{"id":1158,"date":"2024-12-30T14:24:27","date_gmt":"2024-12-30T07:24:27","guid":{"rendered":"https:\/\/hoanongteva.com\/?p=1158"},"modified":"2024-12-30T14:24:27","modified_gmt":"2024-12-30T07:24:27","slug":"toan-canh-hang-hoa-2024-ca-phe-va-vang-len-dinh-lithium-cham-day","status":"publish","type":"post","link":"https:\/\/hoanongteva.com\/?p=1158","title":{"rendered":"To\u00e0n c\u1ea3nh h\u00e0ng h\u00f3a 2024: C\u00e0 ph\u00ea v\u00e0 v\u00e0ng l\u00ean \u0111\u1ec9nh, lithium ch\u1ea1m \u0111\u00e1y"},"content":{"rendered":"

\n<\/p>\n

\n

To\u00e0n c\u1ea3nh h\u00e0ng h\u00f3a 2024: C\u00e0 ph\u00ea v\u00e0 v\u00e0ng l\u00ean \u0111\u1ec9nh, lithium ch\u1ea1m \u0111\u00e1y <\/p>\n

N\u0103m 2024 ch\u1ee9ng ki\u1ebfn nh\u1eefng di\u1ec5n bi\u1ebfn tr\u00e1i ng\u01b0\u1ee3c tr\u00ean th\u1ecb tr\u01b0\u1eddng h\u00e0ng h\u00f3a th\u1ebf gi\u1edbi. Trong khi nh\u00f3m n\u00f4ng s\u1ea3n v\u00e0 kim lo\u1ea1i qu\u00fd t\u1ecfa s\u00e1ng r\u1ef1c r\u1ee1, nh\u00f3m n\u0103ng l\u01b0\u1ee3ng v\u00e0 kim lo\u1ea1i c\u00f4ng nghi\u1ec7p l\u1ea1i \u1ea3m \u0111\u1ea1m \u0111\u1ebfn b\u1ea5t ng\u1edd. \u0110\u00e1ng ch\u00fa \u00fd, c\u00e0 ph\u00ea \u0111\u00e3 v\u01b0\u1ee3t xa 20 m\u1eb7t h\u00e0ng c\u00f2n l\u1ea1i \u0111\u1ec3 tr\u1edf th\u00e0nh “ng\u00f4i sao” s\u00e1ng gi\u00e1 nh\u1ea5t c\u1ee7a n\u0103m.<\/p>\n <\/p>\n <\/p>\n <\/p>\n
<\/p>\n

Th\u00e0nh t\u00edch c\u1ee7a 20 lo\u1ea1i h\u00e0ng h\u00f3a \u0111\u00e1ng ch\u00fa \u00fd trong n\u0103m 2024<\/span><\/p>\n


\n \"\"<\/td>\n


\n <\/tr>\n


\n <\/tbody>\n


\n<\/table>\n

C\u00e0 ph\u00ea l\u00ean \u0111\u1ec9nh<\/span><\/p>\n

Tr\u00ean th\u1ecb tr\u01b0\u1eddng c\u00e0 ph\u00ea, h\u1ee3p \u0111\u1ed3ng t\u01b0\u01a1ng lai giao ngay c\u1ee7a c\u00e0 ph\u00ea arabica \u0111\u00e3 li\u00ean t\u1ee5c ph\u00e1 v\u1ee1 k\u1ef7 l\u1ee5c, v\u1edbi m\u1ee9c t\u0103ng \u1ea5n t\u01b0\u1ee3ng 70% so v\u1edbi n\u0103m ngo\u00e1i. Th\u1eddi ti\u1ebft kh\u1eafc nghi\u1ec7t t\u1ea1i hai qu\u1ed1c gia s\u1ea3n xu\u1ea5t c\u00e0 ph\u00ea h\u00e0ng \u0111\u1ea7u th\u1ebf gi\u1edbi l\u00e0 nguy\u00ean nh\u00e2n ch\u00ednh c\u1ee7a \u0111\u1ee3t t\u0103ng gi\u00e1 n\u00e0y.<\/p>\n

