{"id":300952,"date":"2025-07-10T21:38:08","date_gmt":"2025-07-10T21:38:08","guid":{"rendered":"https:\/\/pocketoption.com\/blog\/news-events\/data\/logistics-industry-stock-codes-2\/"},"modified":"2025-07-10T21:38:08","modified_gmt":"2025-07-10T21:38:08","slug":"logistics-industry-stock-codes","status":"publish","type":"post","link":"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/markets\/logistics-industry-stock-codes\/","title":{"rendered":"M\u00e3 C\u1ed5 Phi\u1ebfu Ng\u00e0nh Logistics: C\u01a1 H\u1ed9i \u0110\u1ea7u T\u01b0 H\u1ea5p D\u1eabn Trong Th\u1ecb Tr\u01b0\u1eddng Vi\u1ec7t Nam"},"content":{"rendered":"<div id=\"root\"><div id=\"wrap-img-root\"><\/div><\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":45,"featured_media":178795,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[21],"tags":[48,28,39,45],"class_list":["post-300952","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-markets","tag-crypto","tag-investment","tag-platform","tag-stock"],"acf":{"h1":"Pocket Option: M\u00e3 C\u1ed5 Phi\u1ebfu Ng\u00e0nh C\u00f4ng Nghi\u1ec7p Logistics","h1_source":{"label":"H1","type":"text","formatted_value":"Pocket Option: M\u00e3 C\u1ed5 Phi\u1ebfu Ng\u00e0nh C\u00f4ng Nghi\u1ec7p Logistics"},"description":"Kh\u00e1m ph\u00e1 c\u1ed5 phi\u1ebfu ng\u00e0nh logistics \u0111ang ph\u00e1t tri\u1ec3n nhanh ch\u00f3ng t\u1ea1i Vi\u1ec7t Nam v\u1edbi ph\u00e2n t\u00edch chuy\u00ean s\u00e2u v\u1ec1 tri\u1ec3n v\u1ecdng \u0111\u1ea7u t\u01b0, r\u1ee7i ro v\u00e0 chi\u1ebfn l\u01b0\u1ee3c giao d\u1ecbch th\u00f4ng minh t\u1eeb Pocket Option.","description_source":{"label":"Description","type":"textarea","formatted_value":"Kh\u00e1m ph\u00e1 c\u1ed5 phi\u1ebfu ng\u00e0nh logistics \u0111ang ph\u00e1t tri\u1ec3n nhanh ch\u00f3ng t\u1ea1i Vi\u1ec7t Nam v\u1edbi ph\u00e2n t\u00edch chuy\u00ean s\u00e2u v\u1ec1 tri\u1ec3n v\u1ecdng \u0111\u1ea7u t\u01b0, r\u1ee7i ro v\u00e0 chi\u1ebfn l\u01b0\u1ee3c giao d\u1ecbch th\u00f4ng minh t\u1eeb Pocket Option."},"intro":"Ng\u00e0nh logistics c\u1ee7a Vi\u1ec7t Nam \u0111ang ph\u00e1t tri\u1ec3n m\u1ea1nh m\u1ebd v\u1edbi t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng k\u00e9p h\u00e0ng n\u0103m t\u1eeb 14-16%, m\u1edf ra c\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 h\u1ea5p d\u1eabn. B\u00e0i vi\u1ebft n\u00e0y cung c\u1ea5p ph\u00e2n t\u00edch to\u00e0n di\u1ec7n v\u1ec1 c\u1ed5 phi\u1ebfu ng\u00e0nh logistics, t\u1eeb \u0111\u00e1nh gi\u00e1 hi\u1ec7u qu\u1ea3 kinh doanh \u0111\u1ebfn tri\u1ec3n v\u1ecdng ph\u00e1t tri\u1ec3n, gi\u00fap nh\u00e0 \u0111\u1ea7u t\u01b0 \u0111\u01b0a ra quy\u1ebft \u0111\u1ecbnh s\u00e1ng su\u1ed1t tr\u00ean h\u00e0nh tr\u00ecnh t\u00e0i ch\u00ednh c\u1ee7a m\u00ecnh.","intro_source":{"label":"Intro","type":"text","formatted_value":"Ng\u00e0nh logistics c\u1ee7a Vi\u1ec7t Nam \u0111ang ph\u00e1t tri\u1ec3n m\u1ea1nh m\u1ebd v\u1edbi t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng k\u00e9p h\u00e0ng n\u0103m t\u1eeb 14-16%, m\u1edf ra c\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 h\u1ea5p d\u1eabn. B\u00e0i vi\u1ebft n\u00e0y cung c\u1ea5p ph\u00e2n t\u00edch to\u00e0n di\u1ec7n v\u1ec1 c\u1ed5 phi\u1ebfu ng\u00e0nh logistics, t\u1eeb \u0111\u00e1nh gi\u00e1 hi\u1ec7u qu\u1ea3 kinh doanh \u0111\u1ebfn tri\u1ec3n v\u1ecdng ph\u00e1t tri\u1ec3n, gi\u00fap nh\u00e0 \u0111\u1ea7u t\u01b0 \u0111\u01b0a ra quy\u1ebft \u0111\u1ecbnh s\u00e1ng su\u1ed1t tr\u00ean h\u00e0nh tr\u00ecnh t\u00e0i ch\u00ednh c\u1ee7a m\u00ecnh."},"body_html":"<div class='po-container po-container_width_article-sm'><h2 class='po-article-page__title'>T\u1ed5ng quan v\u1ec1 ng\u00e0nh logistics t\u1ea1i Vi\u1ec7t Nam: Ti\u1ec1m n\u0103ng v\u00e0ng cho nh\u00e0 \u0111\u1ea7u t\u01b0<\/h2><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Ng\u00e0nh logistics c\u1ee7a Vi\u1ec7t Nam \u0111ang b\u1ee9t ph\u00e1 v\u1edbi t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng h\u00e0ng n\u0103m \u1ea5n t\u01b0\u1ee3ng t\u1eeb 14-16%, v\u01b0\u1ee3t xa m\u1ee9c trung b\u00ecnh khu v\u1ef1c ASEAN (7-9%). \u0110\u00f3ng g\u00f3p 4-5% v\u00e0o GDP qu\u1ed1c gia, c\u1ed5 phi\u1ebfu ng\u00e0nh logistics ng\u00e0y c\u00e0ng thu h\u00fat s\u1ef1 ch\u00fa \u00fd t\u1eeb c\u1ed9ng \u0111\u1ed3ng \u0111\u1ea7u t\u01b0 trong v\u00e0 ngo\u00e0i n\u01b0\u1edbc. Kh\u00f4ng ch\u1ec9 h\u01b0\u1edfng l\u1ee3i t\u1eeb v\u1ecb tr\u00ed \u0111\u1ecba l\u00fd chi\u1ebfn l\u01b0\u1ee3c tr\u00ean c\u00e1c tuy\u1ebfn \u0111\u01b0\u1eddng v\u1eadn t\u1ea3i qu\u1ed1c t\u1ebf quan tr\u1ecdng, ng\u00e0nh n\u00e0y c\u00f2n \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y m\u1ea1nh m\u1ebd b\u1edfi c\u00e1c ch\u00ednh s\u00e1ch m\u1edf c\u1eeda t\u00edch c\u1ef1c c\u1ee7a ch\u00ednh ph\u1ee7.<\/p><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>B\u00e1o c\u00e1o m\u1edbi nh\u1ea5t t\u1eeb Hi\u1ec7p h\u1ed9i Doanh nghi\u1ec7p Logistics Vi\u1ec7t Nam (VLA) cho th\u1ea5y ng\u00e0nh n\u00e0y \u0111\u1ea1t doanh thu 40-42 t\u1ef7 USD v\u00e0o n\u0103m 2024, v\u1edbi d\u1ef1 b\u00e1o \u0111\u1ea1t 65-70 t\u1ef7 USD v\u00e0o n\u0103m 2027. S\u1ef1 ph\u00e1t tri\u1ec3n b\u00f9ng n\u1ed5 c\u1ee7a th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed v\u1edbi t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng h\u00e0ng n\u0103m 25%, l\u00e0n s\u00f3ng chuy\u1ec3n d\u1ecbch s\u1ea3n xu\u1ea5t t\u1eeb Trung Qu\u1ed1c v\u1edbi h\u01a1n 21 t\u1ef7 USD FDI m\u1edbi, c\u00f9ng v\u1edbi hi\u1ec7u qu\u1ea3 c\u1ee7a c\u00e1c hi\u1ec7p \u0111\u1ecbnh CPTPP v\u00e0 EVFTA \u0111\u00e3 t\u1ea1o ra m\u00f4i tr\u01b0\u1eddng ho\u00e0n h\u1ea3o cho s\u1ef1 ph\u00e1t tri\u1ec3n c\u1ee7a c\u00e1c doanh nghi\u1ec7p logistics.<\/p><\/div><div class='po-container po-container_width_article po-article-page__table'><div class='po-table'><table><thead><tr><th>Ch\u1ec9 s\u1ed1<\/th><th>Gi\u00e1 tr\u1ecb<\/th><th>So s\u00e1nh qu\u1ed1c t\u1ebf<\/th><th>Xu h\u01b0\u1edbng<\/th><\/tr><\/thead><tbody><tr><td>Quy m\u00f4 th\u1ecb tr\u01b0\u1eddng logistics<\/td><td>40-42 t\u1ef7 USD (2024)<\/td><td>X\u1ebfp th\u1ee9 4 trong ASEAN<\/td><td>\u2191 14-16% h\u00e0ng n\u0103m<\/td><\/tr><tr><td>\u0110\u00f3ng g\u00f3p v\u00e0o GDP<\/td><td>4-5%<\/td><td>Th\u1ea5p h\u01a1n Singapore (7%)<\/td><td>\u2191 T\u0103ng d\u1ea7n<\/td><\/tr><tr><td>S\u1ed1 l\u01b0\u1ee3ng doanh nghi\u1ec7p<\/td><td>4,000+<\/td><td>90% doanh nghi\u1ec7p nh\u1ecf v\u00e0 v\u1eeba<\/td><td>\u2191 8-10%<\/td><\/tr><tr><td>T\u1ef7 l\u1ec7 chi ph\u00ed logistics\/GDP<\/td><td>16-17%<\/td><td>Cao h\u01a1n m\u1ee9c trung b\u00ecnh th\u1ebf gi\u1edbi (10-12%)<\/td><td>\u2193 Gi\u1ea3m 1-2%\/n\u0103m<\/td><\/tr><\/tbody><\/table><\/div><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>D\u00f9 c\u00f3 ti\u1ec1m n\u0103ng l\u1edbn, chi ph\u00ed logistics c\u1ee7a Vi\u1ec7t Nam v\u1eabn cao h\u01a1n 7-8% so v\u1edbi c\u00e1c n\u1ec1n kinh t\u1ebf ph\u00e1t tri\u1ec3n, chi\u1ebfm 16-17% GDP so v\u1edbi 8-9% \u1edf c\u00e1c n\u01b0\u1edbc ti\u00ean ti\u1ebfn. \u0110i\u1ec1u n\u00e0y \u0111\u1ea1i di\u1ec7n cho m\u1ed9t kh\u00f4ng gian c\u1ea3i thi\u1ec7n l\u1edbn, t\u1ea1o ra c\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 h\u1ea5p d\u1eabn cho c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 tinh t\u01b0\u1eddng khi ch\u1ecdn \u0111\u00fang c\u1ed5 phi\u1ebfu logistics v\u1edbi chi\u1ebfn l\u01b0\u1ee3c t\u1ed1i \u01b0u h\u00f3a chi ph\u00ed hi\u1ec7u qu\u1ea3.<\/p><\/div><div class='po-container po-container_width_article-sm'><h2 class='po-article-page__title'>Ph\u00e2n t\u00edch chi ti\u1ebft c\u00e1c c\u1ed5 phi\u1ebfu logistics h\u00e0ng \u0111\u1ea7u: Ti\u1ec1m n\u0103ng v\u00e0 r\u1ee7i ro<\/h2><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Khi ph\u00e2n t\u00edch c\u1ed5 phi\u1ebfu v\u1eadn t\u1ea3i v\u00e0 logistics t\u1ea1i Vi\u1ec7t Nam, c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 th\u00f4ng minh c\u1ea7n xem x\u00e9t 5 y\u1ebfu t\u1ed1 c\u1ed1t l\u00f5i: quy m\u00f4 th\u1ecb ph\u1ea7n, kh\u1ea3 n\u0103ng t\u1ea1o d\u00f2ng ti\u1ec1n, l\u1ee3i th\u1ebf c\u1ea1nh tranh b\u1ec1n v\u1eefng, kh\u1ea3 n\u0103ng \u1ee9ng d\u1ee5ng c\u00f4ng ngh\u1ec7 v\u00e0 ch\u1ea5t l\u01b0\u1ee3ng qu\u1ea3n l\u00fd. D\u01b0\u1edbi \u0111\u00e2y l\u00e0 ph\u00e2n t\u00edch chi ti\u1ebft v\u1ec1 c\u00e1c \"\u00f4ng l\u1edbn\" d\u1eabn \u0111\u1ea7u th\u1ecb tr\u01b0\u1eddng:<\/p><\/div><div class='po-container po-container_width_article-sm'><h3 class='po-article-page__title'>C\u1ed5 phi\u1ebfu c\u1ea3ng bi\u1ec3n: N\u1ec1n t\u1ea3ng v\u1eefng ch\u1eafc, d\u00f2ng ti\u1ec1n \u1ed5n \u0111\u1ecbnh<\/h3><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>C\u1ea3ng bi\u1ec3n \u0111\u00f3ng vai tr\u00f2 quan tr\u1ecdng trong chu\u1ed7i logistics c\u1ee7a Vi\u1ec7t Nam, \u0111\u1eb7c bi\u1ec7t khi 90% h\u00e0ng h\u00f3a xu\u1ea5t nh\u1eadp kh\u1ea9u \u0111i qua \u0111\u01b0\u1eddng bi\u1ec3n. C\u1ed5 phi\u1ebfu c\u1ea3ng bi\u1ec3n th\u01b0\u1eddng cung c\u1ea5p d\u00f2ng ti\u1ec1n \u1ed5n \u0111\u1ecbnh v\u00e0 \u00edt bi\u1ebfn \u0111\u1ed9ng trong c\u00e1c giai \u0111o\u1ea1n b\u1ea5t \u1ed5n kinh t\u1ebf, thu h\u00fat c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 \u01b0u ti\u00ean an to\u00e0n.<\/p><\/div><div class='po-container po-container_width_article-sm article-content po-article-page__text'><ul class='po-article-page-list'><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>GMD (Gemadept): C\u00f4ng ty s\u1edf h\u1eefu 6 c\u1ea3ng chi\u1ebfn l\u01b0\u1ee3c v\u1edbi c\u00f4ng su\u1ea5t x\u1eed l\u00fd 3,2 tri\u1ec7u TEU\/n\u0103m. C\u1ea3ng n\u01b0\u1edbc s\u00e2u Gemalink C\u00e1i M\u00e9p (B\u00e0 R\u1ecba - V\u0169ng T\u00e0u) l\u00e0 l\u1ee3i th\u1ebf \u0111\u1ed9c quy\u1ec1n, c\u00f3 kh\u1ea3 n\u0103ng ti\u1ebfp nh\u1eadn t\u00e0u container l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi 200,000 DWT. T\u1ef7 su\u1ea5t c\u1ed5 t\u1ee9c \u1ed5n \u0111\u1ecbnh 3,5-4% h\u00e0ng n\u0103m v\u00e0 k\u1ebf ho\u1ea1ch m\u1edf r\u1ed9ng c\u00f4ng su\u1ea5t th\u00eam 25% v\u00e0o n\u0103m 2026 l\u00e0m cho GMD tr\u1edf th\u00e0nh l\u1ef1a ch\u1ecdn h\u1ea5p d\u1eabn.<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>VSC (VICONSHIP): Th\u1ed1ng l\u0129nh th\u1ecb tr\u01b0\u1eddng c\u1ea3ng ph\u00eda B\u1eafc v\u1edbi 85% th\u1ecb ph\u1ea7n t\u1ea1i H\u1ea3i Ph\u00f2ng. VSC n\u1ed5i b\u1eadt v\u1edbi bi\u00ean l\u1ee3i nhu\u1eadn cao nh\u1ea5t ng\u00e0nh (23,4%) v\u00e0 ch\u00ednh s\u00e1ch c\u1ed5 t\u1ee9c h\u00e0o ph\u00f3ng (5%). C\u00f4ng ty \u0111ang \u0111\u1ea7u t\u01b0 2,500 t\u1ef7 VND v\u00e0o d\u1ef1 \u00e1n m\u1edf r\u1ed9ng c\u1ea3ng VIP-Green, h\u1ee9a h\u1eb9n t\u0103ng tr\u01b0\u1edfng m\u1ea1nh t\u1eeb n\u0103m 2025.<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>HAH (H\u1ea3i An): M\u00f4 h\u00ecnh kinh doanh \"c\u1ea3ng-t\u00e0u\" t\u00edch h\u1ee3p \u0111\u1ed9c \u0111\u00e1o gi\u00fap t\u1ed1i \u01b0u h\u00f3a chi ph\u00ed v\u1eadn h\u00e0nh, \u0111\u1ea1t ROE \u1ea5n t\u01b0\u1ee3ng 20,1%. HAH \u0111ang m\u1edf r\u1ed9ng \u0111\u1ed9i t\u00e0u container t\u1eeb 10 l\u00ean 15 t\u00e0u v\u00e0o n\u0103m 2025, \u0111\u1ed3ng th\u1eddi ph\u00e1t tri\u1ec3n h\u1ec7 th\u1ed1ng c\u1ea3ng m\u1edbi t\u1ea1i H\u1ea3i Ph\u00f2ng.