{"id":1874,"date":"2025-09-04T11:48:36","date_gmt":"2025-09-04T04:48:36","guid":{"rendered":"https:\/\/hoanongteva.com\/?p=1874"},"modified":"2025-09-04T11:48:36","modified_gmt":"2025-09-04T04:48:36","slug":"chuoi-cung-ung-det-may-dich-chuyen-xuat-khau-cotton-my-sang-trung-quoc-giam-90-sang-viet-nam-tang-gap-3-lan-2","status":"publish","type":"post","link":"https:\/\/hoanongteva.com\/?p=1874","title":{"rendered":"Chu\u1ed7i cung \u1ee9ng d\u1ec7t may d\u1ecbch chuy\u1ec3n,\u00a0xu\u1ea5t kh\u1ea9u cotton M\u1ef9 sang Trung Qu\u1ed1c gi\u1ea3m 90%, sang Vi\u1ec7t Nam t\u0103ng g\u1ea5p 3 l\u1ea7n"},"content":{"rendered":"

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Chu\u1ed7i cung \u1ee9ng d\u1ec7t may d\u1ecbch chuy\u1ec3n,\u00a0xu\u1ea5t kh\u1ea9u cotton M\u1ef9 sang Trung Qu\u1ed1c gi\u1ea3m 90%, sang Vi\u1ec7t Nam t\u0103ng g\u1ea5p 3 l\u1ea7n<\/p>\n

Xu\u1ea5t kh\u1ea9u cotton (b\u00f4ng v\u1ea3i) c\u1ee7a M\u1ef9 sang Trung Qu\u1ed1c \u0111\u00e3 s\u1ee5t gi\u1ea3m m\u1ea1nh trong n\u1eeda \u0111\u1ea7u n\u0103m nay, trong khi t\u0103ng tr\u01b0\u1edfng t\u1ea1i c\u00e1c th\u1ecb tr\u01b0\u1eddng ch\u00e2u \u00c1 kh\u00e1c, ph\u1ea3n \u00e1nh r\u00f5 n\u00e9t s\u1ef1 chuy\u1ec3n d\u1ecbch trong s\u1ea3n xu\u1ea5t may m\u1eb7c \u0111ang \u0111\u01b0\u1ee3c \u0111\u1ea9y nhanh b\u1edfi ch\u00ednh s\u00e1ch thu\u1ebf quan c\u1ee7a M\u1ef9. <\/p>\n

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Theo d\u1eef li\u1ec7u t\u1eeb LSEG, trong 6 th\u00e1ng \u0111\u1ea7u n\u0103m, l\u00f4 h\u00e0ng cotton t\u1eeb M\u1ef9 \u0111\u1ebfn Trung Qu\u1ed1c gi\u1ea3m kho\u1ea3ng 90% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i. Trong khi \u0111\u00f3, xu\u1ea5t kh\u1ea9u cotton M\u1ef9 sang c\u00e1c n\u01b0\u1edbc nh\u01b0 Pakistan v\u00e0 Th\u1ed5 Nh\u0129 K\u1ef3 \u0111\u1ec1u t\u0103ng, \u0111\u1eb7c bi\u1ec7t v\u1edbi Vi\u1ec7t Nam, l\u01b0\u1ee3ng h\u00e0ng \u0111\u00e3 t\u0103ng g\u1ea7n g\u1ea5p ba l\u1ea7n.<\/p>\n

H\u1ed3i th\u00e1ng 4\/2025, T\u1ed5ng th\u1ed1ng Donald Trump \u0111\u00e3 \u00e1p d\u1ee5ng thu\u1ebf \u0111\u1ed1i \u1ee9ng l\u00ean \u0111\u1ebfn 145% v\u1edbi h\u00e0ng h\u00f3a Trung Qu\u1ed1c. M\u1ee9c thu\u1ebf n\u00e0y sau \u0111\u00f3 \u0111\u01b0\u1ee3c gi\u1ea3m xu\u1ed1ng 30% sau khi hai b\u00ean \u0111\u1ea1t \u0111\u01b0\u1ee3c th\u1ecfa thu\u1eadn v\u00e0o th\u00e1ng 5. Tuy nhi\u00ean, v\u1edbi nhi\u1ec1u \u0111i\u1ec1u v\u1eabn ch\u01b0a r\u00f5 r\u00e0ng v\u1ec1 h\u01b0\u1edbng \u0111i c\u1ee7a c\u00e1c cu\u1ed9c \u0111\u00e0m ph\u00e1n trong t\u01b0\u01a1ng lai, c\u00e1c h\u1ec7 th\u1ed1ng s\u1ea3n xu\u1ea5t ph\u1ee5 thu\u1ed9c nhi\u1ec1u v\u00e0o Trung Qu\u1ed1c \u0111ang tr\u1edf th\u00e0nh r\u1ee7i ro l\u1edbn h\u01a1n. <\/p>\n

