{"id":6184,"date":"2022-04-06T17:17:45","date_gmt":"2022-01-21T10:17:45","guid":{"rendered":"https:\/\/ceco.vn\/thi-truong-sam-lop-ap-luc-canh-tranh-tu-khoi-ngoai\/"},"modified":"2022-04-06T17:17:45","modified_gmt":"2022-01-21T10:17:45","slug":"thi-truong-sam-lop-ap-luc-canh-tranh-tu-khoi-ngoai","status":"publish","type":"post","link":"https:\/\/ceco.com.vn\/en\/thi-truong-sam-lop-ap-luc-canh-tranh-tu-khoi-ngoai\/","title":{"rendered":"Th\u1ecb tr\u01b0\u1eddng s\u0103m l\u1ed1p: \u00c1p l\u1ef1c c\u1ea1nh tranh t\u1eeb kh\u1ed1i ngo\u1ea1i"},"content":{"rendered":"
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Theo \u01b0\u1edbc t\u00ednh c\u1ee7a C\u00f4ng ty Ch\u1ee9ng kho\u00e1n B\u1ea3o Vi\u1ec7t, v\u00e0o cu\u1ed1i n\u0103m 2013, gi\u00e1 tr\u1ecb th\u1ecb tr\u01b0\u1eddng s\u0103m l\u1ed1p Vi\u1ec7t Nam (l\u1ed1p \u00f4 t\u00f4, xe g\u1eafn m\u00e1y, xe \u0111\u1ea1p) v\u00e0o kho\u1ea3ng 17.890 t\u1ef7 \u0111\u1ed3ng (t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 852 tri\u1ec7u USD) v\u00e0 d\u1ef1 b\u00e1o \u0111\u1ea1t t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng k\u00e9p (CAGR) h\u1eb1ng n\u0103m trong giai \u0111o\u1ea1n 2013 – 2018 \u1edf m\u1ee9c kho\u1ea3ng 6,9%.<\/p>\n

Vi\u1ec7c x\u00f3a b\u1ecf ho\u00e0n to\u00e0n thu\u1ebf nh\u1eadp kh\u1ea9u \u00f4 t\u00f4 v\u00e0o n\u0103m 2018 (theo l\u1ed9 tr\u00ecnh gi\u1ea3m thu\u1ebf n\u1ed9i kh\u1ed1i ASEAN) s\u1ebd c\u00e0ng t\u00e1c \u0111\u1ed9ng \u0111\u1ebfn nhu c\u1ea7u s\u1edf h\u1eefu \u00f4 t\u00f4 c\u1ee7a ng\u01b0\u1eddi d\u00e2n (d\u1ef1 b\u00e1o \u0111\u1ea1t 2,2 tri\u1ec7u xe v\u00e0o n\u0103m 2018), trong khi \u0111\u00f3, xe g\u1eafn m\u00e1y v\u1eabn l\u00e0 ph\u01b0\u01a1ng ti\u1ec7n l\u01b0u th\u00f4ng ch\u1ee7 y\u1ebfu c\u1ee7a ng\u01b0\u1eddi Vi\u1ec7t, chi\u1ebfm tr\u00ean 60% ph\u01b0\u01a1ng ti\u1ec7n l\u01b0u th\u00f4ng (t\u0103ng kho\u1ea3ng 3 tri\u1ec7u xe m\u1ed7i n\u0103m).<\/p>\n

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\u0110\u00e1ng ch\u00fa \u00fd, trong n\u0103m 2015, c\u00e1c DN s\u1ea3n xu\u1ea5t s\u0103m l\u1ed1p h\u01b0\u1edfng l\u1ee3i nhi\u1ec1u t\u1eeb gi\u00e1 cao su nguy\u00ean li\u1ec7u gi\u1ea3m (cao su nguy\u00ean li\u1ec7u chi\u1ebfm 57% chi ph\u00ed nguy\u1ec7n v\u1eadt li\u1ec7u, trong \u0111\u00f3 34% l\u00e0 cao s\u1ef1 t\u1ef1 nhi\u00ean v\u00e0 23% l\u00e0 cao su t\u1ed5ng h\u1ee3p) v\u00e0 ti\u00eau th\u1ee5 \u00f4 t\u00f4 t\u0103ng k\u1ef7 l\u1ee5c v\u1edbi g\u1ea7n 245.000 xe.<\/p>\n

