{"id":84927,"date":"2021-12-06T14:39:45","date_gmt":"2021-12-06T07:39:45","guid":{"rendered":"https:\/\/advantage.vn\/vi\/?p=84927"},"modified":"2022-08-20T15:36:03","modified_gmt":"2022-08-20T08:36:03","slug":"bien-chung-omicron-de-doa-tau-cho-dau-keo-dai-su-bung-no-cua-nganh-van-tai-bien","status":"publish","type":"post","link":"https:\/\/advantage.vn\/vi\/bien-chung-omicron-de-doa-tau-cho-dau-keo-dai-su-bung-no-cua-nganh-van-tai-bien\/","title":{"rendered":"Bi\u1ebfn Ch\u1ee7ng Omicron \u0110e Do\u1ea1 T\u00e0u Ch\u1edf D\u1ea7u, K\u00e9o D\u00e0i S\u1ef1 B\u00f9ng N\u1ed5 C\u1ee7a Ng\u00e0nh V\u1eadn T\u1ea3i Bi\u1ec3n"},"content":{"rendered":"

[Advantage Logistics<\/a><\/span>] M\u1ed9t b\u01b0\u1edbc ngo\u1eb7t m\u1edbi nh\u1ea5t trong c\u00e2u chuy\u1ec7n Covid c\u1ee7a ng\u00e0nh v\u1eadn t\u1ea3i bi\u1ec3n: M\u1ed1i \u0111e d\u1ecda to\u00e0n c\u1ea7u c\u1ee7a bi\u1ebfn ch\u1ee7ng Omicron b\u00f9ng ph\u00e1t t\u1eeb c\u00e1c bi\u1ebfn th\u1ec3 \u1edf ch\u00e2u \u00c2u v\u00e0 ch\u00e2u \u00c1 \u0111ang g\u00e2y \u1ea3nh h\u01b0\u1edfng t\u1edbi gi\u00e1 t\u00e0u ch\u1edf d\u1ea7u th\u00f4 v\u00e0 s\u1ea3n ph\u1ea9m. Tuy nhi\u00ean, \u0111\u00e2y l\u1ea1i l\u00e0 m\u1ed9t d\u1ea5u hi\u1ec7u t\u00edch c\u1ef1c \u0111\u1ed1i v\u1edbi gi\u00e1 v\u1eadn chuy\u1ec3n container.<\/strong><\/p>\n

\"tanker\"<\/p>\n

T\u00e1c \u0111\u1ed9ng c\u1ee7a Omicron l\u00ean t\u1ef7 gi\u00e1 giao ngay c\u1ee7a t\u00e0u ch\u1edf d\u1ea7u<\/span><\/h2>\n

Vi\u1ec7c di chuy\u1ec3n gi\u1eefa c\u00e1c qu\u1ed1c gia b\u1ecb ch\u1eadm l\u1ea1i do c\u00e1c chuy\u1ebfn bay bu\u1ed9c ph\u1ea3i t\u1ea1m d\u1eebng. Ch\u01b0a k\u1ec3, vi\u1ec7c gi\u1ea3m nhu c\u1ea7u nhi\u00ean li\u1ec7u m\u00e1y bay trong b\u1ed1i c\u1ea3nh \u0111\u1ea1i d\u1ecbch di\u1ec5n bi\u1ebfn ph\u1ee9c t\u1ea1p l\u00e0 m\u1ed9t ti\u00eau c\u1ef1c l\u1edbn \u0111\u1ed1i v\u1edbi nhu c\u1ea7u v\u1eadn chuy\u1ec3n b\u1eb1ng t\u00e0u ch\u1edf d\u1ea7u, khi c\u00e1c nh\u00e0 m\u00e1y l\u1ecdc d\u1ea7u s\u1eed d\u1ee5ng h\u00e0ng t\u1ed3n kho thay v\u00ec ngu\u1ed3n cung m\u1edbi v\u00e0 vi\u1ec7c OPEC c\u1eaft gi\u1ea3m s\u1ea3n l\u01b0\u1ee3ng. Ngo\u00e0i ra, b\u1ea5t c\u1ee9 \u0111i\u1ec1u g\u00ec l\u00e0m ch\u1eadm qu\u00e1 tr\u00ecnh ph\u1ee5c h\u1ed3i nhu c\u1ea7u s\u1eed d\u1ee5ng nhi\u00ean li\u1ec7u m\u00e1y bay \u0111\u1ec1u g\u00e2y \u1ea3nh h\u01b0\u1edfng t\u1edbi c\u00e1c t\u00e0u ch\u1edf d\u1ea7u kh\u00e1c.<\/p>\n