<\/li><\/ul><\/div><div class='po-container po-container_width_article po-article-page__table'><div class='po-table'><table><thead><tr><th>M\u00e3 c\u1ed5 phi\u1ebfu<\/th><th>Gi\u00e1 hi\u1ec7n t\u1ea1i (VND)<\/th><th>P\/E<\/th><th>ROE (%)<\/th><th>T\u0103ng tr\u01b0\u1edfng doanh thu (%)<\/th><th>C\u1ed5 t\u1ee9c (%)<\/th><th>Th\u1ebf m\u1ea1nh ch\u00ednh<\/th><\/tr><\/thead><tbody><tr><td>GMD<\/td><td>55,000<\/td><td>18.5<\/td><td>12.8<\/td><td>15.6<\/td><td>3.5<\/td><td>C\u1ea3ng n\u01b0\u1edbc s\u00e2u Gemalink - l\u1ee3i th\u1ebf \u0111\u1ed9c quy\u1ec1n<\/td><\/tr><tr><td>VSC<\/td><td>42,300<\/td><td>14.2<\/td><td>15.3<\/td><td>8.4<\/td><td>5.0<\/td><td>Bi\u00ean l\u1ee3i nhu\u1eadn cao nh\u1ea5t ng\u00e0nh (23.4%)<\/td><\/tr><tr><td>HAH<\/td><td>37,600<\/td><td>9.8<\/td><td>20.1<\/td><td>23.7<\/td><td>4.2<\/td><td>M\u00f4 h\u00ecnh \"c\u1ea3ng-t\u00e0u\" t\u00edch h\u1ee3p \u0111\u1ed9c \u0111\u00e1o<\/td><\/tr><\/tbody><\/table><\/div><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Khi \u0111\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu c\u1ea3ng bi\u1ec3n, nh\u00e0 \u0111\u1ea7u t\u01b0 n\u00ean l\u01b0u \u00fd chu k\u1ef3 \u0111\u1ea7u t\u01b0 v\u00e0 ph\u00e1t tri\u1ec3n c\u1ea3ng k\u00e9o d\u00e0i 3-5 n\u0103m v\u1edbi v\u1ed1n \u0111\u1ea7u t\u01b0 ban \u0111\u1ea7u l\u1edbn (500-2,000 t\u1ef7 VND\/d\u1ef1 \u00e1n). \u0110i\u1ec1u n\u00e0y c\u00f3 th\u1ec3 \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn d\u00f2ng ti\u1ec1n ng\u1eafn h\u1ea1n nh\u01b0ng mang l\u1ea1i l\u1ee3i nhu\u1eadn b\u1ec1n v\u1eefng trong d\u00e0i h\u1ea1n. N\u1ec1n t\u1ea3ng Pocket Option cung c\u1ea5p c\u00e1c c\u00f4ng c\u1ee5 ph\u00e2n t\u00edch k\u1ef9 thu\u1eadt chuy\u00ean s\u00e2u \u0111\u1ec3 gi\u00fap x\u00e1c \u0111\u1ecbnh \u0111i\u1ec3m v\u00e0o l\u00fd t\u01b0\u1edfng cho c\u1ed5 phi\u1ebfu c\u1ea3ng bi\u1ec3n d\u1ef1a tr\u00ean chu k\u1ef3 \u0111\u1ea7u t\u01b0.<\/p><\/div><div class='po-container po-container_width_article-sm'><h3 class='po-article-page__title'>C\u1ed5 phi\u1ebfu v\u1eadn t\u1ea3i bi\u1ec3n: C\u01a1 h\u1ed9i l\u1edbn t\u1eeb bi\u1ebfn \u0111\u1ed9ng gi\u00e1 c\u01b0\u1edbc<\/h3><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>C\u00e1c c\u00f4ng ty v\u1eadn t\u1ea3i bi\u1ec3n Vi\u1ec7t Nam \u0111ang tr\u1ea3i qua giai \u0111o\u1ea1n chuy\u1ec3n m\u00ecnh m\u1ea1nh m\u1ebd, h\u01b0\u1edfng l\u1ee3i t\u1eeb l\u00e0n s\u00f3ng t\u0103ng gi\u00e1 c\u01b0\u1edbc v\u1eadn t\u1ea3i to\u00e0n c\u1ea7u. Ch\u1ec9 s\u1ed1 gi\u00e1 c\u01b0\u1edbc container Th\u01b0\u1ee3ng H\u1ea3i (SCFI) \u0111\u00e3 t\u0103ng 243% trong 12 th\u00e1ng qua, gi\u00fap c\u00e1c c\u00f4ng ty \u0111\u1ed9i t\u00e0u container \u0111\u1ea1t bi\u00ean l\u1ee3i nhu\u1eadn k\u1ef7 l\u1ee5c.<\/p><\/div><div class='po-container po-container_width_article-sm article-content po-article-page__text'><ul class='po-article-page-list'><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>VOS (V\u1eadn t\u1ea3i bi\u1ec3n Vi\u1ec7t Nam): S\u1edf h\u1eefu \u0111\u1ed9i t\u00e0u \u0111a d\u1ea1ng v\u1edbi 15 t\u00e0u c\u00e1c lo\u1ea1i, t\u1ed5ng tr\u1ecdng t\u1ea3i 450,000 DWT. VOS \u0111\u00e3 ho\u00e0n t\u1ea5t t\u00e1i c\u01a1 c\u1ea5u n\u1ee3 v\u00e0o n\u0103m 2023 v\u00e0 \u0111ang trong chu k\u1ef3 t\u0103ng tr\u01b0\u1edfng m\u1edbi v\u1edbi l\u1ee3i nhu\u1eadn qu\u00fd 1\/2024 \u0111\u1ea1t 156 t\u1ef7 VND, t\u0103ng 320% so v\u1edbi c\u00f9ng k\u1ef3.<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>MVN (VIMC): T\u1ed5ng c\u00f4ng ty H\u00e0ng h\u1ea3i Vi\u1ec7t Nam v\u1edbi quy m\u00f4 \"kh\u1ee7ng\" bao g\u1ed3m 35 c\u1ea3ng bi\u1ec3n, 70 t\u00e0u c\u00e1c lo\u1ea1i v\u00e0 h\u1ec7 sinh th\u00e1i logistics t\u00edch h\u1ee3p. Sau c\u1ed5 ph\u1ea7n h\u00f3a, MVN \u0111ang t\u1eadp trung v\u00e0o chi\u1ebfn l\u01b0\u1ee3c \"M\u1ed9t tuy\u1ebfn - hai \u0111i\u1ec3m \u0111\u1ebfn\" k\u1ebft n\u1ed1i c\u1ea3ng bi\u1ec3n v\u1edbi logistics n\u1ed9i \u0111\u1ecba.<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>VIP (V\u1eadn t\u1ea3i d\u1ea7u kh\u00ed VIPCO): Ki\u1ec3m so\u00e1t 30% th\u1ecb tr\u01b0\u1eddng v\u1eadn t\u1ea3i d\u1ea7u n\u1ed9i \u0111\u1ecba v\u1edbi 8 t\u00e0u chuy\u00ean d\u1ee5ng. VIP c\u00f3 kh\u1ea3 n\u0103ng \u0111\u1eb7c bi\u1ec7t h\u01b0\u1edfng l\u1ee3i k\u00e9p t\u1eeb bi\u1ebfn \u0111\u1ed9ng gi\u00e1 d\u1ea7u v\u00e0 nhu c\u1ea7u v\u1eadn t\u1ea3i t\u0103ng.<\/li><\/ul><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>C\u1ed5 phi\u1ebfu v\u1eadn t\u1ea3i bi\u1ec3n c\u00f3 t\u00ednh chu k\u1ef3 cao, v\u1edbi bi\u1ebfn \u0111\u1ed9ng l\u1edbn theo di\u1ec5n bi\u1ebfn th\u1ecb tr\u01b0\u1eddng v\u1eadn t\u1ea3i qu\u1ed1c t\u1ebf. T\u1eeb qu\u00fd 3\/2023 \u0111\u1ebfn nay, gi\u00e1 c\u01b0\u1edbc v\u1eadn t\u1ea3i container \u0111\u00e3 t\u0103ng 243% do c\u0103ng th\u1eb3ng t\u1ea1i Bi\u1ec3n \u0110\u1ecf v\u00e0 K\u00eanh \u0111\u00e0o Suez, t\u1ea1o c\u01a1 h\u1ed9i \"v\u00e0ng\" cho nh\u00e0 \u0111\u1ea7u t\u01b0 n\u1eafm b\u1eaft k\u1ecbp th\u1eddi. Tuy nhi\u00ean, nh\u00f3m c\u1ed5 phi\u1ebfu n\u00e0y c\u0169ng ti\u1ec1m \u1ea9n r\u1ee7i ro cao h\u01a1n khi th\u1ecb tr\u01b0\u1eddng v\u1eadn t\u1ea3i \u0111i\u1ec1u ch\u1ec9nh.<\/p><\/div><div class='po-container po-container_width_article-sm'><h2 class='po-article-page__title'>Xu h\u01b0\u1edbng \u0111\u1ed9t ph\u00e1 v\u00e0 c\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 m\u1edbi cho c\u1ed5 phi\u1ebfu logistics<\/h2><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Giai \u0111o\u1ea1n 2024-2025 \u0111\u00e1nh d\u1ea5u b\u01b0\u1edbc ngo\u1eb7t quan tr\u1ecdng cho ng\u00e0nh logistics Vi\u1ec7t Nam v\u1edbi 4 xu h\u01b0\u1edbng l\u1edbn s\u1ebd t\u00e1i \u0111\u1ecbnh h\u00ecnh to\u00e0n b\u1ed9 th\u1ecb tr\u01b0\u1eddng v\u00e0 t\u1ea1o ra c\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 \u0111\u1eb7c bi\u1ec7t cho c\u1ed5 phi\u1ebfu ng\u00e0nh v\u1eadn t\u1ea3i v\u00e0 logistics:<\/p><\/div><div class='po-container po-container_width_article po-article-page__table'><div class='po-table'><table><thead><tr><th>Xu h\u01b0\u1edbng<\/th><th>T\u00e1c \u0111\u1ed9ng c\u1ee5 th\u1ec3<\/th><th>C\u1ed5 phi\u1ebfu h\u01b0\u1edfng l\u1ee3i nhi\u1ec1u nh\u1ea5t<\/th><th>T\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng k\u1ef3 v\u1ecdng<\/th><\/tr><\/thead><tbody><tr><td>Chuy\u1ec3n \u0111\u1ed5i s\u1ed1 v\u00e0 logistics 4.0<\/td><td>C\u1eaft gi\u1ea3m 23-30% chi ph\u00ed v\u1eadn h\u00e0nh, t\u0103ng 35% hi\u1ec7u qu\u1ea3 nh\u00e2n s\u1ef1<\/td><td>GMD, ITL, STG<\/td><td>25-30%\/n\u0103m<\/td><\/tr><tr><td>Ph\u00e1t tri\u1ec3n c\u1ea3ng n\u01b0\u1edbc s\u00e2u th\u1ebf h\u1ec7 m\u1edbi<\/td><td>T\u0103ng kh\u1ea3 n\u0103ng x\u1eed l\u00fd container qu\u1ed1c t\u1ebf l\u00ean 30-35 tri\u1ec7u TEU\/n\u0103m<\/td><td>HAH, VSC, GMD<\/td><td>18-22%\/n\u0103m<\/td><\/tr><tr><td>E-logistics v\u00e0 th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed<\/td><td>Th\u1ecb tr\u01b0\u1eddng 7 t\u1ef7 USD v\u00e0o n\u0103m 2025 v\u1edbi 1,5 t\u1ef7 \u0111\u01a1n h\u00e0ng\/n\u0103m<\/td><td>VTP, GHN, SGN<\/td><td>35-40%\/n\u0103m<\/td><\/tr><tr><td>Logistics xanh v\u00e0 ESG<\/td><td>Ti\u1ebft ki\u1ec7m 15-20% chi ph\u00ed nhi\u00ean li\u1ec7u, m\u1edf r\u1ed9ng th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u EU<\/td><td>MVN, GMD, VOS<\/td><td>15-18%\/n\u0103m<\/td><\/tr><\/tbody><\/table><\/div><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>L\u00e0n s\u00f3ng FDI m\u1edbi v\u00e0o Vi\u1ec7t Nam \u0111ang t\u1ea1o ra \"hi\u1ec7u \u1ee9ng c\u00e1nh b\u01b0\u1edbm\" cho ng\u00e0nh logistics. Ch\u1ec9 trong 6 th\u00e1ng \u0111\u1ea7u n\u0103m 2024, t\u1ed5ng FDI \u0111\u0103ng k\u00fd \u0111\u1ea1t 18,2 t\u1ef7 USD, t\u0103ng 13,1% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc. \u0110\u00e1ng ch\u00fa \u00fd, 21 d\u1ef1 \u00e1n l\u1edbn tr\u00ean 100 tri\u1ec7u USD \u0111\u00e3 \u0111\u01b0\u1ee3c c\u1ea5p ph\u00e9p, v\u1edbi c\u00e1c \"\u0111\u1ea1i b\u00e0ng\" nh\u01b0 Apple, Samsung, LG m\u1edf r\u1ed9ng chu\u1ed7i cung \u1ee9ng t\u1ea1i Vi\u1ec7t Nam. M\u1ed7i 1 t\u1ef7 USD FDI s\u1ea3n xu\u1ea5t t\u1ea1o ra nhu c\u1ea7u logistics tr\u1ecb gi\u00e1 kho\u1ea3ng 150-180 tri\u1ec7u USD\/n\u0103m, m\u1edf ra th\u1ecb tr\u01b0\u1eddng b\u00e9o b\u1edf cho c\u00e1c doanh nghi\u1ec7p logistics trong n\u01b0\u1edbc.<\/p><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Pocket Option cung c\u1ea5p c\u00f4ng c\u1ee5 \u0111\u1ed9c quy\u1ec1n \"FDI Impact Analyzer\" gi\u00fap nh\u00e0 \u0111\u1ea7u t\u01b0 theo d\u00f5i d\u00f2ng v\u1ed1n FDI theo th\u1eddi gian th\u1ef1c v\u00e0 \u0111\u00e1nh gi\u00e1 t\u00e1c \u0111\u1ed9ng l\u00ean t\u1eebng ph\u00e2n kh\u00fac c\u1ed5 phi\u1ebfu logistics. V\u1edbi c\u00e1c b\u1ed9 l\u1ecdc th\u00f4ng minh, nh\u00e0 \u0111\u1ea7u t\u01b0 c\u00f3 th\u1ec3 nhanh ch\u00f3ng x\u00e1c \u0111\u1ecbnh c\u1ed5 phi\u1ebfu logistics n\u00e0o s\u1ebd h\u01b0\u1edfng l\u1ee3i nhi\u1ec1u nh\u1ea5t t\u1eeb c\u00e1c d\u1ef1 \u00e1n FDI m\u1edbi.<\/p><\/div><div class='po-container po-container_width_article-sm'><h2 class='po-article-page__title'>Ph\u00e2n t\u00edch \u0111\u1ecbnh gi\u00e1: T\u00ecm \"vi\u00ean kim c\u01b0\u01a1ng\" trong c\u1ed5 phi\u1ebfu logistics<\/h2><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>\u0110\u1ec3 t\u00ecm ra c\u00e1c c\u1ed5 phi\u1ebfu ti\u1ec1m n\u0103ng nh\u1ea5t trong ng\u00e0nh logistics, nh\u00e0 \u0111\u1ea7u t\u01b0 c\u1ea7n k\u1ebft h\u1ee3p c\u1ea3 ph\u00e2n t\u00edch c\u01a1 b\u1ea3n v\u00e0 k\u1ef9 thu\u1eadt. D\u01b0\u1edbi \u0111\u00e2y l\u00e0 5 ch\u1ec9 s\u1ed1 quan tr\u1ecdng nh\u1ea5t \u0111\u1ec3 \u0111\u00e1nh gi\u00e1 to\u00e0n di\u1ec7n c\u1ed5 phi\u1ebfu logistics:<\/p><\/div><div class='po-container po-container_width_article-sm'><h3 class='po-article-page__title'>Ch\u1ec9 s\u1ed1 \u0111\u1ecbnh gi\u00e1 ch\u00ednh<\/h3><\/div><div class='po-container po-container_width_article po-article-page__table'><div class='po-table'><table><thead><tr><th>Ch\u1ec9 s\u1ed1<\/th><th>\u00dd ngh\u0129a th\u1ef1c ti\u1ec5n<\/th><th>Ng\u01b0\u1ee1ng l\u00fd t\u01b0\u1edfng cho ng\u00e0nh logistics<\/th><th>C\u1ed5 phi\u1ebfu \u0111\u1ea1t chu\u1ea9n<\/th><\/tr><\/thead><tbody><tr><td>P\/E (Gi\u00e1 tr\u00ean l\u1ee3i nhu\u1eadn)<\/td><td>Th\u1eddi gian thu h\u1ed3i v\u1ed1n qua l\u1ee3i nhu\u1eadn<\/td><td>10-15 (th\u1ea5p h\u01a1n trung b\u00ecnh th\u1ecb tr\u01b0\u1eddng 15-17)<\/td><td>HAH (9.8), VOS (7.2), VIP (10.5)<\/td><\/tr><tr><td>P\/B (Gi\u00e1 tr\u00ean gi\u00e1 tr\u1ecb s\u1ed5 s\u00e1ch)<\/td><td>\u0110\u1ecbnh gi\u00e1 so v\u1edbi gi\u00e1 tr\u1ecb t\u00e0i s\u1ea3n r\u00f2ng<\/td><td>1.0-2.0 (c\u1ea3ng bi\u1ec3n c\u00f3 t\u00e0i s\u1ea3n l\u1edbn)<\/td><td>VSC (1.3), GMD (1.8), MVN (0.9)<\/td><\/tr><tr><td>ROE (L\u1ee3i nhu\u1eadn tr\u00ean v\u1ed1n ch\u1ee7 s\u1edf h\u1eefu)<\/td><td>Hi\u1ec7u qu\u1ea3 s\u1eed d\u1ee5ng v\u1ed1n c\u1ee7a c\u1ed5 \u0111\u00f4ng<\/td><td>&gt;12% (cao h\u01a1n l\u00e3i su\u1ea5t ng\u00e2n h\u00e0ng 7-8%)<\/td><td>HAH (20.1%), VTP (22.3%), ITL (18.7%)<\/td><\/tr><tr><td>FCF\/EV (D\u00f2ng ti\u1ec1n t\u1ef1 do\/Gi\u00e1 tr\u1ecb doanh nghi\u1ec7p)<\/td><td>Kh\u1ea3 n\u0103ng t\u1ea1o d\u00f2ng ti\u1ec1n th\u1ef1c so v\u1edbi gi\u00e1 tr\u1ecb doanh nghi\u1ec7p<\/td><td>&gt;5% (\u0111\u1ea3m b\u1ea3o kh\u1ea3 n\u0103ng chi tr\u1ea3 c\u1ed5 t\u1ee9c)<\/td><td>VSC (8.2%), HAH (6.5%), VIP (7.3%)<\/td><\/tr><tr><td>ROIC (L\u1ee3i nhu\u1eadn tr\u00ean v\u1ed1n \u0111\u1ea7u t\u01b0)<\/td><td>Hi\u1ec7u qu\u1ea3 s\u1eed d\u1ee5ng t\u1ed5ng v\u1ed1n \u0111\u1ea7u t\u01b0<\/td><td>&gt;12% (v\u01b0\u1ee3t WACC 9-10%)<\/td><td>HAH (15.6%), GMD (13.2%), VTP (19.5%)<\/td><\/tr><\/tbody><\/table><\/div><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Ngo\u00e0i c\u00e1c ch\u1ec9 s\u1ed1 truy\u1ec1n th\u1ed1ng, nh\u00e0 \u0111\u1ea7u t\u01b0 th\u00f4ng minh c\u1ea7n \u0111\u00e1nh gi\u00e1 c\u00e1c y\u1ebfu t\u1ed1 \u0111\u1eb7c th\u00f9 c\u1ee7a ng\u00e0nh logistics nh\u01b0: t\u1ef7 l\u1ec7 l\u1ea5p \u0111\u1ea7y c\u00f4ng su\u1ea5t c\u1ea3ng (l\u00fd t\u01b0\u1edfng &gt;75%), hi\u1ec7u qu\u1ea3 s\u1eed d\u1ee5ng \u0111\u1ed9i t\u00e0u (&gt;85%), chi ph\u00ed nhi\u00ean li\u1ec7u\/doanh thu (&lt;25%), v\u00e0 t\u1ef7 l\u1ec7 s\u1ed1 h\u00f3a quy tr\u00ecnh logistics (&gt;50%). C\u00e1c c\u00f4ng ty \u0111\u00e1p \u1ee9ng c\u00e1c ti\u00eau chu\u1ea9n n\u00e0y th\u01b0\u1eddng c\u00f3 kh\u1ea3 n\u0103ng t\u0103ng tr\u01b0\u1edfng b\u1ec1n v\u1eefng trong d\u00e0i h\u1ea1n.