\u1ed9ng c\u1ee7a c\u00f4ng ty v\u1edbi l\u1ee3i nhu\u1eadn sau thu\u1ebf \u0111\u1ea1t g\u1ea7n 322 t\u1ef7 \u0111\u1ed3ng – t\u0103ng 43% so v\u1edbi n\u0103m 2019. C\u00f4ng ty kinh doanh kho b\u00e3i c\u0169ng c\u00f3 k\u1ebft qu\u1ea3 t\u00edch c\u1ef1c trong qu\u00fd I n\u0103m nay v\u1edbi doanh thu t\u0103ng 106% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc – \u0111\u1ea1t m\u1ee9c 1.085 t\u1ef7 \u0111\u1ed3ng. L\u1ee3i nhu\u1eadn sau thu\u1ebf t\u0103ng tr\u01b0\u1edfng 75% – \u0111\u1ea1t 101,2 t\u1ef7 \u0111\u1ed3ng.<\/p>\n

Nh\u1edd c\u00f3 k\u1ebft qu\u1ea3 kinh doanh kh\u1ea3 quan, gi\u00e1 c\u1ed5 phi\u1ebfu c\u1ee7a c\u00e1c doanh nghi\u1ec7p ng\u00e0nh c\u1ea3ng bi\u1ec3n nh\u01b0 MVN, HAH, TMS… \u0111\u1ec1u t\u0103ng h\u01a1n 100% t\u1eeb \u0111\u1ea7u n\u0103m 2020 \u0111\u1ebfn nay. Trong \u0111\u00f3, gi\u00e1 HAH hi\u1ec7n \u0111ang \u1edf m\u1ee9c 33.500 \u0111\u1ed3ng\/cp – t\u01b0\u01a1ng \u0111\u01b0\u01a1ng m\u1ee9c t\u0103ng g\u1ea7n 90% so v\u1edbi \u0111\u1ea7u n\u0103m nay v\u00e0 cao h\u01a1n 175% v\u00e0o \u0111\u1ea7u n\u0103m ngo\u00e1i.<\/p>\n

Ngu\u1ed3n: ndh.vn<\/strong><\/p>\n

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