S\u1ef1 lan r\u1ed9ng c\u1ee7a bi\u1ebfn th\u1ec3 Delta \u0111\u00e3 t\u00e1c \u0111\u1ed9ng \u0111\u1ebfn m\u1ee9c ti\u00eau th\u1ee5 nhi\u00ean li\u1ec7u \u1edf ch\u00e2u \u00c2u v\u00e0 ch\u00e2u \u00c1 tr\u01b0\u1edbc khi b\u00f9ng ph\u00e1t bi\u1ebfn ch\u1ee7ng Omicron. \u00c1o \u0111\u00e3 \u0111\u00f3ng c\u1eeda ho\u00e0n to\u00e0n c\u00e1ch \u0111\u00e2y 1 tu\u1ea7n, \u0110\u1ee9c \u0111\u00e3 s\u1eb5n s\u00e0ng \u00e1p d\u1ee5ng c\u00e1c bi\u1ec7n ph\u00e1p h\u1ea1n ch\u1ebf,…<\/p>\n

Theo nh\u00e0 ph\u00e2n t\u00edch Donald Straszheim, Evercore ISI t\u1ea1i Trung Qu\u1ed1c, “C\u00e1c ca b\u1ec7nh m\u1edbi \u0111\u00e3 \u0111\u01b0\u1ee3c ph\u00e1t hi\u1ec7n \u1edf Th\u01b0\u1ee3ng H\u1ea3i, Chi\u1ebft Giang v\u00e0 Giang T\u00f4 – nh\u1eefng t\u1ec9nh quan tr\u1ecdng v\u1ec1 m\u1eb7t kinh t\u1ebf. Ngo\u00e0i ra, c\u00e1c b\u01b0\u1edbc ph\u00f2ng th\u1ee7 \u0111\u1ec1u \u0111\u01b0\u1ee3c ti\u1ebfn h\u00e0nh c\u1ea9n th\u1eadn”.<\/p>\n

\"bi\u1ebfn<\/p>\n

Th\u1ef1c t\u1ebf l\u00e0 vi\u1ec7c gia t\u0103ng c\u00e1c h\u1ea1n ch\u1ebf \u0111i l\u1ea1i v\u00e0 ki\u1ec3m d\u1ecbch s\u1ebd kh\u00f4ng t\u1ed1t \u0111\u1ed1i v\u1edbi nhu c\u1ea7u ti\u00eau th\u1ee5 d\u1ea7u v\u00e0 t\u00e0u ch\u1edf d\u1ea7u. Th\u1eddi \u0111i\u1ec3m xu\u1ea5t hi\u1ec7n tin t\u1ee9c v\u1ec1 bi\u1ebfn ch\u1ee7ng Omicron \u0111\u00e3 g\u00e2y ra nhi\u1ec1u b\u1ea5t l\u1ee3i. OPEC s\u1ebd c\u00e2n nh\u1eafc v\u1ec1 bi\u1ebfn ch\u1ee7ng n\u00e0y v\u00e0 t\u1ed5 ch\u1ee9c cu\u1ed9c h\u1ecdp v\u1ec1 vi\u1ec7c n\u1edbi l\u1ecfng c\u1eaft gi\u1ea3m s\u1ea3n l\u01b0\u1ee3ng theo k\u1ebf ho\u1ea1ch. N\u1ebfu OPEC ch\u1eadm n\u1ed1i l\u1ea1i s\u1ea3n xu\u1ea5t \u0111\u1ec3 \u0111\u1ed1i ph\u00f3 v\u1edbi Omicron, th\u00ec \u0111\u00f3 l\u1ea1i l\u00e0 m\u1ed9t ti\u00eau c\u1ef1c kh\u00e1c \u0111\u1ed1i v\u1edbi gi\u00e1 t\u00e0u ch\u1edf d\u1ea7u th\u00f4.<\/p>\n