<\/p><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Pocket Option cung c\u1ea5p c\u00f4ng c\u1ee5 \"Logistics Stock Scanner\" \u0111\u1ed9c quy\u1ec1n v\u1edbi 20 ch\u1ec9 s\u1ed1 \u0111\u1eb7c th\u00f9 ng\u00e0nh, gi\u00fap nh\u00e0 \u0111\u1ea7u t\u01b0 nhanh ch\u00f3ng s\u00e0ng l\u1ecdc c\u00e1c c\u1ed5 phi\u1ebfu logistics c\u00f3 \u0111\u1ecbnh gi\u00e1 h\u1ea5p d\u1eabn. C\u00f4ng c\u1ee5 n\u00e0y c\u0169ng t\u00edch h\u1ee3p ph\u00e2n t\u00edch d\u1eef li\u1ec7u l\u1edbn \u0111\u1ec3 ph\u00e1t hi\u1ec7n c\u00e1c m\u00f4 h\u00ecnh gi\u00e1 v\u1edbi \u0111\u1ed9 ch\u00ednh x\u00e1c l\u00ean \u0111\u1ebfn 78.5% cho c\u1ed5 phi\u1ebfu logistics.<\/p><\/div><div class='po-container po-container_width_article-sm'><h2 class='po-article-page__title'>Chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 th\u1ef1c ti\u1ec5n: T\u1ed1i \u01b0u h\u00f3a l\u1ee3i nhu\u1eadn t\u1eeb c\u1ed5 phi\u1ebfu v\u1eadn t\u1ea3i v\u00e0 logistics<\/h2><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>\u0110\u1ea7u t\u01b0 th\u00e0nh c\u00f4ng v\u00e0o c\u1ed5 phi\u1ebfu logistics \u0111\u00f2i h\u1ecfi m\u1ed9t chi\u1ebfn l\u01b0\u1ee3c r\u00f5 r\u00e0ng ph\u00f9 h\u1ee3p v\u1edbi \u0111\u1eb7c \u0111i\u1ec3m c\u1ee7a t\u1eebng ph\u00e2n kh\u00fac. D\u01b0\u1edbi \u0111\u00e2y l\u00e0 3 chi\u1ebfn l\u01b0\u1ee3c hi\u1ec7u qu\u1ea3 nh\u1ea5t \u0111\u01b0\u1ee3c \u00e1p d\u1ee5ng b\u1edfi c\u00e1c chuy\u00ean gia \u0111\u1ea7u t\u01b0 h\u00e0ng \u0111\u1ea7u:<\/p><\/div><div class='po-container po-container_width_article-sm article-content po-article-page__text'><ul class='po-article-page-list'><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>Chi\u1ebfn l\u01b0\u1ee3c Core-Satellite: X\u00e2y d\u1ef1ng danh m\u1ee5c v\u1edbi 60-70% trong c\u1ed5 phi\u1ebfu c\u1ea3ng bi\u1ec3n \u1ed5n \u0111\u1ecbnh (GMD, VSC) l\u00e0m \"l\u00f5i\", 30-40% trong c\u1ed5 phi\u1ebfu v\u1eadn t\u1ea3i v\u00e0 logistics th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed (HAH, VTP) c\u00f3 bi\u1ebfn \u0111\u1ed9ng cao h\u01a1n l\u00e0m \"v\u1ec7 tinh\". Chi\u1ebfn l\u01b0\u1ee3c n\u00e0y v\u1eeba \u0111\u1ea3m b\u1ea3o d\u00f2ng ti\u1ec1n \u1ed5n \u0111\u1ecbnh t\u1eeb c\u1ed5 t\u1ee9c v\u1eeba n\u1eafm b\u1eaft c\u01a1 h\u1ed9i t\u0103ng tr\u01b0\u1edfng \u0111\u1ed9t ph\u00e1.<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>Chi\u1ebfn l\u01b0\u1ee3c Ng\u01b0\u1ee3c chu k\u1ef3: Ph\u00e2n b\u1ed5 v\u1ed1n v\u00e0o c\u00e1c ph\u00e2n kh\u00fac c\u00f3 chu k\u1ef3 kinh doanh \u0111\u1ed1i l\u1eadp: c\u1ea3ng bi\u1ec3n (\u00edt bi\u1ebfn \u0111\u1ed9ng theo m\u00f9a), v\u1eadn t\u1ea3i bi\u1ec3n (m\u1ea1nh v\u00e0o qu\u00fd 3-4), logistics th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed (cao \u0111i\u1ec3m v\u00e0o qu\u00fd 4-1). C\u00e1ch ti\u1ebfp c\u1eadn n\u00e0y gi\u00fap duy tr\u00ec hi\u1ec7u su\u1ea5t danh m\u1ee5c \u1ed5n \u0111\u1ecbnh quanh n\u0103m.<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>Chi\u1ebfn l\u01b0\u1ee3c Ch\u01a1i chuy\u1ec3n \u0111\u1ed5i s\u1ed1: T\u1eadp trung v\u00e0o c\u00e1c c\u00f4ng ty logistics ti\u00ean phong trong \u1ee9ng d\u1ee5ng c\u00f4ng ngh\u1ec7 nh\u01b0 AI, IoT, blockchain. C\u00e1c c\u00f4ng ty n\u00e0y (ITL, VTP, BEST) th\u01b0\u1eddng c\u00f3 t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng v\u01b0\u1ee3t tr\u1ed9i 25-30%\/n\u0103m so v\u1edbi trung b\u00ecnh ng\u00e0nh 14-16%.<\/li><\/ul><\/div><div class='po-container po-container_width_article po-article-page__table'><div class='po-table'><table><thead><tr><th>Ph\u00e2n kh\u00fac<\/th><th>Ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng 2024-2025<\/th><th>M\u1ee9c \u0111\u1ed9 r\u1ee7i ro<\/th><th>C\u1ed5 phi\u1ebfu \u0111\u1ea1i di\u1ec7n<\/th><th>Chi\u1ebfn l\u01b0\u1ee3c t\u1ed1i \u01b0u<\/th><\/tr><\/thead><tbody><tr><td>C\u1ea3ng bi\u1ec3n<\/td><td>18-22%<\/td><td>Trung b\u00ecnh<\/td><td>GMD, VSC, HAH<\/td><td>\u0110\u1ea7u t\u01b0 d\u00e0i h\u1ea1n, t\u00edch l\u0169y khi \u0111i\u1ec1u ch\u1ec9nh<\/td><\/tr><tr><td>V\u1eadn t\u1ea3i bi\u1ec3n<\/td><td>25-35%<\/td><td>Cao<\/td><td>VOS, MVN, VIP<\/td><td>Giao d\u1ecbch theo chu k\u1ef3 gi\u00e1 c\u01b0\u1edbc, ch\u1ed1t l\u1eddi \u0111\u1ecbnh k\u1ef3<\/td><\/tr><tr><td>Logistics t\u00edch h\u1ee3p<\/td><td>20-25%<\/td><td>Trung b\u00ecnh<\/td><td>ITL, STG, SCS<\/td><td>T\u00edch l\u0169y d\u1ea7n, n\u1eafm gi\u1eef trung-d\u00e0i h\u1ea1n<\/td><\/tr><tr><td>Logistics th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed<\/td><td>35-40%<\/td><td>Trung b\u00ecnh-Cao<\/td><td>VTP, GHN, BEST<\/td><td>\u0110\u1ea7u t\u01b0 t\u0103ng tr\u01b0\u1edfng, t\u0103ng v\u1ecb th\u1ebf theo giai \u0111o\u1ea1n<\/td><\/tr><\/tbody><\/table><\/div><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Y\u1ebfu t\u1ed1 quy\u1ebft \u0111\u1ecbnh th\u00e0nh c\u00f4ng khi \u0111\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu logistics l\u00e0 kh\u1ea3 n\u0103ng \"\u0111\u1ecdc\" chu k\u1ef3 kinh t\u1ebf v\u00e0 \u0111i\u1ec1u ch\u1ec9nh danh m\u1ee5c ph\u00f9 h\u1ee3p. D\u1eef li\u1ec7u l\u1ecbch s\u1eed cho th\u1ea5y c\u1ed5 phi\u1ebfu logistics th\u01b0\u1eddng v\u01b0\u1ee3t tr\u1ed9i th\u1ecb tr\u01b0\u1eddng 15-20% trong c\u00e1c giai \u0111o\u1ea1n ph\u1ee5c h\u1ed3i kinh t\u1ebf (nh\u01b0 hi\u1ec7n nay), nh\u01b0ng c\u0169ng c\u00f3 th\u1ec3 gi\u1ea3m s\u00e2u h\u01a1n 10-15% trong c\u00e1c giai \u0111o\u1ea1n suy tho\u00e1i kinh t\u1ebf.<\/p><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Pocket Option cung c\u1ea5p c\u00f4ng c\u1ee5 \"Economic Cycle Analyzer\" gi\u00fap nh\u00e0 \u0111\u1ea7u t\u01b0 x\u00e1c \u0111\u1ecbnh ch\u00ednh x\u00e1c v\u1ecb tr\u00ed hi\u1ec7n t\u1ea1i trong chu k\u1ef3 kinh t\u1ebf v\u00e0 t\u1ef1 \u0111\u1ed9ng \u0111\u1ec1 xu\u1ea5t \u0111i\u1ec1u ch\u1ec9nh ph\u00f9 h\u1ee3p cho t\u1ef7 tr\u1ecdng danh m\u1ee5c c\u1ed5 phi\u1ebfu logistics. K\u1ebft h\u1ee3p v\u1edbi t\u00ednh n\u0103ng m\u00f4 ph\u1ecfng danh m\u1ee5c, nh\u00e0 \u0111\u1ea7u t\u01b0 c\u00f3 th\u1ec3 d\u1ec5 d\u00e0ng ki\u1ec3m tra hi\u1ec7u qu\u1ea3 c\u1ee7a c\u00e1c chi\u1ebfn l\u01b0\u1ee3c kh\u00e1c nhau tr\u01b0\u1edbc khi \u00e1p d\u1ee5ng v\u00e0o th\u1ef1c t\u1ebf.<\/p><\/div><div class='po-container po-container_width_article-sm'><h2 class='po-article-page__title'>Qu\u1ea3n l\u00fd r\u1ee7i ro th\u00f4ng minh: B\u1ea3o v\u1ec7 danh m\u1ee5c \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu logistics<\/h2><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>M\u1eb7c d\u00f9 c\u1ed5 phi\u1ebfu logistics \u0111\u1ea7y h\u1ee9a h\u1eb9n, nh\u00e0 \u0111\u1ea7u t\u01b0 th\u00f4ng minh lu\u00f4n \u01b0u ti\u00ean qu\u1ea3n l\u00fd r\u1ee7i ro. D\u01b0\u1edbi \u0111\u00e2y l\u00e0 4 r\u1ee7i ro l\u1edbn nh\u1ea5t v\u00e0 c\u00e1c chi\u1ebfn l\u01b0\u1ee3c ph\u00f2ng ng\u1eeba hi\u1ec7u qu\u1ea3:<\/p><\/div><div class='po-container po-container_width_article-sm article-content po-article-page__text'><ul class='po-article-page-list'><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>C\u1ea1nh tranh t\u1eeb c\u00e1c \"\u00f4ng l\u1edbn\" n\u01b0\u1edbc ngo\u00e0i: C\u00e1c t\u1eadp \u0111o\u00e0n nh\u01b0 Maersk, COSCO, DHL \u0111ang gia t\u0103ng th\u1ecb ph\u1ea7n t\u1ea1i Vi\u1ec7t Nam v\u1edbi l\u1ee3i th\u1ebf v\u1ec1 v\u1ed1n v\u00e0 c\u00f4ng ngh\u1ec7. M\u1ed9t s\u1ed1 c\u00f4ng ty nh\u01b0 Gemadept \u0111\u00e3 ch\u1ecdn gi\u1ea3i ph\u00e1p h\u1ee3p t\u00e1c chi\u1ebfn l\u01b0\u1ee3c v\u1edbi c\u00e1c \u0111\u1ed1i t\u00e1c qu\u1ed1c t\u1ebf (CMA-CGM) \u0111\u1ec3 t\u1eadn d\u1ee5ng ngu\u1ed3n l\u1ef1c v\u00e0 m\u1ea1ng l\u01b0\u1edbi to\u00e0n c\u1ea7u.<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>\"S\u00f3ng th\u1ea7n\" chi ph\u00ed nhi\u00ean li\u1ec7u: Bi\u1ebfn \u0111\u1ed9ng gi\u00e1 d\u1ea7u c\u00f3 th\u1ec3 l\u00e0m gi\u1ea3m l\u1ee3i nhu\u1eadn c\u1ee7a c\u00e1c c\u00f4ng ty v\u1eadn t\u1ea3i 30-40%. C\u00e1c c\u00f4ng ty ti\u00ean phong nh\u01b0 HAH v\u00e0 VOS \u0111\u00e3 th\u1ef1c hi\u1ec7n c\u00e1c h\u1ee3p \u0111\u1ed3ng mua nhi\u00ean li\u1ec7u d\u00e0i h\u1ea1n v\u00e0 c\u00e1c y\u1ebfu t\u1ed1 \u0111i\u1ec1u ch\u1ec9nh nhi\u00ean li\u1ec7u linh ho\u1ea1t (FAF) \u0111\u1ec3 gi\u1ea3m thi\u1ec3u t\u00e1c \u0111\u1ed9ng.<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>R\u1ee7i ro ch\u00ednh s\u00e1ch v\u00e0 quy \u0111\u1ecbnh m\u1edbi: Thay \u0111\u1ed5i v\u1ec1 thu\u1ebf, ph\u00ed c\u1ea3ng, ti\u00eau chu\u1ea9n m\u00f4i tr\u01b0\u1eddng c\u00f3 th\u1ec3 \u1ea3nh h\u01b0\u1edfng l\u1edbn \u0111\u1ebfn ng\u00e0nh. C\u00e1c doanh nghi\u1ec7p c\u00f3 m\u1ed1i quan h\u1ec7 t\u1ed1t v\u1edbi c\u01a1 quan qu\u1ea3n l\u00fd v\u00e0 tham gia t\u00edch c\u1ef1c v\u00e0o c\u00e1c hi\u1ec7p h\u1ed9i ng\u00e0nh th\u01b0\u1eddng n\u1eafm b\u1eaft th\u00f4ng tin s\u1edbm h\u01a1n v\u00e0 th\u00edch \u1ee9ng t\u1ed1t h\u01a1n.<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>\u00c1p l\u1ef1c chi ph\u00ed lao \u0111\u1ed9ng gia t\u0103ng: L\u01b0\u01a1ng nh\u00e2n vi\u00ean logistics t\u0103ng 12-15%\/n\u0103m do thi\u1ebfu h\u1ee5t lao \u0111\u1ed9ng c\u00f3 tay ngh\u1ec1. Gi\u1ea3i ph\u00e1p b\u1ec1n v\u1eefng l\u00e0 \u0111\u1ea7u t\u01b0 v\u00e0o t\u1ef1 \u0111\u1ed9ng h\u00f3a v\u00e0 \u0111\u00e0o t\u1ea1o n\u1ed9i b\u1ed9, nh\u01b0 m\u00f4 h\u00ecnh \"H\u1ecdc vi\u1ec7n Logistics\" c\u1ee7a ITL \u0111\u00e3 gi\u00fap c\u00f4ng ty gi\u1ea3m chi ph\u00ed nh\u00e2n s\u1ef1 23%.