Ng\u00e0nh c\u00f4ng nghi\u1ec7p may m\u1eb7c \u0111\u00e3 chuy\u1ec3n d\u1ecbch s\u1ea3n xu\u1ea5t ph\u1ee5c v\u1ee5 th\u1ecb tr\u01b0\u1eddng M\u1ef9 ra kh\u1ecfi Trung Qu\u1ed1c trong nh\u1eefng n\u0103m g\u1ea7n \u0111\u00e2y, \u01b0u ti\u00ean c\u00e1c qu\u1ed1c gia Nam \u00c1 v\u00e0 \u0110\u00f4ng Nam \u00c1 v\u1edbi chi ph\u00ed lao \u0111\u1ed9ng th\u1ea5p h\u01a1n. Xu h\u01b0\u1edbng n\u00e0y d\u01b0\u1eddng nh\u01b0 \u0111\u00e3 t\u0103ng t\u1ed1c trong n\u1eeda \u0111\u1ea7u n\u0103m 2025 gi\u1eefa b\u1ed1i c\u1ea3nh c\u0103ng th\u1eb3ng M\u1ef9-Trung leo thang v\u00e0 lo ng\u1ea1i v\u1ec1 thu\u1ebf quan.<\/p>\n

C\u00e1c qu\u1ed1c gia \u1edf Nam \u00c1, \u0110\u00f4ng Nam \u00c1 v\u00e0 Trung \u0110\u00f4ng v\u1eabn duy tr\u00ec l\u1ee3i th\u1ebf c\u1ea1nh tranh trong vai tr\u00f2 trung t\u00e2m s\u1ea3n xu\u1ea5t, ngay c\u1ea3 sau khi M\u1ef9 t\u00e1i \u00e1p \u0111\u1eb7t thu\u1ebf “c\u00f3 \u0111i c\u00f3 l\u1ea1i”. Washington \u0111\u00e3 gi\u1ea3m thu\u1ebf su\u1ea5t t\u1eeb 46% xu\u1ed1ng c\u00f2n 20% \u0111\u1ed1i v\u1edbi Vi\u1ec7t Nam v\u00e0 t\u1eeb 29% xu\u1ed1ng 19% \u0111\u1ed1i v\u1edbi Pakistan. Trong b\u1ed1i c\u1ea3nh l\u00e0n s\u00f3ng d\u1ecbch chuy\u1ec3n s\u1ea3n xu\u1ea5t kh\u1ecfi Trung Qu\u1ed1c ch\u01b0a c\u00f3 d\u1ea5u hi\u1ec7u d\u1eebng l\u1ea1i, xu\u1ea5t kh\u1ea9u cotton M\u1ef9 sang c\u00e1c th\u1ecb tr\u01b0\u1eddng ngo\u00e0i B\u1eafc Kinh c\u00f3 kh\u1ea3 n\u0103ng s\u1ebd ti\u1ebfp t\u1ee5c t\u0103ng tr\u01b0\u1edfng.<\/p>\n

Xu\u1ea5t kh\u1ea9u cotton M\u1ef9 sang Vi\u1ec7t Nam, Pakistan, Th\u1ed5 Nh\u0129 K\u1ef3 v\u00e0 Trung Qu\u1ed1c<\/strong><\/span>\"\"<\/strong><\/p>\n

Tuy nhi\u00ean, c\u01a1 quan ch\u1ee9c n\u0103ng M\u1ef9 \u0111ang t\u0103ng c\u01b0\u1eddng gi\u00e1m s\u00e1t c\u00e1c ho\u1ea1t \u0111\u1ed9ng chuy\u1ec3n t\u1ea3i qua n\u01b0\u1edbc th\u1ee9 ba nh\u1eb1m tr\u00e1nh thu\u1ebf cao h\u01a1n, \u0111\u1eb7c bi\u1ec7t l\u00e0 v\u1edbi h\u00e0ng h\u00f3a c\u00f3 ngu\u1ed3n g\u1ed1c t\u1eeb Trung Qu\u1ed1c.<\/p>\n