Lars Barstad, Gi\u00e1m \u0111\u1ed1c \u0111i\u1ec1u h\u00e0nh c\u1ee7a ch\u1ee7 s\u1edf h\u1eefu t\u00e0u ch\u1edf d\u1ea7u th\u00f4 v\u00e0 s\u1ea3n ph\u1ea9m Frontline cho bi\u1ebft, nhu c\u1ea7u v\u00e0 ngu\u1ed3n cung d\u1ea7u v\u1eabn ti\u1ebfp t\u1ee5c t\u0103ng. Li\u00ean quan \u0111\u1ebfn vi\u1ec7c t\u0103ng s\u1ea3n l\u01b0\u1ee3ng, t\u00f4i ngh\u0129 r\u1eb1ng \u0111i\u1ec1u \u0111\u00f3 s\u1ebd mang t\u1edbi nhi\u1ec1u r\u1ee7i ro h\u01a1n so v\u1edbi hi\u1ec7n t\u1ea1i. Li\u1ec7u OPEC c\u00f3 th\u1ef1c s\u1ef1 t\u0103ng kh\u1ed1i l\u01b0\u1ee3ng v\u00e0o Q1 hay kh\u00f4ng?”<\/p>\n

C\u01b0\u1edbc v\u1eadn chuy\u1ec3n container giao ngay tr\u01b0\u1edbc bi\u1ebfn ch\u1ee7ng m\u1edbi<\/span><\/h2>\n

B\u1ea5t ch\u1ea5p m\u1ee9c gi\u1ea3m v\u1eeba ph\u1ea3i so v\u1edbi m\u1ee9c cao nh\u1ea5t \u0111\u1ea1t \u0111\u01b0\u1ee3c v\u00e0o th\u00e1ng 9 v\u1eeba qua, gi\u00e1 c\u01b0\u1edbc v\u1eadn t\u1ea3i container giao ngay v\u1eabn \u1ed5n \u0111\u1ecbnh trong su\u1ed1t th\u00e1ng 11 v\u00e0 th\u1eadm ch\u00ed c\u00f2n t\u0103ng tr\u1edf l\u1ea1i trong tu\u1ea7n tr\u01b0\u1edbc. Ch\u1ec9 s\u1ed1 t\u1ed5ng h\u1ee3p to\u00e0n c\u1ea7u c\u1ee7a Drewry hi\u1ec7n g\u1ea5p 6,7 l\u1ea7n so v\u1edbi th\u1eddi \u0111i\u1ec3m cu\u1ed1i th\u00e1ng 11\/2019, tr\u01b0\u1edbc Covid.<\/p>\n

\"C\u01b0\u1edbc<\/p>\n

Stefan Verberckmoes, Nh\u00e0 ph\u00e2n t\u00edch v\u1eadn chuy\u1ec3n v\u00e0 bi\u00ean t\u1eadp vi\u00ean ch\u00e2u \u00c2u t\u1ea1i Alphaliner ph\u00e1t bi\u1ec3u, \u0111\u1ea1i d\u1ecbch \u0111\u00e3 khi\u1ebfn c\u00e1c h\u00e3ng v\u1eadn t\u1ea3i v\u00e0 c\u00e1c nh\u00e0 ph\u00e2n t\u00edch g\u1eb7p nhi\u1ec1u kh\u00f3 kh\u0103n th\u00e1ch th\u1ee9c trong vi\u1ec7c nh\u00ecn nh\u1eadn t\u01b0\u01a1ng lai. Bi\u1ebfn ch\u1ee7ng Omicron c\u00f3 kh\u1ea3 n\u0103ng s\u1ebd k\u00e9o d\u00e0i h\u01a1n so v\u1edbi tr\u01b0\u1edbc \u0111\u00e2y v\u00e0 g\u00e2y \u1ea3nh h\u01b0\u1edfng t\u1edbi l\u0129nh v\u1ef1c v\u1eadn chuy\u1ec3n.<\/p>\n