<\/li><\/ul><\/div><div class='po-container po-container_width_article po-article-page__table'><div class='po-table'><table><thead><tr><th>R\u1ee7i ro<\/th><th>M\u1ee9c \u0111\u1ed9 t\u00e1c \u0111\u1ed9ng<\/th><th>D\u1ea5u hi\u1ec7u c\u1ea3nh b\u00e1o s\u1edbm<\/th><th>Bi\u1ec7n ph\u00e1p ph\u00f2ng ng\u1eeba hi\u1ec7u qu\u1ea3<\/th><\/tr><\/thead><tbody><tr><td>C\u1ea1nh tranh t\u1eeb c\u00f4ng ty n\u01b0\u1edbc ngo\u00e0i<\/td><td>Cao<\/td><td>Th\u00f4ng b\u00e1o m\u1edf r\u1ed9ng t\u1ea1i Vi\u1ec7t Nam c\u1ee7a c\u00e1c t\u1eadp \u0111o\u00e0n l\u1edbn<\/td><td>\u0110a d\u1ea1ng h\u00f3a danh m\u1ee5c, \u01b0u ti\u00ean doanh nghi\u1ec7p c\u00f3 l\u1ee3i th\u1ebf c\u1ea1nh tranh b\u1ec1n v\u1eefng<\/td><\/tr><tr><td>Bi\u1ebfn \u0111\u1ed9ng gi\u00e1 nhi\u00ean li\u1ec7u<\/td><td>Trung b\u00ecnh-Cao<\/td><td>Gi\u00e1 d\u1ea7u t\u0103ng &gt;10% trong v\u00f2ng 30 ng\u00e0y<\/td><td>Gi\u1ea3m t\u1ef7 tr\u1ecdng c\u1ed5 phi\u1ebfu v\u1eadn t\u1ea3i, t\u0103ng t\u1ef7 tr\u1ecdng c\u1ed5 phi\u1ebfu c\u1ea3ng bi\u1ec3n<\/td><\/tr><tr><td>Thay \u0111\u1ed5i ch\u00ednh s\u00e1ch v\u00e0 quy \u0111\u1ecbnh<\/td><td>Trung b\u00ecnh<\/td><td>D\u1ef1 th\u1ea3o lu\u1eadt, ngh\u1ecb \u0111\u1ecbnh m\u1edbi v\u1ec1 logistics v\u00e0 v\u1eadn t\u1ea3i<\/td><td>Theo d\u00f5i th\u00f4ng tin ch\u00ednh s\u00e1ch qua Pocket Option \"Policy Alert\"<\/td><\/tr><tr><td>Suy tho\u00e1i kinh t\u1ebf to\u00e0n c\u1ea7u<\/td><td>Cao<\/td><td>PMI s\u1ea3n xu\u1ea5t &lt;45 trong 3 th\u00e1ng li\u00ean ti\u1ebfp<\/td><td>Ch\u1ed1t l\u1eddi m\u1ed9t ph\u1ea7n, gi\u1eef 30-40% ti\u1ec1n m\u1eb7t \u0111\u1ec3 t\u00e1i \u0111\u1ea7u t\u01b0 khi th\u1ecb tr\u01b0\u1eddng \u0111i\u1ec1u ch\u1ec9nh<\/td><\/tr><\/tbody><\/table><\/div><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Th\u1ecb tr\u01b0\u1eddng logistics Vi\u1ec7t Nam v\u1eabn c\u00f3 \u0111\u1eb7c \u0111i\u1ec3m ph\u00e2n m\u1ea3nh v\u1edbi h\u01a1n 4,000 doanh nghi\u1ec7p, nh\u01b0ng top 10 c\u00f4ng ty ch\u1ec9 chi\u1ebfm 30-35% th\u1ecb ph\u1ea7n. Xu h\u01b0\u1edbng h\u1ee3p nh\u1ea5t th\u00f4ng qua M&amp;A \u0111ang di\u1ec5n ra m\u1ea1nh m\u1ebd, v\u1edbi 35 giao d\u1ecbch \u0111\u01b0\u1ee3c th\u1ef1c hi\u1ec7n trong 24 th\u00e1ng qua. Nh\u00e0 \u0111\u1ea7u t\u01b0 n\u00ean ch\u00fa \u00fd \u0111\u1ebfn c\u00e1c doanh nghi\u1ec7p c\u00f3 th\u1ec3 tr\u1edf th\u00e0nh m\u1ee5c ti\u00eau M&amp;A ho\u1eb7c c\u00f3 chi\u1ebfn l\u01b0\u1ee3c r\u00f5 r\u00e0ng \u0111\u1ec3 th\u00e2u t\u00f3m \u0111\u1ed1i th\u1ee7.<\/p><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Pocket Option cung c\u1ea5p c\u00e1c c\u00f4ng c\u1ee5 qu\u1ea3n l\u00fd r\u1ee7i ro to\u00e0n di\u1ec7n v\u1edbi c\u00e1c t\u00ednh n\u0103ng th\u00f4ng minh nh\u01b0: c\u1ea3nh b\u00e1o bi\u1ebfn \u0111\u1ed9ng gi\u00e1 theo th\u1eddi gian th\u1ef1c, c\u00e0i \u0111\u1eb7t t\u1ef1 \u0111\u1ed9ng trailing stop-loss, v\u00e0 ph\u00e2n t\u00edch t\u01b0\u01a1ng quan gi\u1eefa c\u1ed5 phi\u1ebfu logistics v\u00e0 c\u00e1c ch\u1ec9 s\u1ed1 kinh t\u1ebf v\u0129 m\u00f4. \u0110\u1eb7c bi\u1ec7t, t\u00ednh n\u0103ng \"Risk Exposure Dashboard\" gi\u00fap nh\u00e0 \u0111\u1ea7u t\u01b0 hi\u1ec3u r\u00f5 m\u1ee9c \u0111\u1ed9 r\u1ee7i ro t\u1ed5ng th\u1ec3 c\u1ee7a danh m\u1ee5c v\u00e0 \u0111i\u1ec1u ch\u1ec9nh k\u1ecbp th\u1eddi.<\/p><\/div>[cta_button text=\"\"]<div class='po-container po-container_width_article-sm'><h2 class='po-article-page__title'>K\u1ebft lu\u1eadn: Chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu logistics 2024-2025<\/h2><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>C\u1ed5 phi\u1ebfu logistics Vi\u1ec7t Nam \u0111ang b\u01b0\u1edbc v\u00e0o chu k\u1ef3 t\u0103ng tr\u01b0\u1edfng m\u1edbi v\u1edbi tri\u1ec3n v\u1ecdng s\u00e1ng cho giai \u0111o\u1ea1n 2024-2025. D\u1eef li\u1ec7u t\u1eeb B\u1ed9 C\u00f4ng Th\u01b0\u01a1ng cho th\u1ea5y th\u1ecb tr\u01b0\u1eddng s\u1ebd t\u0103ng tr\u01b0\u1edfng 14-16%\/n\u0103m, \u0111\u1ea1t quy m\u00f4 65-70 t\u1ef7 USD v\u00e0o n\u0103m 2027. C\u01a1 h\u1ed9i n\u00e0y \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi 3 \u0111\u1ed9ng l\u1ef1c ch\u00ednh: l\u00e0n s\u00f3ng FDI m\u1edbi (36.6 t\u1ef7 USD n\u0103m 2023), b\u00f9ng n\u1ed5 th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed (25%\/n\u0103m), v\u00e0 \u0111\u1ea7u t\u01b0 m\u1ea1nh v\u00e0o h\u1ea1 t\u1ea7ng (35 t\u1ef7 USD cho giao th\u00f4ng \u0111\u1ebfn n\u0103m 2025).<\/p><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Chuy\u1ec3n \u0111\u1ed5i s\u1ed1 \u0111ang t\u1ea1o ra cu\u1ed9c c\u00e1ch m\u1ea1ng trong ng\u00e0nh v\u1edbi c\u00e1c c\u00f4ng ngh\u1ec7 AI, IoT, blockchain \u0111\u01b0\u1ee3c \u00e1p d\u1ee5ng r\u1ed9ng r\u00e3i trong qu\u1ea3n l\u00fd chu\u1ed7i cung \u1ee9ng. C\u00e1c c\u00f4ng ty ti\u00ean phong nh\u01b0 ITL, VTP v\u00e0 GMD \u0111ang \u0111\u1ea7u t\u01b0 15-20% doanh thu h\u00e0ng n\u0103m v\u00e0o c\u00f4ng ngh\u1ec7, gi\u00fap t\u1ed1i \u01b0u h\u00f3a chi ph\u00ed v\u1eadn h\u00e0nh 23-30% v\u00e0 t\u0103ng n\u0103ng su\u1ea5t lao \u0111\u1ed9ng 35-40% - t\u1ea1o n\u1ec1n t\u1ea3ng cho t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn v\u01b0\u1ee3t tr\u1ed9i.<\/p><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>\u0110\u1ec3 \u0111\u1ea7u t\u01b0 th\u00e0nh c\u00f4ng v\u00e0o c\u1ed5 phi\u1ebfu logistics, nh\u00e0 \u0111\u1ea7u t\u01b0 c\u1ea7n \u00e1p d\u1ee5ng c\u00e1c chi\u1ebfn l\u01b0\u1ee3c ph\u00f9 h\u1ee3p cho t\u1eebng giai \u0111o\u1ea1n th\u1ecb tr\u01b0\u1eddng. Giai \u0111o\u1ea1n 2024-2025 l\u00e0 th\u1eddi \u0111i\u1ec3m th\u00edch h\u1ee3p \u0111\u1ec3 x\u00e2y d\u1ef1ng danh m\u1ee5c c\u00e2n b\u1eb1ng gi\u1eefa c\u1ed5 phi\u1ebfu c\u1ea3ng bi\u1ec3n \u1ed5n \u0111\u1ecbnh (GMD, VSC) v\u00e0 c\u1ed5 phi\u1ebfu t\u0103ng tr\u01b0\u1edfng cao trong logistics th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed (VTP, BEST).<\/p><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Pocket Option cung c\u1ea5p m\u1ed9t h\u1ec7 sinh th\u00e1i \u0111\u1ea7u t\u01b0 to\u00e0n di\u1ec7n cho c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 quan t\u00e2m \u0111\u1ebfn c\u1ed5 phi\u1ebfu logistics Vi\u1ec7t Nam. T\u1eeb c\u00e1c c\u00f4ng c\u1ee5 ph\u00e2n t\u00edch chuy\u00ean s\u00e2u, ngu\u1ed3n d\u1eef li\u1ec7u \u0111\u1ed9c quy\u1ec1n \u0111\u1ebfn c\u00e1c gi\u1ea3i ph\u00e1p qu\u1ea3n l\u00fd r\u1ee7i ro ti\u00ean ti\u1ebfn - t\u1ea5t c\u1ea3 \u0111\u01b0\u1ee3c thi\u1ebft k\u1ebf \u0111\u1ec3 gi\u00fap nh\u00e0 \u0111\u1ea7u t\u01b0 n\u1eafm b\u1eaft c\u01a1 h\u1ed9i t\u1eeb m\u1ed9t trong nh\u1eefng ng\u00e0nh c\u00f4ng nghi\u1ec7p ph\u00e1t tri\u1ec3n nhanh nh\u1ea5t c\u1ee7a Vi\u1ec7t Nam. H\u00e3y \u0111\u1ec3 Pocket Option tr\u1edf th\u00e0nh ng\u01b0\u1eddi b\u1ea1n \u0111\u1ed3ng h\u00e0nh \u0111\u00e1ng tin c\u1eady tr\u00ean h\u00e0nh tr\u00ecnh \u0111\u1ea7u t\u01b0 sinh l\u1eddi c\u1ee7a b\u1ea1n.<\/p><\/div>","body_html_source":{"label":"Body HTML","type":"wysiwyg","formatted_value":"<div class='po-container po-container_width_article-sm'>\n<h2 class='po-article-page__title'>T\u1ed5ng quan v\u1ec1 ng\u00e0nh logistics t\u1ea1i Vi\u1ec7t Nam: Ti\u1ec1m n\u0103ng v\u00e0ng cho nh\u00e0 \u0111\u1ea7u t\u01b0<\/h2>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Ng\u00e0nh logistics c\u1ee7a Vi\u1ec7t Nam \u0111ang b\u1ee9t ph\u00e1 v\u1edbi t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng h\u00e0ng n\u0103m \u1ea5n t\u01b0\u1ee3ng t\u1eeb 14-16%, v\u01b0\u1ee3t xa m\u1ee9c trung b\u00ecnh khu v\u1ef1c ASEAN (7-9%). \u0110\u00f3ng g\u00f3p 4-5% v\u00e0o GDP qu\u1ed1c gia, c\u1ed5 phi\u1ebfu ng\u00e0nh logistics ng\u00e0y c\u00e0ng thu h\u00fat s\u1ef1 ch\u00fa \u00fd t\u1eeb c\u1ed9ng \u0111\u1ed3ng \u0111\u1ea7u t\u01b0 trong v\u00e0 ngo\u00e0i n\u01b0\u1edbc. Kh\u00f4ng ch\u1ec9 h\u01b0\u1edfng l\u1ee3i t\u1eeb v\u1ecb tr\u00ed \u0111\u1ecba l\u00fd chi\u1ebfn l\u01b0\u1ee3c tr\u00ean c\u00e1c tuy\u1ebfn \u0111\u01b0\u1eddng v\u1eadn t\u1ea3i qu\u1ed1c t\u1ebf quan tr\u1ecdng, ng\u00e0nh n\u00e0y c\u00f2n \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y m\u1ea1nh m\u1ebd b\u1edfi c\u00e1c ch\u00ednh s\u00e1ch m\u1edf c\u1eeda t\u00edch c\u1ef1c c\u1ee7a ch\u00ednh ph\u1ee7.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>B\u00e1o c\u00e1o m\u1edbi nh\u1ea5t t\u1eeb Hi\u1ec7p h\u1ed9i Doanh nghi\u1ec7p Logistics Vi\u1ec7t Nam (VLA) cho th\u1ea5y ng\u00e0nh n\u00e0y \u0111\u1ea1t doanh thu 40-42 t\u1ef7 USD v\u00e0o n\u0103m 2024, v\u1edbi d\u1ef1 b\u00e1o \u0111\u1ea1t 65-70 t\u1ef7 USD v\u00e0o n\u0103m 2027. S\u1ef1 ph\u00e1t tri\u1ec3n b\u00f9ng n\u1ed5 c\u1ee7a th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed v\u1edbi t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng h\u00e0ng n\u0103m 25%, l\u00e0n s\u00f3ng chuy\u1ec3n d\u1ecbch s\u1ea3n xu\u1ea5t t\u1eeb Trung Qu\u1ed1c v\u1edbi h\u01a1n 21 t\u1ef7 USD FDI m\u1edbi, c\u00f9ng v\u1edbi hi\u1ec7u qu\u1ea3 c\u1ee7a c\u00e1c hi\u1ec7p \u0111\u1ecbnh CPTPP v\u00e0 EVFTA \u0111\u00e3 t\u1ea1o ra m\u00f4i tr\u01b0\u1eddng ho\u00e0n h\u1ea3o cho s\u1ef1 ph\u00e1t tri\u1ec3n c\u1ee7a c\u00e1c doanh nghi\u1ec7p logistics.<\/p>\n<\/div>\n<div class='po-container po-container_width_article po-article-page__table'>\n<div class='po-table'>\n<table>\n<thead>\n<tr>\n<th>Ch\u1ec9 s\u1ed1<\/th>\n<th>Gi\u00e1 tr\u1ecb<\/th>\n<th>So s\u00e1nh qu\u1ed1c t\u1ebf<\/th>\n<th>Xu h\u01b0\u1edbng<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Quy m\u00f4 th\u1ecb tr\u01b0\u1eddng logistics<\/td>\n<td>40-42 t\u1ef7 USD (2024)<\/td>\n<td>X\u1ebfp th\u1ee9 4 trong ASEAN<\/td>\n<td>\u2191 14-16% h\u00e0ng n\u0103m<\/td>\n<\/tr>\n<tr>\n<td>\u0110\u00f3ng g\u00f3p v\u00e0o GDP<\/td>\n<td>4-5%<\/td>\n<td>Th\u1ea5p h\u01a1n Singapore (7%)<\/td>\n<td>\u2191 T\u0103ng d\u1ea7n<\/td>\n<\/tr>\n<tr>\n<td>S\u1ed1 l\u01b0\u1ee3ng doanh nghi\u1ec7p<\/td>\n<td>4,000+<\/td>\n<td>90% doanh nghi\u1ec7p nh\u1ecf v\u00e0 v\u1eeba<\/td>\n<td>\u2191 8-10%<\/td>\n<\/tr>\n<tr>\n<td>T\u1ef7 l\u1ec7 chi ph\u00ed logistics\/GDP<\/td>\n<td>16-17%<\/td>\n<td>Cao h\u01a1n m\u1ee9c trung b\u00ecnh th\u1ebf gi\u1edbi (10-12%)<\/td>\n<td>\u2193 Gi\u1ea3m 1-2%\/n\u0103m<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>D\u00f9 c\u00f3 ti\u1ec1m n\u0103ng l\u1edbn, chi ph\u00ed logistics c\u1ee7a Vi\u1ec7t Nam v\u1eabn cao h\u01a1n 7-8% so v\u1edbi c\u00e1c n\u1ec1n kinh t\u1ebf ph\u00e1t tri\u1ec3n, chi\u1ebfm 16-17% GDP so v\u1edbi 8-9% \u1edf c\u00e1c n\u01b0\u1edbc ti\u00ean ti\u1ebfn. \u0110i\u1ec1u n\u00e0y \u0111\u1ea1i di\u1ec7n cho m\u1ed9t kh\u00f4ng gian c\u1ea3i thi\u1ec7n l\u1edbn, t\u1ea1o ra c\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 h\u1ea5p d\u1eabn cho c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 tinh t\u01b0\u1eddng khi ch\u1ecdn \u0111\u00fang c\u1ed5 phi\u1ebfu logistics v\u1edbi chi\u1ebfn l\u01b0\u1ee3c t\u1ed1i \u01b0u h\u00f3a chi ph\u00ed hi\u1ec7u qu\u1ea3.