Brazil tr\u1ea3i qua \u0111\u1ee3t h\u1ea1n h\u00e1n t\u1ed3i t\u1ec7 nh\u1ea5t trong 70 n\u0103m qua, trong khi Vi\u1ec7t Nam ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi c\u1ea3 h\u1ea1n h\u00e1n l\u1eabn m\u01b0a l\u1edbn. S\u1ed1 li\u1ec7u th\u1ed1ng k\u00ea cho th\u1ea5y, xu\u1ea5t kh\u1ea9u c\u00e0 ph\u00ea Vi\u1ec7t Nam trong n\u1eeda \u0111\u1ea7u n\u0103m \u0111\u00e3 gi\u1ea3m 11.4% xu\u1ed1ng c\u00f2n 893,820 t\u1ea5n, khi\u1ebfn c\u00e1c nh\u00e0 giao d\u1ecbch lo ng\u1ea1i v\u1ec1 ngu\u1ed3n cung trong n\u0103m 2025.<\/p>\n <\/p>\n <\/p>\n <\/p>\n
<\/p>\n

Di\u1ec5n bi\u1ebfn gi\u00e1 c\u00e0 ph\u00ea<\/span><\/p>\n


\n \"\"<\/td>\n


\n <\/tr>\n


\n <\/tbody>\n


\n<\/table>\n

Tr\u00e1i ng\u01b0\u1ee3c v\u1edbi \u0111\u00e0 t\u0103ng c\u1ee7a c\u00e0 ph\u00ea, lithium l\u1ea1i tr\u1edf th\u00e0nh m\u1eb7t h\u00e0ng c\u00f3 hi\u1ec7u su\u1ea5t k\u00e9m nh\u1ea5t n\u0103m 2024. Gi\u00e1 lithium hydroxide tr\u00ean s\u00e0n COMEX \u0111\u00e3 gi\u1ea3m 42.3% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc, ph\u1ea3n \u00e1nh t\u00ecnh tr\u1ea1ng d\u01b0 cung khi c\u00f4ng su\u1ea5t s\u1ea3n xu\u1ea5t t\u0103ng m\u1ea1nh trong khi nhu c\u1ea7u t\u1eeb th\u1ecb tr\u01b0\u1eddng xe \u0111i\u1ec7n b\u1eaft \u0111\u1ea7u ch\u1eefng l\u1ea1i. <\/p>\n

V\u00e0ng ti\u1ebfp t\u1ee5c l\u1ea5p l\u00e1nh<\/span><\/p>\n

Tr\u00ean th\u1ecb tr\u01b0\u1eddng kim lo\u1ea1i qu\u00fd, v\u00e0ng ti\u1ebfp t\u1ee5c kh\u1eb3ng \u0111\u1ecbnh vai tr\u00f2 l\u00e0 k\u00eanh tr\u00fa \u1ea9n an to\u00e0n v\u1edbi vi\u1ec7c li\u00ean t\u1ee5c thi\u1ebft l\u1eadp m\u1ee9c gi\u00e1 cao m\u1edbi trong n\u0103m 2024. Trong n\u0103m qua, gi\u00e1 v\u00e0ng th\u1ebf gi\u1edbi \u0111\u00e3 t\u0103ng g\u1ea7n 30% v\u00e0 h\u01a1n 40 l\u1ea7n l\u1eadp k\u1ef7 l\u1ee5c m\u1edbi. V\u00e0ng th\u1ebf gi\u1edbi c\u00f3 l\u00fac \u1edf m\u1ee9c cao nh\u1ea5t v\u01b0\u1ee3t m\u1ed1c 2,800 USD.<\/p>\n <\/p>\n <\/p>\n <\/p>\n
<\/p>\n