Covid c\u00f3 t\u00e1c \u0111\u1ed9ng ti\u00eau c\u1ef1c \u0111\u1ebfn nhu c\u1ea7u v\u1eadn chuy\u1ec3n container khi m\u00e0 c\u00e1c khu v\u1ef1c s\u1ea3n xu\u1ea5t nh\u01b0 Trung Qu\u1ed1c ho\u1eb7c c\u00e1c khu v\u1ef1c ti\u00eau th\u1ee5 nh\u01b0 Hoa K\u1ef3 v\u00e0 ch\u00e2u \u00c2u \u0111\u1ec1u b\u1ecb \u0111\u00f3ng c\u1eeda. M\u1eb7t kh\u00e1c, \u1ea3nh h\u01b0\u1edfng c\u1ee7a Covid \u0111\u1ed1i v\u1edbi gi\u00e1 v\u1eadn chuy\u1ec3n container l\u1ea1i mang \u0111\u1ebfn d\u1ea5u hi\u1ec7u t\u00edch c\u1ef1c, do s\u1ef1 chuy\u1ec3n d\u1ecbch ti\u00eau d\u00f9ng t\u1eeb d\u1ecbch v\u1ee5 sang h\u00e0ng h\u00f3a c\u1ed9ng v\u1edbi t\u1eafc ngh\u1ebdn c\u1ea3ng.<\/p>\n

Lars Jensen, Gi\u00e1m \u0111\u1ed1c \u0111i\u1ec1u h\u00e0nh c\u1ee7a Vespucci Maritime nh\u1eadn \u0111\u1ecbnh v\u1ec1 t\u00e1c \u0111\u1ed9ng c\u1ee7a bi\u1ebfn ch\u1ee7ng Omicron. M\u1ed9t l\u00e0 nguy c\u01a1 c\u00e1c c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng v\u00e0 c\u1ea3ng s\u1ebd b\u1ecb \u0111\u00f3ng c\u1eeda nhi\u1ec1u h\u01a1n. \u0110\u00e2y l\u00e0 m\u1ed9t r\u1ee7i ro l\u1edbn \u1edf Trung Qu\u1ed1c, v\u00e0 th\u1eadm ch\u00ed c\u00f2n c\u00f3 tr\u01b0\u1edbc khi bi\u1ebfn ch\u1ee7ng Omicron xu\u1ea5t hi\u1ec7n, g\u00e2y ra s\u1ef1 gi\u00e1n \u0111o\u1ea1n trong m\u1ed9t th\u1eddi gian kh\u00e1 d\u00e0i.<\/p>\n

\"container\"<\/p>\n

Kh\u00eda c\u1ea1nh th\u1ee9 hai l\u00e0 theo nhu c\u1ea7u, \u0111\u1eb7c bi\u1ec7t l\u00e0 \u1edf Hoa K\u1ef3, n\u01a1i \u0111\u1ea1i d\u1ecbch \u0111\u00e3 th\u00fac \u0111\u1ea9y s\u1ef1 chuy\u1ec3n d\u1ecbch t\u1eeb chi ti\u00eau d\u1ecbch v\u1ee5 sang chi ti\u00eau h\u00e0ng h\u00f3a. \u0110\u00e2y l\u00e0 l\u00fd do ch\u00ednh cho s\u1ef1 b\u00f9ng n\u1ed5 nhu c\u1ea7u v\u1ec1 kh\u1ed1i l\u01b0\u1ee3ng container \u0111\u1ebfn Hoa K\u1ef3. N\u1ebfu bi\u1ebfn ch\u1ee7ng Omicron \u0111e do\u1ea1 t\u1edbi t\u00e0u ch\u1edf th\u00f4, \u0111i\u1ec1u n\u00e0y s\u1ebd k\u00e9o d\u00e0i s\u1ef1 b\u00f9ng n\u1ed5 c\u1ee7a ng\u00e0nh v\u1eadn t\u1ea3i bi\u1ec3n.<\/p>\n