H\u1ed9i Cao su – Nh\u1ef1a TP.HCM nh\u00ecn nh\u1eadn, v\u1edbi th\u1ecb tr\u01b0\u1eddng s\u0103m l\u1ed1p d\u00e0nh cho xe g\u1eafn m\u00e1y, xe \u0111\u1ea1p, xe t\u1ea3i n\u1eb7ng (l\u1ed1p Bias), xe chuy\u00ean d\u1ee5ng (l\u1ed1p OTR, ch\u1ee7 y\u1ebfu d\u00e0nh cho xe c\u00f4ng tr\u00ecnh) th\u00ec c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t c\u1ee7a Vi\u1ec7t Nam v\u1eabn th\u1ed1ng l\u0129nh th\u1ecb tr\u01b0\u1eddng, c\u1ee5 th\u1ec3 l\u00e0 v\u1edbi C\u00f4ng ty CP Cao su \u0110\u00e0 N\u1eb5ng (DRC) (n\u1eafm th\u1ecb ph\u1ea7n mi\u1ec1n Trung v\u00e0 kh\u00e1ch h\u00e0ng DN \u0111\u1eb7c th\u00f9), C\u00f4ng ty CP C\u00f4ng nghi\u1ec7p Cao su Mi\u1ec1n Nam (CSM) (th\u1ecb tr\u01b0\u1eddng mi\u1ec1n Nam) v\u00e0 C\u00f4ng ty CP Cao su Sao V\u00e0ng (SRC) (th\u1ecb tr\u01b0\u1eddng mi\u1ec1n B\u1eafc).<\/p>\n

C\u1ea3 ba DN n\u00e0y \u0111\u1ec1u do T\u1eadp \u0111o\u00e0n H\u00f3a ch\u1ea5t Vi\u1ec7t Nam – Vinachem n\u1eafm t\u1ef7 l\u1ec7 s\u1edf h\u1eefu c\u1ed5 ph\u1ea7n chi ph\u1ed1i, t\u1eeb 50 – 51%. Tuy nhi\u00ean, v\u1edbi ph\u00e2n kh\u00fac \u00f4 t\u00f4, \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng ch\u00ednh c\u1ee7a ng\u00e0nh s\u0103m l\u1ed1p, c\u00e1c DN n\u1ed9i \u0111ang ch\u1ecbu s\u1ee9c \u00e9p kh\u00e1 l\u1edbn t\u1eeb s\u1ea3n ph\u1ea9m c\u1ee7a c\u00e1c DN n\u01b0\u1edbc ngo\u00e0i.<\/p>\n

Theo \u0111\u00f3, c\u1ea3 DRC, CSM v\u00e0 SRC \u0111\u1ec1u ch\u01b0a c\u00f3 th\u1ebf m\u1ea1nh trong ph\u00e2n kh\u00fac s\u0103m l\u1ed1p d\u00e0nh cho \u00f4 t\u00f4, s\u1eed d\u1ee5ng s\u0103m l\u1ed1p k\u1ef9 thu\u1eadt cao v\u1edbi c\u00f4ng ngh\u1ec7 l\u00f5i th\u00e9p (Radial). \u0110\u00e2y l\u00e0 “s\u00e2n ch\u01a1i” c\u1ee7a nh\u1eefng DN FDI ho\u1eb7c c\u00e1c s\u1ea3n ph\u1ea9m nh\u1eadp kh\u1ea9u t\u1eeb Th\u00e1i Lan, Nh\u1eadt B\u1ea3n, th\u1eadm ch\u00ed l\u00e0 nh\u1eefng s\u1ea3n ph\u1ea9m ti\u1ec3u ng\u1ea1ch t\u1eeb Trung Qu\u1ed1c, chi\u1ebfm \u0111\u1ebfn 80% th\u1ecb ph\u1ea7n.<\/p>\n

\u0110\u1ec3 b\u1eaft k\u1ecbp xu th\u1ebf “Radial h\u00f3a” trong ng\u00e0nh s\u0103m l\u1ed1p th\u1ebf gi\u1edbi v\u00e0 xu h\u01b0\u1edbng s\u1eed d\u1ee5ng l\u1ed1p Radial ng\u00e0y m\u1ed9t gia t\u0103ng (ph\u00f9 h\u1ee3p v\u1edbi m\u1ecdi lo\u1ea1i \u0111\u01b0\u1eddng, nh\u1ea5t l\u00e0 cao t\u1ed1c), t\u1eeb n\u0103m 2014, CSM \u0111\u00e3 song song \u0111\u01b0a giai \u0111o\u1ea1n 1 nh\u00e0 m\u00e1y s\u1ea3n xu\u1ea5t s\u0103m l\u1ed1p Radial v\u1edbi c\u00f4ng su\u1ea5t 1 tri\u1ec7u l\u1ed1p\/n\u0103m \u0111i v\u00e0o ho\u1ea1t \u0111\u1ed9ng.<\/p>\n