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<h2 class='po-article-page__title'>Ph\u00e2n t\u00edch chi ti\u1ebft c\u00e1c c\u1ed5 phi\u1ebfu logistics h\u00e0ng \u0111\u1ea7u: Ti\u1ec1m n\u0103ng v\u00e0 r\u1ee7i ro<\/h2>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Khi ph\u00e2n t\u00edch c\u1ed5 phi\u1ebfu v\u1eadn t\u1ea3i v\u00e0 logistics t\u1ea1i Vi\u1ec7t Nam, c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 th\u00f4ng minh c\u1ea7n xem x\u00e9t 5 y\u1ebfu t\u1ed1 c\u1ed1t l\u00f5i: quy m\u00f4 th\u1ecb ph\u1ea7n, kh\u1ea3 n\u0103ng t\u1ea1o d\u00f2ng ti\u1ec1n, l\u1ee3i th\u1ebf c\u1ea1nh tranh b\u1ec1n v\u1eefng, kh\u1ea3 n\u0103ng \u1ee9ng d\u1ee5ng c\u00f4ng ngh\u1ec7 v\u00e0 ch\u1ea5t l\u01b0\u1ee3ng qu\u1ea3n l\u00fd. D\u01b0\u1edbi \u0111\u00e2y l\u00e0 ph\u00e2n t\u00edch chi ti\u1ebft v\u1ec1 c\u00e1c &#8220;\u00f4ng l\u1edbn&#8221; d\u1eabn \u0111\u1ea7u th\u1ecb tr\u01b0\u1eddng:<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<h3 class='po-article-page__title'>C\u1ed5 phi\u1ebfu c\u1ea3ng bi\u1ec3n: N\u1ec1n t\u1ea3ng v\u1eefng ch\u1eafc, d\u00f2ng ti\u1ec1n \u1ed5n \u0111\u1ecbnh<\/h3>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>C\u1ea3ng bi\u1ec3n \u0111\u00f3ng vai tr\u00f2 quan tr\u1ecdng trong chu\u1ed7i logistics c\u1ee7a Vi\u1ec7t Nam, \u0111\u1eb7c bi\u1ec7t khi 90% h\u00e0ng h\u00f3a xu\u1ea5t nh\u1eadp kh\u1ea9u \u0111i qua \u0111\u01b0\u1eddng bi\u1ec3n. C\u1ed5 phi\u1ebfu c\u1ea3ng bi\u1ec3n th\u01b0\u1eddng cung c\u1ea5p d\u00f2ng ti\u1ec1n \u1ed5n \u0111\u1ecbnh v\u00e0 \u00edt bi\u1ebfn \u0111\u1ed9ng trong c\u00e1c giai \u0111o\u1ea1n b\u1ea5t \u1ed5n kinh t\u1ebf, thu h\u00fat c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 \u01b0u ti\u00ean an to\u00e0n.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm article-content po-article-page__text'>\n<ul class='po-article-page-list'>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>GMD (Gemadept): C\u00f4ng ty s\u1edf h\u1eefu 6 c\u1ea3ng chi\u1ebfn l\u01b0\u1ee3c v\u1edbi c\u00f4ng su\u1ea5t x\u1eed l\u00fd 3,2 tri\u1ec7u TEU\/n\u0103m. C\u1ea3ng n\u01b0\u1edbc s\u00e2u Gemalink C\u00e1i M\u00e9p (B\u00e0 R\u1ecba &#8211; V\u0169ng T\u00e0u) l\u00e0 l\u1ee3i th\u1ebf \u0111\u1ed9c quy\u1ec1n, c\u00f3 kh\u1ea3 n\u0103ng ti\u1ebfp nh\u1eadn t\u00e0u container l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi 200,000 DWT. T\u1ef7 su\u1ea5t c\u1ed5 t\u1ee9c \u1ed5n \u0111\u1ecbnh 3,5-4% h\u00e0ng n\u0103m v\u00e0 k\u1ebf ho\u1ea1ch m\u1edf r\u1ed9ng c\u00f4ng su\u1ea5t th\u00eam 25% v\u00e0o n\u0103m 2026 l\u00e0m cho GMD tr\u1edf th\u00e0nh l\u1ef1a ch\u1ecdn h\u1ea5p d\u1eabn.<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>VSC (VICONSHIP): Th\u1ed1ng l\u0129nh th\u1ecb tr\u01b0\u1eddng c\u1ea3ng ph\u00eda B\u1eafc v\u1edbi 85% th\u1ecb ph\u1ea7n t\u1ea1i H\u1ea3i Ph\u00f2ng. VSC n\u1ed5i b\u1eadt v\u1edbi bi\u00ean l\u1ee3i nhu\u1eadn cao nh\u1ea5t ng\u00e0nh (23,4%) v\u00e0 ch\u00ednh s\u00e1ch c\u1ed5 t\u1ee9c h\u00e0o ph\u00f3ng (5%). C\u00f4ng ty \u0111ang \u0111\u1ea7u t\u01b0 2,500 t\u1ef7 VND v\u00e0o d\u1ef1 \u00e1n m\u1edf r\u1ed9ng c\u1ea3ng VIP-Green, h\u1ee9a h\u1eb9n t\u0103ng tr\u01b0\u1edfng m\u1ea1nh t\u1eeb n\u0103m 2025.<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>HAH (H\u1ea3i An): M\u00f4 h\u00ecnh kinh doanh &#8220;c\u1ea3ng-t\u00e0u&#8221; t\u00edch h\u1ee3p \u0111\u1ed9c \u0111\u00e1o gi\u00fap t\u1ed1i \u01b0u h\u00f3a chi ph\u00ed v\u1eadn h\u00e0nh, \u0111\u1ea1t ROE \u1ea5n t\u01b0\u1ee3ng 20,1%. HAH \u0111ang m\u1edf r\u1ed9ng \u0111\u1ed9i t\u00e0u container t\u1eeb 10 l\u00ean 15 t\u00e0u v\u00e0o n\u0103m 2025, \u0111\u1ed3ng th\u1eddi ph\u00e1t tri\u1ec3n h\u1ec7 th\u1ed1ng c\u1ea3ng m\u1edbi t\u1ea1i H\u1ea3i Ph\u00f2ng.<\/li>\n<\/ul>\n<\/div>\n<div class='po-container po-container_width_article po-article-page__table'>\n<div class='po-table'>\n<table>\n<thead>\n<tr>\n<th>M\u00e3 c\u1ed5 phi\u1ebfu<\/th>\n<th>Gi\u00e1 hi\u1ec7n t\u1ea1i (VND)<\/th>\n<th>P\/E<\/th>\n<th>ROE (%)<\/th>\n<th>T\u0103ng tr\u01b0\u1edfng doanh thu (%)<\/th>\n<th>C\u1ed5 t\u1ee9c (%)<\/th>\n<th>Th\u1ebf m\u1ea1nh ch\u00ednh<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>GMD<\/td>\n<td>55,000<\/td>\n<td>18.5<\/td>\n<td>12.8<\/td>\n<td>15.6<\/td>\n<td>3.5<\/td>\n<td>C\u1ea3ng n\u01b0\u1edbc s\u00e2u Gemalink &#8211; l\u1ee3i th\u1ebf \u0111\u1ed9c quy\u1ec1n<\/td>\n<\/tr>\n<tr>\n<td>VSC<\/td>\n<td>42,300<\/td>\n<td>14.2<\/td>\n<td>15.3<\/td>\n<td>8.4<\/td>\n<td>5.0<\/td>\n<td>Bi\u00ean l\u1ee3i nhu\u1eadn cao nh\u1ea5t ng\u00e0nh (23.4%)<\/td>\n<\/tr>\n<tr>\n<td>HAH<\/td>\n<td>37,600<\/td>\n<td>9.8<\/td>\n<td>20.1<\/td>\n<td>23.7<\/td>\n<td>4.2<\/td>\n<td>M\u00f4 h\u00ecnh &#8220;c\u1ea3ng-t\u00e0u&#8221; t\u00edch h\u1ee3p \u0111\u1ed9c \u0111\u00e1o<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Khi \u0111\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu c\u1ea3ng bi\u1ec3n, nh\u00e0 \u0111\u1ea7u t\u01b0 n\u00ean l\u01b0u \u00fd chu k\u1ef3 \u0111\u1ea7u t\u01b0 v\u00e0 ph\u00e1t tri\u1ec3n c\u1ea3ng k\u00e9o d\u00e0i 3-5 n\u0103m v\u1edbi v\u1ed1n \u0111\u1ea7u t\u01b0 ban \u0111\u1ea7u l\u1edbn (500-2,000 t\u1ef7 VND\/d\u1ef1 \u00e1n). \u0110i\u1ec1u n\u00e0y c\u00f3 th\u1ec3 \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn d\u00f2ng ti\u1ec1n ng\u1eafn h\u1ea1n nh\u01b0ng mang l\u1ea1i l\u1ee3i nhu\u1eadn b\u1ec1n v\u1eefng trong d\u00e0i h\u1ea1n. N\u1ec1n t\u1ea3ng Pocket Option cung c\u1ea5p c\u00e1c c\u00f4ng c\u1ee5 ph\u00e2n t\u00edch k\u1ef9 thu\u1eadt chuy\u00ean s\u00e2u \u0111\u1ec3 gi\u00fap x\u00e1c \u0111\u1ecbnh \u0111i\u1ec3m v\u00e0o l\u00fd t\u01b0\u1edfng cho c\u1ed5 phi\u1ebfu c\u1ea3ng bi\u1ec3n d\u1ef1a tr\u00ean chu k\u1ef3 \u0111\u1ea7u t\u01b0.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<h3 class='po-article-page__title'>C\u1ed5 phi\u1ebfu v\u1eadn t\u1ea3i bi\u1ec3n: C\u01a1 h\u1ed9i l\u1edbn t\u1eeb bi\u1ebfn \u0111\u1ed9ng gi\u00e1 c\u01b0\u1edbc<\/h3>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>C\u00e1c c\u00f4ng ty v\u1eadn t\u1ea3i bi\u1ec3n Vi\u1ec7t Nam \u0111ang tr\u1ea3i qua giai \u0111o\u1ea1n chuy\u1ec3n m\u00ecnh m\u1ea1nh m\u1ebd, h\u01b0\u1edfng l\u1ee3i t\u1eeb l\u00e0n s\u00f3ng t\u0103ng gi\u00e1 c\u01b0\u1edbc v\u1eadn t\u1ea3i to\u00e0n c\u1ea7u. Ch\u1ec9 s\u1ed1 gi\u00e1 c\u01b0\u1edbc container Th\u01b0\u1ee3ng H\u1ea3i (SCFI) \u0111\u00e3 t\u0103ng 243% trong 12 th\u00e1ng qua, gi\u00fap c\u00e1c c\u00f4ng ty \u0111\u1ed9i t\u00e0u container \u0111\u1ea1t bi\u00ean l\u1ee3i nhu\u1eadn k\u1ef7 l\u1ee5c.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm article-content po-article-page__text'>\n<ul class='po-article-page-list'>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>VOS (V\u1eadn t\u1ea3i bi\u1ec3n Vi\u1ec7t Nam): S\u1edf h\u1eefu \u0111\u1ed9i t\u00e0u \u0111a d\u1ea1ng v\u1edbi 15 t\u00e0u c\u00e1c lo\u1ea1i, t\u1ed5ng tr\u1ecdng t\u1ea3i 450,000 DWT. VOS \u0111\u00e3 ho\u00e0n t\u1ea5t t\u00e1i c\u01a1 c\u1ea5u n\u1ee3 v\u00e0o n\u0103m 2023 v\u00e0 \u0111ang trong chu k\u1ef3 t\u0103ng tr\u01b0\u1edfng m\u1edbi v\u1edbi l\u1ee3i nhu\u1eadn qu\u00fd 1\/2024 \u0111\u1ea1t 156 t\u1ef7 VND, t\u0103ng 320% so v\u1edbi c\u00f9ng k\u1ef3.<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>MVN (VIMC): T\u1ed5ng c\u00f4ng ty H\u00e0ng h\u1ea3i Vi\u1ec7t Nam v\u1edbi quy m\u00f4 &#8220;kh\u1ee7ng&#8221; bao g\u1ed3m 35 c\u1ea3ng bi\u1ec3n, 70 t\u00e0u c\u00e1c lo\u1ea1i v\u00e0 h\u1ec7 sinh th\u00e1i logistics t\u00edch h\u1ee3p. Sau c\u1ed5 ph\u1ea7n h\u00f3a, MVN \u0111ang t\u1eadp trung v\u00e0o chi\u1ebfn l\u01b0\u1ee3c &#8220;M\u1ed9t tuy\u1ebfn &#8211; hai \u0111i\u1ec3m \u0111\u1ebfn&#8221; k\u1ebft n\u1ed1i c\u1ea3ng bi\u1ec3n v\u1edbi logistics n\u1ed9i \u0111\u1ecba.<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>VIP (V\u1eadn t\u1ea3i d\u1ea7u kh\u00ed VIPCO): Ki\u1ec3m so\u00e1t 30% th\u1ecb tr\u01b0\u1eddng v\u1eadn t\u1ea3i d\u1ea7u n\u1ed9i \u0111\u1ecba v\u1edbi 8 t\u00e0u chuy\u00ean d\u1ee5ng. VIP c\u00f3 kh\u1ea3 n\u0103ng \u0111\u1eb7c bi\u1ec7t h\u01b0\u1edfng l\u1ee3i k\u00e9p t\u1eeb bi\u1ebfn \u0111\u1ed9ng gi\u00e1 d\u1ea7u v\u00e0 nhu c\u1ea7u v\u1eadn t\u1ea3i t\u0103ng.<\/li>\n<\/ul>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>C\u1ed5 phi\u1ebfu v\u1eadn t\u1ea3i bi\u1ec3n c\u00f3 t\u00ednh chu k\u1ef3 cao, v\u1edbi bi\u1ebfn \u0111\u1ed9ng l\u1edbn theo di\u1ec5n bi\u1ebfn th\u1ecb tr\u01b0\u1eddng v\u1eadn t\u1ea3i qu\u1ed1c t\u1ebf. T\u1eeb qu\u00fd 3\/2023 \u0111\u1ebfn nay, gi\u00e1 c\u01b0\u1edbc v\u1eadn t\u1ea3i container \u0111\u00e3 t\u0103ng 243% do c\u0103ng th\u1eb3ng t\u1ea1i Bi\u1ec3n \u0110\u1ecf v\u00e0 K\u00eanh \u0111\u00e0o Suez, t\u1ea1o c\u01a1 h\u1ed9i &#8220;v\u00e0ng&#8221; cho nh\u00e0 \u0111\u1ea7u t\u01b0 n\u1eafm b\u1eaft k\u1ecbp th\u1eddi. Tuy nhi\u00ean, nh\u00f3m c\u1ed5 phi\u1ebfu n\u00e0y c\u0169ng ti\u1ec1m \u1ea9n r\u1ee7i ro cao h\u01a1n khi th\u1ecb tr\u01b0\u1eddng v\u1eadn t\u1ea3i \u0111i\u1ec1u ch\u1ec9nh.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<h2 class='po-article-page__title'>Xu h\u01b0\u1edbng \u0111\u1ed9t ph\u00e1 v\u00e0 c\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 m\u1edbi cho c\u1ed5 phi\u1ebfu logistics<\/h2>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Giai \u0111o\u1ea1n 2024-2025 \u0111\u00e1nh d\u1ea5u b\u01b0\u1edbc ngo\u1eb7t quan tr\u1ecdng cho ng\u00e0nh logistics Vi\u1ec7t Nam v\u1edbi 4 xu h\u01b0\u1edbng l\u1edbn s\u1ebd t\u00e1i \u0111\u1ecbnh h\u00ecnh to\u00e0n b\u1ed9 th\u1ecb tr\u01b0\u1eddng v\u00e0 t\u1ea1o ra c\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 \u0111\u1eb7c bi\u1ec7t cho c\u1ed5 phi\u1ebfu ng\u00e0nh v\u1eadn t\u1ea3i v\u00e0 logistics:<\/p>\n<\/div>\n<div class='po-container po-container_width_article po-article-page__table'>\n<div class='po-table'>\n<table>\n<thead>\n<tr>\n<th>Xu h\u01b0\u1edbng<\/th>\n<th>T\u00e1c \u0111\u1ed9ng c\u1ee5 th\u1ec3<\/th>\n<th>C\u1ed5 phi\u1ebfu h\u01b0\u1edfng l\u1ee3i nhi\u1ec1u nh\u1ea5t<\/th>\n<th>T\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng k\u1ef3 v\u1ecdng<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Chuy\u1ec3n \u0111\u1ed5i s\u1ed1 v\u00e0 logistics 4.0<\/td>\n<td>C\u1eaft gi\u1ea3m 23-30% chi ph\u00ed v\u1eadn h\u00e0nh, t\u0103ng 35% hi\u1ec7u qu\u1ea3 nh\u00e2n s\u1ef1<\/td>\n<td>GMD, ITL, STG<\/td>\n<td>25-30%\/n\u0103m<\/td>\n<\/tr>\n<tr>\n<td>Ph\u00e1t tri\u1ec3n c\u1ea3ng n\u01b0\u1edbc s\u00e2u th\u1ebf h\u1ec7 m\u1edbi<\/td>\n<td>T\u0103ng kh\u1ea3 n\u0103ng x\u1eed l\u00fd container qu\u1ed1c t\u1ebf l\u00ean 30-35 tri\u1ec7u TEU\/n\u0103m<\/td>\n<td>HAH, VSC, GMD<\/td>\n<td>18-22%\/n\u0103m<\/td>\n<\/tr>\n<tr>\n<td>E-logistics v\u00e0 th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed<\/td>\n<td>Th\u1ecb tr\u01b0\u1eddng 7 t\u1ef7 USD v\u00e0o n\u0103m 2025 v\u1edbi 1,5 t\u1ef7 \u0111\u01a1n h\u00e0ng\/n\u0103m<\/td>\n<td>VTP, GHN, SGN<\/td>\n<td>35-40%\/n\u0103m<\/td>\n<\/tr>\n<tr>\n<td>Logistics xanh v\u00e0 ESG<\/td>\n<td>Ti\u1ebft ki\u1ec7m 15-20% chi ph\u00ed nhi\u00ean li\u1ec7u, m\u1edf r\u1ed9ng th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u EU<\/td>\n<td>MVN, GMD, VOS<\/td>\n<td>15-18%\/n\u0103m<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>L\u00e0n s\u00f3ng FDI m\u1edbi v\u00e0o Vi\u1ec7t Nam \u0111ang t\u1ea1o ra &#8220;hi\u1ec7u \u1ee9ng c\u00e1nh b\u01b0\u1edbm&#8221; cho ng\u00e0nh logistics. Ch\u1ec9 trong 6 th\u00e1ng \u0111\u1ea7u n\u0103m 2024, t\u1ed5ng FDI \u0111\u0103ng k\u00fd \u0111\u1ea1t 18,2 t\u1ef7 USD, t\u0103ng 13,1% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc. \u0110\u00e1ng ch\u00fa \u00fd, 21 d\u1ef1 \u00e1n l\u1edbn tr\u00ean 100 tri\u1ec7u USD \u0111\u00e3 \u0111\u01b0\u1ee3c c\u1ea5p ph\u00e9p, v\u1edbi c\u00e1c &#8220;\u0111\u1ea1i b\u00e0ng&#8221; nh\u01b0 Apple, Samsung, LG m\u1edf r\u1ed9ng chu\u1ed7i cung \u1ee9ng t\u1ea1i Vi\u1ec7t Nam. M\u1ed7i 1 t\u1ef7 USD FDI s\u1ea3n xu\u1ea5t t\u1ea1o ra nhu c\u1ea7u logistics tr\u1ecb gi\u00e1 kho\u1ea3ng 150-180 tri\u1ec7u USD\/n\u0103m, m\u1edf ra th\u1ecb tr\u01b0\u1eddng b\u00e9o b\u1edf cho c\u00e1c doanh nghi\u1ec7p logistics trong n\u01b0\u1edbc.