Amit Mehrotra, Nh\u00e0 ph\u00e2n t\u00edch v\u1eadn t\u1ea3i c\u1ee7a Deutsche Bank \u0111\u00e3 h\u1ea1 c\u1ea5p UPS (NYSE: UPS), \u0111\u01b0\u1eddng s\u1eaft Canadian Pacific (NYSE: CP) v\u00e0 c\u00f4ng ty v\u1eadn t\u1ea3i \u0111\u01b0\u1eddng b\u1ed9 Saia (NYSE: SAIA) \u0111\u1ec3 “gi\u1eef nguy\u00ean” tri\u1ec3n v\u1ecdng 2022.<\/p>\n

C\u00e1c y\u1ebfu t\u1ed1 v\u1eadn chuy\u1ec3n kh\u00e1c<\/span><\/h2>\n

Stifel’s Nolan cho bi\u1ebft: “Nh\u00ecn chung, c\u00e1c l\u0129nh v\u1ef1c \u00edt b\u1ecb t\u00e1c \u0111\u1ed9ng tr\u1ef1c ti\u1ebfp nh\u1ea5t l\u00e0 v\u1eadn chuy\u1ec3n h\u00e0ng r\u1eddi v\u00e0 kh\u00ed \u0111\u1ed1t. Gi\u00e1 v\u1eadn chuy\u1ec3n giao ngay cho c\u00e1c h\u00e3ng v\u1eadn chuy\u1ec3n kh\u00ed \u0111\u1ed1t t\u1ef1 nhi\u00ean h\u00f3a l\u1ecfng hi\u1ec7n \u0111ang \u1edf m\u1ee9c cao nh\u1ea5t m\u1ecdi th\u1eddi \u0111\u1ea1i”.<\/p>\n

\"c\u1ea3ng<\/p>\n

T\u00e1c \u0111\u1ed9ng l\u1edbn nh\u1ea5t c\u1ee7a \u0111\u1ea1i d\u1ecbch \u0111\u1ed1i v\u1edbi h\u00e0ng kh\u00f4 l\u00e0 s\u1ef1 t\u1eafc ngh\u1ebdn t\u1ea1i c\u00e1c c\u1ea3ng d\u1ee1 h\u00e0ng c\u1ee7a Trung Qu\u1ed1c do c\u00e1c bi\u1ec7n ph\u00e1p ph\u00f2ng ng\u1eeba v\u00e0 h\u1ea1n ch\u1ebf Covid.<\/p>\n

Khi \u0111\u01b0\u1ee3c h\u1ecfi v\u1ec1 b\u1ee5i ph\u00f3ng x\u1ea1 ti\u1ec1m \u1ea9n t\u1eeb bi\u1ebfn ch\u1ee7ng Omicron, Nick Ristic, tr\u01b0\u1edfng nh\u00f3m ph\u00e2n t\u00edch h\u00e0ng kh\u00f4 t\u1ea1i Braemar ACM Shipbroking ph\u00e1t bi\u1ec3u: “Trung Qu\u1ed1c v\u1eabn \u0111ang \u00e1p d\u1ee5ng chi\u1ebfn l\u01b0\u1ee3c Zero Covid, v\u00ec v\u1eady th\u1eadt kh\u00f3 \u0111\u1ec3 t\u01b0\u1edfng t\u01b0\u1ee3ng s\u1ebd c\u00f3 th\u00eam s\u1ef1 gi\u00e1n \u0111o\u1ea1n do t\u1eafc ngh\u1ebdn v\u00e0 ki\u1ec3m d\u1ecbch.”<\/p>\n

Theo freightwaves.com<\/strong><\/p>\n

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