C\u00e1c c\u00f4ng ty Trung Qu\u1ed1c c\u00f3 c\u01a1 s\u1edf may t\u1ea1i Vi\u1ec7t Nam th\u01b0\u1eddng nh\u1eadp kh\u1ea9u ch\u1ec9 v\u00e0 v\u1ea3i t\u1eeb Trung Qu\u1ed1c. Theo Nikkei Asia, nh\u1eefng c\u01a1 s\u1edf n\u00e0y c\u00f3 th\u1ec3 b\u1ecb xem l\u00e0 th\u1ef1c hi\u1ec7n ho\u1ea1t \u0111\u1ed9ng chuy\u1ec3n t\u1ea3i (transshipping) n\u1ebfu ph\u1ee5 thu\u1ed9c qu\u00e1 nhi\u1ec1u v\u00e0o ngu\u1ed3n cung \u0111\u00f3. S\u1ef1 t\u0103ng v\u1ecdt trong nh\u1eadp kh\u1ea9u cotton M\u1ef9 c\u1ee7a Vi\u1ec7t Nam cho th\u1ea5y m\u1ed9t xu h\u01b0\u1edbng chuy\u1ec3n sang s\u1ea3n xu\u1ea5t nguy\u00ean li\u1ec7u t\u1ea1i ch\u1ed7. <\/p>\n

Trong khi \u0111\u00f3, k\u1ec3 t\u1eeb nhi\u1ec7m k\u1ef3 \u0111\u1ea7u ti\u00ean c\u1ee7a \u00f4ng Trump, B\u1eafc Kinh \u0111\u00e3 t\u00ecm c\u00e1ch gi\u1ea3m s\u1ef1 ph\u1ee5 thu\u1ed9c v\u00e0o M\u1ef9 \u0111\u1ed1i v\u1edbi c\u00e1c s\u1ea3n ph\u1ea9m n\u00f4ng nghi\u1ec7p nh\u1eb1m \u0111\u1ea3m b\u1ea3o ngu\u1ed3n cung \u1ed5n \u0111\u1ecbnh. Cotton l\u00e0 m\u1ed9t ph\u1ea7n trong chi\u1ebfn l\u01b0\u1ee3c n\u00e0y, c\u00f9ng v\u1edbi \u0111\u1eadu n\u00e0nh v\u00e0 ng\u00f4. Theo b\u00e1o c\u00e1o c\u1ee7a Trung t\u00e2m Th\u01b0\u01a1ng m\u1ea1i Qu\u1ed1c t\u1ebf, Brazil l\u00e0 n\u01b0\u1edbc xu\u1ea5t kh\u1ea9u cotton l\u1edbn nh\u1ea5t sang Trung Qu\u1ed1c trong n\u0103m 2024, v\u00e0 xu h\u01b0\u1edbng n\u00e0y c\u00f3 kh\u1ea3 n\u0103ng ti\u1ebfp t\u1ee5c trong n\u0103m nay.<\/p>\n

V\u1ea5n \u0111\u1ec1 tr\u1ecdng t\u00e2m hi\u1ec7n nay l\u00e0 c\u00e1ch th\u1ee9c c\u00e1c m\u1ee9c thu\u1ebf quan v\u00e0 m\u00f4 h\u00ecnh th\u01b0\u01a1ng m\u1ea1i \u0111ang thay \u0111\u1ed5i s\u1ebd \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn kh\u1ed1i l\u01b0\u1ee3ng s\u1ea3n xu\u1ea5t v\u00e0 gi\u00e1 c\u1ea3. <\/p>\n

Theo b\u00e1o c\u00e1o c\u1ee7a B\u1ed9 N\u00f4ng nghi\u1ec7p M\u1ef9, n\u01b0\u1edbc n\u00e0y \u0111\u00e3 xu\u1ea5t kh\u1ea9u 11.9 tri\u1ec7u ki\u1ec7n cotton trong n\u0103m k\u1ebft th\u00fac v\u00e0o th\u00e1ng 7, t\u0103ng 1% so v\u1edbi n\u0103m tr\u01b0\u1edbc, v\u1edbi s\u1ef1 s\u1ee5t gi\u1ea3m trong l\u00f4 h\u00e0ng sang Trung Qu\u1ed1c \u0111\u01b0\u1ee3c b\u00f9 \u0111\u1eafp b\u1edfi s\u1ef1 t\u0103ng tr\u01b0\u1edfng \u1edf c\u00e1c th\u1ecb tr\u01b0\u1eddng kh\u00e1c. B\u1ed9 n\u00e0y d\u1ef1 ki\u1ebfn 12 tri\u1ec7u ki\u1ec7n s\u1ebd \u0111\u01b0\u1ee3c xu\u1ea5t kh\u1ea9u trong n\u0103m t\u00e0i ch\u00ednh n\u00e0y.<\/p>\n