N\u0103m 2015, nh\u00e0 m\u00e1y n\u00e0y \u01b0\u1edbc \u0111\u1ea1t c\u00f4ng su\u1ea5t 350.000 chi\u1ebfc v\u00e0 CSM ti\u1ebfn h\u00e0nh tri\u1ec3n khai giai \u0111o\u1ea1n 2 v\u1edbi c\u00f4ng su\u1ea5t 600.000 chi\u1ebfc trong n\u0103m nay, d\u1ef1 ki\u1ebfn \u0111\u1ebfn n\u0103m 2017, to\u00e0n b\u1ed9 nh\u00e0 m\u00e1y s\u1ebd ho\u00e0n th\u00e0nh.<\/p>\n

Tuy nhi\u00ean, t\u00ednh \u0111\u1ebfn qu\u00fd III\/2015, s\u1ea3n l\u01b0\u1ee3ng l\u1ed1p Radial ch\u1ec9 \u0111\u1ea1t 18.300 chi\u1ebfc, d\u00f9 m\u1ee5c ti\u00eau c\u1ee7a CSM l\u00e0 \u0111\u1ea9y m\u1ea1nh s\u1ea3n l\u01b0\u1ee3ng ti\u00eau th\u1ee5 \u0111\u1ea1t t\u1ed1i thi\u1ec3u 100.000 chi\u1ebfc trong n\u0103m 2015.<\/p>\n

\u0110\u00fang nh\u01b0 th\u00f4ng \u0111i\u1ec7p m\u00e0 Ban gi\u00e1m \u0111\u1ed1c CSM chia s\u1ebb khi t\u1ed5ng k\u1ebft ho\u1ea1t \u0111\u1ed9ng c\u1ee7a C\u00f4ng ty n\u0103m 2014, trong giai \u0111o\u1ea1n th\u1ef1c hi\u1ec7n m\u1ee5c ti\u00eau d\u00e0i h\u1ea1n, k\u1ebft qu\u1ea3 s\u1ea3n xu\u1ea5t – kinh doanh s\u1ebd gi\u1ea3m, l\u1ee3i nhu\u1eadn n\u0103m 2015 s\u1ebd gi\u1ea3m so v\u1edbi 2014. B\u00e1o c\u00e1o t\u00e0i ch\u00ednh n\u0103m 2015 c\u1ee7a CSM cho th\u1ea5y, l\u1ee3i nhu\u1eadn sau thu\u1ebf c\u1ee7a C\u00f4ng ty \u0111\u00e3 gi\u1ea3m t\u1eeb 330,9 t\u1ef7 \u0111\u1ed3ng (n\u0103m 2014) xu\u1ed1ng c\u00f2n 289,9 t\u1ef7 \u0111\u1ed3ng.<\/p>\n

\u0110\u01b0\u1ee3c bi\u1ebft, tr\u01b0\u1edbc CSM, n\u0103m 2013, DRC c\u0169ng \u0111\u00e3 \u0111\u01b0a nh\u00e0 m\u00e1y s\u1ea3n xu\u1ea5t s\u0103m l\u1ed1p \u00f4 t\u00f4 to\u00e0n th\u00e9p v\u1edbi c\u00f4ng su\u1ea5t 600.000 l\u1ed1p\/n\u0103m v\u00e0o s\u1ea3n xu\u1ea5t th\u01b0\u01a1ng m\u1ea1i t\u1ea1i KCN Li\u00ean Chi\u1ec3u (\u0110\u00e0 N\u1eb5ng). \u0110\u00e2y c\u00f3 th\u1ec3 xem l\u00e0 nh\u1eefng kho\u1ea3n \u0111\u1ea7u t\u01b0 nh\u1eafm \u0111\u1ebfn chi\u1ebfn l\u01b0\u1ee3c c\u1ea1nh tranh d\u00e0i h\u1ea1n c\u1ee7a DN s\u0103m l\u1ed1p n\u1ed9i. Song, n\u1ebfu so v\u1edbi m\u1ed9t s\u1ed1 DN FDI th\u00ec c\u00f4ng su\u1ea5t v\u1eabn c\u00f2n khi\u00eam t\u1ed1n.<\/p>\n