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Pocket Option cung c\u1ea5p c\u00f4ng c\u1ee5 \u0111\u1ed9c quy\u1ec1n &#8220;FDI Impact Analyzer&#8221; gi\u00fap nh\u00e0 \u0111\u1ea7u t\u01b0 theo d\u00f5i d\u00f2ng v\u1ed1n FDI theo th\u1eddi gian th\u1ef1c v\u00e0 \u0111\u00e1nh gi\u00e1 t\u00e1c \u0111\u1ed9ng l\u00ean t\u1eebng ph\u00e2n kh\u00fac c\u1ed5 phi\u1ebfu logistics. V\u1edbi c\u00e1c b\u1ed9 l\u1ecdc th\u00f4ng minh, nh\u00e0 \u0111\u1ea7u t\u01b0 c\u00f3 th\u1ec3 nhanh ch\u00f3ng x\u00e1c \u0111\u1ecbnh c\u1ed5 phi\u1ebfu logistics n\u00e0o s\u1ebd h\u01b0\u1edfng l\u1ee3i nhi\u1ec1u nh\u1ea5t t\u1eeb c\u00e1c d\u1ef1 \u00e1n FDI m\u1edbi.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<h2 class='po-article-page__title'>Ph\u00e2n t\u00edch \u0111\u1ecbnh gi\u00e1: T\u00ecm &#8220;vi\u00ean kim c\u01b0\u01a1ng&#8221; trong c\u1ed5 phi\u1ebfu logistics<\/h2>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>\u0110\u1ec3 t\u00ecm ra c\u00e1c c\u1ed5 phi\u1ebfu ti\u1ec1m n\u0103ng nh\u1ea5t trong ng\u00e0nh logistics, nh\u00e0 \u0111\u1ea7u t\u01b0 c\u1ea7n k\u1ebft h\u1ee3p c\u1ea3 ph\u00e2n t\u00edch c\u01a1 b\u1ea3n v\u00e0 k\u1ef9 thu\u1eadt. D\u01b0\u1edbi \u0111\u00e2y l\u00e0 5 ch\u1ec9 s\u1ed1 quan tr\u1ecdng nh\u1ea5t \u0111\u1ec3 \u0111\u00e1nh gi\u00e1 to\u00e0n di\u1ec7n c\u1ed5 phi\u1ebfu logistics:<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<h3 class='po-article-page__title'>Ch\u1ec9 s\u1ed1 \u0111\u1ecbnh gi\u00e1 ch\u00ednh<\/h3>\n<\/div>\n<div class='po-container po-container_width_article po-article-page__table'>\n<div class='po-table'>\n<table>\n<thead>\n<tr>\n<th>Ch\u1ec9 s\u1ed1<\/th>\n<th>\u00dd ngh\u0129a th\u1ef1c ti\u1ec5n<\/th>\n<th>Ng\u01b0\u1ee1ng l\u00fd t\u01b0\u1edfng cho ng\u00e0nh logistics<\/th>\n<th>C\u1ed5 phi\u1ebfu \u0111\u1ea1t chu\u1ea9n<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>P\/E (Gi\u00e1 tr\u00ean l\u1ee3i nhu\u1eadn)<\/td>\n<td>Th\u1eddi gian thu h\u1ed3i v\u1ed1n qua l\u1ee3i nhu\u1eadn<\/td>\n<td>10-15 (th\u1ea5p h\u01a1n trung b\u00ecnh th\u1ecb tr\u01b0\u1eddng 15-17)<\/td>\n<td>HAH (9.8), VOS (7.2), VIP (10.5)<\/td>\n<\/tr>\n<tr>\n<td>P\/B (Gi\u00e1 tr\u00ean gi\u00e1 tr\u1ecb s\u1ed5 s\u00e1ch)<\/td>\n<td>\u0110\u1ecbnh gi\u00e1 so v\u1edbi gi\u00e1 tr\u1ecb t\u00e0i s\u1ea3n r\u00f2ng<\/td>\n<td>1.0-2.0 (c\u1ea3ng bi\u1ec3n c\u00f3 t\u00e0i s\u1ea3n l\u1edbn)<\/td>\n<td>VSC (1.3), GMD (1.8), MVN (0.9)<\/td>\n<\/tr>\n<tr>\n<td>ROE (L\u1ee3i nhu\u1eadn tr\u00ean v\u1ed1n ch\u1ee7 s\u1edf h\u1eefu)<\/td>\n<td>Hi\u1ec7u qu\u1ea3 s\u1eed d\u1ee5ng v\u1ed1n c\u1ee7a c\u1ed5 \u0111\u00f4ng<\/td>\n<td>&gt;12% (cao h\u01a1n l\u00e3i su\u1ea5t ng\u00e2n h\u00e0ng 7-8%)<\/td>\n<td>HAH (20.1%), VTP (22.3%), ITL (18.7%)<\/td>\n<\/tr>\n<tr>\n<td>FCF\/EV (D\u00f2ng ti\u1ec1n t\u1ef1 do\/Gi\u00e1 tr\u1ecb doanh nghi\u1ec7p)<\/td>\n<td>Kh\u1ea3 n\u0103ng t\u1ea1o d\u00f2ng ti\u1ec1n th\u1ef1c so v\u1edbi gi\u00e1 tr\u1ecb doanh nghi\u1ec7p<\/td>\n<td>&gt;5% (\u0111\u1ea3m b\u1ea3o kh\u1ea3 n\u0103ng chi tr\u1ea3 c\u1ed5 t\u1ee9c)<\/td>\n<td>VSC (8.2%), HAH (6.5%), VIP (7.3%)<\/td>\n<\/tr>\n<tr>\n<td>ROIC (L\u1ee3i nhu\u1eadn tr\u00ean v\u1ed1n \u0111\u1ea7u t\u01b0)<\/td>\n<td>Hi\u1ec7u qu\u1ea3 s\u1eed d\u1ee5ng t\u1ed5ng v\u1ed1n \u0111\u1ea7u t\u01b0<\/td>\n<td>&gt;12% (v\u01b0\u1ee3t WACC 9-10%)<\/td>\n<td>HAH (15.6%), GMD (13.2%), VTP (19.5%)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Ngo\u00e0i c\u00e1c ch\u1ec9 s\u1ed1 truy\u1ec1n th\u1ed1ng, nh\u00e0 \u0111\u1ea7u t\u01b0 th\u00f4ng minh c\u1ea7n \u0111\u00e1nh gi\u00e1 c\u00e1c y\u1ebfu t\u1ed1 \u0111\u1eb7c th\u00f9 c\u1ee7a ng\u00e0nh logistics nh\u01b0: t\u1ef7 l\u1ec7 l\u1ea5p \u0111\u1ea7y c\u00f4ng su\u1ea5t c\u1ea3ng (l\u00fd t\u01b0\u1edfng &gt;75%), hi\u1ec7u qu\u1ea3 s\u1eed d\u1ee5ng \u0111\u1ed9i t\u00e0u (&gt;85%), chi ph\u00ed nhi\u00ean li\u1ec7u\/doanh thu (&lt;25%), v\u00e0 t\u1ef7 l\u1ec7 s\u1ed1 h\u00f3a quy tr\u00ecnh logistics (&gt;50%). C\u00e1c c\u00f4ng ty \u0111\u00e1p \u1ee9ng c\u00e1c ti\u00eau chu\u1ea9n n\u00e0y th\u01b0\u1eddng c\u00f3 kh\u1ea3 n\u0103ng t\u0103ng tr\u01b0\u1edfng b\u1ec1n v\u1eefng trong d\u00e0i h\u1ea1n.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Pocket Option cung c\u1ea5p c\u00f4ng c\u1ee5 &#8220;Logistics Stock Scanner&#8221; \u0111\u1ed9c quy\u1ec1n v\u1edbi 20 ch\u1ec9 s\u1ed1 \u0111\u1eb7c th\u00f9 ng\u00e0nh, gi\u00fap nh\u00e0 \u0111\u1ea7u t\u01b0 nhanh ch\u00f3ng s\u00e0ng l\u1ecdc c\u00e1c c\u1ed5 phi\u1ebfu logistics c\u00f3 \u0111\u1ecbnh gi\u00e1 h\u1ea5p d\u1eabn. C\u00f4ng c\u1ee5 n\u00e0y c\u0169ng t\u00edch h\u1ee3p ph\u00e2n t\u00edch d\u1eef li\u1ec7u l\u1edbn \u0111\u1ec3 ph\u00e1t hi\u1ec7n c\u00e1c m\u00f4 h\u00ecnh gi\u00e1 v\u1edbi \u0111\u1ed9 ch\u00ednh x\u00e1c l\u00ean \u0111\u1ebfn 78.5% cho c\u1ed5 phi\u1ebfu logistics.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<h2 class='po-article-page__title'>Chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 th\u1ef1c ti\u1ec5n: T\u1ed1i \u01b0u h\u00f3a l\u1ee3i nhu\u1eadn t\u1eeb c\u1ed5 phi\u1ebfu v\u1eadn t\u1ea3i v\u00e0 logistics<\/h2>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>\u0110\u1ea7u t\u01b0 th\u00e0nh c\u00f4ng v\u00e0o c\u1ed5 phi\u1ebfu logistics \u0111\u00f2i h\u1ecfi m\u1ed9t chi\u1ebfn l\u01b0\u1ee3c r\u00f5 r\u00e0ng ph\u00f9 h\u1ee3p v\u1edbi \u0111\u1eb7c \u0111i\u1ec3m c\u1ee7a t\u1eebng ph\u00e2n kh\u00fac. D\u01b0\u1edbi \u0111\u00e2y l\u00e0 3 chi\u1ebfn l\u01b0\u1ee3c hi\u1ec7u qu\u1ea3 nh\u1ea5t \u0111\u01b0\u1ee3c \u00e1p d\u1ee5ng b\u1edfi c\u00e1c chuy\u00ean gia \u0111\u1ea7u t\u01b0 h\u00e0ng \u0111\u1ea7u:<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm article-content po-article-page__text'>\n<ul class='po-article-page-list'>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>Chi\u1ebfn l\u01b0\u1ee3c Core-Satellite: X\u00e2y d\u1ef1ng danh m\u1ee5c v\u1edbi 60-70% trong c\u1ed5 phi\u1ebfu c\u1ea3ng bi\u1ec3n \u1ed5n \u0111\u1ecbnh (GMD, VSC) l\u00e0m &#8220;l\u00f5i&#8221;, 30-40% trong c\u1ed5 phi\u1ebfu v\u1eadn t\u1ea3i v\u00e0 logistics th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed (HAH, VTP) c\u00f3 bi\u1ebfn \u0111\u1ed9ng cao h\u01a1n l\u00e0m &#8220;v\u1ec7 tinh&#8221;. Chi\u1ebfn l\u01b0\u1ee3c n\u00e0y v\u1eeba \u0111\u1ea3m b\u1ea3o d\u00f2ng ti\u1ec1n \u1ed5n \u0111\u1ecbnh t\u1eeb c\u1ed5 t\u1ee9c v\u1eeba n\u1eafm b\u1eaft c\u01a1 h\u1ed9i t\u0103ng tr\u01b0\u1edfng \u0111\u1ed9t ph\u00e1.<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>Chi\u1ebfn l\u01b0\u1ee3c Ng\u01b0\u1ee3c chu k\u1ef3: Ph\u00e2n b\u1ed5 v\u1ed1n v\u00e0o c\u00e1c ph\u00e2n kh\u00fac c\u00f3 chu k\u1ef3 kinh doanh \u0111\u1ed1i l\u1eadp: c\u1ea3ng bi\u1ec3n (\u00edt bi\u1ebfn \u0111\u1ed9ng theo m\u00f9a), v\u1eadn t\u1ea3i bi\u1ec3n (m\u1ea1nh v\u00e0o qu\u00fd 3-4), logistics th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed (cao \u0111i\u1ec3m v\u00e0o qu\u00fd 4-1). C\u00e1ch ti\u1ebfp c\u1eadn n\u00e0y gi\u00fap duy tr\u00ec hi\u1ec7u su\u1ea5t danh m\u1ee5c \u1ed5n \u0111\u1ecbnh quanh n\u0103m.<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>Chi\u1ebfn l\u01b0\u1ee3c Ch\u01a1i chuy\u1ec3n \u0111\u1ed5i s\u1ed1: T\u1eadp trung v\u00e0o c\u00e1c c\u00f4ng ty logistics ti\u00ean phong trong \u1ee9ng d\u1ee5ng c\u00f4ng ngh\u1ec7 nh\u01b0 AI, IoT, blockchain. C\u00e1c c\u00f4ng ty n\u00e0y (ITL, VTP, BEST) th\u01b0\u1eddng c\u00f3 t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng v\u01b0\u1ee3t tr\u1ed9i 25-30%\/n\u0103m so v\u1edbi trung b\u00ecnh ng\u00e0nh 14-16%.<\/li>\n<\/ul>\n<\/div>\n<div class='po-container po-container_width_article po-article-page__table'>\n<div class='po-table'>\n<table>\n<thead>\n<tr>\n<th>Ph\u00e2n kh\u00fac<\/th>\n<th>Ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng 2024-2025<\/th>\n<th>M\u1ee9c \u0111\u1ed9 r\u1ee7i ro<\/th>\n<th>C\u1ed5 phi\u1ebfu \u0111\u1ea1i di\u1ec7n<\/th>\n<th>Chi\u1ebfn l\u01b0\u1ee3c t\u1ed1i \u01b0u<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>C\u1ea3ng bi\u1ec3n<\/td>\n<td>18-22%<\/td>\n<td>Trung b\u00ecnh<\/td>\n<td>GMD, VSC, HAH<\/td>\n<td>\u0110\u1ea7u t\u01b0 d\u00e0i h\u1ea1n, t\u00edch l\u0169y khi \u0111i\u1ec1u ch\u1ec9nh<\/td>\n<\/tr>\n<tr>\n<td>V\u1eadn t\u1ea3i bi\u1ec3n<\/td>\n<td>25-35%<\/td>\n<td>Cao<\/td>\n<td>VOS, MVN, VIP<\/td>\n<td>Giao d\u1ecbch theo chu k\u1ef3 gi\u00e1 c\u01b0\u1edbc, ch\u1ed1t l\u1eddi \u0111\u1ecbnh k\u1ef3<\/td>\n<\/tr>\n<tr>\n<td>Logistics t\u00edch h\u1ee3p<\/td>\n<td>20-25%<\/td>\n<td>Trung b\u00ecnh<\/td>\n<td>ITL, STG, SCS<\/td>\n<td>T\u00edch l\u0169y d\u1ea7n, n\u1eafm gi\u1eef trung-d\u00e0i h\u1ea1n<\/td>\n<\/tr>\n<tr>\n<td>Logistics th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed<\/td>\n<td>35-40%<\/td>\n<td>Trung b\u00ecnh-Cao<\/td>\n<td>VTP, GHN, BEST<\/td>\n<td>\u0110\u1ea7u t\u01b0 t\u0103ng tr\u01b0\u1edfng, t\u0103ng v\u1ecb th\u1ebf theo giai \u0111o\u1ea1n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Y\u1ebfu t\u1ed1 quy\u1ebft \u0111\u1ecbnh th\u00e0nh c\u00f4ng khi \u0111\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu logistics l\u00e0 kh\u1ea3 n\u0103ng &#8220;\u0111\u1ecdc&#8221; chu k\u1ef3 kinh t\u1ebf v\u00e0 \u0111i\u1ec1u ch\u1ec9nh danh m\u1ee5c ph\u00f9 h\u1ee3p. D\u1eef li\u1ec7u l\u1ecbch s\u1eed cho th\u1ea5y c\u1ed5 phi\u1ebfu logistics th\u01b0\u1eddng v\u01b0\u1ee3t tr\u1ed9i th\u1ecb tr\u01b0\u1eddng 15-20% trong c\u00e1c giai \u0111o\u1ea1n ph\u1ee5c h\u1ed3i kinh t\u1ebf (nh\u01b0 hi\u1ec7n nay), nh\u01b0ng c\u0169ng c\u00f3 th\u1ec3 gi\u1ea3m s\u00e2u h\u01a1n 10-15% trong c\u00e1c giai \u0111o\u1ea1n suy tho\u00e1i kinh t\u1ebf.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Pocket Option cung c\u1ea5p c\u00f4ng c\u1ee5 &#8220;Economic Cycle Analyzer&#8221; gi\u00fap nh\u00e0 \u0111\u1ea7u t\u01b0 x\u00e1c \u0111\u1ecbnh ch\u00ednh x\u00e1c v\u1ecb tr\u00ed hi\u1ec7n t\u1ea1i trong chu k\u1ef3 kinh t\u1ebf v\u00e0 t\u1ef1 \u0111\u1ed9ng \u0111\u1ec1 xu\u1ea5t \u0111i\u1ec1u ch\u1ec9nh ph\u00f9 h\u1ee3p cho t\u1ef7 tr\u1ecdng danh m\u1ee5c c\u1ed5 phi\u1ebfu logistics. K\u1ebft h\u1ee3p v\u1edbi t\u00ednh n\u0103ng m\u00f4 ph\u1ecfng danh m\u1ee5c, nh\u00e0 \u0111\u1ea7u t\u01b0 c\u00f3 th\u1ec3 d\u1ec5 d\u00e0ng ki\u1ec3m tra hi\u1ec7u qu\u1ea3 c\u1ee7a c\u00e1c chi\u1ebfn l\u01b0\u1ee3c kh\u00e1c nhau tr\u01b0\u1edbc khi \u00e1p d\u1ee5ng v\u00e0o th\u1ef1c t\u1ebf.