Tuy nhi\u00ean, gi\u00e1 cotton \u0111ang trong xu h\u01b0\u1edbng tr\u00ec tr\u1ec7. H\u1ee3p \u0111\u1ed3ng t\u01b0\u01a1ng lai chu\u1ea9n t\u1ea1i New York dao \u0111\u1ed9ng quanh m\u1ee9c 66 xu m\u1ed7i pound v\u00e0o ng\u00e0y 02\/09, gi\u1ea3m nh\u1eb9 so v\u1edbi m\u1ee9c 69 xu h\u1ed3i \u0111\u1ea7u n\u0103m. <\/p>\n

“C\u00f3 r\u1ea5t nhi\u1ec1u b\u1ea5t \u1ed5n v\u1ec1 thu\u1ebf quan \u0111\u1ed1i \u1ee9ng, v\u00e0 kh\u00f3 d\u1ef1 \u0111o\u00e1n khi n\u00e0o nhu c\u1ea7u v\u1ec1 c\u00e1c s\u1ea3n ph\u1ea9m d\u1ec7t may s\u1ebd ph\u1ee5c h\u1ed3i\u201d, \u00f4ng Nobuo Oshimo thu\u1ed9c Hi\u1ec7p h\u1ed9i Th\u01b0\u01a1ng m\u1ea1i B\u00f4ng Nh\u1eadt B\u1ea3n nh\u1eadn \u0111\u1ecbnh.<\/p>\n

Mi\u1ec1n Nam n\u01b0\u1edbc M\u1ef9, n\u01a1i tr\u1ed3ng b\u00f4ng l\u1edbn c\u1ee7a qu\u1ed1c gia n\u00e0y, t\u1eeb l\u00e2u \u0111\u00e3 l\u00e0 th\u00e0nh tr\u00ec c\u1ee7a \u0110\u1ea3ng C\u1ed9ng h\u00f2a. N\u1ebfu thu\u1ebf quan l\u00e0m t\u1ed5n h\u1ea1i ng\u01b0\u1eddi tr\u1ed3ng b\u00f4ng th\u00f4ng qua xu\u1ea5t kh\u1ea9u gi\u1ea3m ho\u1eb7c gi\u00e1 c\u1ea3 s\u1ee5t gi\u1ea3m, \u0111i\u1ec1u \u0111\u00f3 c\u00f3 th\u1ec3 \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn v\u1ecb th\u1ebf c\u1ee7a \u00f4ng Trump tr\u01b0\u1edbc cu\u1ed9c b\u1ea7u c\u1eed qu\u1ed1c h\u1ed9i gi\u1eefa nhi\u1ec7m k\u1ef3 v\u00e0o th\u00e1ng 11\/2026. T\u1ed5ng th\u1ed1ng c\u00f3 th\u1ec3 s\u1ebd g\u00e2y \u00e1p l\u1ef1c cho c\u00e1c \u0111\u1ed1i t\u00e1c th\u01b0\u01a1ng m\u1ea1i trong \u0111\u00e0m ph\u00e1n thu\u1ebf quan \u0111\u1ec3 mua th\u00eam b\u00f4ng v\u00e0 c\u00e1c lo\u1ea1i n\u00f4ng s\u1ea3n kh\u00e1c. <\/p>\n

H\u1ed3i th\u00e1ng 8\/2025, \u1ea4n \u0110\u1ed9 \u0111\u00e3 t\u1ea1m th\u1eddi g\u1ee1 b\u1ecf thu\u1ebf cotton, \u0111i\u1ec1u n\u00e0y c\u00f3 kh\u1ea3 n\u0103ng s\u1ebd th\u00fac \u0111\u1ea9y nh\u1eadp kh\u1ea9u cotton M\u1ef9. Bi\u1ec7n ph\u00e1p n\u00e0y kh\u00f4ng ch\u1ec9 nh\u1eb1m h\u1ed7 tr\u1ee3 ng\u00e0nh c\u00f4ng nghi\u1ec7p may m\u1eb7c c\u1ee7a n\u01b0\u1edbc n\u00e0y m\u00e0 c\u00f2n \u0111\u1ec3 t\u1ea1o thi\u1ec7n c\u1ea3m v\u1edbi ch\u00ednh quy\u1ec1n Trump<\/p>\n

V\u0169 H\u1ea1o (Theo Nikkei Asia)<\/a><\/p>\n

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

– 10:33 04\/09\/2025<\/p>\n<\/p><\/div>\n