C\u1ee5 th\u1ec3, v\u1edbi Bridgestone Vi\u1ec7t Nam (Nh\u1eadt B\u1ea3n), c\u0169ng trong n\u0103m 2014, DN n\u00e0y \u0111\u00e3 kh\u00e1nh th\u00e0nh nh\u00e0 m\u00e1y s\u1ea3n xu\u1ea5t l\u1ed1p xe \u0111\u1ea7u ti\u00ean t\u1ea1i Vi\u1ec7t Nam, ch\u1ee7 y\u1ebfu l\u00e0 l\u1ed1p Radial cho \u00f4 t\u00f4, v\u1edbi c\u00f4ng su\u1ea5t 24.700 l\u1ed1p xe\/ng\u00e0y v\u00e0 to\u00e0n b\u1ed9 s\u1ea3n ph\u1ea9m d\u00e0nh cho XK, nh\u01b0ng \u0111\u1ebfn n\u0103m 2017, c\u00f4ng su\u1ea5t s\u1ebd \u0111\u1ea1t 49.000 l\u1ed1p\/ng\u00e0y (t\u1ee9c m\u1ed7i n\u0103m \u0111\u1ea1t 17.885.000 l\u1ed1p).<\/p>\n

\u0110\u00f3 l\u00e0 ch\u01b0a k\u1ec3 nh\u00e0 s\u1ea3n xu\u1ea5t l\u1ed1p xe l\u1edbn nh\u1ea5t H\u00e0n Qu\u1ed1c – Kumho Tire, khi ho\u00e0n th\u00e0nh vi\u1ec7c m\u1edf r\u1ed9ng nh\u00e0 m\u00e1y \u1edf B\u00ecnh D\u01b0\u01a1ng (l\u1ed1p xe du l\u1ecbch, t\u1ea3i nh\u1eb9 v\u00e0 SUV) s\u1ebd n\u00e2ng c\u00f4ng su\u1ea5t t\u1eeb 3,1 tri\u1ec7u l\u1ed1p\/n\u0103m l\u00ean 6,3 tri\u1ec7u chi\u1ebfc.<\/p>\n

D\u00f9 ph\u1ea7n l\u1edbn s\u0103m l\u1ed1p Radial c\u1ee7a c\u00e1c DN FDI h\u01b0\u1edbng \u0111\u1ebfn m\u1ee5c ti\u00eau XK nh\u01b0ng m\u1ed9t khi nhu c\u1ea7u c\u1ee7a th\u1ecb tr\u01b0\u1eddng n\u1ed9i \u0111\u1ecba t\u0103ng m\u1ea1nh th\u00ec ch\u1eafc ch\u1eafn s\u1ef1 xu\u1ea5t hi\u1ec7n c\u1ee7a nh\u1eefng t\u00ean tu\u1ed5i n\u00e0y s\u1ebd \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t s\u0103m l\u1ed1p trong n\u01b0\u1edbc.<\/p>\n

Ngay nh\u01b0 Kumho Tire, d\u00f9 90% s\u1ea3n ph\u1ea9m t\u1ea1i Vi\u1ec7t Nam \u0111\u01b0\u1ee3c xu\u1ea5t \u0111i M\u1ef9, \u00dac… nh\u01b0ng m\u1ed7i n\u0103m, th\u1ecb tr\u01b0\u1eddng n\u1ed9i \u0111\u1ecba c\u0169ng ti\u00eau th\u1ee5 h\u01a1n 200.000 l\u1ed1p v\u00e0 DN n\u00e0y hi\u1ec7n c\u00f3 h\u1ec7 th\u1ed1ng ph\u00e2n ph\u1ed1i kh\u00e1 t\u1ed1t t\u1ea1i Vi\u1ec7t Nam.<\/p>\n