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<h2 class='po-article-page__title'>Qu\u1ea3n l\u00fd r\u1ee7i ro th\u00f4ng minh: B\u1ea3o v\u1ec7 danh m\u1ee5c \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu logistics<\/h2>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>M\u1eb7c d\u00f9 c\u1ed5 phi\u1ebfu logistics \u0111\u1ea7y h\u1ee9a h\u1eb9n, nh\u00e0 \u0111\u1ea7u t\u01b0 th\u00f4ng minh lu\u00f4n \u01b0u ti\u00ean qu\u1ea3n l\u00fd r\u1ee7i ro. D\u01b0\u1edbi \u0111\u00e2y l\u00e0 4 r\u1ee7i ro l\u1edbn nh\u1ea5t v\u00e0 c\u00e1c chi\u1ebfn l\u01b0\u1ee3c ph\u00f2ng ng\u1eeba hi\u1ec7u qu\u1ea3:<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm article-content po-article-page__text'>\n<ul class='po-article-page-list'>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>C\u1ea1nh tranh t\u1eeb c\u00e1c &#8220;\u00f4ng l\u1edbn&#8221; n\u01b0\u1edbc ngo\u00e0i: C\u00e1c t\u1eadp \u0111o\u00e0n nh\u01b0 Maersk, COSCO, DHL \u0111ang gia t\u0103ng th\u1ecb ph\u1ea7n t\u1ea1i Vi\u1ec7t Nam v\u1edbi l\u1ee3i th\u1ebf v\u1ec1 v\u1ed1n v\u00e0 c\u00f4ng ngh\u1ec7. M\u1ed9t s\u1ed1 c\u00f4ng ty nh\u01b0 Gemadept \u0111\u00e3 ch\u1ecdn gi\u1ea3i ph\u00e1p h\u1ee3p t\u00e1c chi\u1ebfn l\u01b0\u1ee3c v\u1edbi c\u00e1c \u0111\u1ed1i t\u00e1c qu\u1ed1c t\u1ebf (CMA-CGM) \u0111\u1ec3 t\u1eadn d\u1ee5ng ngu\u1ed3n l\u1ef1c v\u00e0 m\u1ea1ng l\u01b0\u1edbi to\u00e0n c\u1ea7u.<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>&#8220;S\u00f3ng th\u1ea7n&#8221; chi ph\u00ed nhi\u00ean li\u1ec7u: Bi\u1ebfn \u0111\u1ed9ng gi\u00e1 d\u1ea7u c\u00f3 th\u1ec3 l\u00e0m gi\u1ea3m l\u1ee3i nhu\u1eadn c\u1ee7a c\u00e1c c\u00f4ng ty v\u1eadn t\u1ea3i 30-40%. C\u00e1c c\u00f4ng ty ti\u00ean phong nh\u01b0 HAH v\u00e0 VOS \u0111\u00e3 th\u1ef1c hi\u1ec7n c\u00e1c h\u1ee3p \u0111\u1ed3ng mua nhi\u00ean li\u1ec7u d\u00e0i h\u1ea1n v\u00e0 c\u00e1c y\u1ebfu t\u1ed1 \u0111i\u1ec1u ch\u1ec9nh nhi\u00ean li\u1ec7u linh ho\u1ea1t (FAF) \u0111\u1ec3 gi\u1ea3m thi\u1ec3u t\u00e1c \u0111\u1ed9ng.<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>R\u1ee7i ro ch\u00ednh s\u00e1ch v\u00e0 quy \u0111\u1ecbnh m\u1edbi: Thay \u0111\u1ed5i v\u1ec1 thu\u1ebf, ph\u00ed c\u1ea3ng, ti\u00eau chu\u1ea9n m\u00f4i tr\u01b0\u1eddng c\u00f3 th\u1ec3 \u1ea3nh h\u01b0\u1edfng l\u1edbn \u0111\u1ebfn ng\u00e0nh. C\u00e1c doanh nghi\u1ec7p c\u00f3 m\u1ed1i quan h\u1ec7 t\u1ed1t v\u1edbi c\u01a1 quan qu\u1ea3n l\u00fd v\u00e0 tham gia t\u00edch c\u1ef1c v\u00e0o c\u00e1c hi\u1ec7p h\u1ed9i ng\u00e0nh th\u01b0\u1eddng n\u1eafm b\u1eaft th\u00f4ng tin s\u1edbm h\u01a1n v\u00e0 th\u00edch \u1ee9ng t\u1ed1t h\u01a1n.<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>\u00c1p l\u1ef1c chi ph\u00ed lao \u0111\u1ed9ng gia t\u0103ng: L\u01b0\u01a1ng nh\u00e2n vi\u00ean logistics t\u0103ng 12-15%\/n\u0103m do thi\u1ebfu h\u1ee5t lao \u0111\u1ed9ng c\u00f3 tay ngh\u1ec1. Gi\u1ea3i ph\u00e1p b\u1ec1n v\u1eefng l\u00e0 \u0111\u1ea7u t\u01b0 v\u00e0o t\u1ef1 \u0111\u1ed9ng h\u00f3a v\u00e0 \u0111\u00e0o t\u1ea1o n\u1ed9i b\u1ed9, nh\u01b0 m\u00f4 h\u00ecnh &#8220;H\u1ecdc vi\u1ec7n Logistics&#8221; c\u1ee7a ITL \u0111\u00e3 gi\u00fap c\u00f4ng ty gi\u1ea3m chi ph\u00ed nh\u00e2n s\u1ef1 23%.<\/li>\n<\/ul>\n<\/div>\n<div class='po-container po-container_width_article po-article-page__table'>\n<div class='po-table'>\n<table>\n<thead>\n<tr>\n<th>R\u1ee7i ro<\/th>\n<th>M\u1ee9c \u0111\u1ed9 t\u00e1c \u0111\u1ed9ng<\/th>\n<th>D\u1ea5u hi\u1ec7u c\u1ea3nh b\u00e1o s\u1edbm<\/th>\n<th>Bi\u1ec7n ph\u00e1p ph\u00f2ng ng\u1eeba hi\u1ec7u qu\u1ea3<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>C\u1ea1nh tranh t\u1eeb c\u00f4ng ty n\u01b0\u1edbc ngo\u00e0i<\/td>\n<td>Cao<\/td>\n<td>Th\u00f4ng b\u00e1o m\u1edf r\u1ed9ng t\u1ea1i Vi\u1ec7t Nam c\u1ee7a c\u00e1c t\u1eadp \u0111o\u00e0n l\u1edbn<\/td>\n<td>\u0110a d\u1ea1ng h\u00f3a danh m\u1ee5c, \u01b0u ti\u00ean doanh nghi\u1ec7p c\u00f3 l\u1ee3i th\u1ebf c\u1ea1nh tranh b\u1ec1n v\u1eefng<\/td>\n<\/tr>\n<tr>\n<td>Bi\u1ebfn \u0111\u1ed9ng gi\u00e1 nhi\u00ean li\u1ec7u<\/td>\n<td>Trung b\u00ecnh-Cao<\/td>\n<td>Gi\u00e1 d\u1ea7u t\u0103ng &gt;10% trong v\u00f2ng 30 ng\u00e0y<\/td>\n<td>Gi\u1ea3m t\u1ef7 tr\u1ecdng c\u1ed5 phi\u1ebfu v\u1eadn t\u1ea3i, t\u0103ng t\u1ef7 tr\u1ecdng c\u1ed5 phi\u1ebfu c\u1ea3ng bi\u1ec3n<\/td>\n<\/tr>\n<tr>\n<td>Thay \u0111\u1ed5i ch\u00ednh s\u00e1ch v\u00e0 quy \u0111\u1ecbnh<\/td>\n<td>Trung b\u00ecnh<\/td>\n<td>D\u1ef1 th\u1ea3o lu\u1eadt, ngh\u1ecb \u0111\u1ecbnh m\u1edbi v\u1ec1 logistics v\u00e0 v\u1eadn t\u1ea3i<\/td>\n<td>Theo d\u00f5i th\u00f4ng tin ch\u00ednh s\u00e1ch qua Pocket Option &#8220;Policy Alert&#8221;<\/td>\n<\/tr>\n<tr>\n<td>Suy tho\u00e1i kinh t\u1ebf to\u00e0n c\u1ea7u<\/td>\n<td>Cao<\/td>\n<td>PMI s\u1ea3n xu\u1ea5t &lt;45 trong 3 th\u00e1ng li\u00ean ti\u1ebfp<\/td>\n<td>Ch\u1ed1t l\u1eddi m\u1ed9t ph\u1ea7n, gi\u1eef 30-40% ti\u1ec1n m\u1eb7t \u0111\u1ec3 t\u00e1i \u0111\u1ea7u t\u01b0 khi th\u1ecb tr\u01b0\u1eddng \u0111i\u1ec1u ch\u1ec9nh<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Th\u1ecb tr\u01b0\u1eddng logistics Vi\u1ec7t Nam v\u1eabn c\u00f3 \u0111\u1eb7c \u0111i\u1ec3m ph\u00e2n m\u1ea3nh v\u1edbi h\u01a1n 4,000 doanh nghi\u1ec7p, nh\u01b0ng top 10 c\u00f4ng ty ch\u1ec9 chi\u1ebfm 30-35% th\u1ecb ph\u1ea7n. Xu h\u01b0\u1edbng h\u1ee3p nh\u1ea5t th\u00f4ng qua M&amp;A \u0111ang di\u1ec5n ra m\u1ea1nh m\u1ebd, v\u1edbi 35 giao d\u1ecbch \u0111\u01b0\u1ee3c th\u1ef1c hi\u1ec7n trong 24 th\u00e1ng qua. Nh\u00e0 \u0111\u1ea7u t\u01b0 n\u00ean ch\u00fa \u00fd \u0111\u1ebfn c\u00e1c doanh nghi\u1ec7p c\u00f3 th\u1ec3 tr\u1edf th\u00e0nh m\u1ee5c ti\u00eau M&amp;A ho\u1eb7c c\u00f3 chi\u1ebfn l\u01b0\u1ee3c r\u00f5 r\u00e0ng \u0111\u1ec3 th\u00e2u t\u00f3m \u0111\u1ed1i th\u1ee7.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Pocket Option cung c\u1ea5p c\u00e1c c\u00f4ng c\u1ee5 qu\u1ea3n l\u00fd r\u1ee7i ro to\u00e0n di\u1ec7n v\u1edbi c\u00e1c t\u00ednh n\u0103ng th\u00f4ng minh nh\u01b0: c\u1ea3nh b\u00e1o bi\u1ebfn \u0111\u1ed9ng gi\u00e1 theo th\u1eddi gian th\u1ef1c, c\u00e0i \u0111\u1eb7t t\u1ef1 \u0111\u1ed9ng trailing stop-loss, v\u00e0 ph\u00e2n t\u00edch t\u01b0\u01a1ng quan gi\u1eefa c\u1ed5 phi\u1ebfu logistics v\u00e0 c\u00e1c ch\u1ec9 s\u1ed1 kinh t\u1ebf v\u0129 m\u00f4. \u0110\u1eb7c bi\u1ec7t, t\u00ednh n\u0103ng &#8220;Risk Exposure Dashboard&#8221; gi\u00fap nh\u00e0 \u0111\u1ea7u t\u01b0 hi\u1ec3u r\u00f5 m\u1ee9c \u0111\u1ed9 r\u1ee7i ro t\u1ed5ng th\u1ec3 c\u1ee7a danh m\u1ee5c v\u00e0 \u0111i\u1ec1u ch\u1ec9nh k\u1ecbp th\u1eddi.<\/p>\n<\/div>\n    <div class=\"po-container po-container_width_article\">\n        <a href=\"\/en\/quick-start\/\" class=\"po-line-banner po-article-page__line-banner\">\n            <svg class=\"svg-image po-line-banner__logo\" fill=\"currentColor\" width=\"auto\" height=\"auto\"\n                 aria-hidden=\"true\">\n                <use href=\"#svg-img-logo-white\"><\/use>\n            <\/svg>\n            <span class=\"po-line-banner__btn\"><\/span>\n        <\/a>\n    <\/div>\n    \n<div class='po-container po-container_width_article-sm'>\n<h2 class='po-article-page__title'>K\u1ebft lu\u1eadn: Chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu logistics 2024-2025<\/h2>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>C\u1ed5 phi\u1ebfu logistics Vi\u1ec7t Nam \u0111ang b\u01b0\u1edbc v\u00e0o chu k\u1ef3 t\u0103ng tr\u01b0\u1edfng m\u1edbi v\u1edbi tri\u1ec3n v\u1ecdng s\u00e1ng cho giai \u0111o\u1ea1n 2024-2025. D\u1eef li\u1ec7u t\u1eeb B\u1ed9 C\u00f4ng Th\u01b0\u01a1ng cho th\u1ea5y th\u1ecb tr\u01b0\u1eddng s\u1ebd t\u0103ng tr\u01b0\u1edfng 14-16%\/n\u0103m, \u0111\u1ea1t quy m\u00f4 65-70 t\u1ef7 USD v\u00e0o n\u0103m 2027. C\u01a1 h\u1ed9i n\u00e0y \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi 3 \u0111\u1ed9ng l\u1ef1c ch\u00ednh: l\u00e0n s\u00f3ng FDI m\u1edbi (36.6 t\u1ef7 USD n\u0103m 2023), b\u00f9ng n\u1ed5 th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed (25%\/n\u0103m), v\u00e0 \u0111\u1ea7u t\u01b0 m\u1ea1nh v\u00e0o h\u1ea1 t\u1ea7ng (35 t\u1ef7 USD cho giao th\u00f4ng \u0111\u1ebfn n\u0103m 2025).<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Chuy\u1ec3n \u0111\u1ed5i s\u1ed1 \u0111ang t\u1ea1o ra cu\u1ed9c c\u00e1ch m\u1ea1ng trong ng\u00e0nh v\u1edbi c\u00e1c c\u00f4ng ngh\u1ec7 AI, IoT, blockchain \u0111\u01b0\u1ee3c \u00e1p d\u1ee5ng r\u1ed9ng r\u00e3i trong qu\u1ea3n l\u00fd chu\u1ed7i cung \u1ee9ng. C\u00e1c c\u00f4ng ty ti\u00ean phong nh\u01b0 ITL, VTP v\u00e0 GMD \u0111ang \u0111\u1ea7u t\u01b0 15-20% doanh thu h\u00e0ng n\u0103m v\u00e0o c\u00f4ng ngh\u1ec7, gi\u00fap t\u1ed1i \u01b0u h\u00f3a chi ph\u00ed v\u1eadn h\u00e0nh 23-30% v\u00e0 t\u0103ng n\u0103ng su\u1ea5t lao \u0111\u1ed9ng 35-40% &#8211; t\u1ea1o n\u1ec1n t\u1ea3ng cho t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn v\u01b0\u1ee3t tr\u1ed9i.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>\u0110\u1ec3 \u0111\u1ea7u t\u01b0 th\u00e0nh c\u00f4ng v\u00e0o c\u1ed5 phi\u1ebfu logistics, nh\u00e0 \u0111\u1ea7u t\u01b0 c\u1ea7n \u00e1p d\u1ee5ng c\u00e1c chi\u1ebfn l\u01b0\u1ee3c ph\u00f9 h\u1ee3p cho t\u1eebng giai \u0111o\u1ea1n th\u1ecb tr\u01b0\u1eddng. Giai \u0111o\u1ea1n 2024-2025 l\u00e0 th\u1eddi \u0111i\u1ec3m th\u00edch h\u1ee3p \u0111\u1ec3 x\u00e2y d\u1ef1ng danh m\u1ee5c c\u00e2n b\u1eb1ng gi\u1eefa c\u1ed5 phi\u1ebfu c\u1ea3ng bi\u1ec3n \u1ed5n \u0111\u1ecbnh (GMD, VSC) v\u00e0 c\u1ed5 phi\u1ebfu t\u0103ng tr\u01b0\u1edfng cao trong logistics th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed (VTP, BEST).<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Pocket Option cung c\u1ea5p m\u1ed9t h\u1ec7 sinh th\u00e1i \u0111\u1ea7u t\u01b0 to\u00e0n di\u1ec7n cho c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 quan t\u00e2m \u0111\u1ebfn c\u1ed5 phi\u1ebfu logistics Vi\u1ec7t Nam. T\u1eeb c\u00e1c c\u00f4ng c\u1ee5 ph\u00e2n t\u00edch chuy\u00ean s\u00e2u, ngu\u1ed3n d\u1eef li\u1ec7u \u0111\u1ed9c quy\u1ec1n \u0111\u1ebfn c\u00e1c gi\u1ea3i ph\u00e1p qu\u1ea3n l\u00fd r\u1ee7i ro ti\u00ean ti\u1ebfn &#8211; t\u1ea5t c\u1ea3 \u0111\u01b0\u1ee3c thi\u1ebft k\u1ebf \u0111\u1ec3 gi\u00fap nh\u00e0 \u0111\u1ea7u t\u01b0 n\u1eafm b\u1eaft c\u01a1 h\u1ed9i t\u1eeb m\u1ed9t trong nh\u1eefng ng\u00e0nh c\u00f4ng nghi\u1ec7p ph\u00e1t tri\u1ec3n nhanh nh\u1ea5t c\u1ee7a Vi\u1ec7t Nam. H\u00e3y \u0111\u1ec3 Pocket Option tr\u1edf th\u00e0nh ng\u01b0\u1eddi b\u1ea1n \u0111\u1ed3ng h\u00e0nh \u0111\u00e1ng tin c\u1eady tr\u00ean h\u00e0nh tr\u00ecnh \u0111\u1ea7u t\u01b0 sinh l\u1eddi c\u1ee7a b\u1ea1n.