Di\u1ec5n bi\u1ebfn gi\u00e1 v\u00e0ng th\u1ebf gi\u1edbi<\/span><\/p>\n


\n \"\"<\/td>\n


\n <\/tr>\n


\n <\/tbody>\n


\n<\/table>\n

Theo ph\u00e2n t\u00edch c\u1ee7a chuy\u00ean gia Kar Yong Ang t\u1eeb Octa Broker, 3 y\u1ebfu t\u1ed1 ch\u00ednh th\u00fac \u0111\u1ea9y \u0111\u00e0 t\u0103ng c\u1ee7a v\u00e0ng bao g\u1ed3m: Nhu c\u1ea7u tr\u00fa \u1ea9n an to\u00e0n do c\u0103ng th\u1eb3ng \u0111\u1ecba ch\u00ednh tr\u1ecb leo thang, d\u00f2ng ti\u1ec1n \u0111\u1ea7u t\u01b0 khi ch\u00ednh s\u00e1ch ti\u1ec1n t\u1ec7 to\u00e0n c\u1ea7u b\u1edbt th\u1eaft ch\u1eb7t, v\u00e0 nhu c\u1ea7u t\u1eeb c\u00e1c ng\u00e2n h\u00e0ng trung \u01b0\u01a1ng trong xu h\u01b0\u1edbng phi \u0111\u00f4 la h\u00f3a. B\u1ea1c c\u0169ng kh\u00f4ng k\u00e9m c\u1ea1nh khi ghi nh\u1eadn m\u1ee9c t\u0103ng 28.6% so v\u1edbi n\u0103m ngo\u00e1i.<\/p>\n

\u0110\u00e1ng ch\u00fa \u00fd, th\u1ecb tr\u01b0\u1eddng d\u1ea7u th\u00f4 l\u1ea1i \u0111i ng\u01b0\u1ee3c v\u1edbi k\u1ef3 v\u1ecdng khi gi\u00e1 gi\u1ea3m so v\u1edbi n\u0103m tr\u01b0\u1edbc, b\u1ea5t ch\u1ea5p c\u0103ng th\u1eb3ng \u0111\u1ecba ch\u00ednh tr\u1ecb leo thang . <\/p>\n

Nguy\u00ean nh\u00e2n ch\u00ednh \u0111\u1ebfn t\u1eeb c\u00e1c n\u01b0\u1edbc ngo\u00e0i OPEC, \u0111\u1eb7c bi\u1ec7t l\u00e0 M\u1ef9, \u0111\u00e3 gia t\u0103ng s\u1ea3n l\u01b0\u1ee3ng, c\u00f9ng v\u1edbi nh\u1eefng lo ng\u1ea1i v\u1ec1 s\u1ef1 ch\u1eadm l\u1ea1i c\u1ee7a n\u1ec1n kinh t\u1ebf Trung Qu\u1ed1c – n\u01b0\u1edbc nh\u1eadp kh\u1ea9u d\u1ea7u th\u00f4 l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi.<\/p>\n <\/p>\n <\/p>\n <\/p>\n
<\/p>\n

Di\u1ec5n bi\u1ebfn gi\u00e1 d\u1ea7u Brent<\/span><\/p>\n


\n \"\"<\/td>\n


\n <\/tr>\n


\n <\/tbody>\n


\n<\/table>\n

H\u00e0ng h\u00f3a n\u00e0o s\u1ebd t\u1ecfa s\u00e1ng trong n\u0103m 2025? <\/span><\/p>\n