Song song v\u1edbi vi\u1ec7c \u0111\u1ea7u t\u01b0 c\u00f4ng ngh\u1ec7 hi\u1ec7n \u0111\u1ea1i cho kh\u00e2u s\u1ea3n xu\u1ea5t \u0111\u1ec3 t\u0103ng kh\u1ea3 n\u0103ng c\u1ea1nh tranh v\u1edbi c\u00e1c \u0111\u1ed1i th\u1ee7 c\u00f9ng ng\u00e0nh, c\u00e1c DN s\u0103m l\u1ed1p n\u1ed9i b\u1eaft \u0111\u1ea7u \u0111\u1eb7t tr\u1ecdng t\u00e2m v\u00e0o th\u1ecb tr\u01b0\u1eddng XK nh\u1eb1m \u0111\u1ea9y m\u1ea1nh s\u1ea3n l\u01b0\u1ee3ng ti\u00eau th\u1ee5.<\/p>\n

\u0110i\u1ec3n h\u00ecnh nh\u01b0 CSM, n\u0103m 2015, doanh thu XK c\u1ee7a C\u00f4ng ty chi\u1ebfm x\u1ea5p x\u1ec9 29% (g\u1ea7n 912 t\u1ef7 \u0111\u1ed3ng\/3.240 t\u1ef7 \u0111\u1ed3ng doanh thu b\u00e1n h\u00e0ng) v\u00e0 tr\u00ean 71% l\u00e0 doanh thu t\u1eeb th\u1ecb tr\u01b0\u1eddng n\u1ed9i \u0111\u1ecba.<\/p>\n

Th\u1ecb tr\u01b0\u1eddng XK ch\u1ee7 y\u1ebfu c\u1ee7a CSM l\u00e0 khu v\u1ef1c \u0110\u00f4ng Nam \u00c1, Trung \u0110\u00f4ng… \u0110\u1ea7u n\u0103m 2015, CSM \u0111\u00e3 k\u00fd h\u1ee3p \u0111\u1ed3ng tr\u1ecb gi\u00e1 75 tri\u1ec7u USD v\u1edbi \u0111\u1ed1i t\u00e1c US Tirex ph\u00e2n ph\u1ed1i \u0111\u1ed9c quy\u1ec1n l\u1ed1p Radial do CSM s\u1ea3n xu\u1ea5t t\u1ea1i th\u1ecb tr\u01b0\u1eddng M\u1ef9. M\u1ee5c ti\u00eau c\u1ee7a CSM trong th\u1eddi gian t\u1edbi l\u00e0 ti\u1ebfp t\u1ee5c m\u1edf r\u1ed9ng XK sang ch\u00e2u \u00c2u, khu v\u1ef1c Nam \u00c1.<\/p>\n

Ngu\u1ed3n: doanhnhansaigon.vn<\/strong><\/em><\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

Theo \u01b0\u1edbc t\u00ednh c\u1ee7a C\u00f4ng ty Ch\u1ee9ng kho\u00e1n B\u1ea3o Vi\u1ec7t, v\u00e0o cu\u1ed1i n\u0103m 2013, gi\u00e1 tr\u1ecb th\u1ecb tr\u01b0\u1eddng s\u0103m l\u1ed1p Vi\u1ec7t Nam (l\u1ed1p \u00f4 t\u00f4, xe g\u1eafn m\u00e1y, xe \u0111\u1ea1p) v\u00e0o kho\u1ea3ng 17.890 t\u1ef7 \u0111\u1ed3ng (t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 852 tri\u1ec7u USD) v\u00e0 d\u1ef1 b\u00e1o \u0111\u1ea1t t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng k\u00e9p (CAGR) h\u1eb1ng n\u0103m trong giai \u0111o\u1ea1n […]<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1,7],"tags":[],"class_list":["post-6184","post","type-post","status-publish","format-standard","hentry","category-tin-tuc","category-tin-tuc-nganh"],"acf":[],"_links":{"self":[{"href":"https:\/\/ceco.com.vn\/en\/wp-json\/wp\/v2\/posts\/6184"}],"collection":[{"href":"https:\/\/ceco.com.vn\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ceco.com.vn\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ceco.com.vn\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ceco.com.vn\/en\/wp-json\/wp\/v2\/comments?post=6184"}],"version-history":[{"count":0,"href":"https:\/\/ceco.com.vn\/en\/wp-json\/wp\/v2\/posts\/6184\/revisions"}],"wp:attachment":[{"href":"https:\/\/ceco.com.vn\/en\/wp-json\/wp\/v2\/media?parent=6184"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ceco.com.vn\/en\/wp-json\/wp\/v2\/categories?post=6184"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ceco.com.vn\/en\/wp-json\/wp\/v2\/tags?post=6184"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}