<\/p>\n<\/div>\n"},"faq":[{"question":"Nh\u1eefng c\u1ed5 phi\u1ebfu ng\u00e0nh logistics n\u00e0o c\u00f3 ti\u1ec1m n\u0103ng nh\u1ea5t t\u1ea1i Vi\u1ec7t Nam?","answer":"C\u00e1c c\u1ed5 phi\u1ebfu logistics c\u00f3 ti\u1ec1m n\u0103ng l\u1edbn t\u1ea1i Vi\u1ec7t Nam hi\u1ec7n nay bao g\u1ed3m GMD (Gemadept) v\u1edbi l\u1ee3i th\u1ebf s\u1edf h\u1eefu h\u1ec7 th\u1ed1ng c\u1ea3ng l\u1edbn, HAH (H\u1ea3i An) v\u1edbi m\u00f4 h\u00ecnh kinh doanh t\u00edch h\u1ee3p c\u1ea3ng-t\u00e0u hi\u1ec7u qu\u1ea3, v\u00e0 ITL (Indo Trans Logistics) l\u00e0 doanh nghi\u1ec7p logistics t\u00edch h\u1ee3p h\u00e0ng \u0111\u1ea7u. Ngo\u00e0i ra, VTP (Viettel Post) c\u0169ng c\u00f3 tri\u1ec3n v\u1ecdng t\u1ed1t nh\u1edd v\u00e0o m\u1ea1ng l\u01b0\u1edbi r\u1ed9ng kh\u1eafp v\u00e0 l\u1ee3i th\u1ebf trong logistics th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed."},{"question":"L\u00e0m th\u1ebf n\u00e0o \u0111\u1ec3 \u0111\u00e1nh gi\u00e1 li\u1ec7u c\u1ed5 phi\u1ebfu c\u1ee7a ng\u00e0nh logistics c\u00f3 \u0111\u00e1ng \u0111\u1ea7u t\u01b0 hay kh\u00f4ng?","answer":"\u0110\u1ec3 \u0111\u00e1nh gi\u00e1 c\u1ed5 phi\u1ebfu logistics, nh\u00e0 \u0111\u1ea7u t\u01b0 n\u00ean xem x\u00e9t: (1) C\u00e1c ch\u1ec9 s\u1ed1 t\u00e0i ch\u00ednh nh\u01b0 P\/E, ROE, bi\u00ean l\u1ee3i nhu\u1eadn; (2) V\u1ecb th\u1ebf c\u1ea1nh tranh c\u1ee7a c\u00f4ng ty trong ng\u00e0nh; (3) Kh\u1ea3 n\u0103ng \u00e1p d\u1ee5ng c\u00f4ng ngh\u1ec7 v\u00e0 \u0111\u1ed5i m\u1edbi; (4) Chi\u1ebfn l\u01b0\u1ee3c ph\u00e1t tri\u1ec3n d\u00e0i h\u1ea1n; (5) Ch\u1ea5t l\u01b0\u1ee3ng qu\u1ea3n tr\u1ecb v\u00e0 kinh nghi\u1ec7m c\u1ee7a \u0111\u1ed9i ng\u0169 l\u00e3nh \u0111\u1ea1o. Ngo\u00e0i ra, c\u1ea7n ch\u00fa \u00fd \u0111\u1ebfn c\u00e1c y\u1ebfu t\u1ed1 c\u1ee5 th\u1ec3 nh\u01b0 kh\u1ea3 n\u0103ng t\u1ed1i \u01b0u h\u00f3a chi ph\u00ed ho\u1ea1t \u0111\u1ed9ng v\u00e0 chi\u1ebfn l\u01b0\u1ee3c m\u1edf r\u1ed9ng m\u1ea1ng l\u01b0\u1edbi."},{"question":"Nh\u1eefng y\u1ebfu t\u1ed1 kinh t\u1ebf v\u0129 m\u00f4 n\u00e0o \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn c\u1ed5 phi\u1ebfu v\u1eadn t\u1ea3i v\u00e0 logistics t\u1ea1i Vi\u1ec7t Nam?","answer":"C\u00e1c y\u1ebfu t\u1ed1 kinh t\u1ebf v\u0129 m\u00f4 ch\u00ednh \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn c\u1ed5 phi\u1ebfu v\u1eadn t\u1ea3i v\u00e0 logistics bao g\u1ed3m: t\u0103ng tr\u01b0\u1edfng GDP v\u00e0 s\u1ea3n xu\u1ea5t c\u00f4ng nghi\u1ec7p, kim ng\u1ea1ch xu\u1ea5t nh\u1eadp kh\u1ea9u, bi\u1ebfn \u0111\u1ed9ng gi\u00e1 nhi\u00ean li\u1ec7u, t\u1ef7 gi\u00e1 h\u1ed1i \u0111o\u00e1i, l\u00e3i su\u1ea5t ng\u00e2n h\u00e0ng (\u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn chi ph\u00ed \u0111\u1ea7u t\u01b0), ch\u00ednh s\u00e1ch th\u01b0\u01a1ng m\u1ea1i qu\u1ed1c t\u1ebf, v\u00e0 \u0111\u1ea7u t\u01b0 v\u00e0o c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng giao th\u00f4ng. Theo d\u00f5i c\u00e1c ch\u1ec9 s\u1ed1 n\u00e0y tr\u00ean n\u1ec1n t\u1ea3ng Pocket Option s\u1ebd gi\u00fap nh\u00e0 \u0111\u1ea7u t\u01b0 \u0111\u01b0a ra quy\u1ebft \u0111\u1ecbnh th\u00f4ng minh h\u01a1n."},{"question":"Chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 n\u00e0o ph\u00f9 h\u1ee3p cho c\u1ed5 phi\u1ebfu ng\u00e0nh logistics trong giai \u0111o\u1ea1n hi\u1ec7n t\u1ea1i?","answer":"Trong giai \u0111o\u1ea1n hi\u1ec7n t\u1ea1i, c\u00e1c chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 ph\u00f9 h\u1ee3p cho c\u1ed5 phi\u1ebfu logistics bao g\u1ed3m: (1) \u0110\u1ea7u t\u01b0 ch\u1ecdn l\u1ecdc v\u00e0o c\u00e1c c\u00f4ng ty h\u00e0ng \u0111\u1ea7u c\u00f3 l\u1ee3i th\u1ebf c\u1ea1nh tranh r\u00f5 r\u00e0ng; (2) Ph\u00e2n b\u1ed5 danh m\u1ee5c \u0111\u1ea7u t\u01b0 \u0111a d\u1ea1ng gi\u1eefa c\u00e1c ph\u00e2n kh\u00fac nh\u01b0 c\u1ea3ng bi\u1ec3n, v\u1eadn t\u1ea3i v\u00e0 d\u1ecbch v\u1ee5 logistics t\u00edch h\u1ee3p; (3) K\u1ebft h\u1ee3p \u0111\u1ea7u t\u01b0 trung v\u00e0 d\u00e0i h\u1ea1n, t\u1eadn d\u1ee5ng s\u1ef1 bi\u1ebfn \u0111\u1ed9ng theo chu k\u1ef3 c\u1ee7a ng\u00e0nh; (4) \u01afu ti\u00ean c\u00e1c doanh nghi\u1ec7p c\u00f3 chi\u1ebfn l\u01b0\u1ee3c chuy\u1ec3n \u0111\u1ed5i s\u1ed1 r\u00f5 r\u00e0ng v\u00e0 \u0111\u1ea7u t\u01b0 v\u00e0o c\u00f4ng ngh\u1ec7."},{"question":"Nh\u1eefng r\u1ee7i ro l\u1edbn nh\u1ea5t khi \u0111\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu ng\u00e0nh logistics l\u00e0 g\u00ec?","answer":"C\u00e1c r\u1ee7i ro ch\u00ednh khi \u0111\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu logistics bao g\u1ed3m: (1) C\u1ea1nh tranh kh\u1ed1c li\u1ec7t t\u1eeb c\u00e1c c\u00f4ng ty n\u01b0\u1edbc ngo\u00e0i v\u1edbi ngu\u1ed3n l\u1ef1c m\u1ea1nh; (2) Bi\u1ebfn \u0111\u1ed9ng gi\u00e1 nhi\u00ean li\u1ec7u \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn bi\u00ean l\u1ee3i nhu\u1eadn; (3) Chi ph\u00ed \u0111\u1ea7u t\u01b0 l\u1edbn v\u00e0o c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng v\u00e0 ph\u01b0\u01a1ng ti\u1ec7n, t\u1ea1o \u00e1p l\u1ef1c l\u00ean d\u00f2ng ti\u1ec1n; (4) R\u1ee7i ro t\u1eeb bi\u1ebfn \u0111\u1ed9ng th\u01b0\u01a1ng m\u1ea1i to\u00e0n c\u1ea7u; (5) Thay \u0111\u1ed5i trong ch\u00ednh s\u00e1ch v\u00e0 quy \u0111\u1ecbnh c\u1ee7a ch\u00ednh ph\u1ee7 li\u00ean quan \u0111\u1ebfn v\u1eadn t\u1ea3i v\u00e0 xu\u1ea5t nh\u1eadp kh\u1ea9u."}],"faq_source":{"label":"FAQ","type":"repeater","formatted_value":[{"question":"Nh\u1eefng c\u1ed5 phi\u1ebfu ng\u00e0nh logistics n\u00e0o c\u00f3 ti\u1ec1m n\u0103ng nh\u1ea5t t\u1ea1i Vi\u1ec7t Nam?","answer":"C\u00e1c c\u1ed5 phi\u1ebfu logistics c\u00f3 ti\u1ec1m n\u0103ng l\u1edbn t\u1ea1i Vi\u1ec7t Nam hi\u1ec7n nay bao g\u1ed3m GMD (Gemadept) v\u1edbi l\u1ee3i th\u1ebf s\u1edf h\u1eefu h\u1ec7 th\u1ed1ng c\u1ea3ng l\u1edbn, HAH (H\u1ea3i An) v\u1edbi m\u00f4 h\u00ecnh kinh doanh t\u00edch h\u1ee3p c\u1ea3ng-t\u00e0u hi\u1ec7u qu\u1ea3, v\u00e0 ITL (Indo Trans Logistics) l\u00e0 doanh nghi\u1ec7p logistics t\u00edch h\u1ee3p h\u00e0ng \u0111\u1ea7u. Ngo\u00e0i ra, VTP (Viettel Post) c\u0169ng c\u00f3 tri\u1ec3n v\u1ecdng t\u1ed1t nh\u1edd v\u00e0o m\u1ea1ng l\u01b0\u1edbi r\u1ed9ng kh\u1eafp v\u00e0 l\u1ee3i th\u1ebf trong logistics th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed."},{"question":"L\u00e0m th\u1ebf n\u00e0o \u0111\u1ec3 \u0111\u00e1nh gi\u00e1 li\u1ec7u c\u1ed5 phi\u1ebfu c\u1ee7a ng\u00e0nh logistics c\u00f3 \u0111\u00e1ng \u0111\u1ea7u t\u01b0 hay kh\u00f4ng?","answer":"\u0110\u1ec3 \u0111\u00e1nh gi\u00e1 c\u1ed5 phi\u1ebfu logistics, nh\u00e0 \u0111\u1ea7u t\u01b0 n\u00ean xem x\u00e9t: (1) C\u00e1c ch\u1ec9 s\u1ed1 t\u00e0i ch\u00ednh nh\u01b0 P\/E, ROE, bi\u00ean l\u1ee3i nhu\u1eadn; (2) V\u1ecb th\u1ebf c\u1ea1nh tranh c\u1ee7a c\u00f4ng ty trong ng\u00e0nh; (3) Kh\u1ea3 n\u0103ng \u00e1p d\u1ee5ng c\u00f4ng ngh\u1ec7 v\u00e0 \u0111\u1ed5i m\u1edbi; (4) Chi\u1ebfn l\u01b0\u1ee3c ph\u00e1t tri\u1ec3n d\u00e0i h\u1ea1n; (5) Ch\u1ea5t l\u01b0\u1ee3ng qu\u1ea3n tr\u1ecb v\u00e0 kinh nghi\u1ec7m c\u1ee7a \u0111\u1ed9i ng\u0169 l\u00e3nh \u0111\u1ea1o. Ngo\u00e0i ra, c\u1ea7n ch\u00fa \u00fd \u0111\u1ebfn c\u00e1c y\u1ebfu t\u1ed1 c\u1ee5 th\u1ec3 nh\u01b0 kh\u1ea3 n\u0103ng t\u1ed1i \u01b0u h\u00f3a chi ph\u00ed ho\u1ea1t \u0111\u1ed9ng v\u00e0 chi\u1ebfn l\u01b0\u1ee3c m\u1edf r\u1ed9ng m\u1ea1ng l\u01b0\u1edbi."},{"question":"Nh\u1eefng y\u1ebfu t\u1ed1 kinh t\u1ebf v\u0129 m\u00f4 n\u00e0o \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn c\u1ed5 phi\u1ebfu v\u1eadn t\u1ea3i v\u00e0 logistics t\u1ea1i Vi\u1ec7t Nam?","answer":"C\u00e1c y\u1ebfu t\u1ed1 kinh t\u1ebf v\u0129 m\u00f4 ch\u00ednh \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn c\u1ed5 phi\u1ebfu v\u1eadn t\u1ea3i v\u00e0 logistics bao g\u1ed3m: t\u0103ng tr\u01b0\u1edfng GDP v\u00e0 s\u1ea3n xu\u1ea5t c\u00f4ng nghi\u1ec7p, kim ng\u1ea1ch xu\u1ea5t nh\u1eadp kh\u1ea9u, bi\u1ebfn \u0111\u1ed9ng gi\u00e1 nhi\u00ean li\u1ec7u, t\u1ef7 gi\u00e1 h\u1ed1i \u0111o\u00e1i, l\u00e3i su\u1ea5t ng\u00e2n h\u00e0ng (\u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn chi ph\u00ed \u0111\u1ea7u t\u01b0), ch\u00ednh s\u00e1ch th\u01b0\u01a1ng m\u1ea1i qu\u1ed1c t\u1ebf, v\u00e0 \u0111\u1ea7u t\u01b0 v\u00e0o c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng giao th\u00f4ng. Theo d\u00f5i c\u00e1c ch\u1ec9 s\u1ed1 n\u00e0y tr\u00ean n\u1ec1n t\u1ea3ng Pocket Option s\u1ebd gi\u00fap nh\u00e0 \u0111\u1ea7u t\u01b0 \u0111\u01b0a ra quy\u1ebft \u0111\u1ecbnh th\u00f4ng minh h\u01a1n."},{"question":"Chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 n\u00e0o ph\u00f9 h\u1ee3p cho c\u1ed5 phi\u1ebfu ng\u00e0nh logistics trong giai \u0111o\u1ea1n hi\u1ec7n t\u1ea1i?","answer":"Trong giai \u0111o\u1ea1n hi\u1ec7n t\u1ea1i, c\u00e1c chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 ph\u00f9 h\u1ee3p cho c\u1ed5 phi\u1ebfu logistics bao g\u1ed3m: (1) \u0110\u1ea7u t\u01b0 ch\u1ecdn l\u1ecdc v\u00e0o c\u00e1c c\u00f4ng ty h\u00e0ng \u0111\u1ea7u c\u00f3 l\u1ee3i th\u1ebf c\u1ea1nh tranh r\u00f5 r\u00e0ng; (2) Ph\u00e2n b\u1ed5 danh m\u1ee5c \u0111\u1ea7u t\u01b0 \u0111a d\u1ea1ng gi\u1eefa c\u00e1c ph\u00e2n kh\u00fac nh\u01b0 c\u1ea3ng bi\u1ec3n, v\u1eadn t\u1ea3i v\u00e0 d\u1ecbch v\u1ee5 logistics t\u00edch h\u1ee3p; (3) K\u1ebft h\u1ee3p \u0111\u1ea7u t\u01b0 trung v\u00e0 d\u00e0i h\u1ea1n, t\u1eadn d\u1ee5ng s\u1ef1 bi\u1ebfn \u0111\u1ed9ng theo chu k\u1ef3 c\u1ee7a ng\u00e0nh; (4) \u01afu ti\u00ean c\u00e1c doanh nghi\u1ec7p c\u00f3 chi\u1ebfn l\u01b0\u1ee3c chuy\u1ec3n \u0111\u1ed5i s\u1ed1 r\u00f5 r\u00e0ng v\u00e0 \u0111\u1ea7u t\u01b0 v\u00e0o c\u00f4ng ngh\u1ec7."},{"question":"Nh\u1eefng r\u1ee7i ro l\u1edbn nh\u1ea5t khi \u0111\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu ng\u00e0nh logistics l\u00e0 g\u00ec?","answer":"C\u00e1c r\u1ee7i ro ch\u00ednh khi \u0111\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu logistics bao g\u1ed3m: (1) C\u1ea1nh tranh kh\u1ed1c li\u1ec7t t\u1eeb c\u00e1c c\u00f4ng ty n\u01b0\u1edbc ngo\u00e0i v\u1edbi ngu\u1ed3n l\u1ef1c m\u1ea1nh; (2) Bi\u1ebfn \u0111\u1ed9ng gi\u00e1 nhi\u00ean li\u1ec7u \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn bi\u00ean l\u1ee3i nhu\u1eadn; (3) Chi ph\u00ed \u0111\u1ea7u t\u01b0 l\u1edbn v\u00e0o c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng v\u00e0 ph\u01b0\u01a1ng ti\u1ec7n, t\u1ea1o \u00e1p l\u1ef1c l\u00ean d\u00f2ng ti\u1ec1n; (4) R\u1ee7i ro t\u1eeb bi\u1ebfn \u0111\u1ed9ng th\u01b0\u01a1ng m\u1ea1i to\u00e0n c\u1ea7u; (5) Thay \u0111\u1ed5i trong ch\u00ednh s\u00e1ch v\u00e0 quy \u0111\u1ecbnh c\u1ee7a ch\u00ednh ph\u1ee7 li\u00ean quan \u0111\u1ebfn v\u1eadn t\u1ea3i v\u00e0 xu\u1ea5t nh\u1eadp kh\u1ea9u."}]}},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.8 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>M\u00e3 C\u1ed5 Phi\u1ebfu Ng\u00e0nh Logistics: C\u01a1 H\u1ed9i \u0110\u1ea7u T\u01b0 H\u1ea5p D\u1eabn Trong Th\u1ecb Tr\u01b0\u1eddng Vi\u1ec7t Nam<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/markets\/logistics-industry-stock-codes\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" 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