Nh\u00ecn sang n\u0103m 2025, c\u00e1c chuy\u00ean gia \u0111\u1ec1u t\u1ecf ra l\u1ea1c quan v\u1ec1 tri\u1ec3n v\u1ecdng th\u1ecb tr\u01b0\u1eddng h\u00e0ng h\u00f3a, \u0111\u1eb7c bi\u1ec7t l\u00e0 v\u1edbi nh\u00f3m kim lo\u1ea1i c\u01a1 b\u1ea3n v\u00e0 kim lo\u1ea1i qu\u00fd. “N\u0103m 2025 s\u1ebd l\u00e0 m\u1ed9t n\u0103m tuy\u1ec7t v\u1eddi”, \u00f4ng Ajay Kedia, Gi\u00e1m \u0111\u1ed1c Kedia Commodities nh\u1eadn \u0111\u1ecbnh. Theo \u00f4ng, vi\u1ec7c c\u00e1c ng\u00e2n h\u00e0ng trung \u01b0\u01a1ng b\u1eaft \u0111\u1ea7u c\u1eaft gi\u1ea3m l\u00e3i su\u1ea5t s\u1ebd l\u00e0 \u0111\u1ed9ng l\u1ef1c ch\u00ednh h\u1ed7 tr\u1ee3 cho gi\u00e1 kim lo\u1ea1i c\u01a1 b\u1ea3n nh\u01b0 \u0111\u1ed3ng, k\u1ebdm v\u00e0 nh\u00f4m.<\/p>\n

V\u1edbi th\u1ecb tr\u01b0\u1eddng v\u00e0ng, \u00f4ng Amit Goel, \u0111\u1ed3ng s\u00e1ng l\u1eadp PACE 360, d\u1ef1 b\u00e1o kim lo\u1ea1i qu\u00fd n\u00e0y s\u1ebd c\u00f3 m\u1ed9t \u0111\u1ee3t t\u0103ng gi\u00e1 m\u1ea1nh m\u1ebd trong n\u1eeda cu\u1ed1i n\u0103m 2025. “M\u00f4i tr\u01b0\u1eddng v\u0129 m\u00f4 n\u0103m 2025 \u0111ang tr\u1edf n\u00ean thu\u1eadn l\u1ee3i h\u01a1n r\u1ea5t nhi\u1ec1u so v\u1edbi nh\u1eefng th\u00e1ng g\u1ea7n \u0111\u00e2y”, \u00f4ng ph\u00e2n t\u00edch v\u00e0 ch\u1ec9 ra 3 y\u1ebfu t\u1ed1 h\u1ed7 tr\u1ee3 ch\u00ednh: Ch\u1ec9 s\u1ed1 \u0111\u1ed3ng USD<\/span> nhi\u1ec1u kh\u1ea3 n\u0103ng s\u1ebd gi\u1ea3m trong qu\u00fd 1\/2025, l\u00e3i su\u1ea5t tr\u00e1i phi\u1ebfu M\u1ef9 \u0111ang g\u1ea7n ch\u1ea1m \u0111\u1ec9nh, v\u00e0 \u0111\u1ed3ng Y\u00ean \u0111ang ti\u1ebfn g\u1ea7n \u0111\u00e1y. <\/p>\n

Tuy nhi\u00ean, c\u00e1c chuy\u00ean gia c\u0169ng c\u1ea3nh b\u00e1o v\u1ec1 nh\u1eefng y\u1ebfu t\u1ed1 r\u1ee7i ro c\u00f3 th\u1ec3 \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn th\u1ecb tr\u01b0\u1eddng trong n\u0103m t\u1edbi. C\u0103ng th\u1eb3ng \u0111\u1ecba ch\u00ednh tr\u1ecb t\u1eeb c\u00e1c cu\u1ed9c xung \u0111\u1ed9t \u1edf Nga-Ukraine v\u00e0 Trung \u0110\u00f4ng, c\u00f9ng v\u1edbi Donald Trump tr\u1edf l\u1ea1i ch\u00ednh tr\u01b0\u1eddng M\u1ef9 \u0111\u01b0\u1ee3c cho l\u00e0 nh\u1eefng bi\u1ebfn s\u1ed1 c\u00f3 th\u1ec3 t\u00e1c \u0111\u1ed9ng m\u1ea1nh \u0111\u1ebfn chu k\u1ef3 ti\u00eau th\u1ee5 h\u00e0ng h\u00f3a to\u00e0n c\u1ea7u.<\/p>\n

V\u0169 H\u1ea1o (T\u1ed5ng h\u1ee3p)<\/a><\/p>\n

FILI<\/a><\/p>\n

– 13:00 30\/12\/2024<\/p>\n<\/p><\/div>\n